NEW YORK, April 04, 2018 (GLOBE NEWSWIRE) -- Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, announces that Suzanne E. Kline has joined the firm as regional managing director for the San Francisco Bay Area and Silicon Valley. Ms. Kline, who has worked in the investment and wealth management industry for 30 years, will oversee the company’s private wealth business in Northern California from Fiduciary Trust’s office in San Mateo, CA. She will also serve as a member of Fiduciary Trust’s Operating Committee.
“Suzanne has a great deal of experience helping high-net-worth individuals and families reach their long-term financial goals by providing trust and estate, investment management, and specialized wealth services,” said Lawrence A. Sternkopf, president and chief operating officer of Fiduciary Trust Company International. “As we continue to grow our presence in Northern California, Suzanne’s wide-ranging expertise will help us deliver customized, institutional-quality wealth management and trust and estate services to more clients in San Francisco, the East Bay and Silicon Valley.”
Ms. Kline comes to Fiduciary Trust following 10 years at Wells Fargo, where she was most recently a manager of investment and fiduciary services for the Greater Los Angeles region. She also served as a regional investment manager and senior vice president with Wells Fargo Private Bank in Northern California’s Greater Bay region including Palo Alto, San Jose, East Bay and Carmel. During her time at Wells Fargo, Ms. Kline and her team provided a variety of wealth management and trust and estate services, including legacy planning, real estate asset management, philanthropic giving, and business advisory services.
Prior to joining Wells Fargo in 2008, Ms. Kline worked for BNY Mellon Wealth Management (formerly Bank of New York) in New York City for 12 years, advising multi-generational families with assets in excess of $25 million. Earlier in her career, Ms. Kline was a vice president in the municipal bond trading and sales group at Lehman Brothers for seven years. Ms. Kline holds the Chartered Financial Analyst (CFA) designation.
“I enjoy working with individuals, as well as multiple generations of families, to achieve personal and financial success using customized investment and wealth management strategies,” said Ms. Kline. “Fiduciary Trust’s client-centric culture and team of experienced financial professionals have earned the organization an outstanding reputation in our industry.”
About Fiduciary Trust
Fiduciary Trust Company International, a global wealth management firm, has served individuals, families, endowments and foundations since 1931. With over $79 billion in assets under administration and management as of December 31, 2017, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The firm and its subsidiaries maintain offices in New York, Coral Gables, FL, Boca Raton, FL, St. Petersburg, FL, Los Angeles, San Mateo, CA, Washington, DC, Wilmington, DE, and Arlington, VA. For more information, please visit fiduciarytrust.com.
About Franklin Templeton Investments
Franklin Resources, Inc. (NYSE:BEN) is a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the company has expertise across all asset classes—including equity, fixed income, alternative and custom solutions. The company's more than 650 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With offices in over 30 countries, the California-based company has 70 years of investment experience and over $744 billion in assets under management as of February 28, 2018. For more information, please visit franklintempleton.com.
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Contacts:
Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
Laura Simpson: 973-850-7319
lsimpson@jconnelly.com