Two wealth management veterans join Fiduciary Trust International in Atlanta and continue to build a local team

Industry veterans join Bank of America Private Bank, attracted by Fiduciary Trust International’s nearly 100-year history of serving high-net-worth clients and its growth strategy in the Southeast

NEW YORK, June 25, 2024–(BUSINESS WIRE)–Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, announces that Laura C. Pease, CTFA, and James T. Farmer, CAIA^®, joined the company as Managing Director, Senior Trustee and Managing Director, Senior Portfolio Manager, respectively. Both professionals are based in Atlanta, Georgia, a key growth market for the firm.

“We are pleased to welcome Laura and Jim, both highly regarded veterans in the wealth management field with exceptional professional reputations and trusted relationships in the Atlanta area,” said David W. Edmiston, Regional Managing Director of Fiduciary Trust International for Atlanta and Washington DC “Laura’s deep fiduciary expertise along with Jim’s extensive investment advisory experience further complements our local team. With these additions, we continue to strengthen our presence and brand in the Southeast region. »

Ms. Pease, a 24-year veteran of Bank of America in Atlanta, brings more than three decades of industry experience and community leadership to the team. Before joining Fiduciary Trust International, she was a private client advisor and senior vice president at Bank of America Private Bank, where she served high net worth individuals, families and family offices. Earlier in her career, Ms. Pease was a Senior Trustee at Bank of America Private Bank, a Relationship Manager at Wachovia Bank, and a Trustee at Truist (formerly SunTrust).

“I am excited to join Fiduciary Trust International and the Atlanta team during this exciting time of growth,” said Ms. Pease. “The firm’s agile and collaborative culture, as well as its focus on delivering a unique client experience, aligns perfectly with my values ​​and professional standards. I look forward to contributing to the continued expansion of our team and providing best-in-class wealth management solutions to the individuals and families we serve.

Ms. Pease holds the Certified Trust and Fiduciary Advisor (CTFA) designation and previously served as Chair of the Atlanta Estate Planning Council. She received her bachelor’s degree in international studies from the University of North Carolina at Chapel Hill and also completed her studies at the Cannon Trust School and the National ABA Graduate Trust School. Mrs. Pease is actively involved in the community, serving on the board of trustees of Peachtree Road United Methodist Church and the University of North Carolina Board of Visitors.

The story continues

Prior to joining Fiduciary Trust International, Mr. Farmer spent more than 15 years as a portfolio manager at Bank of America Private Bank in Atlanta, providing investment advice and solutions to high net worth individuals and families. Previously, he held positions at Caliber Family Office and Offitbank (subsidiaries of Wachovia Bank) in their family office investment divisions.

“I am honored to join the Fiduciary Trust International team in Atlanta, where I can focus on providing our clients with personalized investment advice and innovative solutions,” said Mr. Farmer. “It’s exciting to be able to collaborate directly with our firm’s investment leaders to deliver personalized investment strategies to our clients.”

Mr. Farmer is a Chartered Alternative Investment Analyst (CAIA) and received his MBA from the University of Oregon and his BA from the University of North Carolina (Phi Beta Kappa). He also competed in the U.S. Olympic Trials in track and field and enjoys volunteering as a parent coach with the Walton Youth Track Club cross country team in Marietta, Georgia.

After a 30-year career at Abbot Downing, Wells Fargo Private Bank and Wachovia, Mr. Edmiston joined Fiduciary Trust International in 2021 and has since built a team of highly experienced professionals dedicated to advising and serving high net worth families, family offices, non-profit organizations, endowments and foundations. Fiduciary Trust International’s growing presence in Atlanta reinforces the company’s national expansion strategy and strengthens its presence on the East Coast, stretching from Massachusetts to South Florida and west to California.

About Fiduciary Trust International

Fiduciary Trust International, a global wealth management company headquartered in New York, NY, has been serving individuals, families, endowments and foundations since 1931. With more than $102 billion in assets under management and administration as of March 31, 2024, the company specializes in strategic areas. wealth planning, investment management, trust and estate, and tax and custody services. The New York-based company and its subsidiaries have 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 @FiduciaryTrust.

About Franklin Templeton

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

Copyright © 2024 Fiduciary Trust International. All rights reserved.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240625685988/en/

Contacts

Lisa Tibbitts: 904-942-4451
[email protected]

Sabrina Scarpa: 973-309-0051
[email protected]