The latest senior moves in asset and wealth management from across the US.

Fiduciary Trust International
Fiduciary Trust International, a subsidiary of Franklin Templeton, announced that David Oh has joined as trust counsel serving clients in Northern California. He works from its office in San Mateo.

Oh previously worked at Charles Schwab, where he served as a director of tax, trusts and estates, and focused on developing customized tax planning, estate planning, business succession, and retirement planning solutions for high net worth clients. He previously worked as a member of the Personal Financial Services group for PricewaterhouseCoopers as well as an attorney in private practice.

Oh received his master of laws in taxation from the Boston University School of Law, and holds a juris doctor with a concentration in taxation law from the University of the Pacific. He also graduated from the University of California at Berkeley with a bachelor of arts in legal studies and a minor in Asian-American studies.

The firm announced in November 2020 that Amy Ko had come aboard as a senior relationship manager and managing director, in San Mateo, and Freda Lam Zietlow, joined in late 2019 as a senior portfolio manager and managing director.

Fiduciary Trust International has more than $94 billion in assets under management and administration as of March 31.