Our new office in Cherry Hill is an indicator of both our commitment to this market and the growing need for wealth management services by clients in Southern New Jersey.
Cherry Hill, N.J. (PRWEB) March 13, 2015
Wilmington Trust officially opened its new Wealth Advisory office in Cherry Hill, N.J. The Wealth Advisory team for Southern New Jersey is led by Managing Director Jerry Mauro, and includes Ron Caputo and Blair Talty as senior fiduciary advisors. The office, located in the Woodland Falls Corporate Center, is shared with M&T Bank personnel.
Wilmington Trust, headquartered in nearby Wilmington, Del., has provided wealth management services to high-net-worth individuals and families in New Jersey for generations. The Cherry Hill location is the third Wealth Advisory office in New Jersey for Wilmington Trust.
“Our new office in Cherry Hill is an indicator of both our commitment to this market and the growing need for wealth management services by clients in Southern New Jersey,” said Tim Gillespie, regional president of the Mid-Atlantic region for Wilmington Trust’s Wealth Advisory. “We’ve put together a strong team of seasoned wealth advisors to serve our clients in South Jersey.”
The Wealth Advisory team is complemented by M&T Bank teams which provide business and corporate banking, commercial real estate, treasury, and residential mortgage services.
“The South Jersey market continues to present great opportunities for us to connect with clients in need of the banking and wealth management know-how that we deliver,” said Ira Brown, M&T Bank’s president for the Greater Philadelphia region. “Together Wilmington Trust and M&T bring a wide range of banking and wealth management services. Coupled with our commitment to understand what’s important to our clients, our teams provide business owners and professionals with the financial services they need.”
The M&T and Wilmington Trust offices are located at 210 Lake Drive East, Suite 102, in Cherry Hill.
Mauro manages a group of specialists in the Greater Philadelphia region with expertise in planning, fiduciary services, investments, private banking, and estate settlement. Mauro and his team work closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives.
He has 19 years of experience in the financial services industry, specializing in business and health insurance consulting for middle market companies. Prior to joining Wilmington Trust in 2001, he spent 20 years as a senior executive at a Fortune 100 company.
Mauro earned a bachelor’s degree in business administration from the University of Richmond. He is a member of the Philadelphia Estate Planning Council and the Union League of Philadelphia. Mauro is also a board member of NHS Human Services Foundation.
He can be contacted at (856)330-8013.
As a senior fiduciary advisor, Caputo is responsible for providing wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout Southern New Jersey. Caputo manages a range of services based on clients’ unique needs, including investment management, planning, trust administration, and family governance.
Prior to Wilmington Trust, Caputo was a senior trust advisor with PNC Bank for 22 years. Previously, he was a trust officer with Burlington County Trust Company for 14 years.
Caputo received a bachelor’s degree in economics and business administration from Bethany College in West Virginia, and holds a Certification in Trust Financial Services from Cannon Trust School. He is a member of the Estate and Financial Planning Council of Southern New Jersey.
He serves on the YMCA of Burlington and Camden Counties Emeritus Board, the Kennedy Hospital Board of Trustees, and the Kennedy Health System Board of Directors as secretary. He is also a committee member of his local YMCA.
Caputo can be reached at (856)330-8011.
Talty provides wealth management advice in Southern New Jersey to high-net-worth individuals, families, business owners, and professionals, as well as foundations and endowments. His areas of proficiency include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning.
Before joining Wilmington Trust, Talty was a senior wealth planner with PNC Bank. Earlier, he practiced law in the trusts and estates practice groups at Brown & Connery, and at Morgan Lewis.
Talty holds a juris doctor from Rutgers School of Law, and earned a bachelor’s degree in criminal justice from Rutgers University. He is admitted to practice law in New Jersey and Pennsylvania. Talty is a member of the Estate and Financial Planning Council of Southern New Jersey, and the South Jersey Chamber of Commerce.
He serves on the Professional Advisors Committee of the Community Foundation of South Jersey, and is a past member of the Board of Trustees for United Way of Camden County. Talty also coaches youth sports in his community.
Talty can be contacted at (856)330-8012.
ABOUT WILMINGTON TRUST
Wilmington Trust’s Wealth Advisory offers a wide array of personal trust, financial 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 Institutional Client Services for clients around the world.
Wilmington Trust maintains offices throughout the United States and internationally in London, Luxembourg, Frankfurt, Dublin, Amsterdam, and Cayman Islands. For more information, visit http://www.WilmingtonTrust.com.
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MEDIA CONTACT: Kent Wissinger, Wilmington Trust Communications Manager (302)651-8758
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, operating in Delaware only, and Wilmington Trust, N.A., a national bank. International corporate and institutional services are offered through our international affiliates.
Private Banking is the marketing name for an offering of M&T deposit and loan products and services.