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Hirtle Callaghan Opens Offices in Scottsdale and Minneapolis

Retrieved on: 
Wednesday, January 18, 2023
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Hirtle Callaghan , one of America’s largest independent investment offices and recognized pioneer of the fast-growing OCIO service model (Outsourced Chief Investment Officer), has opened new offices in Scottsdale, AZ and Minneapolis, MN.

Key Points: 
  • Hirtle Callaghan , one of America’s largest independent investment offices and recognized pioneer of the fast-growing OCIO service model (Outsourced Chief Investment Officer), has opened new offices in Scottsdale, AZ and Minneapolis, MN.
  • The opening of these offices underscores the firm’s commitment to philanthropic families and mission-driven institutions in these important communities.
  • View the full release here: https://www.businesswire.com/news/home/20230118005152/en/
    The West End location of Hirtle Callaghan's new Minneapolis office (Photo: Business Wire)
    Hirtle Callaghan’s Scottsdale office in Paradise Valley is conveniently located in the Scottsdale Spectrum Complex on North Scottsdale Road.
  • We look forward to continuing to work with our team in the Minneapolis office while benefiting from the expertise of the entire firm.”

Philip Jodz Joins Fiduciary Trust International as Senior Relationship Manager in Radnor Office

Retrieved on: 
Tuesday, April 19, 2022
Banking, Professional Services, Finance, Certified Financial Planner, Foundation, CFP, CTFA, Abbot-Downing Company, MBA, Twitter, Trust, BEN, CA, Franklin Templeton Investments, LinkedIn, Certification, DE, Pennsylvania State University, NYSE, Fiduciary Trust Company International, Specialization, Industry, Villanova School of Business, Attention, BBA, Lincoln, Financial services, Financial adviser, Business, Facebook

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Philip Jodz, CFP has joined the firm as senior relationship manager based in its Radnor office.

Key Points: 
  • Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Philip Jodz, CFP has joined the firm as senior relationship manager based in its Radnor office.
  • The depth of Phils experience as a trusted advisor is an excellent complement to Fiduciary Trusts holistic approach to managing our clients wealth.
  • Mr. Jodz holds the Certified Financial Planner (CFP) and Certified Trust and Fiduciary Advisor (CTFA) designations.
  • Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931.

Pitcairn Expands Innovative Family Office Strategy to Serve Florida Clients

Retrieved on: 
Wednesday, March 16, 2022
Momentum, MBA, CTFA, Abbot-Downing Company, Private, BA, Seton Hall University, Risk management, Next-Generation Transit Survey, Percy Goetschius, Bank, St. Lawrence University, Family office, Economics, Safra National Bank of New York, Family, Growth, Bessemer Trust, Chase Manhattan Bank NA v Israel-British Bank (London) Ltd, Policy, Trust, Financial services

PHILADELPHIA, March 16, 2022 /PRNewswire/ -- Pitcairn, a true family office serving ultra-high-net-worth families for nearly a century, is expanding to serve the firm's growing Florida client base with the addition of Jay Goetschius as Managing Director and Head of Florida. In this role, Goetschius will be responsible for managing some of the firm's most important clients and advancing the firm's growth strategy for the Florida region.

Key Points: 
  • PHILADELPHIA, March 16, 2022 /PRNewswire/ --Pitcairn, a true family office serving ultra-high-net-worth families for nearly a century, is expanding to serve the firm's growing Florida client base with the addition of Jay Goetschius as Managing Director and Head of Florida.
  • "Florida has always been important to Pitcairn because it's a region where so many of our clients maintain residences.
  • Pitcairn is a true family office and leader in helping families navigate the challenges and opportunities created by the interplay of family and financial dynamics.
  • Through Wealth Momentum, an experience-based family office model, Pitcairn helps families achieve a more effective and complete experience.

Fiduciary Trust International Welcomes David W. Edmiston as Regional Managing Director to Lead Firm’s New Atlanta Office

Retrieved on: 
Thursday, November 18, 2021
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The office will be led by David W. Edmiston, who has joined the firm as regional managing director for Greater Atlanta.

Key Points: 
  • The office will be led by David W. Edmiston, who has joined the firm as regional managing director for Greater Atlanta.
  • Mr. Edmiston will be responsible for creating a regional hub in Atlanta which complements the strength of Fiduciary Trust Internationals teams in Florida and Washington, DC.
  • He was most recently managing director of the Atlanta regional office for Abbot Downing, now Wells Fargo Private Bank.
  • Fiduciary Trust International has a sterling reputation in our industry for its expertise across all aspects of wealth planning.

Wealth Management Team Led by Charles Rodgers Joins First Republic in San Francisco

Retrieved on: 
Monday, October 11, 2021
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First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that Charles Rodgers, Laurel Norris and Michael Morrone have joined First Republic Investment Management.

Key Points: 
  • First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that Charles Rodgers, Laurel Norris and Michael Morrone have joined First Republic Investment Management.
  • The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
  • Charles Rodgers, Laurel Norris and Michael Morrone are talented wealth managers who are terrific additions to our wealth management team in the San Francisco Bay Area, said Bob Thornton, President of First Republic Private Wealth Management.
  • Rodgers, who will relocate to Jupiter, Florida later this fall, has more than 23 years of wealth management experience.