Industry Veterans Join Firm from Bank of
America Private Bank, Attracted to Fiduciary Trust International’s
Nearly 100-Year History Serving High-Net-Worth Clients, and
Southeast Growth Strategy
Fiduciary Trust International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that Laura
C. Pease, CTFA, and James T. Farmer, CAIA®, have joined the firm as
managing director, senior trust officer and managing director,
senior portfolio manager, respectively. Both professionals are
based in Atlanta, GA, a key growth market for the firm.
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Laura C. Pease, CTFA, joins Fiduciary
Trust International as managing director, senior trust officer in
Atlanta. (Photo: Business Wire)
“We are pleased to welcome Laura and Jim, both highly regarded
veterans in wealth management with outstanding professional
reputations and trusted relationships in the Atlanta region,” said
David W. Edmiston, Fiduciary Trust International’s regional
managing director for Atlanta and Washington D.C. “Laura’s deep
fiduciary expertise along with Jim’s extensive investment advisory
background further complement our local team. With these additions,
we continue to build our presence and brand in the Southeast
region.”
Ms. Pease, a 24-year veteran of Bank of America in Atlanta,
brings more than three decades of industry experience and community
leadership to the team. Prior to joining Fiduciary Trust
International, she served as a private client advisor and senior
vice president at Bank of America Private Bank where she catered to
high-net-worth individuals, families, and family offices. Earlier
in her career, Ms. Pease was a senior trust officer at Bank of
America Private Bank, relationship manager at Wachovia Bank, and
trust officer at Truist (formerly SunTrust).
“I am thrilled to join Fiduciary Trust International and the
Atlanta team during this exciting time of growth,” said Ms.
Pease. “The firm’s nimble and collaborative culture, along with
its focus on delivering a unique client experience, perfectly align
with my values and professional standards. I look forward to
contributing to our team’s continued expansion and delivering
best-in-class wealth management solutions to the individuals and
families we serve.”
Ms. Pease holds the Certified Trust and Fiduciary Advisor (CTFA)
designation and previously served as president of the Atlanta
Estate Planning Council. She earned her B.A. in International
Studies from the University of North Carolina at Chapel Hill, and
also completed the Cannon Trust School and National ABA Graduate
Trust School. Ms. Pease is actively involved in the community,
serving on the Board of Trustees of Peachtree Road United Methodist
Church and the Board of Visitors at the University of North
Carolina.
Before joining Fiduciary Trust International, Mr. Farmer spent
more than 15 years as a portfolio manager at Bank of America
Private Bank in Atlanta, delivering investment advice and solutions
for high-net-worth individuals and families. Previously, he held
positions at Calibre Family Office and Offitbank (subsidiaries of
Wachovia Bank) in their family office investment divisions.
“I'm honored to join the Fiduciary Trust International team in
Atlanta where I can focus on providing clients personalized
investment advice and innovative solutions,” said Mr.
Farmer. “It’s exciting to be able to directly collaborate with
our firm’s investment leaders in order to deliver customized
investment strategies to our clients.”
Mr. Farmer holds the Chartered Alternative Investment Analyst
(CAIA) designation and earned his MBA from the University of Oregon
and B.A. from the University of North Carolina (Phi Beta Kappa). He
has also participated in the U.S. Olympic Trials in track and field
and enjoys volunteering as a parent coach with the Walton Youth
Track Club cross country team in Marietta, GA.
After a 30-year career at Abbot Downing, Wells Fargo Private
Bank, and Wachovia, Mr. Edmiston joined Fiduciary Trust
International in 2021, and has since assembled a team of highly
experienced professionals dedicated to advising and serving
high-net-worth families, family offices, non-profits, endowments,
and foundations. Fiduciary Trust International’s growing Atlanta
presence reinforces the firm's national expansion strategy and
strengthens its East Coast footprint, which spans from
Massachusetts to South Florida and west to California.
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm
headquartered in New York, NY, has served individuals, families,
endowments and foundations since 1931. With over $102 billion in
assets under management and administration as of March 31, 2024,
the firm specializes in strategic wealth planning, investment
management and trust and estate services, as well as tax and
custody services. The New York-based firm and its subsidiaries
maintain offices in Coral Gables, FL, Boca Raton, FL, Fort
Lauderdale, FL, West Palm Beach, FL, St. Petersburg, FL, Radnor,
PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA,
Washington, DC, Wilmington, DE, Reston, VA, and Atlanta, GA. For
more information, please visit fiduciarytrust.com, and for the
latest updates, follow Fiduciary Trust International on LinkedIn
and X: @FiduciaryTrust.
About Franklin Templeton
Franklin Resources, Inc. [NYSE: BEN] is a global investment
management organization with subsidiaries operating as Franklin
Templeton and serving clients in over 150 countries. Franklin
Templeton’s mission is to help clients achieve better outcomes
through investment management expertise, wealth management and
technology solutions. Through its specialist investment managers,
the company offers specialization on a global scale, bringing
extensive capabilities in fixed income, equity, alternatives and
multi-asset solutions. With more than 1,500 investment
professionals, and offices in major financial markets around the
world, the California-based company has over 75 years of investment
experience and over $1.6 trillion in assets under management as of
May 31, 2024. For more information, please visit
franklintempleton.com and follow us on LinkedIn, X and
Facebook.
Copyright © 2024 Fiduciary Trust International. All rights
reserved.
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Lisa Tibbitts: 904-942-4451
Lisa.Tibbitts@franklintempleton.com
Sabrina Scarpa: 973-309-0051 ft@jconnelly.com
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