Key Takeaways
- • Fiduciary Trust International, a wholly owned subsidiary of Franklin Templeton, has hired Andrew "Drew" Chan, CAIA, as senior portfolio manager in its Los Angeles office.
- • Chan brings more than 20 years of investment industry experience, specializing in integrated tax, wealth planning and investment management for ultra-high-net-worth clients.
- • Chan previously co-led the investment team at First Foundation Advisors overseeing a $5.7 billion discretionary investment platform.
- • The hire supports the firm's expansion in Southern California, according to Gene Todd, head of sales and interim regional managing director for Los Angeles.
Summary
Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, announced that Andrew "Drew" Chan, CAIA, has started as a senior portfolio manager based in the firm's Los Angeles, California office. The announcement was distributed via Business Wire.
Chan has more than 20 years of investment industry experience and specializes in providing ultra-high-net-worth clients with integrated tax planning, wealth planning and investment management approaches aligned to long-term, multi-generational goals. He is also well-versed in incorporating alternative investments into client portfolios. He joins from Chartered Wealth Partners, where he was a managing partner serving ultra-high-net-worth clients. Previously, he spent 10 years at First Foundation Advisors, first as managing director of portfolio strategy and then as co-chief investment officer, where he co-led the investment team overseeing a $5.7 billion discretionary investment platform and the global strategies committee responsible for all asset allocation portfolios.
Earlier in his career, Chan spent nearly eight years at U.S. Trust, Bank of America Private Wealth Management, as a portfolio manager and vice president, and served on multiple national investment committees. He also served as a portfolio analyst and financial officer at U.S. Trust Co. He holds the Chartered Alternative Investment Analyst (CAIA) designation and serves on the executive committee of the CAIA Association's Southwest chapter, where he was chapter head from 2017 to 2020. He is an active member of the CFA Society Los Angeles and was recognized as the society's 2026 Outstanding Volunteer of the Year award recipient.
Gene Todd, head of sales at Fiduciary Trust International and interim regional managing director for the Los Angeles office, said Chan's expertise in alternative investments and tax-smart planning will help the firm expand its capabilities for clients in the Southern California market. Chan said Los Angeles is home to individuals, families and nonprofits with complex financial needs, and that the firm's integrated approach to investment management, tax and wealth planning was a key attraction.
Fiduciary Trust International, headquartered in New York, has served individuals, families, endowments and foundations since 1931 and reported more than $119 billion in assets under management and administration as of June 30, 2026. Chan holds an executive education certificate in investment management from The Wharton School and a bachelor of science in business administration from the University of California, Riverside.
Chan has more than 20 years of investment industry experience and specializes in providing ultra-high-net-worth clients with integrated tax planning, wealth planning and investment management approaches aligned to long-term, multi-generational goals. He is also well-versed in incorporating alternative investments into client portfolios. He joins from Chartered Wealth Partners, where he was a managing partner serving ultra-high-net-worth clients. Previously, he spent 10 years at First Foundation Advisors, first as managing director of portfolio strategy and then as co-chief investment officer, where he co-led the investment team overseeing a $5.7 billion discretionary investment platform and the global strategies committee responsible for all asset allocation portfolios.
Earlier in his career, Chan spent nearly eight years at U.S. Trust, Bank of America Private Wealth Management, as a portfolio manager and vice president, and served on multiple national investment committees. He also served as a portfolio analyst and financial officer at U.S. Trust Co. He holds the Chartered Alternative Investment Analyst (CAIA) designation and serves on the executive committee of the CAIA Association's Southwest chapter, where he was chapter head from 2017 to 2020. He is an active member of the CFA Society Los Angeles and was recognized as the society's 2026 Outstanding Volunteer of the Year award recipient.
Gene Todd, head of sales at Fiduciary Trust International and interim regional managing director for the Los Angeles office, said Chan's expertise in alternative investments and tax-smart planning will help the firm expand its capabilities for clients in the Southern California market. Chan said Los Angeles is home to individuals, families and nonprofits with complex financial needs, and that the firm's integrated approach to investment management, tax and wealth planning was a key attraction.
Fiduciary Trust International, headquartered in New York, has served individuals, families, endowments and foundations since 1931 and reported more than $119 billion in assets under management and administration as of June 30, 2026. Chan holds an executive education certificate in investment management from The Wharton School and a bachelor of science in business administration from the University of California, Riverside.
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