Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Our Investment Team | Wilmington Trust

Investment Management

Our Investment Team

Intelligence backed by deep experience to power your portfolio and manage risk
Tony Roth
Chief Investment Officer

Economics & Investment Strategy

Luke Tilley
Chief Economist
Meghan Shue
Head of Investment Strategy    
Rhea Thomas

Asset Allocation and Portfolio Construction

Shubhro Banerjee, CFA
Department Head    
Phil Ravenscroft
Senior Research Analyst     
Jorge Munoz McNabb
Senior Research Analyst

Runmei Cai
Senior Research Analyst    

Equities, Nontraditional Investments & Manager Research

Matt Glaser
Department Head    
Jessica Blitz
Research Associate
Kathy Capodagli
Research Group Specialist    

Allen Choinski, CFA
Senior Research Analyst    
Julian Freeman, CFA
Research Analyst    
Jimi Honochick, CFA
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
Clement Miller, CFA
Senior Portfolio Manager    
Steve Norcini
Senior Equity Portfolio Manager    

John E. Otterson
Research Analyst
Tom Pierce, CFA
Head of Fixed Income Research & Strategy    
Karen Purzitsky
Senior Quantitative Analyst    

Dan Rambert, CFA
Senior Research Analyst
Anthony Silva
Research Analyst
Jordan Strauss, CFA
Senior Portfolio Manager    

Fixed Income

Dominick D'Eramo, 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
Randy Vogel, CFA
Director of Taxable Credit Research, Senior Portfolio Manager    

Investment Implementation

Eric W. Taylor, CFA
National Investment Advisory Lead    
Tad Law, CFA
Director of Investment Planning

© 2020 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the 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.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 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