People Moves

Wilmington Trust Adds To Wealth Advisory Team In New York

Eliane Chavagnon Deputy Editor - Family Wealth Report November 7, 2013

Wilmington Trust Adds To Wealth Advisory Team In New York

Wilmington Trust has hired John Shea as a senior private
client advisor for its wealth advisory team in Binghamton, NY.

Shea will provide wealth management advice to high net worth
individuals, families, entrepreneurs, business owners, foundations and
endowments.

Shea has over 20 years of experience as a financial
professional, having most recently worked for BNY Mellon’s asset servicing
business in Massachusetts.
Before that, he held positions as a client relationship manager for ITS
Associates in Wellesley, MA;
an auditor and portfolio accountant with State Street Bank; and a mutual fund
accountant with SEI in Wayne,
PA.

Last month, Wilmington Trust bolstered its wealth advisory
team in Florida with the addition of Michael Engelbrecht and Michele Vogel as
senior private client advisors, and Katrina Lee as senior investment advisor.

Wilmington Trust’s wealth advisory team provides personal trust, financial
planning, fiduciary, asset management and family office services to HNW
individuals and families. Last month, the firm opened a new office in Albany, NY,
and also recruited a new team there. It also appointed Peter Carnathan as a
private client advisor in the Greater Washington area.

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