Tony brings to Wilmington Trust extensive expertise in asset management as part of a holistic approach to wealth planning and preservation.
Wilmington, Del. (PRWEB) October 27, 2014
Wilmington Trust named Anthony Roth as chief investment officer. Roth will be based at Wilmington Trust’s headquarters in Wilmington, Del., and will provide strategic direction for the firm’s asset management investment activities including asset allocation, manager research, and portfolio construction.
Most recently, Roth was chief investment officer (CIO) for Aquitaine Management in New York. Prior to that, he worked for UBS Wealth Management Americas as CIO, where he founded the Ultra High Net Worth Chief Investment Office. Earlier in his career, he was founder and co-head of the Advisory Services Division at Bear, Stearns & Co. Inc., and served as director of the Family Wealth Group at Sanford C. Bernstein & Co., and as a tax attorney at Cleary Gottlieb in New York.
“Tony brings to Wilmington Trust extensive expertise in asset management as part of a holistic approach to wealth planning and preservation,” said Bill Farrell, executive vice president of Wilmington Trust. “Tony will play a key leadership role in our renowned investment services for our wealth, institutional, and brokerage clients. We are excited to bring Tony’s experience and energy to our firm and our clients.”
“Tony understands our long-term philosophy and focus on providing customized wealth and investment strategies for our clients,” said Christopher Randall, Wilmington Trust’s president of Asset Management. “His vision and leadership will complement our team’s renowned approach to wealth and investment management.”
Roth earned his law degree from Harvard Law School. He received a master’s degree in French and international tax law from Université Panthéon Sorbonne, and graduated magna cum laude from Brown University with a degree in philosophy.
ABOUT WILMINGTON TRUST
Wilmington Trust offers an array of investment services to high-net-worth individuals and families, business owners, foundations and endowments, financial advisors, and corporations. Wilmington Trust oversees $80 billion in assets, as of Sept. 30, 2014.
Wilmington Trust also provides Wealth Advisory services for affluent clients in every state in the United States and in 35 other countries. Wilmington Trust is one of the largest personal trust providers in the United States. Additionally, Wilmington Trust provides Institutional Client Services for clients in more than 90 countries, offering specialized corporate trust services and institutional investment capabilities.
Wilmington Trust has offices throughout the United States and internationally in London, Luxembourg, Frankfurt, Dublin, Amsterdam, and Cayman Islands. Wilmington Trust is an M&T company. For more information, visit http://www.WilmingtonTrust.com.
Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Investment services, wealth advisory, and corporate and institutional products and services are offered by Wilmington Trust Company, operated in Delaware only, and Wilmington Trust, N.A., a national bank. International corporate and institutional services are offered through our international affiliates.
“Wilmington Trust” is comprised of a number of subsidiaries and affiliates of M&T Bank serving individual and institutional clients, including Wilmington Trust Company, Wilmington Trust, N.A., Wilmington Trust Retirement and Institutional Services Company, Wilmington Trust Investment Advisors, Inc., and Wilmington Trust Investment Management, LLC, as well as several other investment adviser affiliates. For additional information regarding the Wilmington Trust brand, underlying entities, or products and services offered, please visit our website at http://www.wilmingtontrust.com.