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Tony Roth — Chief Investment Officer · Wilmington Trust · Greater Philadelphia.
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About
As the chief investment officer (CIO) for Wilmington Trust Investment Advisors, Inc. and M&T Bank I play a key part in developing and delivering investment services for our wealth, institutional, and brokerage clients. I provide strategic direction for the firm’s asset management investment activities, including asset allocation, manager research, and portfolio construction. Additionally, I lead the firm’s Investment Committee.
Before joining Wilmington Trust in 2014, I served as chief investment officer for Aquitaine Management in New York. Prior to that, I was CIO at UBS Wealth Management Americas, where I founded the Ultra High Net Worth Chief Investment Office. Earlier in my career, I was the founder and co-head of the Advisory Services Division at Bear, Stearns & Co. Inc., served as director of the Family Wealth Group at Sanford C. Bernstein & Co., and worked as a tax attorney at Cleary Gottlieb in New York.
I earned my law degree from Harvard Law School and hold a master’s degrees in French and international tax law from Université Panthéon Sorbonne. I graduated magna cum laude from Brown University with a degree in philosophy.
Experience
Chief Investment OfficerCurrent
Wilmington Trust · Greater Philadelphia Area
Oct 2014 – Present
Develop and deliver investment services for wealth, institutional and brokerage clients, as well as provide strategic direction for the firm's asset management investment activities.
Chief Investment Officer
Aquitaine Management · New York City
2013 – 2014
Education
Skills
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