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Who’s Moving Where In Wealth Management? – Fiduciary Trust International

Editorial Staff

15 February 2024

Global wealth manager  Fiduciary Trust International, a subsidiary of Franklin Templeton, has hired Matt McKean as a wealth director, based in its Boca Raton office, in order to increase growth in South Florida.

McKean most recently served as executive director at JP Morgan Private Bank in Las Olas, Florida, where he guided families, individuals, and principals, overseeing the management of their wealth. His responsibilities included advising on wealth building, preservation, and management, as well as implementing intricate tax and estate plans for clients, the firm said in a statement.

Earlier in his career, McKean served as director – trust and estate specialist/wealth at the restructuring group at Bank of America Merrill Lynch. He also served on the firm's Advisory Council to Management  – a senior management planning board. He first joined Merrill Lynch in 2002.

“Matt excels in wealth management, specializing in multi-generational tax advice and tailored financial strategies for high net worth individuals and families, as well as sophisticated investment solutions for foundations and endowments,” Todd Stoller, regional managing director and senior portfolio manager for Fiduciary Trust International’s Palm Beach region, said.

New York-headquartered Fiduciary Trust International, which has been serving individuals, families, endowments and foundations since 1931, has over $91 billion in assets under management and administration.