The latest senior wealth management moves and appointments in North America.

Fiduciary Trust International
Fiduciary Trust International has appointed Philip Jodz as senior relationship manager, based in its Radnor office. 

Jodz will manage the delivery of a broad range of services to ultra-high net worth, family office, non-profit clients and their advisors.

With two decades of industry experience under his belt, Jodz was a director in the Philadelphia office of Abbot Downing, where he was responsible for managing client relationships through the coordination of investment management, fiduciary administration, wealth transfer, and multigenerational planning for individuals and families. He also provided philanthropic and administrative services to foundations and endowments. 

Jodz holds the Certified Financial Planner™ and Certified Trust and Fiduciary Advisor (CTFA) designations. He earned his MBA from the Villanova School of Business, and graduated from Pennsylvania State University’s Smeal College of Business with a bachelor of business administration (BBA) degree.

Based in New York, Fiduciary Trust International has more than $102 billion in assets under management and administration as of December 31, 2021.

Katten
Law firm Katten has recruited high net worth attorney Kevin T Keen as a partner in its private wealth practice in Dallas, Texas.

Previously, Keen served as managing partner at another international law firm’s Texas office and practiced as a US-qualified private client attorney in Zurich, Switzerland. He brings domestic and international experience when advising families, entrepreneurs, mobile executives, family offices and fiduciaries across the US, Canada, Europe, Latin America and Asia.

The private wealth practice serves ultra-high net worth individuals and their private enterprises, family offices and fiduciaries, advising them on tax, structuring, compliance and matters specific to their business affairs in the US.

Katten has about 700 attorneys across the US, the UK and China. Its core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. 

Sanctuary Wealth
Sanctuary Wealth has welcomed Santa Barbara-based Saige Private Wealth, its seventh team of advisors in California. 

The three-person team, with around $270 million in client assets, is led by founder and managing partner Antonia La Rocca. The team focuses on working with multi-generational high net worth families.

La Rocca previously spent 14 years with UBS Financial Services where she was senior vice president, wealth management. Prior to that she worked as a tax consultant for a major international accounting firm in Los Angeles, as well as having owned and managed a small medical services business in Maryland. La Rocca, who is a graduate of Loyola Marymount University, with a master’s degree in taxation from the University of Southern California, earned a CPA license from the State Board of Accountancy in California. 

Franklin Templeton
New York-listed Franklin Resources, which operates as Franklin Templeton, has appointed Sandy Kaul as senior vice president to provide advisory consulting and thought leadership as part of the Franklin Templeton Institute.

Kaul will deliver actionable intelligence and insights on the future of the investment and wealth management industry for the firm and its clients. Based in New York, Kaul brings more than 25 years of industry experience. She has joined from Citigroup, where she served as managing director and global head of business advisory services.

At Citigroup, Kaul launched and built out Citi’s Business Advisory Services practice. She rejoined the US bank in 2009, after originally starting her career there in 1985 as a futures research analyst covering the soft commodities markets with Citi’s predecessor firm, Shearson Lehman Brothers. She joined Commodities Corporation/Goldman Sachs Asset Management in 1995 as a commodity trading advisor (CTA) and portfolio manager. After managing money for nearly six years, Kaul shifted her attention to consulting and led the strategy practice within the financial services division of capital markets niche management consulting firm Scient.