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Our Private Banking Leadership Team

Access to a complete range of banking and advisory credit solutions, integrated with your overall wealth management plan.
Ann Silverman
President
    

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Ann is responsible for overseeing Private Banking teams in New York, New Jersey, Connecticut, Delaware, Florida and the firm's national offices in Atlanta, Boston, and Los Angeles.

Ann joined M&T Bank in 2004 as a commercial lender in Washington, D.C. During her tenure with M&T, which acquired Wilmington Trust in 2011, she participated in the international program and worked for Allied Irish Banks in Dublin, Ireland, from 2008-2010 as a corporate banker and team leader in the International Corporate Banking group within the Capital Markets division. In that role, she provided banking services to companies in Ireland, the UK, the European Union, Asia, and the United States. Ann has worked with clients in multiple industries, including telecommunications, packaging, consumer goods, real estate, government contracting, hotels, financial services, IT, biotechnology, education, manufacturing, energy, and professional sports.

Earlier in her career, Ann spent seven years as a project manager and exhibition developer for the Smithsonian's National Museum of the American Indian in New York and the Smithsonian's National Museum of American History in Washington, D.C. 

Ann holds a Master's degree in Finance from Wharton and a bachelor's degree in History from Smith College. She serves on the Board of the Smithsonian's National Museum of the American Indian in New York and on the New York Advisory Board of Room To Grow.
Team Leaders
Julie Barron
New England | Upstate New York
    
Jon Coppola
New York City/NY Metro, New Jersey
    
Diane McNeal
North Palm Beach | Florida, Georgia, and California
    

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Julie is responsible for meeting the complex financial needs of clients throughout New England and New York. She provides strategic advice, highly personalized service, and tailored credit and banking solutions. As a Private Banking Team Leader, she and her team make the following M&T Bank services available: bridge financing, residential and investment real estate financing, and specialized asset-backed facilities secured by investments, art, yachts, and aircraft. In addition, Julie coordinates a broad range of services available through the Wilmington Trust Wealth Advisory team, including investment management, planning, trust, family governance, and family office services.

Prior to joining Wilmington Trust, Julie served as a Business Development Officer at Fiduciary Trust and as a Private Banker at J.P. Morgan Private Bank. She also served as a Senior Vice President for Brown Brothers Harriman in the Banking and M&A Advisory Group, and was a member of the Investor Services Operating Committee. Earlier in her career, she spent 17 years at RBS Citizens Bank where she served as the Division Executive and Group Head for Private Banking, Director of Strategy and Support for the Corporate Bank, and Team Leader in the Middle Market Corporate Banking Division.

Julie holds a bachelor's degree from Boston College. She is a member of the Boston Estate Planning Council, and the New England Chapter of the Exit Planning Exchange. She also serves on the Board of Housing Families, the Board of Ambassadors of the Steppingstone Foundation and the Board of Mentors of Community Servings, where she was a prior Board Member and Treasurer. Julie is a past Board Member of the Boston Regional Board of the American Ireland Fund, Associated Industries of Massachusetts, New England Chapter of the Association for Corporate Growth, and the Boston Youth Symphony Orchestra.

Julie has presented on corporate banking topics as a guest lecturer at Boston College's Carroll School of Management Graduate Program, and Boston University's Undergraduate School of Management.

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Jon is responsible for meeting the complex financial needs of clients throughout the Northeast region and nationally. He provides strategic advice, highly personalized service, and tailored credit and banking solutions. As a Private Banking Team Leader, he and his team make the following M&T Bank services available: bridge financing, residential and investment real estate financing, and specialized asset-backed facilities secured by investments, art, yachts, and aircraft. In addition, Jon coordinates a broad range of services available through the Wilmington Trust Wealth Advisory team, including investment management, planning, trust, family governance, and family office services.

Prior to joining Wilmington Trust in 2013, Jon worked for TD Wealth Management as a Private Banker in New York City. Earlier in his career, Jon was a Private Client Manager at US Trust, Bank of America for six years.

He holds a bachelor's degree from Fairleigh Dickinson University. He is the president of the Secor Drive HOA in Port Washington, New York and is an active member in his community.

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Diane is responsible for meeting the complex financial needs of clients throughout Florida, Georgia, and California. She provides strategic advice, highly personalized service, and tailored credit and banking solutions. As a Private Banking Team Leader, she and her team make the following M&T Bank services available: bridge financing, residential and investment real estate financing, and specialized asset-backed facilities secured by investments, art, yachts, and aircraft. In addition, Diane coordinates a broad range of services available through the Wilmington Trust Wealth Advisory team, including investment management, planning, trust, family governance, and family office services.

Diane has more than three decades of experience in the financial services industry, with the majority of her experience being in the Florida market. Diane has been part of a wealth management team serving clients' varied wealth strategy and leverage needs for more than two decades. She served as the Alternate Group Manager of Florida Private Banking for Comerica Wealth Management prior to joining Wilmington Trust. Her lending career started with Chemical Bank (now Chase Bank) in New York as a Middle Market Lender. Diane was a Middle Market Lender, Corporate Real Estate Lender, and then a Chief Lending Officer in the Florida Banking Market prior to moving into Private Banking.

Diane holds a master's degree in Risk Management and Legal Compliance from Florida Atlantic University and a bachelor's degree in Finance and Marketing from Adelphi University. She has attended courses throughout her career on advanced lending and financial management techniques, including Cannon Trust School. Diane has presented a course on integrating Private Banking into overall wealth planning at Florida Trust School and Florida Banker's Association Wealth Conferences.

Diane is the Chair of Florida Atlantic University's Harriet Wilkes Honors College Advisory Council, a member of the Town of Palm Beach United Way Allocation Committee, and a former board member and Gracey Society Member of Executive Women of the Palm Beaches.

Charlotte Philips
Baltimore | Maryland and Virginia
    
Anne St.Clair
Delaware and Pennsylvania
    
Steve Kochie
Wilmington | Delaware and Eastern Shore Maryland
    

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Charlotte is responsible for meeting the complex financial needs of clients throughout the Mid-Atlantic region. She provides strategic advice, highly personalized service, and tailored credit and banking solutions. As a Private Banking Team Lead, she and her team make the following M&T Bank services available: bridge financing, residential and investment real estate financing, and specialized asset-backed facilities secured by investments, art, yachts, and aircraft. In addition, Charlotte coordinates a broad range of services available through the Wilmington Trust Wealth Advisory team, including investment management, planning, trust, family governance, and family office services.

Prior to joining Wilmington Trust in 2017, Charlotte spent over a decade at U.S. Trust, Bank of America Private Wealth Management as a Private Client Manager. Her professional experience also includes Wachovia's Capital Markets Group, the New York Stock Exchange, and the U.S. Department of Treasury.

Charlotte holds a B.S.B.A. in Finance from Georgetown University. She also holds an MBA from the University of Maryland Robert H. Smith School of Business with a concentration in Finance.

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Anne is responsible for meeting the financial needs of clients in Delaware and Pennsylvania. She provides strategic advice, highly personalized service, and access to banking and lending solutions, including tailored credit solutions, premium deposit accounts and cash management services, residential mortgages and home equity lines of credit, and yacht and aircraft financing. In addition, Anne coordinates a broad range of specialized services available through our Wealth Advisory team, including investment management, planning, trust, family governance, and family office services.

Prior to joining Wilmington Trust, Anne was a senior private banker with Wells Fargo Private Bank for three years. Before Wells Fargo, she spent 13 years with U.S. Trust, Bank of America as a senior private client manager. Earlier in her career, Anne was an equity research statistician with Banc of America Securities and a fixed income analyst with Lehman Brothers.

Anne holds a master's degree in Finance and Management from Tulane's Freeman School of Business and a bachelor's degree from the University of Colorado. In 2005, Anne earned the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consulting Association.

In 2011, Anne was named one of Diversity MBA Magazine's top 100 under 50 Executive and Emerging Leaders. As a Board member of Community Hope, The Overlook Medical Center Auxiliary, and Founder/ Co-Chair of The Autism Speaks Fall Classic at Baltusrol, Anne is very active in her community.

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Steve leads a team of private bankers responsible for meeting the complex financial needs of clients throughout Delaware and the Eastern Shore of Maryland. He provides strategic advice, highly personalized service, and tailored credit and banking solutions, including premium deposit accounts and cash management services, residential mortgages and home equity lines of credit, and yacht and aircraft financing. In addition, Steve coordinates a broad range of specialized services available through our Wealth Advisory team, including investment management, planning, trust, family governance, and family office services.

Steve has more than two decades of experience in the financial services industry, specializing in client relationship management. Prior to joining Wilmington Trust in 2007, Steve served as a vice president and relationship manager in Wachovia Bank's Wealth Management Division in Wilmington.

Steve holds a bachelor's degree from the University of Delaware and is also a graduate of the Cannon Trust School. He is a charter member of the Rotary Club of Hockessin/Greenville and is a member of the Delaware Medical Group Management Association.




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 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  

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.

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