Philip Jodz Email & Phone Number

Family Office and Ultra-High Net Worth Expertise ==========I lead the delivery of a comprehensive suite of sophisticated wealth management solutions to a limited number of select families and non-profit organizations who manage wealth as an enterprise. Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments, and foundations since 1931. Today’s clients want integrated wealth management and so Fiduciary Trust offers a variety of specialties in-house including strategic wealth planning, investment management, trust and estate services, philanthropic consulting, tax services, and custody services.With an accomplished track record of success, I am adept at leading my teams in the sourcing and cultivation of new client relationships, as well as the delivery of exceptional service to established clients. I am known for taking a composed approach to challenging situations and exercising keen judgment in an increasingly complex world. Executive Strengths:==========Business Development | Client Management | Client Retention | Collaboration and Partnership | Consultative Wealth Management | Foundation Management==========The views expressed on this account are my own and not those of FTI. This material is for informational purposes and general interest only and should not be construed as individual investment advice or a recommendation to invest in any security or to adopt any investment strategy. All investments involve risk including possible loss of principal. Please review the Fiduciary Trust International Privacy Notice: https://www.fiduciarytrust.com/privacy-policySecurities, mutual funds and other non-deposit investments:• Not FDIC Insured • No Bank Guarantee • May Lose Value

Listed skills include Finance, Wealth, Management, Private Banking, and 11 others.