Diversified Financial Services
Company Overview of Wilmington Trust Corporation
Wilmington Trust Corporation provides financial, wealth advisory, corporate, and institutional client services. The company’s wealth advisory services include personal trust administration, financial planning, fiduciary, private banking, and family office services. Additionally, it offers corporate financial services such as institutional trustee, agency, retirement planning, and administrative services. The company was incorporated in 1985 and is headquartered in Wilmington, Delaware with additional offices in the United Kingdom, Luxembourg, German, Ireland, the Netherlands, and Cayman Islands. As of May 16, 2011, Wilmington Trust Corporation operates as a subsidiary of M&T Bank Corporation...
1100 North Market Street
Wilmington, DE 19890
Founded in 1985
Key Executives for Wilmington Trust Corporation
Senior Vice President of Retirement Services and Chief Operations Officer of Wealth and Institutional Services
President of Greater Philadelphia Market
Executive Vice President of Wealth and Institutional Services
Executive Vice President of Wealth Advisory Services
Chief Investment Officer and Senior Vice President
Compensation as of Fiscal Year 2015.
Wilmington Trust Corporation Key Developments
Wilmington Trust Announces Executive Appointments
Jan 5 16
Wilmington Trust is growing the Wealth Advisory team in the Greater Philadelphia region with three new senior leaders. Joe Cozza was hired as a senior private client advisor, and Marc Dinacci and Kevin Zosulis join as senior investment advisors. Each was hired as a managing director. As a senior private client advisor, Cozza provides wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Philadelphia area. Prior to joining Wilmington Trust, Cozza was managing director in JP Morgan’s Philadelphia office for nearly 20 years. As a senior investment advisor, Dinacci works with high-net-worth clients to develop customized investment portfolios based on their unique situations and goals. Dinacci comes to Wilmington Trust from JP Morgan, where he was a global investment specialist. He directed the investments business for the Mid-Atlantic Wealth Management team for the past five years. As a senior investment advisor, Zosulis works with high-net-worth individuals and families, and business owners to address their investment and wealth management needs. Prior to joining Wilmington Trust, Zosulis was senior director and team leader for BNY Mellon Wealth Management.
Wilmington Trust Corporation Presents at The 21st Annual ABS East Conference 2015, Sep-16-2015 through Sep-18-2015
Sep 4 15
Wilmington Trust Corporation Presents at The 21st Annual ABS East Conference 2015, Sep-16-2015 through Sep-18-2015. Venue: Fontainebleau Miami Beach, 4441 Collins Avenue, Miami Beach, FL 33140, United States. Presentation Date & Speakers: Sep-16-2015, Joe Nardi, Group Vice President, Patricia Evans, Vice President, Patrick Tadie, Group Vice President of Global Capital Markets.
Wilmington Trust Appoints Two Senior Wealth Professionals for Boston Office
Jun 8 15
Wilmington Trust appointed Salma Haikal as the new senior private client advisor and Julie Barron as senior private banker for its Boston Wealth Advisory office. In her new role, Haikal will be responsible for offering wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations as well as endowments across Boston. Haikal has an almost two decade long career in personal financial services to ultra-high-net-worth families and their advisors. She most recently served as senior vice president at US Trust Private Wealth Management. She also served at Bank of Boston, where she was responsible for offering financial and credit solutions to wealthy families in Argentina, Chile, Uruguay, Europe, and the Middle East. Barron will be tasked with catering to the financial needs of high-net-worth individuals, families, and business owners throughout New England in her new capacity. Barron previously served in senior roles at Fiduciary Trust and JP Morgan Private Bank, where she focused on private banking, business development, and wealth management in the ultra-high-net-worth segment. She also held the position of senior vice president at Brown Brothers Harriman in the banking and M&A advisory group, and the investor services division.
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