Klein, president of Wilmington Trust’s Tri-State Region, will be honored at UJA-Federation’s 27th Annual Trusts & Estates Event in June
Sharon KleinTri-State Region President
The event supports UJA-Federation’s mission of caring for individuals in need in the U.S. and abroad. Working with a network of hundreds of nonprofits, UJA-Federation extends its reach from New York to Israel to nearly 70 other countries around the world, touching 4.5 million people each year. For more information, please visit their website at www.ujafedny.org.
As president of Wilmington Trust’s Tri-State Region, which includes Greater New York, Connecticut, Long Island, and Northern New Jersey markets, Klein oversees all wealth management services throughout the region. She leads teams of professionals who provide planning, trust, investment management, family governance and education, family office, and private banking services.
“We’re proud to recognize Sharon’s outstanding contributions to the Trusts & Estates community and to support UJA-Federation’s commitment to helping those in need,” said Christopher Mone, president of U.S. Markets for Wilmington Trust’s Wealth Advisory division. “Sharon’s recognition underscores Wilmington Trust’s fiduciary and planning expertise, and giving back to our community is a fundamental principle of ours and our parent company, M&T Bank.”
Klein has more than two decades of experience in the wealth management industry. Prior to joining Wilmington Trust, she was managing director and head of Wealth Advisory for Lazard Wealth Management. Before that, Klein headed the Estate Advisement department at Fiduciary Trust Company International. Klein began her career as a trusts and estates attorney at Rosenman & Colin (now Katten Muchin Rosenman LLP).
She earned a Master of Laws from the Boalt Hall School of Law at the University of California, Berkeley, and received a Bachelor of Arts and a Bachelor of Laws from the University of New South Wales, Australia. She is recognized industry-wide as a speaker and author, and is frequently featured or quoted in the New York Times, Wall Street Journal, New York Law Journal, and other publications.
Klein is a Fellow of the American College of Trust and Estate Counsel, and a member of New York Bankers Association Trust & Investment Division Executive Committee, the Rockefeller University Committee on Trust and Estate Gift Plans, the Professional Advisory Council of the Anti-Defamation League, the Estates, Gifts and Trusts Advisory Board for Bloomberg BNA, and the Thomson Reuters Trusts & Estates Advisory Board. She is a past Chair of the Trusts, Estates and Surrogate’s Court Committee for the New York City Bar Association, and the Trusts and Estates Law Section Taxation Committee of the New York State Bar Association.
She is based in Wilmington Trust’s office at 350 Park Ave., 9th Floor in New York, and can be contacted at (212) 415-0531.