Two industry leaders with thirty years of experience have joined the Radnor, Pennsylvania, office of Fiduciary Trust International.
The global wealth manager, a Franklin Templeton subsidiary, entered the market in 2020 by acquiring Pennsylvania Trust Company, and its two new additions are well established in the region and have cultivated lasting relationships throughout Philadelphia’s Main Line.
Maris A. Ogg and Jeffrey M. Bagley have joined the firm as managing director and senior portfolio manager.
Ogg was founding principal and director of Tower Bridge Advisors and founder, president, and chief investment officer of Radnor Capital Management. Her previous roles also include director of research at both Boenning & Scattergood and W.H. Newbolds.
“I look forward to being a part of the growth story already underway in Radnor,” Ogg said in a statement. “Most importantly, I look forward to leveraging Fiduciary Trust International’s holistic offering to help more clients and families build and pass down a legacy as unique as they are, while ensuring a continued impact that stands the test of time.”
Bagley was previously with The Haverford Trust Co. and has also been an analyst at Schroder & Co. and NatWest Markets, as well as a senior industry analyst and editor at The Value Line Investment Survey.
"I am honored to join Fiduciary Trust International, a firm renowned for its commitment to excellence and its dedication to providing exceptional service to clients,” he said. “I look forward to leveraging Fiduciary Trust’s leading and extensive offerings and capabilities to strengthen relationships with clients while contributing meaningfully to the firm's mission of preserving and enhancing client wealth over the long-term."
Julie Strong Karnavas, Fiduciary Trust International regional managing director for the Radnor office, said that the Mid-Atlantic region is a vital growth market for the firm.
“We take immense pride in the caliber of professionals we attract to our team,” she added. “Maris and Jeff exemplify wealth management excellence, aligning perfectly with our commitment to setting the bar for industry standards. We're confident that they will leverage our wealth planning services and holistic capabilities to empower clients in achieving their financial goals.”
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
