Seasoned Wealth Management Veterans Maris A.
Ogg, CFA, & Jeffrey M. Bagley, CFA, CFP® Bring Decades of
Experience and Expertise in Cultivating Long-Lasting Client
Relationships Throughout Philadelphia’s Main Line
Fiduciary Trust International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that Maris
A. Ogg, CFA, and Jeffrey M. Bagley, CFA, CFP®, have joined the firm
as managing director and senior portfolio manager, both based in
its Radnor office.
"The Mid-Atlantic region remains a vital growth market for us,
and we're proud that our clients trust us to provide top-notch
service and personalized solutions tailored to their needs," said
Julie Strong Karnavas, Fiduciary Trust International regional
managing director for the Radnor office. “Moreover, we take immense
pride in the caliber of professionals we attract to our team. Maris
and Jeff exemplify wealth management excellence, aligning perfectly
with our commitment to setting the bar for industry standards.
We're confident that they will leverage our wealth planning
services and holistic capabilities to empower clients in achieving
their financial goals.”
Ms. Ogg has more than 35 years of experience in the wealth and
investment management industry. Prior to joining Fiduciary Trust
International, she served as founding principal and director of
Tower Bridge Advisors, where she oversaw the daily activities of
the firm and was a member of the firm’s Investment Committee. Prior
to joining Tower Bridge, Ms. Ogg was a founder, president, and
chief investment officer of Radnor Capital Management.
“I look forward to being a part of the growth story already
underway in Radnor,” said Ms. Ogg. “Most importantly, I look
forward to leveraging Fiduciary Trust International’s holistic
offering to help more clients and families build and pass down a
legacy as unique as they are, while ensuring a continued impact
that stands the test of time.”
Earlier in her career, Ms. Ogg served as director of research at
both Boenning & Scattergood and W.H. Newbolds. Ms. Ogg is also
a former president of the Financial Analysts of Philadelphia and
served as the eastern region representative for The CFA Society.
Ms. Ogg also serves on the Board of Independence Mission Schools
(IMS), the Fox School of Business at Temple University's Owl
Advisory Board, and the Delaware Valley Chapter of the American
Rhododendron Society. She earned her M.B.A. and B.S. in Finance
from Ohio State University.
Mr. Bagley brings over three decades of experience in the wealth
and investment management industry. He joins Fiduciary Trust
International from The Haverford Trust Company, where he managed
relationships with more than 100 clients, including charitable and
for-profit institutions, high-net-worth and ultra-high-net-worth
individuals, and family offices. Throughout his career, he has
demonstrated exceptional leadership in portfolio management and
delivering unparalleled client service.
"I am honored to join Fiduciary Trust International, a firm
renowned for its commitment to excellence and its dedication to
providing exceptional service to clients,” said Mr. Bagley. “I look
forward to leveraging Fiduciary Trust’s leading and extensive
offerings and capabilities to strengthen relationships with clients
while contributing meaningfully to the firm's mission of preserving
and enhancing client wealth over the long term."
Earlier in his career, Mr. Bagley was an analyst at Schroder
& Co. and NatWest Markets, as well as a senior industry analyst
and editor at The Value Line Investment Survey.
Mr. Bagley, who holds the Chartered Financial Analyst (CFA®) and
CERTIFIED FINANCIAL PLANNER™ designations, graduated from The State
University of New York at Oneonta with a Bachelor of Science degree
in business economics. He also holds a Master of Business
Administration (MBA) in Finance from Fordham University’s Gabelli
Graduate School of Business.
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 $97 billion in
assets under management and administration as of December 31, 2023,
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, San Francisco, 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 Resources, Inc. [NYSE:BEN] is a global investment
management organization with subsidiaries operating as Franklin
Templeton and serving clients in over 150 countries. Franklin
Templeton’s mission is to help clients achieve better outcomes
through investment management expertise, wealth management and
technology solutions. Through its specialist investment managers,
the company offers specialization on a global scale, bringing
extensive capabilities in fixed income, equity, alternatives and
multi-asset solutions. With more than 1,400 investment
professionals, and offices in major financial markets around the
world, the California-based company has over 75 years of investment
experience and approximately $1.6 trillion in assets under
management as of February 29, 2024. For more information, please
visit franklintempleton.com and follow us on LinkedIn, Twitter and
Facebook.
Copyright © 2024 Fiduciary Trust International. All rights
reserved.
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Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
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