The latest moves and appointments in the North America wealth management sector.
Fiduciary Trust International
Fiduciary Trust International has appointed Amy Ko as regional managing director for Northern California. She will continue to be based in the firm’s San Mateo office.
Ko, who holds the Certified Trust and Financial Advisor (CFTA) designation, joined Fiduciary Trust International as San Mateo-based senior relationship manager and managing director in November 2020. She was previously a managing director and relationship manager at the Silicon Valley Bank private and wealth advisory group in San Francisco.
In addition to advising families, Ko was the firm’s primary point of contact for all personal finance relationships with healthcare, software enterprise, fintech investors and entrepreneurs in Northern California. Earlier in her career, she was a senior vice president and private client advisor at US Trust/Bank of America Private Wealth Management in San Francisco, where she led new client acquisition and business development activities.
“She brings a specialized focus and unique understanding as a full-balance-sheet advisor for many technology and life sciences innovation entrepreneurs, as well as investors familiar with innovation finance cycles. Amy also proactively identifies and navigates through various tax planning challenges and opportunities for our clients, making her ideally suited to lead our team in Northern California,” Gene Todd, executive vice president and head of regional markets for Fiduciary Trust International, said. (Todd has been acting as an interim regional managing director for Northern California.)
Among recent moves in Northern California, in February Fiduciary Trust International welcomed Charles Johnson as a San Mateo-based wealth director responsible for serving clients’ investment management, trust, estate, tax, family office, and custody needs. David Oh joined the organization’s San Mateo office in August 2021 as trust counsel focused on customizing tax planning, estate planning, business succession, and retirement planning solutions for Northern California clients. In November 2019, Fiduciary Trust International also announced that Freda Lam Zietlow, CFA had come aboard as senior portfolio manager and managing director serving clients in its San Mateo and San Francisco offices.