Fiduciary Trust International

In recognition of Women’s History Month, Vice Chair Lisette Cooper, PHD, CFA, recently spoke with InvestmentNews, discussing the future of women in wealth management. She shares insights on the impact of mentorship and the importance of always keeping a foot in the door. Read more here.

In honor of Women's History Month, we joined our parent company, Franklin Templeton, at The Catalyst Inc. Conference and Celebration, where this year's theme focused on the impact of gender inclusive workplaces. The event featured keynote speakers and breakout sessions with thought leaders, CEOs and advocates driving change. It was a fantastic opportunity to connect with professionals across industries, all united in their commitment to building more inclusive and supportive workplaces.

Women have made incredible strides in business, finance, and innovation, but access to capital and opportunities still has room to grow. This Women’s History Month, we’re highlighting investment strategies that bridge the gap by empowering women, advancing workplace equity and creating lasting opportunities for growth.

We are proud to be Gold Sponsors of the Planned Giving Council of Palm Beach County, supporting their mission to cultivate a community of philanthropic leaders. At this month's breakfast meeting, Todd Stoller, CFA, CPA, CFP?, Regional Managing Director of our Palm Beach region, welcomed guests and shared remarks highlighting our dedication to advancing philanthropy and supporting the professionals who help individuals and organizations create lasting impact through charitable giving. A special thank you to Alyssa Freeman, Executive Director at Marine Industries Association of Palm Beach County, for sharing insights into the community impact of the Palm Beach International Boat Show in Palm Beach County and across South Florida.

Managing Director and Portfolio Manager Douglas Cohen joined NYSE TV Live to share insight on current US markets, reminding investors that “panic is rarely a good strategy.” He advises to stay the course and focus on strategic targets for your asset allocation. Watch here.

Financial markets don’t respond well to uncertainty, and the Trump administration’s erratic approach to policy-setting has forced investors to reconsider their post-election optimism. Chief Investment Officer Ron Sanchez explores the connection between policy uncertainty, concerns about economic growth and the limits of investor patience.

We’re proud to be a Pioneer Sponsor of the Girls With Impact Gala this year, alongside our parent company, Franklin Templeton. Together, we’re supporting GWI's mission to empower young women through education and real-world experience. At the event, Regina Curry, Chief Diversity Officer at Franklin Templeton, was recognized for her unwavering commitment to advancing inclusion and supporting women's advancement in business. Megan Wilcox, AVP, Senior Investment Associate, was honored with the GWI “Emerging Leader” Award for her exceptional leadership and contributions, both within the firm and in the broader community. Together, we’re championing a future where everyone has the opportunity to rise in leadership. Congrats to all! The GWI Awards winners are selected through a combination of public votes and a panel of esteemed judges. No compensation was provided for this award. For more information:?https://bit.ly/4ijhuTS

Head of Portfolio Management Carin Pai spoke with Bloomberg Open Interest about the current markets, emphasizing the “importance of a diversified portfolio in these uncertain times.” She notes that we could be heading into a slow period before pro-growth policies come into effect. Watch her latest interview with Bloomberg here.

Women often balance careers, caregiving and financial decisions—managing it all every day. This Women's History Month, we're sharing insights to help you or a woman in your life navigate these responsibilities while prioritizing your financial well-being.

We enjoyed spending the afternoon with students from Cornell Law School over lunch and a discussion about how wealth management firms help clients protect and preserve their legacies — and the unique career paths lawyers can pursue in private wealth management.