SOURCE: Franklin Templeton
DESCRIPTION:
Through her active involvement in investment strategy and relationship management for client portfolios, Lisette Cooper helped establish Athena Capital Advisors as one of the leaders in the field of impact investing. Founded in 1993, Athena Capital Advisors was acquired by Franklin Templeton’s Fiduciary Trust International in early January 2020, marking the company’s first acquisition in 18 years.
Outside of her role within Fiduciary Trust International, Cooper also led one of last year’s most memorable shareholder initiatives, in which she took on Facebook. Cooper asked fellow Facebook shareholders if the steady increase in online child exploitation posed a risk to their investment in the social media titan. Cooper advised shareholders to back her proposal directing Facebook’s board to assess the risks of additional privacy tools, such as end-to-end encryption, which effectively bars law enforcement from reading private messages. While Facebook advised investors to reject the proposal, Cooper’s resolution was backed by an estimated 43 percent of non-management-owned shares.
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm and wholly-owned subsidiary of Franklin Templeton, has served individuals, families, endowments and foundations since 1931. With over $93 billion in assets under management and administration as of December 31, 2020, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The New York-based firm and its subsidiaries maintain offices in Coral Gables, FL, Boca Raton, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA, Washington, DC, Wilmington, DE, and Arlington, VA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and Twitter: @FiduciaryTrust.
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN], is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 165 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has over 70 years of investment experience and approximately $1.5 trillion in assets under management as of February 28, 2021. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.
KEYWORDS: Lisette Cooper, Fiduciary Trust International, Worth Magazine, 50 Women Changing the World, Franklin Templeton, NYSE:BEN
