We’re pleased to welcome Joe, Kevin, and Marc to our Wealth Advisory team in Philadelphia. Their knowledge and experience will be a great benefit to our clients in the Philadelphia area.
Philadelphia (PRWEB) January 05, 2016
Wilmington Trust is growing the Wealth Advisory team in the Greater Philadelphia region with three new senior leaders. Joe Cozza was hired as a senior private client advisor, and Marc Dinacci and Kevin Zosulis join as senior investment advisors. Each was hired as a managing director.
“We’re pleased to welcome Joe, Kevin, and Marc to our Wealth Advisory team in Philadelphia,” said Matthew Panarese, president of Wilmington Trust’s Greater Philadelphia market. “They all have incredibly strong backgrounds in advising clients. Their knowledge and experience will be a great benefit to our clients in the Philadelphia area.”
Wealth Advisory Executive Vice President Mark Graham added, “Over the past century, Wilmington Trust has partnered with many firms, families, and individuals in the Philadelphia region. We continue to strengthen our commitment by supporting both the community and our clients in Southeastern Pennsylvania. As we grow to meet demand for our services, we have the opportunity to bring in new senior professionals like Kevin, Joe, and Marc. We’re excited to have them join our strong team of wealth and investment professionals serving the market.”
As a senior private client advisor, Cozza provides wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Philadelphia area.
Prior to joining Wilmington Trust, Cozza was managing director in JP Morgan’s Philadelphia office for nearly 20 years. Cozza was part of the team that helped establish the Philadelphia office. He remained a key senior member in the office over the years while managing a number of private client relationships. Before that he worked at in the Philadelphia office of Brown Brothers Harriman as a manager in the Corporate Finance Department, and at Philadelphia National Bank as vice president in the Corporate Finance Group.
Cozza received a bachelor’s degree in accounting and MBA in finance from Penn State University. He was named as a top financial advisor by the Philadelphia Business Journal and Barron’s magazine.
He is active in the community, serving as a director for the Adam Spector Foundation.
Cozza is based in Wilmington Trust’s office at 1650 Market St., Suite 3150, in Philadelphia. He can be contacted at (215)419-6577.
As a senior investment advisor, Dinacci works with high-net-worth clients to develop customized investment portfolios based on their unique situations and goals.
Dinacci comes to Wilmington Trust from JP Morgan, where he was a global investment specialist. He directed the investments business for the Mid-Atlantic Wealth Management team for the past five years. In his 13 years with JP Morgan, he also worked as wealth manager and investment advisor. Previously, he worked at A.G. Edwards & Sons as a financial consultant.
He earned a bachelor’ degree in finance from Penn State University, and is a Certified Financial Planner™.
Dinacci is based in Wilmington Trust’s office at 797 East Lancaster Ave. in Villanova, Pa., and can be contacted at (610)520-8476.
As a senior investment advisor, Zosulis works with high-net-worth individuals and families, and business owners to address their investment and wealth management needs.
Prior to joining Wilmington Trust, Zosulis was senior director and team leader for BNY Mellon Wealth Management. Before that he worked in M&T Bank’s Investment Group as a senior portfolio manager. Previously, he was a senior portfolio manager at Evergreen Private Asset Management.
Zosulis earned an MBA from Rider University in Lawrenceville, Pa., and a bachelor’s degree from the University of Delaware. He holds the Chartered Financial Analyst™ designation, and has lectured on business and investment topics.
He is a member of the Finance and Investment Committee for the Heritage Conservancy, and is a member of CFA Institute and the CFA Society of Philadelphia. He is a member of the 2010 class of Leadership Philadelphia.
Zosulis is based in Wilmington Trust’s office at 1650 Market St., Suite 3150, in Philadelphia. He can be reached at (215)419-6562.
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. 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, and Cayman Islands. 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.
*Private Banking is the marketing name for an offering of M&T deposit and loan products and services.