Family Wealth Strategist
Wilmington Trust, one of the leading wealth management companies headquartered in the U.S., announced today that it has hired Thomas C. Rogerson
as a senior managing director and family wealth strategist to serve the company’s Family Wealth clients.
Wilmington Trust’s Family Wealth services comprise financial and risk management, including cash flow management; tax and accounting services; investment oversight, including asset allocation, manager selection, and consolidated reporting; and charitable giving management services, complemented by industry-leading personal trust, estate planning, and fiduciary services. Rogerson will be based in Boston, Mass. and will serve Wilmington Trust’s clients nationally. He will report to Kemp C. Stickney
, chief fiduciary officer and head of family wealth for Wilmington Trust.
“Tom’s knowledge and leadership builds on our continued commitment to providing the wealth management industry’s premier talent and expertise to our clients,” said Mark A. Graham
, executive vice president of Wealth Advisory Services. “Tom will play a leadership role in assisting business owners in legacy planning and succession issues.”
Rogerson brings more than 30 years of experience in the wealth management industry to his role, with more than 16 years of family governance expertise. He joins Wilmington Trust from BNY Mellon Wealth Management where he served as managing director of family wealth services. Previously, he was national director of estate tax planning with State Street Global Advisors in Boston, assisting clients with estate planning and family governance. Earlier in his career, Rogerson served as director of financial and estate tax planning with Coopers and Lybrand and was national director of estate tax planning for Kidder, Peabody & Co. He holds a bachelor’s degree in Economics from Ithaca College.
“I am excited to be joining a team with such a history of expertise in Delaware trust law and complex planning strategies,” said Rogerson. “I view an important part of wealth management to be about preparing the money for the family, but also about preparing the family for the money. I look forward to further integrating this approach into what Wilmington Trust already does very well.”