Wilmington Trust Adds Fred Beilstein as Senior Private Client Advisor to Atlanta Wealth Office
Atlanta (PRWEB) May 25, 2017 -- Wilmington Trust hired Fred Beilstein as a senior private client advisor for its Wealth Advisory office in Atlanta, Ga. He will provide wealth management advice to high-net-worth clients including families, entrepreneurs, business owners, and foundations and endowments. In his role, Beilstein works closely with clients and advisors to develop financial strategies to meet current needs and plan for long-term objectives.
Prior to joining Wilmington Trust, Beilstein was a partner at Equicorp Partners, where he led the firm’s efforts for sourcing and structuring private investments, while actively engaging in the firm’s financial and operational advisory services. He also served as interim president and chief operating officer of ACG Pizza Partners, LLC, and as president and chief executive officer of Goldco, LLC. Earlier in his career, Beilstein was employed by Credit Suisse and Morgan Stanley in roles advising high-net-worth families and small institutions.
Beilstein earned an MBA in Finance from Vanderbilt University’s Owen Graduate School of Management, and a bachelor’s degree in Accounting from the George Washington University. He is a former member of the Young Presidents’ Organization (YPO).
He is based in Wilmington Trust’s wealth management office in Atlanta, located at 3280 Peachtree Rd. NE, Terminus 100 Building, Floor 27. He can be contacted at (404)760-2238.
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, and Frankfurt. For more information, visit http://www.WilmingtonTrust.com.
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. Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., M&T Bank and certain other affiliates, provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other services. International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.
*Private Banking is the marketing name for an offering of M&T deposit and loan products and services.
Kent Wissinger, Wilmington Trust, http://www.wilmingtontrust.com, +1 (302) 651-8758, [email protected]
Share this article