Archives: 2018 / 2017 / 2016 / 2015 / 2014 / 2013 / 2012 / 2011
| October 16, 2018 |
Wilmington Trust Announces Leadership Appointments in Wealth Management DivisionWilmington Trust appointed Sharon L. Klein as Eastern Region president for Family Wealth, and James O’Hoppe was hired as president of the Tri-State Region, which includes the New York City, Westchester, Connecticut, Long Island, and Northern New Jersey markets. (more) |
| October 12, 2018 |
Rohit Malhotra Joins Wilmington Trust as Senior Private Banker in New York OfficeWilmington Trust hired Rohit Malhotra as a senior private banker in the company’s office in New York City. In this role, he will provide complex lending strategies and cash management advice to high-net-worth clients. (more) |
| September 27, 2018 |
Wilmington Trust Adds Adam Bakhash as Senior Private Client Advisor in Los Angeles MarketWilmington Trust hired Adam Bakhash as a senior private client advisor in its Wealth Advisory office in Los Angeles. He will provide comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Los Angeles area. (more) |
| August 14, 2018 |
Wilmington Trust Wins Two Awards at the US Captive Service Awards CeremonyWilmington Trust, N.A. was recognized with two awards for their service to the captive insurance industry at the US Captive Review Awards ceremony on Aug. 6. Wilmington Trust’s Insurance Collateral Solutions team accepted the top awards for “Collateral Service Provider” and “Insurance Linked Securities Support Services” during the Vermont Captive Service Association’s annual conference. (more) |
| August 13, 2018 |
Wilmington Trust Announces Leadership Appointments to Wealth Advisory and Private BankingWilmington Trust has appointed William Buccella as president of U.S. Markets for Wealth Advisory, and Ann Silverman as president of Private Banking. Previously, Buccella served as president of Private Banking, and Silverman as group manager for Private Banking. (more) |
| August 09, 2018 |
Tracy Nickl Joins Wilmington Trust as National Head of Client Development and EngagementWilmington Trust hired Tracy Nickl as national head of Client Development and Engagement for Wealth Advisory. Based in the company’s Los Angeles office, Nickl works with Wilmington Trust’s wealth management teams across the United States to deliver innovative, practical, and successful solutions to high-net-worth clients.(more) |
| June 19, 2018 |
Irene Kung Joins Wilmington Trust as Senior Investment Advisor in Los Angeles OfficeWilmington Trust hired Irene Kung as a senior investment advisor in its Los Angeles Wealth Advisory office. Kung is responsible for developing customized investment portfolios for clients based on their unique parameters for risk, return, liquidity, and other factors. (more) |
| May 31, 2018 |
Michael Ramsey Joins Wilmington Trust as a Client Development Officer for the Insurance Collateral Solutions TeamWilmington Trust, N.A. added Michael Ramsey as a client development officer for its Insurance Collateral Solutions team, part of the company’s Global Capital Markets division. He will be responsible for further developing the corporate large deductible trust business domestically, as well as the corporate captive trust business globally. (more) |
| May 23, 2018 |
Sharon L. Klein to be Honored by UJA-Federation of New YorkSharon L. Klein, president of Wilmington Trust’s Tri-State Region, will be honored by UJA-Federation of New York’s Trust & Estates Group for her professional and philanthropic achievements at its annual event in New York City on June 7, 2018. (more) |
| 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) |
