Wilmington Trust Names Lisa Roberts Head of Wealth Management
Wilmington Trust, a subsidiary of M&T Bank (MTB), has appointed Lisa Roberts as the new Head of Wealth Management, effective immediately. Roberts, who previously served as Head of U.S. Markets for the Wealth division, succeeds Doris Meister and joins M&T Bank's Enterprise Leadership Team. With over 30 years of banking and wealth management experience, Roberts previously held leadership positions at Union Bank, Citi Private Bank, Bank of America, and Wells Fargo Private Bank. Based in New York City, she will be responsible for setting the strategic direction for Wilmington Trust's Wealth operations, which serves high- and ultra-high-net-worth individuals, families, entrepreneurs, and institutions.
Wilmington Trust, una sussidiaria di M&T Bank (MTB), ha nominato Lisa Roberts come nuovo Responsabile della Gestione Patrimoniale, con effetto immediato. Roberts, che in precedenza ha ricoperto il ruolo di Responsabile dei Mercati Statunitensi per la divisione Wealth, succede a Doris Meister e si unisce al Team di Leadership Aziendale di M&T Bank. Con oltre 30 anni di esperienza nel settore bancario e nella gestione patrimoniale, Roberts ha ricoperto ruoli di leadership presso Union Bank, Citi Private Bank, Bank of America e Wells Fargo Private Bank. Con sede a New York, sarà responsabile della definizione della direzione strategica per le operazioni Wealth di Wilmington Trust, che servono individui, famiglie, imprenditori e istituzioni ad alto e altissimo patrimonio.
Wilmington Trust, una subsidiaria de M&T Bank (MTB), ha nombrado a Lisa Roberts como la nueva Jefa de Gestión Patrimonial, con efecto inmediato. Roberts, que anteriormente se desempeñó como Jefa de Mercados de EE. UU. para la división de Wealth, sucederá a Doris Meister y se unirá al Equipo de Liderazgo Empresarial de M&T Bank. Con más de 30 años de experiencia en banca y gestión patrimonial, Roberts ha ocupado posiciones de liderazgo en Union Bank, Citi Private Bank, Bank of America y Wells Fargo Private Bank. Con sede en Nueva York, será responsable de establecer la dirección estratégica para las operaciones de Wealth de Wilmington Trust, que atiende a individuos, familias, emprendedores e instituciones con alto y ultrarrico patrimonio.
윌밍턴 트러스트(Wilmington Trust)는 M&T 은행 (MTB)의 자회사로, 리사 로버츠(Lisa Roberts)를 새로운 자산 관리 책임자로 즉시 임명하였습니다. 로버츠는 이전에 자산 부문 미국 시장의 책임자로 활동했으며, 도리스 맥스터(Doris Meister)를 이어받아 M&T 은행의 기업 리더십 팀에 합류합니다. 30년 이상의 은행 및 자산 관리 경험을 가진 로버츠는 유니온은행(Union Bank), 씨티 프라이빗 뱅크(Citi Private Bank), 뱅크 오브 아메리카(Bank of America) 및 웰스파고 프라이빗 뱅크(Wells Fargo Private Bank)에서 리더십 직책을 맡았습니다. 뉴욕에 본사를 두고 그녀는 고액 및 초고액 자산가, 가족, 기업가 및 기관에 서비스를 제공하는 윌밍턴 트러스트의 자산 운영에 대한 전략적 방향을 설정할 책임이 있습니다.
Wilmington Trust, une filiale de M&T Bank (MTB), a nommé Lisa Roberts au poste de nouvelle Responsable de la Gestion de Patrimoine, avec effet immédiat. Roberts, qui a précédemment occupé le poste de Responsable des Marchés américains pour la division Wealth, succède à Doris Meister et rejoint l'Équipe de Direction de l'Entreprise de M&T Bank. Forte de plus de 30 ans d'expérience dans le secteur bancaire et la gestion de patrimoine, Roberts a occupé des postes de direction chez Union Bank, Citi Private Bank, Bank of America et Wells Fargo Private Bank. Basée à New York, elle sera responsable de la définition de l'orientation stratégique pour les opérations Wealth de Wilmington Trust, qui sert des individus, des familles, des entrepreneurs et des institutions à haute et très haute valeur nette.
Wilmington Trust, eine Tochtergesellschaft der M&T Bank (MTB), hat Lisa Roberts mit sofortiger Wirkung zur neuen Leiterin des Wealth Management ernannt. Roberts, die zuvor als Leiterin des US-Marktes für den Wealth-Bereich tätig war, folgt auf Doris Meister und tritt dem Führungsteam von M&T Bank bei. Mit über 30 Jahren Erfahrung in der Banken- und Vermögensverwaltungsbranche hatte Roberts zuvor Führungspositionen bei Union Bank, Citi Private Bank, Bank of America und Wells Fargo Private Bank inne. Mit Sitz in New York City wird sie verantwortlich sein für die strategische Ausrichtung der Wealth-Operationen von Wilmington Trust, die wohlhabende und extrem wohlhabende Einzelpersonen, Familien, Unternehmer und Institutionen bedient.
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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
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
"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
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