Fiduciary Trust International appoints Senior Relationship Manager & Managing Director in Northern California
Fiduciary Trust International, a wealth manager and wholly-owned subsidiary of Franklin Templeton, continues to expand its presence in Northern California, with the appointment of Amy Ko as senior relationship manager and managing director based in the firm’s San Mateo office.
“Amy’s experience working with Silicon Valley clients to meet their wealth management goals will help us strengthen our long-term client relationships and strengthen our offering as we continue our growth in this region—and throughout the country,” says Gene Todd, executive vice president at Fiduciary Trust International, who is also based in San Mateo. “We look forward to working with Amy to bring our holistic, multi-generational investment and wealth management offering to more clients across Northern California.”
Ko reports to Todd and joins Fiduciary Trust International from the Silicon Valley Bank Private & Wealth Advisory Group in San Francisco, where she was a managing director and relationship manager. During her tenure, she served as an advisor to families, and was the primary point of contact for all personal financial relationships with healthcare, software enterprise, and fintech investors and entrepreneurs in Northern California. Ko was previously a senior vice president and private client advisor at US Trust/Bank of America Private Wealth Management in San Francisco, where she was responsible for new client acquisition and business development activities.
“Amy is a strong addition to our Northern California team, bringing an impressive track record of customising solutions to enable clients to grow and protect their wealth,” says Lawrence A Sternkopf, president and chief operating officer of Fiduciary Trust International. “With our growing footprint in the region, and the impressive professionals who have joined our team, we are very well-positioned to broaden the expertise we deliver to clients in Northern California.”
Ko received her MBA, magna cum laude, from Northeastern University with a dual specialisation in corporate renewal and marketing. She also graduated cum laude from the University of Massachusetts in Boston with a bachelor-of-science in general business management. Ko holds the Certified Trust and Financial Advisor (CFTA) designation, and serves as chair of the investment committee of the San Francisco Society for the Prevention of Cruelty to Animals (SPCA).