Fiduciary Trust International Continues to Expand Nationwide Presence, Adding Portfolio Managers in Three Northeast Offices

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Experienced Investment Management Professionals Strengthen Firm’s Presence in New York City, Lincoln, MA and Radnor, PA NEW YORK, April 08, 2026--(BUSINESS WIRE)--Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, welcomes new portfolio managers in three offices across the Mid-Atlantic and New England. Lisa Thors and Anthony Peros have joined in Lincoln, MA and Radnor, PA, respectively, and Tim Herpertz has started in the firm’s headquarters in New York, NY. "The continued growth of our national footprint is a testament to the reputation we have earned among high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments in regional markets throughout the country," said Gene Todd, president and head of regional markets at Fiduciary Trust International. "Lisa, Anthony, and Tim are outstanding senior wealth and investment management professionals who specialize in helping clients with complex financial needs achieve their long-term goals." 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 $113 billion in assets under management and administration as of December 31, 2025, 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, 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 Templeton is a trusted investment partner, delivering tailored solutions that align with clients’ strategic goals. With deep portfolio management expertise across public and private markets, we combine investment excellence with cutting-edge technology. Since our founding in 1947, we have empowered clients through strategic partnership, forward-looking insights, and continuous innovation – providing the tools and resources to navigate change and capture opportunity. With more than $1.7 trillion in assets under management as of February 28, 2026, Franklin Templeton operates globally in more than 35 countries. To learn more, visit franklintempleton.com and follow us on LinkedIn. Franklin Resources, Inc. [NYSE: BEN] Copyright © 2026 Fiduciary Trust International. All rights reserved. View source version on businesswire.com: https://www.businesswire.com/news/home/20260408847600/en/ Contacts Rebecca Radosevich: [email protected]

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