Fiduciary Trust International Welcomes Edward J. Mooney as Managing Director and Financial Planning Director

By: Fiduciary Trust International via Business Wire

May 01, 2024 at 09:12 AM EDT

Wealth Management Veteran Joins Firm to Spearhead Innovation in Financial Planning Solutions

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Edward J. Mooney is joining the firm as managing director and financial planning director. He will oversee the continuous innovation of the firm’s financial planning offering.

“Ed’s extensive industry experience perfectly complements our mission and commitment to delivering exceptional, best-in-class financial planning solutions to our clients,” said Leslie Gillin Bohner, chief fiduciary officer of Fiduciary Trust International. “With his expertise spanning investments, wealth succession, estate and tax planning, and charitable structures, he will drive our financial planning initiatives to set new industry standards and elevate our client experience.”

With more than three decades of industry experience, Mr. Mooney has served as a trusted advisor to high-net-worth executives, business owners, and families, providing sophisticated financial planning solutions tailored to their unique needs. Prior to joining Fiduciary Trust International, he served as a Senior Wealth Strategist at BNY Mellon, where he supported new business and portfolio teams focused on emerging tech wealth, business owners, corporate executives, and wealthy families. Throughout his career, he has contributed to new business generation and has delivered financial advice to C-Suite executives of Fortune 500 companies.

“I’m honored to join the team at Fiduciary Trust International and contribute to the legacy of a firm deeply rooted in familial values, and committed to safeguarding and enhancing our clients’ wealth through generations,” said Mr. Mooney. “Together, we will continue to deliver personalized, comprehensive financial planning solutions tailored to the unique needs of our clients, ensuring their financial well-being for generations to come.”

Mr. Mooney serves as a member of the charitable advisory boards for NewYork-Presbyterian Hospital and Memorial Sloan Kettering Cancer Center (MSKCC). He received his JD from New York Law School and a Bachelor of Science degree from Fordham University.

About Fiduciary Trust International

Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931. With over $102 billion in assets under management and administration as of March 31, 2024, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The New York-based firm and its subsidiaries maintain offices in Coral Gables, FL, Boca Raton, FL, Fort Lauderdale, FL, West Palm Beach, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA, Washington, DC, Wilmington, DE, Reston, VA, and Atlanta, GA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and X: @FiduciaryTrust.

About Franklin Templeton

Franklin Resources, Inc. [NYSE: BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.6 trillion in assets under management as of March 31, 2024. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.