Archives: 2018 / 2017 / 2016 / 2015 / 2014 / 2013 / 2012 / 2011
| March 12, 2018 |
Wilmington Trust Hires Dexter R. Conner as Senior Private Client Advisor for Atlanta Wealth OfficeWilmington Trust appointed Dexter Conner as senior private client advisor for its Wealth Advisory office in Atlanta. He will provide comprehensive wealth management advice to high-net worth individuals and families, business owners, and entrepreneurs, as well as foundations and endowments. (more) |
| March 07, 2018 |
Wilmington Trust Strengthens M&A Escrow and Paying Agency Team with Addition of Brandon HorakWilmington Trust, N.A. hired Brandon Horak as a senior relationship manager on the firm’s Mergers and Acquisitions team within its Global Capital Markets division. (more) |
| March 05, 2018 |
Wilmington Trust Hires Ela Hakiel as Private Client Advisor for Rochester Wealth OfficeWilmington Trust appointed Ela Hakiel as private client advisor for its wealth advisory office in Rochester. (more) |
| February 28, 2018 |
Mary McGovern Joins Wilmington Trust as Senior Private Banker in New Jersey OfficeMary McGovern has joined Wilmington Trust as a senior private banker in the company’s office in Iselin, N.J. In this role, she will provide complex lending strategies and cash management advice to high-net-worth clients. (more) |
| February 26, 2018 |
Wilmington Trust Selected by Franklin Templeton to Provide Administration to Collective Investment FundsWilmington Trust, N.A. has been selected by Franklin Templeton Investments to provide administration, transfer agent , and custody services to its existing collective investment funds, which have approximately $5.5 billion in assets as of Dec. 31, 2017. (more) |
| February 12, 2018 |
Wilmington Trust Appoints Chris Mone as President of U.S. MarketsWilmington Trust has appointed Chris Mone as president of U.S. Markets. In this leadership role, he is responsible for the strategic direction, leadership, and growth of Wilmington Trust’s high-net-worth wealth management business. (more) |
| February 06, 2018 |
Robert McKeon Joins Wilmington Trust as Head of Fiduciary Risk ManagementWilmington Trust has appointed Robert McKeon as Head of Fiduciary Risk Management. In this role, he will confirm that Wilmington Trust is meeting its fiduciary responsibilities both structurally, through policy, process and governance, and functionally, as a professional trustee. (more) |
| February 06, 2018 |
Alvina Lo Joins Wilmington Trust as Chief Wealth StrategistWilmington Trust announced that it has appointed Alvina Lo as Chief Wealth Strategist. In this role, Lo will oversee the wealth planning, strategic advice and thought leadership services for Wilmington Trust’s fast-growing Wealth Advisory division. (more) |
| January 16, 2018 |
Wilmington Trust Adds Will Estess as Client Development Officer for Public Finance and Agency TeamWilmington Trust, N.A. added Will Estess as client development officer to its Public Finance and Agency team in the corporate trust office in Birmingham, Ala. Estess is responsible for introducing Wilmington Trust’s corporate trust services including trustee, paying agent, and escrow agent to corporations, municipalities, and other institutions throughout the Southeastern United States. (more) |
| December 21, 2017 |
Wilmington Trust Releases Annual Capital Markets Forecast for 2018Wilmington Trust released its Capital Markets Forecast for 2018 titled “Global Positioning Systems: Recalculating in Light of Detours, Bumps, and Blind Spots.” The outlook examines three key themes. (more) |
| December 20, 2017 |
Brian Oard Joins Wilmington Trust as Western Region President for Wealth AdvisoryWilmington Trust has appointed Brian Oard as president of the Western Region for Wealth Advisory. Based in the company’s Los Angeles office, he will lead the expansion of Wilmington Trust’s wealth management services throughout the Western United States. (more) |
| December 13, 2017 |
Wilmington Trust Hires Kevin Johns as Senior Private Client Advisor for Atlanta Wealth OfficeWilmington Trust hired Kevin Johns as a senior private client advisor in 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 new role, Johns works closely with clients and advisors to develop financial strategies to meet current needs and plan for long-term objectives. (more) |
| November 29, 2017 |
Wilmington Trust Hires William Marder as Head of Product Development for Project Finance TeamWilmington Trust hired William Marder as head of product development for the Project Finance group, part of the Global Capital Markets division. He’ll work to grow and enhance product offerings, notably in the provision of comprehensive administrative agent services. Based in Wilmington Trust’s New York office, he’ll also support various Project Finance initiatives across the Americas. (more) |
| November 28, 2017 |
Wilmington Trust Hires Bradford Smith as Investment Advisor in North Palm Beach Wealth Management OfficeBradford Smith was hired as an investment advisor in Wilmington Trust’s North Palm Beach office. In his new role, he is responsible for developing and managing investment portfolios for high-net-worth clients in the Florida market, based on their unique financial objectives. (more) |
| November 15, 2017 |
Wilmington Trust Expands Wealth Management Team in Washington-Baltimore MarketWilmington Trust has expanded its Wealth Advisory team in the Washington-Baltimore market with a series of new hires. Charlotte Glinski Philips joined the Baltimore office as team leader for Private Banking for the Mid-Atlantic region. Joining Wilmington Trust’s Washington, D.C. office is Ilyssa Clay as senior private banker, Iffy Akwule as investment associate, Lauren Wallace as investment advisor, and Lydia Wolf as senior private client advisor. (more) |
