Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, has appointed Cathy Carilli to the position of senior portfolio manager, the company announced today.
In her new role with Fiduciary Trust International in New York City, she will help multiple generations of clients preserve and grow their wealth.
Carilli is an industry veteran with 24 years of experience customizing and managing multi-asset portfolios for high-net-worth individuals and families. She most recently served as managing director and senior portfolio manager at U.S. Trust, Bank of America Wealth Management. Earlier in her career, Carilli was a vice president and portfolio manager at Citibank Private Bank, and senior investment manager and team leader at Citicorp Investment Services.
Carilli is a CFA charterholder and member of the CFA Institute, as well as a member of the New York Society of Security Analysts. She received a B.B.A. degree in finance from Iona College and a M.B.A. degree in finance from Fordham University.