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Senior Executive Vice President, Head of Wealth Management, Wilmington Trust
Senior Executive Vice President, Head of Wealth Management · Wilmington Trust
Lisa Roberts — Senior Executive Vice President, Head of Wealth Management · Wilmington Trust · New York, New York, United States.
Direct contact
No direct contact on file for Lisa yet.
About
With extensive leadership experience in financial services, currently serve as Senior Executive Vice President, Head of Wealth Management at Wilmington Trust, driving strategic initiatives to expand client relationships and optimize business performance. Previously led U.S. Markets at Wilmington Trust, fostering market growth and operational excellence. Passionate about delivering value-driven solutions, empowering teams, and aligning wealth strategies with organizational goals. Dedicated to fostering innovative solutions while collaborating to advance the company’s mission of exceptional client service and sustainable growth.
Experience
Managing Director, Head of Community Banking
Union Bank
2021 – 2023
Education
- Capital University — MBA
- Indiana University Bloomington — BS, Finance
Related professionals · Wilmington Trust
- Abby Mrozinski — Head of Global Capital Markets
- Donald DiCarlo — Head of Wealth Planning and Trust Services
- Jennifer Warren — Head of Wilmington Trust
- Meghan Shue — Head of Investment Strategy & Portfolio Construction