Fiduciary Trust Company International Continues Growth Trend; Adds Five New Executives Across Multiple DisciplinesMarch 2010
Fiduciary Trust Company International, a leading wealth management firm headquartered in New York City, announced today the addition of five senior executives. Paul Nolle, Jr., joins as managing director and senior portfolio manager; Elisa Shevlin Rizzo, JD, joins as managing director and trust counsel; William Criss, Jr. and Christopher Browne, CFA, join as managing directors in business development; and John Genova, CPA/JD, joins as vice president in tax services.
“Fiduciary Trust understands the importance of integrated wealth management to the success of each client’s multi-generational needs and aspirations,” said Henry P. Johnson, president and chief executive officer. “Since opening our doors in 1931, we have offered our clients a holistic approach to managing their wealth. Each one of these seasoned professionals builds on that approach by bringing a wealth of expertise and a commitment to personalized service.”
“During the past two years we have been fortunate to experience record new business. The addition of these talented professionals supports our expanding client base and will help us continue on our growth path,” added Johnson.
Nolle joins the firm’s New York office with more than 30 years of wealth management experience. He is responsible for managing individual and trust portfolios and is a member of the firm’s Equity Strategy Committee. Prior to his current role, Nolle served as managing director and senior portfolio manager for Deutsche Bank’s private wealth management division, where he provided customized investment solutions for individuals, families and institutions. Previous positions include vice president and portfolio manager at Merrill Lynch and investment officer at First Fidelity Bank’s private banking group.
Rizzo brings nearly 10 years of legal experience to her new role as a senior trusts and estates advisor. Based in New York, she acts as trust counsel, providing guidance on issues confronting executors and trustees and advice concerning all aspects of estate planning. She also oversees the administration of complex arrangements, including tax planning, reporting and valuation. Prior to joining Fiduciary Trust, Rizzo was Counsel at Cummings & Lockwood, LLC, where she focused on sophisticated estate planning and administration and represented charitable organizations with regard to their planned giving programs. Previously, she was an associate with Cadwalader, Wickersham & Taft. Rizzo is a member of the New York State Bar Association, Trusts and Estates and Elder Law sections and the Planned Giving Group of Greater New York.
Criss and Browne both join the San Mateo office of Fiduciary Trust International of California. Criss has nearly 40 years of experience in banking and wealth management and is responsible for building new relationships with individuals and families. He has worked for some of the world’s leading financial institutions including his most recent position as group head and regional manager at HSBC Private Bank in San Francisco. Previously he served as managing director in private wealth management at J.P. Morgan Chase and Deutsche Bank.
Browne, a CFA charter holder, has close to 20 years of experience in investments and is responsible for building new investment and trust relationships with individuals and families. He joins from CCM Partners, where he was a portfolio manager for six years. Previously, he worked in the strategic investment group at Autodesk, Inc.
Genova brings more than 10 years of tax experience to his new position - working primarily with wealthy families. Before joining Fiduciary Trust in New York, he was a tax manager at Ernst & Young, LLP and Marks Paneth & Shron, LLP. Genova is a New York-licensed CPA and attorney. He is a member of the New York State Society of CPAs where he sits on the Relations with the IRS Committee. He is also a member of the Association of the Bar of the City of New York where he sits on the Personal Income Tax Committee.
Fiduciary Trust Company International, a leading wealth management firm, has served individuals, families, endowments and foundations since 1931. The firm specializes in strategic wealth planning, investment management, trust and estate services, as well as tax, custody and banking services. The firm and its subsidiaries maintain offices in New York, Miami, Los Angeles, San Mateo, Sarasota, St. Petersburg, Washington, D.C., Wilmington, London, Hong Kong and Grand Cayman. For more information, please visit fiduciarytrust.com.
Fiduciary Trust Company International is a wholly owned subsidiary of Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual Series, Fiduciary Trust, Darby and Bissett investment teams. The San Mateo, CA-based company has more than 60 years of investment experience and approximately $556 billion in assets under management as of February 28, 2010. For more information, please visit franklintempleton.com.
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