Wilmington Trust Adds Fred Beilstein as Senior Private Client Advisor to Atlanta Wealth Office

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May 25, 2017
Fred Beilstein
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Fred Beilstein

Senior Private Client Advisor
ATLANTA—Wilmington Trust hired Fred Beilstein as a senior private client advisor for its Wealth Advisory office in Atlanta, Ga. He will provide wealth management advice to high-net-worth clients including families, entrepreneurs, business owners, and foundations and endowments. In his role, Beilstein works closely with clients and advisors to develop financial strategies to meet current needs and plan for long-term objectives.
 
Prior to joining Wilmington Trust, Beilstein was as partner at Equicorp Partners, where he led the firm’s efforts for sourcing and structuring private investments, while actively engaging in the firm’s financial and operational advisory services. He also served as interim president and chief operating officer of ACG Pizza Partners, LLC, and as president and chief executive officer of Goldco, LLC. Earlier in his career, Beilstein was employed by Credit Suisse and Morgan Stanley in roles advising high-net-worth families and small institutions.
 
Beilstein earned an MBA in Finance from Vanderbilt University’s Owen Graduate School of Management, and a bachelor’s degree in Accounting from the George Washington University. He is a former member of the Young Presidents’ Organization (YPO).
 
He is based in Wilmington Trust’s wealth management office in Atlanta, located at 3280 Peachtree Rd. NE, Terminus 100 Building, Floor 27. He can be contacted at (404)760-2238

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