BOSTON, November 24, 2021 / PRNewswire / – Wilmington Trust today announced that it has recently expanded its wealth management team in Boston with the appointment of six new wealth management colleagues to its Boston Office.
These professionals work in the firm’s Family Wealth, Private Banking and Wealth Planning divisions, dramatically increasing the number of senior client-facing professionals serving high net worth and high net worth clients across the board. Boston and throughout the company.
“Over the past few months, we have seen a growing demand and enthusiasm for these essential wealth management services from clients of Boston and across the region, ”says Dave D’Amico, market leader Massachusetts. “Our new colleagues bring over 125 years of combined wealth management experience, and we are delighted to have them. As we look to the future, we anticipate a year of strong growth, including plans to continue to hire additional advisors. “
A relational model
These executive additions underscore the continued positive momentum of Wilmington Trust, both in the Massachusetts and its other markets, starting with October 2020 expansion an improved, customer-centric operating model in its wealth management divisions.
Designed to bring decision making and resources closer to clients and drive growth with an increased focus on client and advisor, Wilmington Trust’s relationship-driven approach continues to grow staff and broadly implement this operating model in the Family Wealth division of the company.
The new recruits are senior wealth advisers, a private banker, senior investment advisers and a director of wealth strategies. They will focus on the company’s integrated and comprehensive wealth management services to high net worth individuals and families, entrepreneurs, business owners, foundations and endowments.
These individuals will work closely with clients and their advisors to develop financial, tax and estate planning strategies to meet the current and long-term needs and goals of our clients.
The six Boston-New recruits based are:
Robert goodall, Senior Private Banker
Robert brings nearly 20 years of banking industry experience to Wilmington Trust. He is responsible for helping meet the complex financial needs of clients throughout the New England region, providing strategic advice, personalized service, and lending and banking solutions. As a Senior Private Banker, Robert will focus on providing clients with M&T Bank products, including bridge financing, residential and investment real estate financing, as well as specialized facilities backed by collateral backed assets. investments, works of art, yachts and airplanes. In addition, he is responsible for coordinating a wide range of services available through Wilmington Trust’s wealth management team.
Prior to joining Wilmington Trust, Robert worked as the Institutional Private Client Relations Manager for TD Private Wealth Group, where he offered securities-based line of credit solutions to the registered investment advisory channel.
Terry mullany, Senior Heritage Advisor
Terry is responsible for providing comprehensive wealth management advice to high net worth individuals and families, entrepreneurs, business owners and foundations and foundations around the world. Boston Region. He will work closely with clients and their advisors to develop financial strategies to help clients achieve their long-term financial goals. Terry will also coordinate investment management, planning, trust, private banking and family office services.
With over 30 years of industry experience, Terry most recently served as Managing Director of US Trust / Bank of America Private Bank for five years. Previously, he worked at JP Morgan Private Bank where he headed the Boston Hedge Fund Principal Group. Earlier in his career, Terry was Regional Director for Morgan Stanley Private Wealth Management and Institutional Equity Trader and Partner at Weeden & Company LP where he worked for 19 years.
Morgan mohrman, Senior Wealth Investment Advisor
Morgan, who brings more than 37 years of financial services experience to her role, will be responsible for developing personalized investment portfolios for her clients based on their parameters of risk, return, liquidity and other factors. . Through continuous monitoring, Morgan will ensure that its clients’ portfolios remain within their asset allocation strategies, rebalancing where appropriate, and will seek new opportunities tailored to their needs.
Prior to joining Wilmington Trust, Morgan was Senior Investment Advisor for TD Wealth Management Private Group in the Boston Office.
Tyler calder, heritage advisor
Tyler joins Wilmington Trust with over 10 years of industry experience. Its aim will be to provide comprehensive wealth management advice to high net worth individuals and families, entrepreneurs, business owners and foundations and foundations around the world. Boston Region. Working closely with clients and their advisors, Tyler will develop financial strategies to help meet the needs and long-term goals of his clients. He will also coordinate the various services his clients require, including investment management, planning, trust, private banking and family office services.
Prior to joining Wilmington Trust, he was Senior Relationship Manager for TD Private Wealth in the Boston Office.
Dave malone, Senior Wealth Investment Advisor
Since 1993, Dave has held various positions in the investment management industry. In his role, Dave will develop personalized investment portfolios for his clients based on their unique parameters of risk, return, liquidity and other factors. Through continuous monitoring, Dave will rebalance his clients’ portfolios where appropriate, ensuring that they are well aligned with their asset allocation strategies and keep abreast of new investment opportunities.
Most recently, Dave worked as an investment director at Ascensus in Newton, MA.
Kerry Reeves, director of wealth strategies
As a member of the Wilmington Trust Emerald Family Office & Advisory team, Kerry will provide strategic and holistic wealth planning advice to high net worth individuals, entrepreneurs, executives and their families by reviewing their current plans, highlighting potential gaps and effectively modeling tax and estate planning strategies. In addition, Kerry will advise on all areas of estate and trust administration and charitable planning.
With over a decade of experience in the field of trusts and estates, Kerry has worked with distinguished individuals and families across the globe. She has also worked closely with private foundations and public charities providing advice on administration and operation.
Prior to joining Wilmington Trust, Kerry was an attorney in the wealth management group of Choate, Hall & Stewart LLP at Boston. She is a member of Massachusetts bar and is admitted in several federal courts.
IN REGARDS TO WILMINGTON CONFIDENCE
Wilmington Trust Wealth management offers a wide range of personal trust, planning, fiduciary, asset management, private banking and family office services designed to help high net worth individuals and families develop, preserve and transfer their wealth. Wilmington Trust is focused on serving families with whom it can build long-term relationships, many of which span generations.
Wilmington Trust also provides Corporate and institutional services for customers all over the world.
Wilmington Trust has clients in all 50 states and many countries, with offices throughout United States and internationally in London, Dublin, Paris, and Frankfurt. For more information visit www.wilmingtontrust.com.
ABOUT M&T BANK
M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s main banking subsidiary, M&T Bank, operates bank offices in new York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and the District of Colombia. Trust related services are provided by affiliates of M & T’s Wilmington Trust and by M&T Bank.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, NA (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC) and Wilmington Trust Investment Management, LLC (WTIM). These services include trustee, custody, agency, investment management and other services. International business and institutional services are offered by international subsidiaries of M&T Bank Corporation. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member of the FDIC.
This publication is provided for informational purposes only and is not intended as an offer or a solicitation for the sale of any financial product. Investors should seek financial advice regarding the suitability of investment strategies according to their objectives, financial situation and particular needs.
Wilmington Trust is unauthorized and does not provide legal, accounting or tax advice.
All investments involve risk, including the possible loss of capital. There can be no assurance that an investment strategy will be successful.
Private Banking is the trade name for a deposit and lending product and service offering from M&T Bank.
Investments: • ARE NOT FDIC insured • HAVE NO bank guarantees • May lose value
© 2021 M&T Bank Corporation and its subsidiaries. All rights reserved.
Pat Fitzgibbons, Senior Director of Public Relations, Wilmington Trust
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SOURCE Wilmington Trust