Fiduciary Trust International announces that Allison Chance Carter and Timothy Barton, CFA, have joined the firm as managing directors and senior trust officer/trust counsel and senior portfolio manager, respectively.
They are based in Atlanta, a region where Fiduciary Trust International is expanding its presence, the firm said.
“The Atlanta region is a terrific wealth management market with many families and institutions that can benefit from our customized investment, trust and estate, and wealth planning services,” said David W. Edmiston, Fiduciary Trust International’s regional managing director for Greater Atlanta. “Allie and Tim are highly respected wealth management professionals with deep experience and strong ties to the Atlanta community. My teammates and I are excited to welcome them to Fiduciary, and we look forward to working with them to help more clients in Atlanta and across the Southeast achieve financial peace of mind.”
Fiduciary Trust International announced in November 2021 its entry into the Southeast with a local team in Atlanta led by Edmiston who had previously worked with Abbot Downing, Wells Fargo Private Bank, and its predecessor companies for more than 30 years.
The growing Atlanta hub strengthens Fiduciary Trust International’s East Coast presence from Massachusetts to Florida and west to California.
Carter was most recently a senior trust advisor and senior vice president at Northern Trust in Atlanta, where she served high-net-worth and ultra-high-net-worth families and individuals for the past 10 years.
She was previously a senior trust advisor at Wells Fargo Private Bank. She began her career in the trusts and estates practice group at King & Spalding in Atlanta. Carter formerly served on the board of directors of the Atlanta Estate Planning Council, and she is a member of the State Bar of Georgia’s Fiduciary Law Section as well as the Atlanta Bar Association’s Estate Planning & Probate Section. Carter obtained her law degree from the Georgia State University College of Law, and graduated magna cum laude from Sweet Briar College with a BS in psychology.
For the last 10 years, Barton served as a senior portfolio manager and senior vice president at Northern Trust in Atlanta where he developed investment strategies for families and individuals. Prior to Northern Trust, he was an investment strategist at Wells Fargo Private Bank. Barton is a CFA Institute member, a CFA® charter holder, and a member of CFA Society Atlanta. He earned his MBA from Campbell University, where he also received his BBA in trust and investment management.
Por Alicia Miguel