A seasoned wealth management executive, Gore has more than three decades of experience helping clients with issues such as estate and trust planning, investment management, risk management, business succession, retirement planning, and deferred compensation.
Prior to joining Wilmington Trust in 2010, Gore spent 18 years with UBS, most recently as the U.S. head of the Corporate and Executive Services Group. His experience at UBS also included a role as co-head of UBS Warburg Private Clients Group within the U.S., which included UBS’s private banking business and UBS Warburg’s brokerage group. During his tenure at UBS, he was a board member of UBS Trust Company.
Gore’s background also includes experience with JP Morgan, and being founder and president of a financial advisory firm providing advisory and investment banking services to private investors and their related entities.
He earned a bachelor’s degree from Lehigh University and an MBA from Pace University. He serves on the advisory board for Lehigh University’s College of Business and Economics Center for Financial Services. Gore was previously affiliated with New York University as an Adjunct Assistant Professor of Accounting.
- Complex wealth management solutions for senior executives and ultra-high-net-worth individuals and families
- Strategic asset allocation
- Private banking
- Executive management and leadership