The latest moves in wealth management across North America.

Wilmington Trust
Wilmington Trust has appointed Sharon Klein as Eastern Region president for family wealth, and James O’Hoppe as president of the Tri-State Region, which includes New York City, Westchester, Connecticut, Long Island, and Northern New Jersey markets.

Klein is being promoted from president of the Tri-State Region to this newly-created role, where she will be responsible for leading the expansion of the family wealth business throughout the eastern US. Klein will work collaboratively with Wilmington Trust and M&T Bank colleagues to serve high net worth clients across that region, and will continue to be based in Wilmington Trust’s New York City office

She has more than two decades of experience in the wealth management industry. Prior to joining Wilmington Trust, she was managing director and head of wealth advisory for Lazard Wealth Management.

As president of the Tri-State Region, O’Hoppe is responsible for overseeing wealth advisory services in the Greater New York area. He will lead a team of professionals who provide planning, trust, investment management, family governance and education, family office, and private banking services to high net worth clients.

Prior to joining Wilmington Trust, O’Hoppe was senior vice president and managing director in the New York office of Bernstein Private Wealth Management, where he helped lead the New York Area private client business. 

O’Hoppe is also based in Wilmington Trust’s New York City office.

Key Private Bank
Key Private Bank has appointed Steven Storey as market president and leader for Idaho.

Story will lead a client-facing team and be based in Boise, reporting to Thomas Tulodzieski, regional sales executive for KeyBank’s Rocky Mountain Region.

Most recently, Storey served as senior vice president of commercial banking and market leader for Home Street Bank in Spokane, Washington and Northern Idaho. Previously, he was senior vice president and private bank director for Umpqua Bank (formerly Sterling Bank) in Washington and Idaho. He also served as senior vice president and wealth management regional director for Wells Fargo Bank for nine years.