Sharon KleinPresident, New York Metropolitan Region
Klein joined Wilmington Trust in 2013 as managing director of Family Office Services and Wealth Strategies for the New York Metropolitan Region. She has more than two decades of experience in the wealth management space.
Prior to joining Wilmington Trust, Klein was managing director and head of Wealth Advisory Services for Lazard Wealth Management. Before that, she headed the Estate Advisement department at Fiduciary Trust Company International. Previously, Klein was Special Counsel in the Trusts and Estates department at Rosenman & Colin (now Katten Muchin Rosenman LLP).
“In a very short time, Sharon has proved an invaluable leader at Wilmington Trust,” said Larry Gore, senior vice president and co-manager of the firm’s Wealth Advisory business. “Sharon’s leadership in the wealth management industry extends to her work with organizations like the ABA, New York Bar Association, New York Bankers Association, and others. She is also an authority on trust and estate issues within our industry and in the press. We and our clients are fortunate to benefit from Sharon’s leadership and expertise.”
Klein is a nationally-recognized speaker and author on trust and estate topics, and is frequently featured or quoted in The New York Times, Wall Street Journal, New York Law Journal, and other publications.
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.
Klein serves as chair of the Trusts and Estates Law Section Taxation Committee of the New York State Bar Association, and vice-chair of the Estate and Gift Tax Committee of the American Bar Association. She is 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, and the Estates, Gifts and Trusts Advisory Board for Bloomberg BNA.
Klein is based in Wilmington Trust’s office at 350 Park Ave., 9th Floor in New York, and can be contacted at (212)415-0531.