Wilmington Trust Expands Wealth Management Team; New Advisors Expand Reach in Delaware Region | national news

WILMINGTON, Del., January 14, 2022 /PRNewswire/ — Wilmington Trust today announced that it has expanded its Delaware wealth management team with the hiring of Senior Investment Advisor Albert (AJ) McCrery IV and Senior Trust Advisor Claire Schisler.

These hires are two of many that Wilmington Trust recently announced across its business units. The firm is committed to adding a significant number of new professionals, broadening its expertise, and will double the number of its client-facing colleagues over the next two years.

“Welcoming AJ and Claire to the team contributes significantly to the overall growth plan across our footprint,” said Meg Rafali, Head of Family Wealth for Wilmington Trust. “Both bring to the table the experience and leadership that will benefit our clients along their journey to wealth.”

These hires underscore Wilmington Trust’s continued momentum across its regional business footprint and beyond, beginning with the October 2020 expansion an enhanced, client-centric operating model across its wealth management business, which has brought decision-making and resources closer to clients and has driven growth with a greater focus on client and advisor.

The new hires will focus on the company’s comprehensive wealth management services for high net worth individuals and families, entrepreneurs, business owners, family offices and foundations and foundations. They will work closely with clients and their advisors to develop financial, tax and estate planning strategies to achieve their personal goals.

Albert (AJ) McCrery IV

McCrery is responsible for developing personalized investment portfolios for its clients based on their unique parameters of risk, return and liquidity, among other factors. He continuously monitors and, if necessary, rebalances his clients’ portfolios taking into account their asset allocation strategies and suggests new investment opportunities tailored to their needs.

McCrery has nearly two decades of experience in the wealth management industry, specializing in managing high net worth portfolios for business owners, executives and multi-generational families. He previously worked at Wilmington Trust from 2010 to 2016 before becoming a portfolio manager at Glenmede Trust in 2016. He started his career in 2004 as an equity analyst and portfolio manager at Knott Capital, which managed an equity strategy at large capitalization.

McCrery holds a bachelor’s degree in history and economics from Yale University. He is a CFA charterholder and member of the CFA Society Philadelphia, as well as the Estate Planning Council of Delaware.

Claire Schisler

Schissler is responsible for managing the ongoing fiduciary needs of key personal fiduciary clients throughout United States. She helps to ensure that each trust is administered in accordance with its specific provisions and that the terms of the trust are executed with the utmost fiduciary oversight.

Prior to joining Wilmington Trust, Schissler held various senior positions in the trust industry, including at Bank of the West, City National Bank and Wells Fargo. She has significant expertise with high net worth and ultra high net worth clients. Schissler enjoys building strong relationships with clients and mentoring junior administrators to help them grow in their careers.

Schissler holds a JD from Santa Clara University law school and holds a bachelor’s degree in business administration and management from San José State University Lucas College and Graduate School of Business. In addition to being licensed to practice law in California, she earned the Certified Trust and Financial Advisor (CTFA) and Certified IRA Services Professional (CISP) designations from the Institute of Certified Bankers. She is an active member of the Estate Planning Council of Northern New Jersey.

ON WILMINGTON CONFIDENCE

Wilmington Trust Wealth management offers a wide range of personal trust, planning, trust, asset management, private banking and family office services designed to help high net worth individuals and families grow, preserve and transfer their wealth. Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span generations.

Wilmington Trust also provides Corporate and institutional services for customers around the world.

Wilmington Trust has clients in all 50 states and many countries, with offices everywhere United States and internationally in London, Dublin, Paris, and Frankfurt. For more information visit www.wilmingtontrust.com.

MEDIA CONTACT: Pat Fitzgibbons, Senior Public Relations Officer, Wilmington Trust ([email protected])

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, NA (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC) and Wilmington Trust Investment Management, LLC (WTIM). These services include trustee, custody, agency, investment management and other services. International corporate and institutional services are offered through international subsidiaries of M&T Bank Corporation. Personal and business loans, credit cards, deposits, and other business and personal banking services and products are offered by M&T Bank, Member FDIC.

This publication is provided for informational purposes only and does not constitute an offer or solicitation for the sale of any financial product. Investors should seek financial advice regarding the suitability of investment strategies for their objectives, financial situation and particular needs.

Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice.

All investments involve risk, including possible loss of principal. There can be no assurance that any investment strategy will be successful.

CFA® Institute marks are registered trademarks owned by the Chartered Financial Analyst® Institute.

Private Banking is the trading name for an offering of deposit and lending products and services from M&T Bank.

Investments: • ARE NOT FDIC insured • DO NOT have a bank guarantee • May lose value

©2022 M&T Bank Corporation and its affiliates. All rights reserved.

Show original content to download multimedia:https://www.prnewswire.com/news-releases/wilmington-trust-expands-wealth-management-team-new-advisors-extend-reach-across-delaware-region-301461395.html

SOURCEWilmington Trust

About Virginia Ahn

Check Also

Climate change ranked number one influencing factor among investors

More than half of investors see climate change as the most important factor affecting their …