People Moves

Who's Moving Where In Wealth Management? - Fiduciary Trust Company International, LPL Financial

Editorial Staff June 6, 2019

Who's Moving Where In Wealth Management? - Fiduciary Trust Company International, LPL Financial

The latest moves in the North American wealth management market.

Fiduciary Trust Company International
Fiduciary Trust Company International, a wholly-owned subsidiary of Franklin Templeton, has appointed former UBS senior figure Christine Brown as trust counsel and managing director. She serves clients in Northern California.

Brown has more than 15 years of experience advising high net worth individuals and families in Northern California, spanning estate planning, wealth transfer, and philanthropy. She was most recently a San Francisco-based executive director and senior wealth strategist in the Western division of UBS Financial Services, where she acted as a wealth planning consultant to high net worth families. Prior to that, Brown was a West Coast director and wealth strategist for Credit Suisse Securities (USA), where she served as the estate planning specialist for the firm’s wealthiest families.

Earlier in her career, Brown was counsel in the private clients, trusts, and estates group at Schiff Hardin LLP, advising wealthy families on estate and gift tax planning strategies. She also founded her own law firm focusing on estate planning, probate, and trust administration matters.

Brown is a member of the trusts and estates section of the San Francisco Estate Planning Council. She earned her juris doctor from Loyola University Chicago School of Law and graduated cum laude from Michigan State University with a bachelor of arts in social science and psychology.

LPL Financial 
LPL Financial, the investment advisory and broker-dealer house, has announced that advisors Jake Murray, Mike Canavan and Jill Phillips of Teton Wealth Management have joined its platforms.

The advisors reported having served about $185 million of client brokerage and advisory assets and joined from Waddell & Reed Financial Advisors.

The group are based in Idaho Falls.

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