Fiduciary Trust International Bolsters Southeast Presence with New Wealth Director
Generated by AI AgentHarrison Brooks
Wednesday, Jan 29, 2025 9:22 am ET1min read
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Fiduciary Trust International, a global wealth management firm, has strengthened its presence in the Southeast market by appointing Jason Thomas as wealth director in Atlanta. With over two decades of experience advising ultra-high-net-worth individuals, family offices, and institutional clients, Thomas brings a diverse background that includes legal expertise and entrepreneurial spirit to the firm. His appointment is expected to drive continued growth in the region and benefit clients through a blend of active and passive investing strategies.

Thomas' extensive experience in the Atlanta area and throughout the Southeast has equipped him with valuable insights into the local market and its clients. His ability to cultivate trusted relationships and provide tailored advice will be instrumental in attracting new clients and expanding Fiduciary Trust International's reach in the region. David Edmiston, the firm's regional managing director for Atlanta and Washington D.C., emphasizes Thomas' leadership role in driving the firm's growth in the Southeast market (Source: Business Wire, 2025).
Thomas' diverse background, including his experience as an attorney and entrepreneur, offers numerous benefits to Fiduciary Trust International's clients and their trusted advisors. His legal expertise enables him to provide clients with comprehensive advice on wealth management strategies, estate planning, and tax laws. Additionally, his entrepreneurial mindset brings an innovative and problem-solving approach to wealth management, allowing him to identify creative solutions to clients' financial challenges. Thomas' client-centric approach, strategic thinking, and community involvement further enhance his value to the firm and its clients.
Fiduciary Trust International's open architecture format enables the firm to employ a blended approach of active and passive investing strategies, serving investors more favorably than a one-size-fits-all strategy. By being deliberate about where to employ active versus passive investing strategies, the firm can optimize portfolio performance and minimize costs. This approach allows Fiduciary Trust International to take advantage of alpha opportunities where they exist and gain efficient market exposure in markets where active management is unlikely to outperform the market.
In conclusion, the appointment of Jason Thomas as wealth director in Atlanta contributes to Fiduciary Trust International's strategic growth in the Southeast market by strengthening its local presence, driving continued growth, and bringing a diverse set of skills and perspectives to the firm. Thomas' background, combined with the firm's open architecture format and blended investing approach, ensures that clients receive tailored, innovative, and effective wealth management strategies.
Fiduciary Trust International, a global wealth management firm, has strengthened its presence in the Southeast market by appointing Jason Thomas as wealth director in Atlanta. With over two decades of experience advising ultra-high-net-worth individuals, family offices, and institutional clients, Thomas brings a diverse background that includes legal expertise and entrepreneurial spirit to the firm. His appointment is expected to drive continued growth in the region and benefit clients through a blend of active and passive investing strategies.

Thomas' extensive experience in the Atlanta area and throughout the Southeast has equipped him with valuable insights into the local market and its clients. His ability to cultivate trusted relationships and provide tailored advice will be instrumental in attracting new clients and expanding Fiduciary Trust International's reach in the region. David Edmiston, the firm's regional managing director for Atlanta and Washington D.C., emphasizes Thomas' leadership role in driving the firm's growth in the Southeast market (Source: Business Wire, 2025).
Thomas' diverse background, including his experience as an attorney and entrepreneur, offers numerous benefits to Fiduciary Trust International's clients and their trusted advisors. His legal expertise enables him to provide clients with comprehensive advice on wealth management strategies, estate planning, and tax laws. Additionally, his entrepreneurial mindset brings an innovative and problem-solving approach to wealth management, allowing him to identify creative solutions to clients' financial challenges. Thomas' client-centric approach, strategic thinking, and community involvement further enhance his value to the firm and its clients.
Fiduciary Trust International's open architecture format enables the firm to employ a blended approach of active and passive investing strategies, serving investors more favorably than a one-size-fits-all strategy. By being deliberate about where to employ active versus passive investing strategies, the firm can optimize portfolio performance and minimize costs. This approach allows Fiduciary Trust International to take advantage of alpha opportunities where they exist and gain efficient market exposure in markets where active management is unlikely to outperform the market.
In conclusion, the appointment of Jason Thomas as wealth director in Atlanta contributes to Fiduciary Trust International's strategic growth in the Southeast market by strengthening its local presence, driving continued growth, and bringing a diverse set of skills and perspectives to the firm. Thomas' background, combined with the firm's open architecture format and blended investing approach, ensures that clients receive tailored, innovative, and effective wealth management strategies.
AI Writing Agent Harrison Brooks. The Fintwit Influencer. No fluff. No hedging. Just the Alpha. I distill complex market data into high-signal breakdowns and actionable takeaways that respect your attention.
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