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     117  0 Kommentare Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office

    Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Maris A. Ogg, CFA, and Jeffrey M. Bagley, CFA, CFP, have joined the firm as managing director and senior portfolio manager, both based in its Radnor office.

    "The Mid-Atlantic region remains a vital growth market for us, and we're proud that our clients trust us to provide top-notch service and personalized solutions tailored to their needs," said Julie Strong Karnavas, Fiduciary Trust International regional managing director for the Radnor office. “Moreover, we take immense pride in the caliber of professionals we attract to our team. Maris and Jeff exemplify wealth management excellence, aligning perfectly with our commitment to setting the bar for industry standards. We're confident that they will leverage our wealth planning services and holistic capabilities to empower clients in achieving their financial goals.”

    Ms. Ogg has more than 35 years of experience in the wealth and investment management industry. Prior to joining Fiduciary Trust International, she served as founding principal and director of Tower Bridge Advisors, where she oversaw the daily activities of the firm and was a member of the firm’s Investment Committee. Prior to joining Tower Bridge, Ms. Ogg was a founder, president, and chief investment officer of Radnor Capital Management.

    “I look forward to being a part of the growth story already underway in Radnor,” said Ms. Ogg. “Most importantly, I look forward to leveraging Fiduciary Trust International’s holistic offering to help more clients and families build and pass down a legacy as unique as they are, while ensuring a continued impact that stands the test of time.”

    Earlier in her career, Ms. Ogg served as director of research at both Boenning & Scattergood and W.H. Newbolds. Ms. Ogg is also a former president of the Financial Analysts of Philadelphia and served as the eastern region representative for The CFA Society. Ms. Ogg also serves on the Board of Independence Mission Schools (IMS), the Fox School of Business at Temple University's Owl Advisory Board, and the Delaware Valley Chapter of the American Rhododendron Society. She earned her M.B.A. and B.S. in Finance from Ohio State University.

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    Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Maris A. Ogg, CFA, and Jeffrey M. Bagley, CFA, CFP, have joined the firm as managing director and senior portfolio manager, both …

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