People Moves

Who's Moving Where In Wealth Management? – Fiduciary Trust International

Editorial Staff December 13, 2023

Who's Moving Where In Wealth Management? – Fiduciary Trust International

The latest moves and appointments in wealth management in the Americas.

Fiduciary Trust International, the wholly-owned subsidiary of Franklin Templeton, has appointed Gene Todd as president, adding to his role of regional markets head.

The US firm also has widened the remit of the following members of its leadership team:

-- Leslie Gillin Bohner has been appointed general trust counsel in addition to her role as chief fiduciary officer; and
-- Craig S Richards has been appointed chief operating officer in addition to his role as chief administrative officer and head of tax.

Todd joined Fiduciary Trust International in January 2020, and was elevated to head of regional markets in November 2021. Todd also serves on the firm’s operating, management, and executive committees, and is on the management committee of Franklin Templeton. He also serves as head of sales for the firm and will continue to work from Fiduciary Trust International’s office in San Mateo, California.

Bohner joined Fiduciary Trust International in 2020 as a result of the firm’s acquisition of Pennsylvania Trust Company.

Richards will continue to manage the coordination of Fiduciary Trust International’s delivery of wealth management services to its clients. Richards joined the firm in 1984 and has been a key player in enhancing infrastructure and capabilities throughout the organization.

As of June 30, Fiduciary Trust International had more than $94 billion in assets under management and administration.

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