Also added to M&T Bank's Enterprise
Leadership Team
WILMINGTON, Del. ,
Oct. 31,
2024 /PRNewswire/ -- Wilmington Trust announced
today that Lisa Roberts has been
named the new Head of Wealth Management, effective immediately.
In her new role, Roberts will be responsible for setting the
strategic direction for all of Wilmington Trust's Wealth
operations, leading the firm's mission to provide comprehensive
wealth management advice to its clients.
Wilmington Trust's Wealth business – a part of parent company
M&T Bank Corporation (MTB: NYSE) -- works closely with high-
and ultra-high-net-worth individuals, families, entrepreneurs,
business owners, foundations, and endowments and their
advisors.
As part of her new responsibilities, Roberts will also be
joining M&T Bank's Enterprise Leadership Team (ELT), which sets
the overall direction of the bank's businesses.
Based in New York City, Roberts
had previously been Head of U.S. Markets for the Wealth division
and has been with the firm since May
2023. She succeeds Doris
Meister, who left Wilmington Trust earlier this year after
leading Wealth for the previous eight years.
Roberts has over 30 years of banking and wealth management
experience. Prior to joining Wilmington Trust, she worked for
Union Bank where she served as head of Community Banking and head
of Private Wealth Management. She has also held previous
leadership positions with Citi Private Bank, Bank of America, and
Wells Fargo Private Bank.
She holds an MBA from Capital
University in Columbus,
Ohio and a bachelor's degree in finance from Indiana
University, Bloomington.
"I'm very excited about this opportunity to lead our Wealth
business," Roberts said. "We have a tremendous reputation built by
our high-touch client experiences and our excellent team. We are in
an exceptionally strong position to grow this business."
Roberts will also be working closely with other businesses and
their leaders around the bank to ensure that the Wealth Management
business is aligned with M&T's overall business goals.
"With the depth of industry knowledge and experience she brings
to this position, Lisa is exactly the right leader for this
business," said M&T Vice Chairman Kevin
Pearson. "I'm looking forward to working closely with her
and our entire Wealth leadership team on growing our business and
continuing to provide our customers and clients with unparalleled
experiences and service."
About Wilmington Trust
Wilmington Trust's Wealth
Management offers a wide array of personal trust, 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 provides Corporate and Institutional Services
for clients in all 50 states and numerous countries, with offices
throughout the United States and internationally
in London, Dublin, and Frankfurt. For more
information, visit www.wilmingtontrust.com.
About M&T Bank
M&T is a financial holding company headquartered in
Buffalo, New York. M&T's
principal banking subsidiary, M&T Bank, provides banking
products and services with a branch and ATM network spanning the
eastern U.S. from Maine to
Virginia and Washington, D.C. Trust-related services are
provided in select markets in the U.S. and abroad by M&T's
Wilmington Trust-affiliated companies and by M&T Bank. For more
information about M&T Bank, visit www.mtb.com.
MEDIA CONTACT: Patrick Fitzgibbons, Senior Public
Relations Manager, Pfitzgibbons@mtb.com
© 2024 M&T Bank and its affiliates and subsidiaries.
All rights reserved.
Wilmington Trust is a registered service mark used in connection
with various fiduciary and non-fiduciary services offered by
certain subsidiaries of M&T Bank Corporation including, but not
limited to, Manufacturers & Traders Trust Company (M&T
Bank), Wilmington Trust Company (WTC) operating
in Delaware only, Wilmington Trust, N.A. (WTNA),
Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds
Management Corporation (WFMC), Wilmington Trust Asset Management,
LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM).
Such services include trustee, custodial, agency, investment
management, and other services. International corporate and
institutional services are offered through M&T Bank
Corporation's international subsidiaries. Loans, credit cards,
retail and business deposits, and other business and personal
banking services and products are offered by M&T Bank.
Member, FDIC. Not all services are available through every
domestic and international affiliate or in all jurisdictions.
M&T Bank Corporation's European subsidiaries (Wilmington
Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services
(London) Limited, Wilmington Trust
SP Services (Dublin) Limited,
Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS)
provide international corporate and institutional services.
WTIA, WFMC, and WTIM are investment advisers registered with the
U.S. Securities and Exchange Commission (SEC). Registration with
the SEC does not imply any level of skill or training. Additional
Information about WTIA, WFMC, and WTIM is also available on the
SEC's website at adviserinfo.sec.gov.
Private Banking is the marketing name for an offering of M&T
Bank deposit and loan products and services.
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FDIC.
Investing involves risks, and you may incur a profit or a loss.
Past performance cannot guarantee future results. This material is
provided for informational purposes only and is not intended as an
offer or solicitation for the sale of any financial product or
service. It is not designed or intended to provide financial, tax,
legal, accounting, or other professional advice since such advice
always requires consideration of individual circumstances. There is
no assurance the any investment, financial or estate planning
strategy will be successful.
Wilmington Trust is not authorized to and does not provide
legal, accounting, or tax advice.
Investment and Insurance Products • Are NOT Deposits • Are
NOT FDIC Insured • Are NOT Insured by Any Federal Government Agency
• Have NO Bank Guarantee • May Go
Down in Value
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SOURCE Wilmington Trust
