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

(Moderate)

(Very Positive)

Key Terms

chartered financial analyst (cfa) financial

A chartered financial analyst (CFA) is a professional credential awarded to investment professionals who pass a series of rigorous exams and agree to a strict code of ethics. For investors, the CFA label is like a professional licence: it signals tested knowledge in analyzing investments, building and managing portfolios, and a commitment to ethical conduct, which can increase trust in someone’s investment advice or stewardship of funds.

multi-asset-class portfolios technical

A multi-asset-class portfolio is an investment mix that holds different types of assets—such as stocks, bonds, cash, real estate, and commodities—to achieve a balance between growth and risk. It matters to investors because combining assets that behave differently in various market conditions can reduce big losses and smooth returns over time, much like packing different tools in a kit so you’re prepared for many tasks rather than relying on a single tool.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

04/08/2026 - 09:00 AM

Experienced Investment Management Professionals Strengthen Firm’s Presence in New York City, Lincoln, MA and Radnor, PA

NEW YORK--(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.”

Lisa Thors began as a portfolio manager in the Lincoln, MA office on March 2. She has an impressive track record of managing portfolios for multi-generational private wealth clients across family partnerships, private foundations, and trusts. Ms. Thors was previously director of business strategy and senior vice president at Morgan Stanley Wealth Management. Earlier in her career, she spent 16 years at Wellington Management Co., most recently as director, relationship manager, and managing director. Ms. Thors is a member of the board of trustees of Boston University, where she is chair of the finance and budget committee. She received her MBA with a concentration in finance from Harvard University, and graduated from Yale University with a bachelor of arts in American Studies.

Anthony Peros, CFA joined the firm as a portfolio manager in the Radnor, PA office on March 16. He joins from BlackRock, where he was a director and senior portfolio manager. He has also spent time at Citi Investment Management, where he served as senior portfolio manager and oversaw the tailored discretionary portfolio platform in North America. Prior to that he worked at Morgan Stanley Private Wealth Management for 10 years. Mr. Peros has significant experience in managing multi-asset-class portfolios for ultra-high-net-worth and institutional clients, working to craft and execute strategies for delivering excess returns while mitigating downside risk. He holds the Chartered Financial Analyst (CFA) designation and graduated from Connecticut College with a bachelor of arts in history and government.

Tim Herpertz, CFA joined the firm as a portfolio manager in New York, NY on April 6. He was most recently a director, senior portfolio manager, and fund manager in the wealth management division at Deutsche Bank, where he was part of the team for more than 12 years. During his tenure at Deutsche Bank, Mr. Herpertz managed portfolios encompassing multi-asset strategies for individual and institutional clients in the U.S. and other countries. He was also a member of Deutsche Bank’s U.S. regional investment committee and co-chair of the investment advisory and trust investment groups. Mr. Herpertz, who holds the CFA designation, earned his master of science in banking and finance from ZHAW School of Management and Law in Switzerland. He also graduated from Baden-Wurttemberg Cooperative State University in Germany with a bachelor of arts in business administration and banking. Mr. Herpertz is fluent in English and German.

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]