PRESS RELEASES

Cathy Carilli, CFA® Joins Fiduciary Trust International’s New York Office as Senior Portfolio Manager

08.11.2020

NEW YORK, NY—August 11, 2020—Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, continues to grow its New York office, welcoming Cathy Carilli, CFA® as senior portfolio manager. Ms. Carilli has more than 20 years of experience customizing and managing multi-asset portfolios.

“Cathy has built a solid track record of working with high-net-worth clients and their families to create portfolios that are designed to help them meet their long-term financial goals while effectively navigating different market conditions,” said Paulina Mejia, regional managing director, trust counsel, and head of Fiduciary Trust International’s New York office. “Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.”

Ms. Carilli joins Fiduciary Trust International from U.S. Trust, Bank of America Wealth Management, where she worked for 24 years, most recently as managing director and senior portfolio manager. During her tenure there, Ms. Carilli was a member of the firm’s Custom Equity Solutions Group and Equity Approval Committee. She also served on the U.S. Trust Development & Engagement Committee, where she helped develop a strategy to incorporate open architecture into the organization and its client portfolios. Earlier in her career, Ms. Carilli was a vice president and portfolio manager at Citibank Private Bank, and senior investment manager and team leader at Citicorp Investment Services.

Ms. Carilli is a CFA® charterholder, and is a member of the CFA Institute and New York Society of Security Analysts. She received her MBA in finance from Fordham University and graduated from Iona College with a BBA in finance. Ms. Carilli is also founder and president of The Tower of Hope, Inc., a nonprofit organization which raises funds to train service dogs and pair them with wounded veterans and people in need.

“We continue to add seasoned professionals in our offices nationwide to further build upon the expertise we can harness on behalf of our clients and their families,” said Lawrence A. Sternkopf, president and chief operating officer of Fiduciary Trust International. “Cathy has more than two decades of experience developing solutions for high-net-worth individuals and families, and we look forward to working with her to help multiple generations of clients preserve and grow their wealth.”

Ms. Carilli is the latest addition to Fiduciary Trust International’s New York headquarters, which has experienced ongoing expansion during the past two years:

  • In May 2020, the firm announced that Maudie Long, CFA® and David DeStefano joined its New York office as senior portfolio manager and trust officer, respectively.
  • In March 2020, Fiduciary Trust International added Kevin G. Carter, CFP® as a New York-based senior portfolio manager.
  • In February 2019, the firm welcomed S.J. Abrams as relationship manager in its New York office.
  • In September 2019, the firm welcomed Jennifer McCarthy as trust counsel and managing director in its New York office.
  • Noah Uzal started at Fiduciary Trust International as a New York-based wealth director in September 2018.
  • In June 2018, Fiduciary Trust International announced that Isaac Barrocas and Nita S. Vyas came aboard as senior portfolio manager and trust counsel, respectively, based in the New York office.

 

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 $82 billion in assets under management and administration as of May 31, 2020, 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, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA, Washington, DC, Wilmington, DE, and Arlington, VA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and Twitter: @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 165 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 brings extensive capabilities in equity, fixed income, alternatives and custom multi-asset solutions. With offices in over 30 countries and 1,300 investment professionals, the California-based company has more than 70 years of investment experience and approximately $1.4 trillion in assets under management as of June 30, 2020 (on a pro forma basis for its acquisition of Legg Mason, Inc.). For more information, please visit franklintempleton.com.

 

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Copyright © 2020. Fiduciary Trust International. All rights reserved.

 

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