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Fiduciary Trust International Welcomes New Senior Relationship Manager in New York Office

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Fiduciary Trust International, a subsidiary of Franklin Templeton (NYSE: BEN), has appointed Kevin F. Flood, CFP®, SE-AWMA™, as a senior relationship manager in its New York office. With over 30 years of experience in private wealth management, Mr. Flood brings expertise in managing complex multi-generational relationships and driving revenue growth.

Prior to joining Fiduciary Trust International, Mr. Flood was a senior vice president at Wilmington Trust, overseeing $870 million in assets under management and $1.3 billion in assets under administration. He has also held vice president positions at U.S. Trust/Bank of America and Mutual of America Life Insurance Company.

Mr. Flood's appointment aligns with Fiduciary Trust International's focus on meeting the needs of high-net-worth clients and complex portfolios. His client-focused approach and commitment to fiduciary excellence are expected to enhance the firm's offerings and drive growth.

Fiduciary Trust International, una filiale di Franklin Templeton (NYSE: BEN), ha nominato Kevin F. Flood, CFP®, SE-AWMA™ come senior relationship manager nel suo ufficio di New York. Con oltre 30 anni di esperienza nella gestione patrimoniale privata, il signor Flood porta con sé competenze nella gestione di relazioni complesse e multi-generazionali e nello sviluppo della crescita dei ricavi.

Prima di unirsi a Fiduciary Trust International, il signor Flood era senior vice president presso Wilmington Trust, dove supervisionava $870 milioni in attivi sotto gestione e $1,3 miliardi in attivi sotto amministrazione. Ha anche ricoperto posizioni di vice president presso U.S. Trust/Bank of America e Mutual of America Life Insurance Company.

La nomina del signor Flood si allinea con l'obiettivo di Fiduciary Trust International di soddisfare le esigenze dei clienti ad alto patrimonio netto e di portafogli complessi. Il suo approccio incentrato sul cliente e il suo impegno per l'eccellenza fiduciaria dovrebbero migliorare l'offerta dell'azienda e promuovere la crescita.

Fiduciary Trust International, una subsidiaria de Franklin Templeton (NYSE: BEN), ha designado a Kevin F. Flood, CFP®, SE-AWMA™ como gerente senior de relaciones en su oficina de Nueva York. Con más de 30 años de experiencia en la gestión de patrimonio privado, el señor Flood aporta su experiencia en la gestión de relaciones complejas y multi-generacionales, así como en el impulso del crecimiento de ingresos.

Antes de unirse a Fiduciary Trust International, el señor Flood fue vicepresidente senior en Wilmington Trust, supervisando $870 millones en activos bajo gestión y $1.3 mil millones en activos bajo administración. También ha ocupado cargos de vicepresidente en U.S. Trust/Bank of America y Mutual of America Life Insurance Company.

La designación del señor Flood se alinea con el enfoque de Fiduciary Trust International en satisfacer las necesidades de clientes con alto patrimonio neto y carteras complejas. Su enfoque centrado en el cliente y su compromiso con la excelencia fiduciaria se espera que mejoren la oferta de la firma y fomenten el crecimiento.

Fiduciary Trust International, 프랭클린 템플턴의 자회사 (NYSE: BEN),가 Kevin F. Flood, CFP®, SE-AWMA™를 뉴욕 사무소의 선임 관계 관리자에 임명했다고 발표했습니다. 30년 이상의 사적인 자산 관리 경험을 가진 Flood는 복잡한 다세대 관계를 관리하고 수익 성장을 이끄는 전문성을 가지고 있습니다.

Fiduciary Trust International에 합류하기 전, Flood는 Wilmington Trust에서 선임 부사장을 역임하며 $870백만의 관리 자산과 $1.3십억의 관리하 자산을 감독했습니다. 그는 또한 U.S. Trust/Bank of America와 Mutual of America Life Insurance Company에서 부사장직을 맡았던 경력이 있습니다.

Flood의 임명은 고액 자산 고객과 복잡한 포트폴리오의 요구를 충족하려는 Fiduciary Trust International의 목표와 일치합니다. 고객 중심의 접근 방식과 신탁의 우수성에 대한 그의 헌신은 회사의 제공을 향상시키고 성장을 촉진할 것으로 기대됩니다.

Fiduciary Trust International, une filiale de Franklin Templeton (NYSE: BEN), a nommé Kevin F. Flood, CFP®, SE-AWMA™ en tant que responsable senior des relations dans son bureau de New York. Avec plus de 30 ans d'expérience dans la gestion de patrimoine privé, M. Flood apporte son expertise dans la gestion de relations complexes et multigénérationnelles tout en stimulant la croissance des revenus.

Avant de rejoindre Fiduciary Trust International, M. Flood était vice-président senior chez Wilmington Trust, supervisant 870 millions de dollars d'actifs sous gestion et 1,3 milliard de dollars d'actifs administrés. Il a également occupé des postes de vice-président chez U.S. Trust/Bank of America et Mutual of America Life Insurance Company.

La nomination de M. Flood s'inscrit dans la volonté de Fiduciary Trust International de répondre aux besoins de clients fortunés et de portefeuilles complexes. Son approche centrée sur le client et son engagement envers l'excellence fiduciaire devraient améliorer les offres de la société et favoriser la croissance.

Fiduciary Trust International, eine Tochtergesellschaft von Franklin Templeton (NYSE: BEN), hat Kevin F. Flood, CFP®, SE-AWMA™ zum Senior Relationship Manager in seinem Büro in New York ernannt. Mit über 30 Jahren Erfahrung im Bereich der privaten Vermögensverwaltung bringt Herr Flood Expertise in der Verwaltung komplexer, mehrgenerationeller Beziehungen und im Wachstum der Einnahmen mit.

Bevor er zu Fiduciary Trust International kam, war Herr Flood Senior Vice President bei Wilmington Trust, wo er 871 Millionen Dollar an verwaltetem Vermögen und 1,3 Milliarden Dollar an verwalteten Vermögenswerten überwachte. Außerdem hatte er Vice President-Positionen bei U.S. Trust/Bank of America und Mutual of America Life Insurance Company inne.

Die Ernennung von Herrn Flood entspricht dem Fokus von Fiduciary Trust International, die Bedürfnisse von vermögenden Kunden und komplexen Portfolios zu erfüllen. Sein kundenorientierter Ansatz und sein Engagement für treuhänderische Exzellenz sollen die Angebote des Unternehmens verbessern und das Wachstum vorantreiben.

Positive
  • Appointment of Kevin F. Flood as senior relationship manager with over 30 years of experience
  • Flood's previous role managed $870 million in AUM and $1.3 billion in AUA
  • Potential for enhanced client service and growth in high-net-worth segment
Negative
  • None.

Mr. Flood Brings Over Three Decades of Private Wealth Management Expertise and a Strong Industry Reputation for Driving Revenue Growth, Managing Complex Multi-Generational Relationships, and Upholding High Service Standards

NEW YORK--(BUSINESS WIRE)-- Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Kevin F. Flood, CFP®, SE-AWMA™, has joined its New York office as a senior relationship manager.

“Meeting the needs of intricate client relationships, especially those involving high-net-worth and multi-generational dynamics, is a top priority for Fiduciary Trust International,” said Anne Fitzpatrick Donahue, Fiduciary Trust International regional managing director for the New York office. “Kevin’s track record in private wealth management, tax and estate planning, and his proven ability to manage multi-generational relationships make him an ideal fit for catering to the needs of our firm’s most sophisticated and complex portfolios. His client-focused approach, exceptional leadership, and commitment to fiduciary excellence will enhance our offerings and drive growth.”

Mr. Flood brings more than three decades of experience in private wealth management to the team. Before joining Fiduciary Trust International, he spent over a decade as senior vice president and senior wealth advisor at Wilmington Trust, where he managed a client relationship team overseeing $870 million in assets under management and $1.3 billion in assets under administration. Prior to that, he held vice president positions at U.S. Trust/Bank of America and at Mutual of America Life Insurance Company.

“I am honored to join Fiduciary Trust International, a firm renowned for its exceptional client service and fiduciary excellence,” said Mr. Flood. “Fiduciary Trust International’s commitment to innovation and global reach offers a unique platform for growth and development. I look forward to working with our talented team and leveraging our advanced offerings to address the complex needs of clients, especially those with multi-generational wealth.”

Mr. Flood earned his Bachelor of Science in Finance from St. Thomas Aquinas College and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designations. He also holds licenses in Life and Health Insurance for New York, New Jersey, and Delaware, as well as for Real Estate in New Jersey.

Mr. Flood earned Executive and Performance Leadership Certificates from Cornell University and is actively involved in the Financial Planning Association, serving both national and New York Metro chapters. He is also a recipient of the Wilmington Trust Chairman’s Club Award and the Wilmington Trust President’s Council Award.

About Fiduciary Trust International

Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931. With over $102 billion in assets under management and administration as of March 31, 2024, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The New York-based firm and its subsidiaries maintain offices in Coral Gables, FL, Boca Raton, FL, Fort Lauderdale, FL, West Palm Beach, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA, Washington, DC, Wilmington, DE, Reston, VA, and Atlanta, GA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and X: @FiduciaryTrust.

About Franklin Templeton

Franklin Resources, Inc. [NYSE: BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.6 trillion in assets under management as of June 30, 2024. For more information, please visit franklintempleton.com and follow us on LinkedIn, X and Facebook.

Copyright © 2024 Fiduciary Trust International. All rights reserved.

Rebecca Radosevich: 212-632-3207

rebecca.radosevich@franklintempleton.com

Sabrina Scarpa: 973-309-0051

ft@jconnelly.com

Source: Fiduciary Trust International

FAQ

Who is the new senior relationship manager at Fiduciary Trust International's New York office?

Kevin F. Flood, CFP®, SE-AWMA™, has joined Fiduciary Trust International's New York office as a senior relationship manager.

What experience does Kevin F. Flood bring to Fiduciary Trust International (BEN)?

Kevin F. Flood brings over three decades of experience in private wealth management, including expertise in managing complex multi-generational relationships and driving revenue growth.

How much in assets did Kevin F. Flood manage in his previous role before joining Fiduciary Trust International?

In his previous role at Wilmington Trust, Kevin F. Flood managed $870 million in assets under management and $1.3 billion in assets under administration.

What is Fiduciary Trust International's focus in hiring Kevin F. Flood?

Fiduciary Trust International aims to enhance its ability to meet the needs of complex client relationships, especially those involving high-net-worth and multi-generational dynamics.

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