Jeffrey Smith Finkelman
Analyst-Equity bij Fiduciary Trust International LLC
Profiel
Jeffrey Smith Finkelman is currently a Managing Director & Sustainable Investments at Fiduciary Trust International LLC.
He started this position in 2020.
Prior to his current role, he has a background in education.
He completed his undergraduate degree at Tufts University in 2005 and his graduate degree at The Paul H.
Nitze School of Advanced International Studies in 2008.
Actieve functies van Jeffrey Smith Finkelman
| Bedrijven | Functie | Begin |
|---|---|---|
Fiduciary Trust International LLC
 Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Analyst-Equity | 01-06-2015 |
Opleiding van Jeffrey Smith Finkelman
| Tufts University | Undergraduate Degree |
| The Paul H. Nitze School of Advanced International Studies | Graduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Finance |