Jeffrey Ritchie is responsible for developing customized investment portfolios for his clients based on their unique parameters for risk, return, and liquidity. Ritchie spends one-on-one time with his clients to gain a clear understanding of their objectives and any tax, legal, and personal considerations. He then structures a well-diversified portfolio in keeping with his recommended asset allocation program. Ritchie continually monitors and rebalances his clients’ portfolios to meet their evolving needs and to take advantage of new investment opportunities.
Ritchie joined Wilmington Trust in 2010 from Apogee Family Office LLC where he worked with families and institutions . Over the course of his career, Ritchie has managed a top performing municipal bond common fund for Wachovia, and traded a wide range of institutional fixed income markets around the world for Paine Webber, CS First Boston, Swiss Bank Corporation, and UBS. He has extensive experience in the global marketplace having worked in the equity, fixed income, foreign exchange, commodity, and structured product asset classes. Ritchie has lived in New York, London, and Tokyo working closely with institutions, family offices, and individuals on investment and asset allocation strategies.
Ritchie holds an MBA from the University of North Carolina, Chapel Hill and a bachelor’s degree from North Carolina State University.
- Portfolio management for high-net-worth clients and institutions
- Strategic asset allocation
- Portfolio rebalancing strategies
- Alternative assets
- Global capital markets