Andrew “Drew” Chan Joins Fiduciary Trust International as Senior Portfolio Manager in Los Angeles Office

Franklin Templeton (BEN) subsidiary Fiduciary Trust International has appointed Andrew “Drew” Chan as a senior portfolio manager in Los Angeles.

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10/27/2026 - 09:00 AM EDT

Industry Veteran Possesses Expertise in Integrated Tax Planning, Wealth Planning & Investment Management Strategies for UHNW Clients

NEW YORK--(BUSINESS WIRE)-- Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, announces that Andrew “Drew” Chan, CAIA^® has started as a senior portfolio manager based in the firm’s office in Los Angeles, CA.

With more than 20 years of investment industry experience, Mr. Chan specializes in providing ultra-high-net-worth clients with integrated tax planning, wealth planning, and investment management approaches which are aligned to long-term, multi-generational financial goals. He is also well-versed in incorporating alternative investments into client portfolios. He joins Fiduciary Trust International from Chartered Wealth Partners, where he was a managing partner serving ultra-high-net-worth clients. Mr. Chan previously spent 10 years at First Foundation Advisors, as managing director of portfolio strategy and then as co-chief investment officer, where he co-led the investment team overseeing a $5.7 billion discretionary investment platform and the global strategies committee responsible for all asset allocation portfolios.

“Drew shares our commitment to delivering a holistic wealth management offering that gives multiple generations of clients financial peace of mind,” said Gene Todd, head of sales at Fiduciary Trust International and interim regional managing director for the Los Angeles office. “His expertise in alternative investments and tax-smart planning and allocation will help us continue to expand our capabilities for clients in the crucial Southern California marketplace.”

Earlier in Mr. Chan’s career, he was part of the team at U.S. Trust, Bank of America Private Wealth Management for nearly eight years as a portfolio manager and vice president, and served on multiple national investment committees. He also served as a portfolio analyst and financial officer at U.S. Trust Co. He holds the Chartered Alternative Investment Analyst (CAIA) designation, and serves as an executive committee member of the CAIA Association’s Southwest chapter, where he was chapter head from 2017-2020. He is also an active member of the CFA Society Los Angeles, serving on various councils, and was recognized as CFA Society Los Angeles’s 2026 Outstanding Volunteer of the Year Award recipient.

“Los Angeles is home to individuals, families and nonprofits with complex financial needs that require thoughtful, highly personalized wealth management,” said Mr. Chan. “What attracted me to Fiduciary Trust International is the firm's commitment to bringing together investment management, tax and wealth planning expertise to help clients achieve their long-term goals. I look forward to building on that approach and strengthening our relationships across Southern California.”

Mr. Chan completed the executive education program for investment management at The Wharton School of the University of Pennsylvania, and graduated from the University of California at Riverside with a bachelor of science in business administration.

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 $119 billion in assets under management and administration as of June 30, 2026, we specialize in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. We 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, New York, NY, 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 $1.79 trillion in assets under management as of September 30, 2026, Franklin Templeton operates globally in more than 35 countries.

To learn more, visit franklintempleton.com and follow us on LinkedIn.

Franklin Templeton, Inc. [NYSE: BEN]