We’re pleased to have Sandra, Stephen, and Suan as part of our Wealth Advisory team in Delaware. Combined with the talent of the rest of our wealth management team, we can assist clients to help bring clarity to the most complex financial situations.
WILMINGTON, DEL. (PRWEB) May 13, 2016
Wilmington Trust is expanding its Wealth Advisory team in Delaware with three wealth management professionals. Sandra Massa joins the team as a senior private banker, Suan Tan was hired as a fiduciary advisor, and Stephen Crifasi was named as a private client advisor. The three are based in Wilmington Trust Center, the company’s headquarters in downtown Wilmington.
“We’re pleased to have Sandra, Stephen, and Suan as part of our Wealth Advisory team in Delaware,” said Tony Lunger, Managing Director for the Delaware market. “Combined with the talent of the rest of our Delaware wealth management team, we can assist clients to help bring clarity to the most complex financial situations.”
As a private client advisor in Wealth Advisory, Crifasi provides wealth management advice to high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments. He works closely with clients and their advisors throughout the Mid-Atlantic market to develop financial strategies to help meet current needs, as well as plan for long-term objectives.
Crifasi was previously a private client advisor in Wilmington Trust’s Family Wealth unit. Before joining Wilmington Trust in 2009, he was a research analyst at Penn Square Capital.
Crifasi received a bachelor’s degree in Finance from Villanova University. He is actively involved in the Red Shoe Society at the Ronald McDonald House of Delaware, the Delaware Chamber of Commerce’s Young Professionals Network, and the Archmere Academy Alumni Association. Crifasi is also a member of the Delaware Regional Council for the Urban Land Institute.
As a senior private banker, Massa works with high-net-worth individuals, providing strategic advice, personalized service, and access to a complete range of banking and custom credit solutions offered by M&T Bank. In addition to providing support for lending and banking needs, she coordinates a wide range of expanded services through the local Wealth Advisory team, including investment management, planning, trust, family governance, and family office services.
Massa joins Wilmington Trust from PNC Bank, where she was vice president of Commercial Banking. She has previously worked as vice president of Commercial Banking at Mercantile Bankshares, and as vice president of Business Banking at PNC Bank.
She earned a Bachelor of Business Administration from Marshall University in Huntington, W.VA.
Massa is active in the community serving as treasurer of the 21st Century Fund for Delaware’s Children, chair of the Investment Committee of the Friends of the Hockessin Library, and past board secretary of Goodwill of Delaware & Delaware County.
As a fiduciary advisor, Tan manages the ongoing fiduciary needs of personal trust clients in the Mid-Atlantic region, as well as nationally. Tan works to confirm that each trust is administered in strict accordance with its specific provisions, and trusts’ terms are carried out with the highest fiduciary oversight.
Tan previously worked at affiliate M&T Bank as a trust marketing officer. Before that, Tan was a trust associate at Morgan Stanley Smith Barney, and was a trust assistant at Citi Trust.
Tan earned a bachelor’s degree in Economics and Asian Studies from Union College in Schenectady, N.Y., and is director of the Philadelphia Asian American Film Festival.
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 Corporate and Institutional Services for clients around the world.
Wilmington Trust has clients in all 50 states and in more than 90 countries, with offices throughout the United States and internationally in London, Dublin, Amsterdam, Luxembourg, and Frankfurt. 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.
Private Banking is the marketing name for an offering of M&T Bank and loan products and services.