Le Rose is responsible for managing the delivery of the firm’s in-house expertise and global resources to best meet the needs of clients, their families and their advisors.
"Fiduciary Trust understands how important integrated wealth management is to our clients’ multi-generational needs and we have seen continued demand as investors look for trusted partners with demonstrated expertise in safekeeping and growing assets," said vice chairman and general trust counsel Gail Cohen, who oversees the firm’s relationship management professionals. "The depth of Jim’s experience as a trusted advisor is an excellent complement to Fiduciary Trust’s holistic approach to managing our clients’ wealth. We’re delighted to have him join us working with our clients and their advisors."
Go deeper with GlobalData
Mr. Le Rose has held senior positions with leading financial institutions and joins Fiduciary Trust with more than 28 years’ experience working with individuals, families and foundations. Prior to joining Fiduciary Trust, Mr. Le Rose served as a senior relationship manager with Lazard Wealth Management and senior client account manager at Bessemer Trust, where he focused on providing wealth solutions for families. Previously, Mr. Le Rose was a private banker with Chase Manhattan Private Bank. Mr. Le Rose began his career at Citibank, based both in Europe, where he was responsible for U.S. correspondent banking services, and in the Middle East, where he was in charge of institutional relationships. Mr. Le Rose earned a B.A. from the University of Richmond.
