Business Wire·Oct 27, 2026, 9:00 AM ET

Andrew “Drew” Chan Joins Fiduciary Trust International as Senior Portfolio Manager in Los Angeles Office

BEN

Andrew "Drew" Chan, CAIA, has joined Fiduciary Trust International as a senior portfolio manager based in Los Angeles, CA.
Chan brings over 20 years of investment industry experience specializing in integrated tax planning, wealth planning, & investment management for ultra-high-net-worth clients.
He previously served as a managing partner at Chartered Wealth Partners & spent 10 years at First Foundation Advisors as managing director of portfolio strategy & co-chief investment officer.
During his tenure at First Foundation Advisors, Chan co-led the investment team overseeing a $5.7 billion discretionary investment platform & the global strategies committee.
Gene Todd, head of sales at Fiduciary Trust International, stated that Chan's expertise in alternative investments & tax-smart planning will expand the firm's capabilities in the Southern California market.
Chan previously worked for nearly eight years at U.S. Trust, Bank of America Private Wealth Management as a portfolio manager & vice president.
He holds the Chartered Alternative Investment Analyst (CAIA) designation & served as chapter head of the CAIA Association's Southwest chapter from 2017 to 2020.
Chan was named the CFA Society Los Angeles 2026 Outstanding Volunteer of the Year & serves as an active member on various councils within the society.
He completed executive education in investment management at The Wharton School & holds a bachelor of science in business administration from the University of California at Riverside.
Fiduciary Trust International reported over $119 billion in assets under management & administration as of June 30, 2026.
Parent company Franklin Templeton reported more than $1.79 trillion in assets under management as of September 30, 2026.