Fiduciary Trust taps 30-year veteran to New York office
Fiduciary Trust International, a global wealth management firm under Franklin Templeton, is enhancing its ability to engage with ultra-affluent clients in the East Coast with the hiring of a seasoned planning specialist.
The firm, which boasts $102 billion in AUM and AUA as of March 31, 2024, has announced the appointment of Kevin F. Flood as senior relationship manager in its New York office.
With over 30 years of experience in private wealth management, Flood has built up a wealth of expertise in managing complex multi-generational relationships – a must for a firm that’s served individuals, families, endowments and foundations since 1931 – and driving revenue growth.
“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,” Anne Fitzpatrick Donahue, regional managing director for the firm’s New York office, said in a statement.
Fitzpatrick highlighted Flood’s lengthy track record that encompasses the areas of private wealth management, tax and estate planning, along with “his proven ability to manage multi-generational relationships.”
Those credentials, desirable to any high-net-worth individuals and families looking to place their wealth in competent hands, “make him an ideal fit for catering to the needs of our firm’s most sophisticated and complex portfolios,” she said.
“His client-focused approach, exceptional leadership, and commitment to fiduciary excellence will enhance our offerings and drive growth,” Fitzpatrick added.
Flood’s multi-decade career includes a lengthy tenure at Wilmington Trust, where he served as senior vice president and senior wealth advisor. During his time there, he
Read more on investmentnews.com
