Global wealth manager Fiduciary Trust International, a wholly-owned subsidiary of Franklin Templeton, has appointed Kevin G Carter, as Senior Portfolio Manager. Carter, who has more than 25 years of wealth and asset management experience, is based in Fiduciary Trust International’s New York office.
“Kevin’s in-depth knowledge of broad investment strategies and macroeconomic trends will help us continue to enhance the customised solutions, and the peace of mind, we provide to high-net-worth clients,” says Paulina Mejia, regional managing director, trust counsel, and head of Fiduciary Trust International’s New York office. “In addition, his experience managing equity and fixed-income portfolios will further strengthen the suite of holistic services, including trust and estate management and tax planning, we offer multiple generations of clients.”
Carter was most recently vice president and senior portfolio manager at PNC Wealth Management, where he was responsible for developing and executing broad investment strategies tailored to client goals and objectives. He previously served in the same roles at Morgan Stanley Private Bank, where he established the Morgan Stanley Personal Trust fixed-income portfolio management capabilities. Earlier in his career, Carter was director and equity portfolio manager at UBS Financial Services, and assistant vice president and portfolio manager at JPMorgan.
“Fiduciary Trust International is dedicated to working closely with clients to personalise sophisticated investment solutions and strategies that can bring them closer to meeting their long-term goals,” says Carter. “I am excited to be part of an organisation that possesses the commitment and institutional-level expertise necessary to assist clients and their families with protecting and growing their wealth, while seamlessly navigating changes in regulations and market conditions.”
Carter, who holds the Certified Financial Planner™ designation, received his MBA in finance and taxation from Fordham University. He graduated cum laude from St John’s University with a bachelor of science in finance and a minor in Asian studies.
