, a leader in corporate and institutional services, and wealth management, announces the promotion of Everett Peroni to wealth advisor,
responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater New York Tri-State Region. Based in Manhattan, Peroni will work closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives.
Peroni, a vice president and wealth advisor, has more than a decade of experience in investments and wealth management and has been with Wilmington Trust since 2014. Earlier in his career, he spent five years working as an equity analyst on a variety of funds at Advisors Asset Management. In this role, he was responsible for identifying investment opportunities, developing strategic marketing plans, and monitoring economic data. Prior to joining Wilmington Trust, he served as an analyst in equity portfolio management with Advisors Asset Management, Inc., Philadelphia.
Peroni holds an MBA from Cornell University and a bachelor’s degree from Lehigh University with a double major in finance and accounting. He was formerly a teaching assistant for numerous
classes at Cornell including Economics, Portfolio Management, and the Executive MBA’s
Managerial Finance class. He is a CFA® charterholder and a member of the CFA Society New York.
ABOUT WILMINGTON TRUST
Wilmington Trust’s Wealth
Management offers a wide array of personal trust, planning, fiduciary, asset management, private banking, and family office services designed to help high-net-worth individuals and families grow, preserve, and transfer wealth. Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span multiple generations.
Wilmington Trust also provides Corporate and Institutional Services
for clients around the world.
Wilmington Trust has clients in all 50 states and numerous countries, with offices throughout the United States and internationally in London, Dublin, Paris, and Frankfurt. For more information, visit www.WilmingtonTrust.com