- David Shimshock joins Wilmington Trust as senior wealth advisor, Northern Pennsylvania. He has over 30 years of experience in the banking/financial sector. Most recently, he was a client/banking advisor for the Wealth Management segment at PNC Bank.
- Anthony Viducic has more than 20 years of comprehensive estate and financial planning experience. He joins Wilmington Trust as senior wealth advisor, New Jersey. He was formerly a wealth management consultant at UBS Financial Services.
- Alex Waxenberg joins Wilmington Trust as a wealth advisor, New York Metro. He was formerly with Fiduciary Trust Company International, where he was responsible for the administration of complex trusts and estates. Waxenberg is a member of the New York State Bar and an active member of the UJA-Federation of New York’s Trusts and Estates Committee.
- Mary Ellen Cologero has over 30 years of experience in wealth and portfolio management, and provides wealth management advice to high-net-worth clients throughout the Hudson Valley and New York regions. She joins Wilmington Trust as senior wealth advisor, Albany/Hudson Valley. Prior to joining Wilmington Trust, she served as a senior portfolio manager and New York regional leader with Berkshire Bank Wealth Management, and as a market leader at Key Private Bank.
- Phil Wintercorn joins Wilmington Trust as senior wealth advisor, Florida. He has worked in the Treasure Coast and Palm Beach markets for over 23 years, most recently as a senior private banking relationship manager at Wells Fargo Private Bank.
- Tom Kelley joins Wilmington Trust as a wealth strategist, Baltimore. He is a CPA and a Certified Financial Planner. His areas of expertise include estate and retirement planning, income tax strategies, investment planning, and charitable planning. Prior to joining Wilmington Trust, he held various senior tax and wealth planner positions with Bank of America and Brown Advisory.
- Matthew Lee will support Wilmington Trust in Northern New Jersey, New York City, Westchester, Long Island and Connecticut as a wealth strategist, New York (Tri-State Region). Lee, a Trust and Estates attorney, joins Wilmington Trust from Day Pitney LLP, where he represented clients in the areas of income, estate, and gift tax, as well as succession planning for business owners.
- Thomas Waters, with more than two decades of experience working in the institutional asset management industry, joins Wilmington Trust as senior wealth advisor, Western New York. He will provide comprehensive wealth management advice to high-net-worth individuals and families, institutions, and foundations and endowments throughout Western New York.