Charlie Russella is responsible for managing Wilmington Trust Retirement and Institutional Services Company (WTRIS), which provides directed trustee, specialized trust, custodial, trading, paying agent, and administrative services for a broad spectrum of qualified and non-qualified retirement plans of national and multinational institutions.
Russella joined Wilmington Trust in 2008 through the acquisition of AST Capital Trust Company (AST), where he had been part of the executive management team since 2007. During this time, he was responsible for overseeing the sales and marketing activities for AST, and later WTRIS.
Prior to joining Wilmington Trust, Russella held key leadership positions with several firms serving the retirement plan market. He served for 14 years with US Bank’s institutional trust division focused on the development and delivery of their retirement products.
Russella holds an MBA from the University of Detroit and a bachelor’s degree from Oakland University in Rochester, Michigan. He was awarded the Chartered Financial Analyst® (CFA) designation from the CFA Institute in 1988.
- Corporate retirement services
- Executive leadership
- Qualified and non-qualified retirement plans