has been named Director of Endowments & Foundations
for Wilmington Trust’s Wealth Markets
, the firm said. In this role, Walter will be responsible for leading this practice by working with Wealth Advisors and other market leaders in each region to coordinate and ensure consistency in approach to this important growth opportunity. Wilmington Trust is a leader in wealth management and corporate and institutional services.
“Walter is a proven leader, an exceptional thinker and a nationally recognized expert in endowments and foundations. He exemplifies Wilmington Trust’s commitment to, and legacy of, service to the philanthropic community,” said William LaFond, Area Executive for Wilmington Trust’s Family Wealth and Mid-Atlantic Regions. “We continue to invest in this business and Walter’s growing leadership role reinforces our commitment to help endowments and foundations evolve and thrive.”
Walter has over 20 years of experience working with endowments, foundations, and nonprofit organizations nationally. Most recently, he served as a Wealth Advisor focused on Endowments & Foundations in the Tri-State (NY, NJ, CT) region, where he successfully grew the business. In addition, Walter has been successfully assisting Wealth Advisors across markets as they pursue opportunities with endowments and foundations. His new role will allow him to contribute in a more meaningful and impactful way as Wilmington Trust continues to grow this business across all wealth regions and markets.
“I’m honored to be selected as Director of Endowments and Foundations Practice for Wealth, and to guide my colleagues as we provide a holistic experience to our clients,” Walter said. “These elements are an important part of the wealth planning process, and help our clients establish their efforts to better the world and solidify their legacies.”
Walter holds a bachelor’s degree in economics from Bates College; an MBA in finance from Babson F.W. Olin Graduate School of Business; and an MS in fundraising, grantmaking, and philanthropy from New York University (NYU). He is a CFA® Charterholder, a member of the New York Society of Security Analysts, and a trustee at Fisher College in Boston. He is an adjunct professor at NYU teaching an Endowment & Foundation Concepts class.
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