Fiduciary Trust International Welcomes New Senior Relationship Manager in New York Office

By: Fiduciary Trust International via Business Wire

August 06, 2024 at 09:30 AM EDT

Mr. Flood Brings Over Three Decades of Private Wealth Management Expertise and a Strong Industry Reputation for Driving Revenue Growth, Managing Complex Multi-Generational Relationships, and Upholding High Service Standards

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Kevin F. Flood, CFP®, SE-AWMA™, has joined its New York office as a senior relationship manager.

“Meeting the needs of intricate client relationships, especially those involving high-net-worth and multi-generational dynamics, is a top priority for Fiduciary Trust International,” said Anne Fitzpatrick Donahue, Fiduciary Trust International regional managing director for the New York office. “Kevin’s track record in private wealth management, tax and estate planning, and his proven ability to manage multi-generational relationships make him an ideal fit for catering to the needs of our firm’s most sophisticated and complex portfolios. His client-focused approach, exceptional leadership, and commitment to fiduciary excellence will enhance our offerings and drive growth.”

Mr. Flood brings more than three decades of experience in private wealth management to the team. Before joining Fiduciary Trust International, he spent over a decade as senior vice president and senior wealth advisor at Wilmington Trust, where he managed a client relationship team overseeing $870 million in assets under management and $1.3 billion in assets under administration. Prior to that, he held vice president positions at U.S. Trust/Bank of America and at Mutual of America Life Insurance Company.

“I am honored to join Fiduciary Trust International, a firm renowned for its exceptional client service and fiduciary excellence,” said Mr. Flood. “Fiduciary Trust International’s commitment to innovation and global reach offers a unique platform for growth and development. I look forward to working with our talented team and leveraging our advanced offerings to address the complex needs of clients, especially those with multi-generational wealth.”

Mr. Flood earned his Bachelor of Science in Finance from St. Thomas Aquinas College and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designations. He also holds licenses in Life and Health Insurance for New York, New Jersey, and Delaware, as well as for Real Estate in New Jersey.

Mr. Flood earned Executive and Performance Leadership Certificates from Cornell University and is actively involved in the Financial Planning Association, serving both national and New York Metro chapters. He is also a recipient of the Wilmington Trust Chairman’s Club Award and the Wilmington Trust President’s Council Award.

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 June 30, 2024. For more information, please visit franklintempleton.com and follow us on LinkedIn, X and Facebook.