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Who's Moving Where In Wealth Management? - Fidelity International, BNY Mellon WM, Others

Editorial Staff

4 January 2018

Fidelity International
, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, has promoted Kevin Duncan to director of estate administration. 

In his new role, Duncan will manage and develop all aspects of estate administration, and lead a team of estate specialists across the firm.  

Duncan is based in New York and will report to Gerald Joyce, national head of trust and estates. 

He joined Fiduciary Trust in December 2012 and served as vice president, associate trust counsel and senior estate settlement officer before being promoted to managing director and trust counsel last year. 

Prior to Fiduciary Trust, he served as a wealth advisory associate at Lazard.