"John’s knowledge and previous experience serving high net-worth clients and institutional investors will be a differentiator to our team in Binghamton,” said Ken Williams, Wilmington Trust regional manager.
Binghamton, N.Y. (PRWEB) November 06, 2013
Wilmington Trust hired John E. Shea as a senior private client advisor for its Wealth Advisory team in Binghamton, N.Y.
In his new role, Shea is responsible for providing comprehensive wealth management advice to high-net-worth individuals, families, entrepreneurs, business owners, foundations and endowments. He helps clients identify appropriate services based on their unique needs, including investment management, planning, philanthropic, trust, custom lending, and family office services.
“John is a great addition to our Binghamton office,” said Ken Williams, Wilmington Trust regional manager. “John’s knowledge and previous experience serving high net-worth clients and institutional investors will be a differentiator to our team in Binghamton.”
Shea has over 20 years of experience as a financial professional. He most recently worked for BNY Mellon’s Asset Servicing business in Massachusetts where he was a senior consultant in their Global Risk Solutions group servicing defined benefit, and endowment and foundation clients. Before that, Shea held positions as a client relationship manager for ITS Associates in Wellesley, Mass., an auditor and portfolio accountant with State Street Bank, and a mutual fund accountant with SEI in Wayne, Pa.
“I am so pleased that John has joined us,” said Peter Newman, regional president for M&T Bank’s Southern New York region. “Complementing John’s interpersonal and investment management skills is a demonstrated commitment to this community. He is quickly making a positive impact.”
He earned an M.B.A. from Boston University’s Graduate School of Management, and received his bachelor’s degree in Accounting from the University of Scranton.
Shea is a member of the SUNY Broome Foundation Investment Committee, as well as the Investment Committee for Trinity Memorial Church. He is a board member of the Boys and Girls Club of Binghamton.
Shea is based in Wilmington Trust’s office at 68 Exchange St. in Binghamton, and can be reached at (607)779-5929.
ABOUT WILMINGTON TRUST
Wilmington Trust’s Wealth Advisory offers a comprehensive array of personal trust, financial planning, fiduciary, asset management, and family office services that help high-net-worth individuals and families grow, preserve, and transfer wealth. It maintains offices throughout the United States and focuses on serving families with whom it can build long-term relationships, many of which span multiple generations.
Wilmington Trust also provides Institutional Client Services for clients throughout the world.
Wilmington Trust has offices throughout the United States and internationally in London, Luxembourg, Frankfurt, Dublin, Amsterdam, Cayman Islands, and Channel Islands. Wilmington Trust is an M&T company. For more information, visit http://www.WilmingtonTrust.com.
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