© 2021 M&T Bank Corporation and its subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, and WTIM are investment advisers registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial LLC (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful.

Investment Management

Our Investment Team

Intelligence backed by deep experience to power your portfolio and manage risk

  • Tony Roth
    Chief Investment Officer

Economics, Asset Allocation & Quantitative Services

  • Luke Tilley
    Chief Economist and Department Head
  • Rhea Thomas
    Senior Economist
  • Runmei Cai
    Asset Allocation Strategist

Investment Strategy & Portfolio Construction

  • Meghan Shue
    Department Head
  • Phil Ravenscroft
    Head of Portfolio Construction
  • Justin Clark
    Senior Research Analyst

Equities, Nontraditional Investments & Manager Research

  • Matt Glaser
    Department Head
  • Jessica Blitz
    Research Analyst
  • Kathy Capodagli
    Research Group Specialist
  • Allen Choinski, CFA
    Senior Research Analyst
  • Andrew Hopkins, CFA
    Head of Equity Research
  • Mark D. Horst, CFA
    Senior Portfolio Manager
  • Jason Jankosky, CFA
    Senior Research Analyst
  • Jason Lee
    Research Analyst
  • Steve Norcini
    Head of Sustainable Investing
  • Tom Pierce, CFA
    Head of Fixed Income Research & Strategy
  • Karen Purzitsky
    Senior Quantitative Analyst
  • Jordan Strauss, CFA
    Senior Portfolio Manager
  • Julian Freeman, CFA
    Research Analyst

Fixed Income

  • Randy Vogel, CFA
    Department Head
  • James Hannan
    Senior Portfolio Manager
  • Jason Hannon, CFA
    Head of Municipal Strategy
  • Dan Scholl
    Head of Municipal Fixed Income
  • Karleen Strayer, CFA
    Head of Municipal Research

Investment Implementation

  • Eric W. Taylor, CFA
    National Investment Advisory Lead