Bringing you live news and features since 2006 

Fiduciary Trust International appoints New York-Based Senior Portfolio Manager

RELATED TOPICS​

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.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by