About Fiduciary Trust International
Fiduciary Trust International is a Financial Services company based in New York (United States) founded in 1931. It offers investment and wealth management services to clients. It operates on a B2B model. Fiduciary Trust International has completed 3 acquisitions, including Athena Capital, Pennsylvania Trust and Trust Company of the South. Its focus areas include Wealth Management, Investment Services and Asset Management. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Fiduciary Trust International offers investment and wealth management services to clients through offering financial products and advice, managing wealth portfolios, investment services, and managing assets. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters New York, United States
- SectorsFinancial Services
- Website fiduciarytrust.com
- Social X
- Investments & AcquisitionsAthena Capital
& 2 more
People of Fiduciary Trust International
99 people are tracked at Fiduciary Trust International (66 in leadership, 1 in board & advisors, 32 in team).
| Name | Role | Group |
|---|---|---|
Kate Huntington | Managing Director | Leadership |
John M. Dowd | CEO | Leadership |
Leslie Gillin Bohner | Chief Fiduciary Officer | Leadership |
Matthew Petrakis | Assistant Vice President, Business Development | Leadership |
Gene Todd | EVP & Head of Regional Markets | Leadership |
Anne Fitzpatrick Donahue | Regional Managing Director | Leadership |
Heidi Archie | Lead Digital Analyst, Cda, Lssbb, Vice President | Leadership |
George C. McFarland | Regional Managing Director, Pennsylvania Region | Leadership |
Amy Ko | Regional Managing Director; Senior Relationship Manager | Leadership |
Carmine McGowan | Managing Director - Relationship Manager | Leadership |
Todd Reckamp | Vice President & Trust Officer | Leadership |
Carin Leong Pai | Executive Vice President - Head Of Portfolio Management & Head Of Equity Strategy | Leadership |
Jeffrey S. MacDonald | Head Of Fixed Income Strategies | Leadership |
Andrea Fujii | Director Of Digital Marketing And Content Strategy | Leadership |
Ellen Kratzer | Managing Director | Leadership |
Rod Sayegh | Managing Director, Head Of Digital Strategy & Programs | Leadership |
John Raus | Managing Director | Leadership |
Craig Richards | Executive Vice President | Leadership |
Jodi Conti | Vp, Regional Marketing Director | Leadership |
Sarah Stypa | Director Of Marketing | Leadership |
79 more people are available in the full profile.
Complete people profiles for Fiduciary Trust International
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Fiduciary Trust International
Fiduciary Trust International has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Athena Capital, Pennsylvania Trust and Trust Company of the South.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided by Pennsylvania Trust firm. | penntrust.com | Radnor, United States | 1986 | Jan 2020 | •••• | |
Investment advisor and wealth management firm | athenacapital.com | Boston, United States | 1997 | Jan 2020 | •••• | |
Wealth management firm | tcts.com | Greensboro, United States | 1992 | Jul 1992 | •••• |
Complete acquisition details for Fiduciary Trust International
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Fiduciary Trust International
4 dated milestones of Fiduciary Trust International across 89 years, from founding to its latest funding, stage changes and deals.
- Founded Fiduciary Trust International is founded.
- Acquisition Acquires Trust Company of the South.
- Acquisition Acquires Athena Capital.
- Acquisition Acquires Pennsylvania Trust.
Competitors of Fiduciary Trust International
Fiduciary Trust International has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Fiduciary Trust International
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Fiduciary Trust International
Websites that share an audience with Fiduciary Trust International (fiduciarytrust.com).
Websites whose visitors overlap most with Fiduciary Trust International. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| missiontrust.com | 99% | 6K | View details | ||
| fiduciary-trust.com | 81% | 9.6K | #2,070,891 | View details | |
| havenlife.com | 70% | 16.9K | #1,226,027 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Fiduciary Trust International (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Fiduciary Trust International
Complete news archive for Fiduciary Trust International
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Fiduciary Trust International
Fiduciary Trust International was founded in 1931.
Fiduciary Trust International is headquartered in New York, United States. It is registered at New York, New York, United States.
Fiduciary Trust International offers investment and wealth management services to clients through offering financial products and advice, managing wealth portfolios, investment services, and managing assets. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Fiduciary Trust International's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Fiduciary Trust International has made 3 acquisitions, including Athena Capital, Pennsylvania Trust, and Trust Company of the South.