Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, has appointed Paulina Mejia as regional managing director, head of its New York office, and trust counsel.
Mejia’s responsibilities will include overseeing the company’s private wealth business in New York, with a focus on building the business in the Greater New York region and working directly with high-net-worth clients to develop and implement charitable, estate and wealth transfer plans. She will also serve as a member of Fiduciary Trust’s Operating Committee.
“We are delighted to have Paulina join our talented and long-tenured team in New York. Having built a strong reputation in the wealth management industry, she will support our continued growth and success in the region,” says Lawrence A Sternkopf, president and chief operating officer of Fiduciary Trust Company International. “Her extensive industry knowledge and experience helping individuals and families achieve their goals are excellent complements to Fiduciary’s core strengths and client-focused culture.”
Mejia joins Fiduciary Trust with more than 15 years of experience working with wealthy clients on complex trust and estate matters. Most recently, she served as the head of Atlantic Trust’s Wealth Strategies Group and as senior wealth strategist in the firm’s New York office. Previously, Mejia was a wealth planner at Brown Brothers Harriman & Co and an attorney in the trust and estates division of Carter Ledyard & Milburn LLP in New York. She received her Juris Doctor degree from Boston College Law School and her Bachelor of Arts degree from Boston College.
“The wealth management industry will undergo considerable change in the years ahead, and Fiduciary Trust is well-positioned to meet the emerging needs of wealthy individuals and families across multiple generations,” says Mejia. “The firm has carved a distinctive niche for itself in the wealth management business with the remarkable depth and quality of the services it provides, and its unwavering commitment to meeting client needs. I am very excited about the opportunity to build on this strong foundation.”
Mejia is actively involved in the Public Preparatory Network’s Leadership Council in New York City, which she co-founded, and is a member of New York-Presbyterian Hospital’s Planned Giving Advisory Council, as well as the New York Historical Society’s Planned Giving Advisory Council. She also serves on several legal industry boards and committees, including the American Bar Association’s Section of Real Property, Trust and Estate Law, and is a co-chair of the organisation’s Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee. She is also a member of the Association of the Bar of the City of New York’s Trusts, Estates & Surrogate’s Court Committee.
