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Wilmington Trust Appoints Four To Fiduciary Tax Department

Anna Hallissey

2 February 2015

Wilmington Trust has made four appointments to its fiduciary tax department as the firm responds to client demands for trust and estate tax services.

Joining the team in the firm’s Delaware headquarters are Robert Weidner, Daniel Valentino, Anthony Ward and John Roberts.

Robert Weidner becomes head of tax for wealth advisory, where he will provide guidance on the structure and integration of the tax preparation work at Wilmington Trust, the firm said in a statement.

Weidner will also lead and develop the fiduciary tax department in line with the growth of Wilmington Trust’s wealth advisory division. He will report to Kemp Stickney, chief fiduciary officer and head of the family wealth department.

He moves from JP Morgan Chase, where he served as executive director and head of the private bank income tax department.

Meanwhile, Daniel Valentino takes up the mantle of team leader for trust, fiduciary, individual compliance and training. His responsibilities include improving policies and procedures as well as training teammates in planning for engagement with trusts, estates, foundations, individuals and partnerships. He was previously a tax supervisor at Elko & Associates.

Joining as tax group unit manager is Anthony Ward, who will supervise tax accountants in the preparation of fiduciary and personal income tax returns for clients. He leaves JP Morgan Chase after a 35-year stint.

Finally, John Roberts joins as an accountant and financial analyst. He leaves his role as senior tax officer at PNC Bank to join Wilmington Trust.