Wilmington Trust Expands Wealth Advisory Services for New Jersey Market
Saddle Brook, NJ (PRWEB) February 25, 2014 -- Wilmington Trust is announcing a significant expansion of its Wealth Advisory team in the New Jersey market. The eight-person team is comprised of wealth and investment management professionals, and is headed by Fernando Garip, an investment veteran in the New York metropolitan area.
While Wilmington Trust has provided wealth management services to high-net-worth individuals and families in New Jersey for decades, this expansion will enable Wilmington Trust to deliver comprehensive wealth and investment services more effectively to New Jersey clients. Wilmington Trust has been headquartered in nearby Wilmington, Del. since its founding in 1903 by T. Coleman DuPont. Today, Wilmington Trust is one of the nation’s premier wealth management firms.
“This expansion into the New Jersey market is a logical step for Wilmington Trust as the demand for our wealth management services continues to grow in New Jersey, as well as in bordering states of New York, Pennsylvania, and Delaware,” said Mark Graham, Wilmington Trust executive vice president of Wealth Advisory. “Fernando has put together a terrific team of wealth and investment experts. We are pleased to offer such a strong team to our New Jersey clients.”
The New Jersey team is split between offices in Saddle Brook and Princeton. In addition to Garip, the other team members in the Saddle Brook office are:
• John Trobiano, private banker
• Julie Burmeister, assistant private banker
• Michael Huxley, senior private client advisor
• Susan Mistretta, relationship manager
Located in the Princeton office are:
• Timothy Wade, senior investment advisor
• Robert Brown, senior private client advisor
• Robert Gelsi, senior private client advisor
The Saddle Brook office is located at 250 Pehle Avenue. The address of the Princeton office is 902 Carnegie Center, Suite 460.
Fernando Garip
Garip is president of the New Jersey market for Wilmington Trust, and has more than 30 years of experience in asset and wealth management. Before joining Wilmington Trust, Garip was regional director for TD Wealth, based in the New York metropolitan market, where he managed portfolio managers from New York to Florida. Previously, he was chief investment officer and director for Commerce Asset Management, and held senior positions at other New Jersey banking institutions over the course of his career.
Garip earned a bachelor’s degree from Villanova University, and graduated from the Executive Management Program at the Kennedy School of Government at Harvard. In the community, he serves as Planning Board chair for Hackensack, N.J., and as Planning Board member for Bergen County, N.J. He is past president of Gilda’s Club Northern New Jersey, and past president of the Red Cross of Bergen County, N.J. Garip can be reached at (201)368-4545.
Tim Wade
Wade has more than 25 years’ experience in the financial industry. Before joining the Wilmington Trust team, he was a portfolio manager for TD Wealth Management since 2003. He held previous positions at Pitcairn Financial, as an investment manager, and at BNY Mellon and CoreStates Bank.
Wade graduated from Villanova University with a bachelor’s degree. He can be contacted at (609)524-4478.
John Trobiano
Trobiano comes to Wilmington Trust from TD Bank, where he was senior vice president. Previously he was a senior vice president with Independence Community Bank. Earlier in his career, Trobiano worked for Summit Bank and Midlantic National Bank.
Trobiano received his bachelor’s degree in accounting from Rutgers University. He currently serves as treasurer of the Bergen County Bar Association, and is a board member of the Bergen Community College Foundation and serves on the NJ District IIB Legal Ethics Committee. Trobiano can be reached at (201)580-4636.
Julie Burmeister
Burmeister has worked in the financial field for more than 25 years. Prior to joining Wilmington Trust, she was employed by TD Bank as a client associate for six years. Before that, she worked for Sovereign Bank and Summit Bank.
She is a graduate of Fairleigh Dickinson University’s Paralegal Studies Certificate Program. Burmeister can be reached at (201)580-4663.
Michael Huxley
Huxley comes to Wilmington Trust from TD Bank, where he was a portfolio manager since 2001. He previously worked for Summit Bank as a trader from 1996-2001.
Huxley received a bachelor’s degree from Rider University. He can be contacted at (201)580-4654.
Susan Mistretta
For more than 30 years, Mistretta has worked in various investment management and sales positions. She joins Wilmington Trust from TD Bank, where she was a financial analyst since 2004. She started her career at United Jersey Bank.
Mistretta earned a bachelor’s degree at the University of North Carolina. Her office number is (201)368-4533.
Robert Brown
Brown joined Wilmington Trust in 2008, based in their Princeton office. He has more than two decades of financial services experience. Previously, he was senior vice president at Bank of America. Brown started his career in commercial credit at First Fidelity Bank.
A graduate of Seton Hall, Brown holds a MBA with a concentration in finance, and a bachelor’s degree in accounting. His office number is (609)524-4468.
Robert Gelsi
Gelsi joined Wilmington Trust in 2006, based in their Princeton office. Before joining the company, he was senior trust advisor at Wachovia. He has more than 20 years of experience in financial services, specializing in tax and estate planning, business succession, and investment services.
Gelsi earned a master’s degree in psychology from the State University of New York at Oswego, and a bachelor’s degree in economics from Boston College. He can be reached at (609)365-9072.
ABOUT WILMINGTON TRUST
Wilmington Trust’s Wealth Advisory offers a wide array of personal trust, financial planning, fiduciary, asset management, and family office services designed to assist high-net-worth clients to grow, preserve, and transfer wealth. The firm 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, Cayman Islands, and Channel Islands. Wilmington Trust is an M&T company. For more information, visit http://www.WilmingtonTrust.com.
Kent Wissinger, Wilmington Trust, http://www.wilmingtontrust.com, +1 (302) 651-8758, [email protected]
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