Cary W. Fortin
Profile
Ms. Fortin has over 20 years experience in the financial services industry.
Previously, she was employed by ING Financial Services as AVP of Operations, and at JP Morgan, where she was an account officer in the High Net Worth practice.
Ms. Fortin also served as a trust and operations administrator for a boutique bank and trust company in Wilmington, DE, and earlier was associated with Liberty Mutual Insurance as an agent for Property & Casualty and Life Insurance sales.
She successfully completed Cannon Financial Institute Personal Trust Services Level I as well as other industry continuing education courses.
Former positions of Cary W. Fortin
| Companies | Position | End |
|---|---|---|
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
Fiduciary Trust Company International of Pennsylvania
 Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Corporate Officer/Principal | - |
Training of Cary W. Fortin
| Texas State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Fiduciary Trust Company International of Pennsylvania
Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
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