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     117  0 Kommentare Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office - Seite 2

    Mr. Bagley brings over three decades of experience in the wealth and investment management industry. He joins Fiduciary Trust International from The Haverford Trust Company, where he managed relationships with more than 100 clients, including charitable and for-profit institutions, high-net-worth and ultra-high-net-worth individuals, and family offices. Throughout his career, he has demonstrated exceptional leadership in portfolio management and delivering unparalleled client service.

    "I am honored to join Fiduciary Trust International, a firm renowned for its commitment to excellence and its dedication to providing exceptional service to clients,” said Mr. Bagley. “I look forward to leveraging Fiduciary Trust’s leading and extensive offerings and capabilities to strengthen relationships with clients while contributing meaningfully to the firm's mission of preserving and enhancing client wealth over the long term."

    Earlier in his career, Mr. Bagley was an analyst at Schroder & Co. and NatWest Markets, as well as a senior industry analyst and editor at The Value Line Investment Survey.

    Mr. Bagley, who holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER designations, graduated from The State University of New York at Oneonta with a Bachelor of Science degree in business economics. He also holds a Master of Business Administration (MBA) in Finance from Fordham University’s Gabelli Graduate School of Business.

    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 $97 billion in assets under management and administration as of December 31, 2023, 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.

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    Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office - Seite 2 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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