We’re pleased to add Steve and David to our Wealth Advisory team in Boston. Their experience and commitment to their profession speaks volumes.
Boston, Mass (PRWEB) October 19, 2015
Wilmington Trust added a new senior private client fiduciary advisor and a senior portfolio manager in its Boston Wealth Advisory office. David Ely was hired as senior portfolio manager, and Steven Conway as senior private client fiduciary advisor.
“We’re pleased to add Steve and David to our Wealth Advisory team in Boston,” said Will Parizeau, market leader for Wilmington Trust in Massachusetts. “Their experience and commitment to their profession speaks volumes. We’re proud of the team we’ve built in Massachusetts, and our growth in the region reflects their hard work.”
As a senior private client fiduciary advisor, Conway specializes in tax, wealth management, estate planning, financial, and fiduciary services for high-net-worth individuals and families, executives, and closely-held businesses. He works closely with clients and their advisors to structure strategies to help meet their current financial needs and plan for longer term goals.
Before joining Wilmington Trust, Conway practiced law in Massachusetts at a trusts and estates practice group. He has extensive experience advising clients on estate planning strategies, general corporate and business succession matters, tax, retirement, and charitable planning.
Prior to his legal career, Conway worked as a tax consultant at a Big Four firm. He is a Certified Public Accountant, and lectures frequently on estate planning, tax, and philanthropy topics.
Conway earned a Juris Doctor degree from the Suffolk University Law School, a master’s degree in taxation from Bentley College, and a bachelor’s degree from Suffolk University. He is a member of the Boston Estate Planning Council, and is involved with the Massachusetts Society of Certified Public Accountants.
Conway is based in the Wilmington Trust office at 280 Congress St., Suite 1300 in Boston, and can be contacted at (617)457-2025.
As a senior portfolio manager, Ely is responsible for developing customized investment portfolios for his clients based on their unique parameters for risk, return, liquidity, and other factors. He monitors and periodically rebalances client portfolios to meet evolving needs and to take advantage of new investment opportunities.
Prior to joining Wilmington Trust, Ely was a senior portfolio manager in the Investment Solutions Group at State Street Global Advisors. He was the investment team leader for the portfolio management team dedicated to the company’s Charitable Asset Management Group. Previously, he worked for Salomon Smith Barney’s Private Client Group.
Ely received a master’s degree in finance from Northeastern University, and a bachelor’s degree in economics from the University of North Carolina at Chapel Hill. He holds the Chartered Financial Analyst™ designation.
He is a member of the Boston Security Analysts Society, as well as the CFA Institute. He is also a board member of the American Council on Gift Annuities.
Ely is located in the Wilmington Trust office at 280 Congress St., Suite 1300 in Boston, and can be contacted at (617)457-2098.
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. Wilmington Trust is an M&T Bank affiliate. For more information, visit http://www.WilmingtonTrust.com.
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MEDIA CONTACT: Kent Wissinger, Wilmington Trust PR 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. Loans, retail and business deposits, and other personal and business banking services and products are offered by M&T Bank, member FDIC.
International corporate and institutional services are offered through our international affiliates.
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