FIDUCIARY TRUST INTERNATIONAL: Fiduciary Trust Continues Expanding New York Office, Adding Jennifer McCarthy as Trust Counsel and Managing Director


Fiduciary Trust International issued the following announcement on Sept. 23.

Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jennifer McCarthy has joined the firm as trust counsel and managing director based in the New York office.

“Jennifer has provided personalized trust and estate planning and administration services to high-net-worth individuals and families in the Greater New York region for more than 15 years—making her an ideal addition to our team in New York,” said Lawrence A. Sternkopf, president and chief operating officer of Fiduciary Trust Company International. “As we continue to enhance the multigenerational fiduciary and wealth planning advice we offer clients across the country, we welcome professionals like Jennifer who understand the nuances of working with clients’ families, accountants, attorneys, and other advisors to increase and preserve wealth over the long term.”

Ms. McCarthy was previously counsel at Davidson, Dawson & Clark LLP in New York, where she represented clients in connection with estate planning and trust and estate administration matters, as well as residential real estate transactions. She also oversaw the preparation and review of trust and estate accountings, helped secure tax-exempt status for charitable organizations, and assisted with forming limited liability companies and corporations. Ms. McCarthy began her career as an associate at Freedman, Fish & Grimaldi LLP.

“We are committed to working closely with our clients to deliver the best holistic wealth management advice and services possible,” said Paulina Mejia, regional managing director, trust counsel, and head of Fiduciary Trust Company International’s New York office. “We are thrilled that Jennifer is joining our team, as her broad planning expertise will help to increase the support we deliver to help our clients and their families reach their financial goals.”

Ms. McCarthy was named a “Rising Star” by New York Super Lawyers for three consecutive years from 2014 to 2016. She is a member of the New York State Bar Association’s Estate and Trust Administration Committee, and the organization’s Trusts and Estates and Elder Law Sections. Ms. McCarthy earned her juris doctor, and her master of laws (LLM) in taxation, from New York Law School, and graduated from Iona College with a bachelor of science in criminal justice.

Fiduciary Trust’s New York office has experienced steady growth. Rod Sayegh, who joined the firm as head of digital strategy earlier this year, is based there, along with Noah Uzal, who came aboard as a wealth director in September 2018. In addition, Isaac Barrocas and Nita S. Vyas started as senior portfolio manager and trust counsel, respectively, in the New York office in June 2018.

In addition, Fiduciary Trust continues to add experienced trust counsel with knowledge of domestic and international trust and estate laws to its various offices. In June 2019, the firm welcomed Christine Brown as trust counsel and managing director based in its office in San Mateo, CA. The previous month, Fiduciary Trust announced that Anna Soliman had joined its Los Angeles office as trust counsel. These additions further broadened the firm’s capability to provide clients in both Northern and Southern California with fiduciary and wealth planning advice, as well as personalized wealth and investment management solutions.

Original source can be found here.

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