Fiduciary

David Krall Joins Fiduciary Trust Company as Vice President and Fiduciary Specialist

Retrieved on: 
Tuesday, April 30, 2024
Finance, Consulting, Banking, Professional Services, Other Professional Services, Fiduciary, Krall, Wilmington Trust, Wealth management, Comerica, Kean University, Senior, Trust, Multimedia, Fiduciary Trust Company, Financial adviser

Fiduciary Trust Company (“Fiduciary”), a Boston-headquartered financial services firm, is pleased to announce the hiring of David Krall as a Vice President and Fiduciary Specialist.

Key Points: 
  • Fiduciary Trust Company (“Fiduciary”), a Boston-headquartered financial services firm, is pleased to announce the hiring of David Krall as a Vice President and Fiduciary Specialist.
  • View the full release here: https://www.businesswire.com/news/home/20240430922025/en/
    David Krall, Vice President and Fiduciary Specialist at Fiduciary Trust Company (Photo: Business Wire)
    In this role, Krall will partner with third-party financial advisors to help them meet their clients’ trust needs and grow their practices through directed and delegated trusts.
  • He will work closely with Fiduciary’s affiliate, Fiduciary Trust of New England, which provides advisors and their clients nationwide access to New Hampshire’s advantageous tax and trust laws .
  • His previous experience includes roles at Wilmington Trust, Morgan Stanley Trust Company, and Merrill Lynch Trust Company.

Course Preps Future Financial Planning Leaders in Dick Wagner's Vision - Registration Now Open

Retrieved on: 
Tuesday, April 16, 2024
Online, CFP, Fiduciary, Capital gain, Supreme court, AI, Golden Gate University, Teaching, Envestnet, Intelligence, Knowledge, CPA, JD, Dream Team, Faculty, FPA, Financial plan, Growth, Q&A, Financial adviser

WASHINGTON, April 16, 2024 /PRNewswire/ -- The Fiduciary Institute announces its 2024 course to help planners lead financial planning and wealth management forward as leader Dick Wagner espoused. Faculty will offer six classes remotely over 14 weeks, starting June 25th.

Key Points: 
  • FPA Journal - Best of 25 Years: To Think...Like a CFP (financialplanningassociation.org) The course, 'Making the Future of Financial Planning,' is offered by the Institute for the Fiduciary Standard.
  • Knut Rostad, president of the Fiduciary Institute, stated, "Dick Wagner believed financial planning can be 'The most important authentic profession of the 21st century.'
  • "Making the Future of Financial Planning" is for the next generation of financial planning leaders.
  • The course is taught by veteran planning leaders and subject matter experts who will provide the knowledge and insights planners need to think strategically advance Dick Wagner's vision for planning.

The Walt Disney Company Comments on ISS Recommendation

Retrieved on: 
Thursday, March 21, 2024
Film & Motion Pictures, Theme Parks, General Entertainment, Entertainment, TV and Radio, Institutional Shareholder Services, The Coca-Cola Company, Fiduciary, Glass, The Walt Disney Company, History, Lead, Investment, DIS, ISS, Management

“In contrast to Glass Lewis, ISS fails to acknowledge the breadth of perspective and expertise Ms. Lagomasino adds to the Board.

Key Points: 
  • “In contrast to Glass Lewis, ISS fails to acknowledge the breadth of perspective and expertise Ms. Lagomasino adds to the Board.
  • The strong recent performance and results overseen by the Disney Board demonstrate our focus on long-term shareholder value creation and succession planning and our commitment to good governance practices.”
    The Walt Disney Company disagrees with ISS’s recommendation to support Trian nominee Nelson Peltz and believes Disney’s 12 Board nominees are best qualified to provide diligent oversight of management and create sustainable shareholder value.
  • Furthermore, ISS suggests that the Board “comprises well-qualified and accomplished directors” and “does not lack a key skill set.”
    Additionally, it’s worth noting that Trian’s silent partner, former Disney employee Ike Perlmutter, owns almost 79% of Trian’s Disney shares.
  • Disney recommends that shareholders vote FOR only its 12 nominees and withhold votes for the Trian Group and Blackwells nominees using the WHITE proxy card.

David Wong, CFA, Joins Callan's Private Equity Consulting Team

Retrieved on: 
Friday, December 1, 2023
Johns Hopkins University, Agility, Economics, Fiduciary, Research, SAN, Head, Investment, American Indians, CFA, College, Chartered, Consultant, Jan Vansina, Mission Indians, University, Partnership, BBA, Education

SAN FRANCISCO, Dec. 1, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that David Wong, CFA, joined the firm's Alternatives Consulting group as a senior vice president.

Key Points: 
  • SAN FRANCISCO, Dec. 1, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that David Wong, CFA, joined the firm's Alternatives Consulting group as a senior vice president.
  • Based in the San Francisco office, Mr. Wong reports to Pete Keliuotis , executive vice president and head of alternatives consulting at Callan.
  • With decades of private equity and broader alternatives consulting experience, Mr. Wong will work collaboratively with Callan's institutional clients and consultants to implement private equity portfolios, including direct partnership evaluations, direct co-investment evaluations, and fund-of-funds searches.
  • "David brings tremendous value to the Callan team, including a deep understanding of the private equity and venture capital industry, as well as a passion for innovation," said Mr. Keliuotis.

Thomas Nonnweiler Joins Fiduciary Trust Company as a VP and Investment Officer

Retrieved on: 
Tuesday, October 10, 2023
Other Professional Services, Search Engine Optimization, Human Resources, Finance, Public Relations, Investor Relations, Banking, Communications, Professional Services, Nonnweiler, Multimedia, Investment, Biology, Wealth management, Wealth, Certified Financial Planner, University, BS, Fiduciary, CFP, AllianceBernstein, Fiduciary Trust Company, University of Wisconsin–Madison School of Education, Chief investment officer, Management

Fiduciary Trust Company (“Fiduciary”), a Boston-based private wealth management firm, is pleased to announce the hiring of Thomas Nonnweiler, CFP ®, as a Vice President and Investment Officer.

Key Points: 
  • Fiduciary Trust Company (“Fiduciary”), a Boston-based private wealth management firm, is pleased to announce the hiring of Thomas Nonnweiler, CFP ®, as a Vice President and Investment Officer.
  • Nonnweiler will report to Sidney Queler , Head of Wealth Management.
  • View the full release here: https://www.businesswire.com/news/home/20231010191155/en/
    Thomas Nonnweiler, VP and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
    As an Investment Officer, Nonnweiler will work closely with individuals and families to develop, implement, and oversee customized investment and wealth planning solutions designed to meet their unique long-term goals.
  • “His experience serving with high-net-worth families as well as his planning credentials will benefit our clients and complement our team.”
    “I look forward to joining the talented group of professionals at Fiduciary,” said Nonnweiler.

Lee Ann Hitchman, Partner, and Professional Fiduciary of Hitchman Fiduciaries, Receives NACCM Certification Achievement

Retrieved on: 
Monday, September 11, 2023
Certification, CMC, CE, National academy, Fiduciary, Property management

NEWPORT BEACH, Calif., Sept. 11, 2023 /PRNewswire-PRWeb/ -- Hitchman Fiduciaries, a leading fiduciary services firm and care management located in Newport Beach and Torrance, CA, is thrilled to announce Lee Ann Hitchman's application for NACCM (National Academy of Certified Care Managers) certification as a Certified Care Manager (CMC) has been approved. This prestigious achievement not only recognizes one's dedication to the profession and underscores a strong commitment to deliver high-quality, care management services.

Key Points: 
  • This prestigious achievement grants Lee Ann Hitchman the "CMC" designation for the next three years, highlighting her dedication to professional excellence and continuous development in the ever-evolving field of care management.
  • As a result of this successful recertification, Lee Ann Hitchman has been awarded a certificate that remains valid for the next three years.
  • Hitchman Fiduciaries encourages all care managers to stay up to date with NACCM, by regularly visiting their website at http://www.naccm.net .
  • Should any questions or concerns arise regarding certification or recertification, Hitchman Fiduciaries is always readily available to provide assistance.

Anne Fitzpatrick Donahue Joins Fiduciary Trust International as Head of New York Office; Paulina Mejia Begins New Role Serving Firm’s Largest Clients

Retrieved on: 
Tuesday, May 23, 2023
Personal Finance, Finance, Public Relations, Investor Relations, Banking, Accounting, Communications, Business, Professional Services, Asset Management, Fiduciary Trust Company International, Certification, Advisory board, Savoy Hotel, Fiduciary Trust Company, Apostle, Property, Trust, Head, MBA, Trustee, Providence College, Habitat for Humanity, Economics, Real property, Boston College Law School, Fiduciary, Emotion, Fiduciary trust, Franklin Templeton Investments, JD, Greater New York, Humanity, Growth, Acid Survivors Trust International, United Bank, Certified Financial Planner Board of Standards, BA, Sacred Heart, Management, Northern Trust, New York University, U.S. Bancorp, Boston College

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, welcomes Anne Fitzpatrick Donahue as its new regional managing director responsible for the New York office.

Key Points: 
  • Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, welcomes Anne Fitzpatrick Donahue as its new regional managing director responsible for the New York office.
  • Paulina Mejia, who previously managed the New York office, will transition into a new role as national fiduciary counsel, where she will serve the firm’s largest clients, as well as clients with the most complex needs.
  • Ms. Mejia will report to Gail E. Cohen, chair of Fiduciary Trust International’s board of directors and general trust counsel, and will also be responsible for attorney outreach.
  • Prior to Northern Trust, Ms. Donahue was senior vice president and regional manager of People’s United Bank in New York.

Fiduciary Trust Names Sidney Queler as Head of Wealth Management

Retrieved on: 
Tuesday, April 25, 2023
Banking, Professional Services, Philanthropy, Marketing, Communications, Other Philanthropy, Other Professional Services, Legal, Foundation, Human Resources, Finance, Bachelor of Science in Nursing, Business development, Vice, BEPC, Beth Israel Deaconess Medical Center, Fiduciary Trust Company, Head, Multimedia, Federal Open Market Committee, Capital, Elmira College, National Directorate for Personal Data Protection, Management, Fiduciary

Fiduciary Trust Company (“Fiduciary”) , a Boston-headquartered private wealth management firm, is pleased to announce that Sidney Queler has recently joined the firm as Head of Wealth Management.

Key Points: 
  • Fiduciary Trust Company (“Fiduciary”) , a Boston-headquartered private wealth management firm, is pleased to announce that Sidney Queler has recently joined the firm as Head of Wealth Management.
  • View the full release here: https://www.businesswire.com/news/home/20230425005391/en/
    Sidney Queler, Head of Wealth Management at Fiduciary Trust Company (Photo: Business Wire)
    Queler is responsible for the strategic direction, oversight, and enhancement of Fiduciary’s distinctive client service and new business development activities.
  • He brings more than 30 years of wealth management experience to Fiduciary, previously serving as the Chief Growth Officer for CIBC Private Wealth Management and National Director of Business Development of CIBC-Atlantic Trust.
  • Earlier, Queler served in senior positions at Curian Capital, the Capital Management Group at Avatar Associates, and BTS Asset Management.

Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner

Retrieved on: 
Thursday, March 2, 2023
Personal Finance, Finance, Consulting, Professional Services, Asset Management, City, Rutgers University, City University, Chartered Alternative Investment Analyst, Business, Florida International University, Trust, University, Bank of America Private Bank, Fiduciary, New York University Stern School of Business, Strategic planning, SunTrust Banks, Bank, Chartered, Certification, Garden, Brown Brothers Harriman & Co., ESG, Financial services, Financial adviser, Evercore

Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner.

Key Points: 
  • Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner.
  • Mr. Kirkbride is based at the Evercore headquarters in New York City; Mr. Palles and Mr. Saia are based at the Evercore Wealth Management and Evercore Trust Company, N.A.
  • “Michael, Aldo and Ross are strong contributors to our firm, always putting our clients first and demonstrating terrific teamwork,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
  • Mr. Saia is a wealth & fiduciary advisor at Evercore Wealth Management and Evercore Trust Company, delivering strategic planning and fiduciary advice to high-net-worth and ultra-high-net-worth families and contributing to the Fiduciary Oversight Group.

Mannion Prior, LLP Acquires The Fiduciary Review and The Fiduciary Reporter, Publications Essential to Trust and Fiduciary Law

Retrieved on: 
Friday, February 17, 2023
Trustee, Trust, LLP, Fellows, The Review, News, Orphan, Commonwealth, Editing, Fiduciary, American College, American College of Trust and Estate Counsel, Real estate

The Review and The Reporter often have been the only source for such information across Pennsylvania.

Key Points: 
  • The Review and The Reporter often have been the only source for such information across Pennsylvania.
  • Mannion Prior is well-suited to carry on the traditions of The Review and The Reporter.
  • Mannion Prior's partners include several Fellows in the prestigious American College of Trust and Estate Counsel ("ACTEC"), multiple leaders of various county and state bar association committees, and former law review editors.
  • Mannion Prior's stewardship will begin with the February 2023 issues of The Review and The Reporter.