Don DiCarlo is a member of the senior leadership team for Wilmington Trust Wealth Advisory overseeing all personal fiduciary and wealth planning services.
Prior to joining Wilmington Trust in 2008, he was the director of Estate Planning and Senior Fiduciary Counsel for the Vanguard Group in Malvern, Pa. His past experience also includes the private practice of law, and active duty service as a judge advocate in the U.S. Army.
DiCarlo earned his undergraduate degree from Villanova University, and his law degree from New England Law in Boston. He also holds a Master of Laws in taxation from Temple University Law School, and a master’s degree in moral theology (Christian ethics) from St. Charles Borromeo Seminary in Wynnewood, Pa.
He is an adjunct professor of law at both Villanova and Temple University Schools of Law, and a frequent lecturer for the American Law Institute and other professional associations. DiCarlo has been published in leading trade journals, and his remarks have been quoted by major media outlets such as CNBC, Wall Street Journal, Barron’s, and Time Magazine.
DiCarlo currently serves on the board of trustees of the Philadelphia Estate Planning Council, and has served on the executive board of the Probate and Trust Law Section of the Philadelphia Bar Association. He is an ordained deacon in the Archdiocese of Philadelphia.
Tony Roth is Chief Investment Officer for Wilmington Trust Investment Advisors. As head of its Investment Committee, he plays a key role in developing and delivering investment services to wealth, institutional, and brokerage clients. He also provides strategic direction for the firm's asset management investment activities, including asset allocation, manager research, and portfolio construction.
Prior to joining Wilmington Trust in 2014, Tony was Chief Investment Officer for Aquitaine Management and UBS Wealth Management Americas, respectively. Earlier in his career, he was 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 was a tax attorney at Cleary Gottlieb in New York.
Tony earned his law degree from Harvard Law School. He holds a master's degree in French and International Tax Law from Université Panthéon Sorbonne, and graduated magna cum laude from Brown University with a degree in Philosophy.