Wilmington Trust Investment Advisors
Industry: Company
DescriptionFounded: 1995 Parent organization: Manufacturers & Traders Trust Company
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Wilmington Trust Investment Advisors Employees
Employee
Years
Job
Industry
Tom Bonvissuto, CFA, CFP (r), ChFC (r) Tom Bonvissuto, CFA, CFP (r), ChFC (r)'s Wilmington Trust Investment Advisors Experience January 1995 - September 2013
Job Investment Management, Financial Planner, Relationship Manager, Asset Allocation, Security Selection
Industry Investment Management
Experience
The Financial Consulate, Inc September 2013 - Present
Wilmington Trust Investment Advisors January 1995 - September 2013
Education
Carnegie Mellon University 1983 — 1987
Bachelor's degree, Applied Mathematics
The Financial Consulate, Inc September 2013 - Present
Wilmington Trust Investment Advisors January 1995 - September 2013
Education
Carnegie Mellon University 1983 — 1987
Bachelor's degree, Applied Mathematics
Andrew G. Laing, CIMA® Andrew G. Laing, CIMA®'s Wilmington Trust Investment Advisors Experience August 2010 - July 2012
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2014 - Present
Capital One February 2014 - August 2014
Charles Schwab September 2012 - February 2014
Wilmington Trust Investment Advisors August 2010 - July 2012
Pacific Life Retirement Solutions Division June 2008 - August 2010
PIMCO Funds Distributors June 2000 - June 2008
Transamerica January 1999 - May 2000
A.G. Edwards May 1993 - January 1999
US Navy May 1984 - April 1993
Education
US Naval Academy 1980 — 1984
B.S.
PNC Wealth Management August 2014 - Present
Capital One February 2014 - August 2014
Charles Schwab September 2012 - February 2014
Wilmington Trust Investment Advisors August 2010 - July 2012
Pacific Life Retirement Solutions Division June 2008 - August 2010
PIMCO Funds Distributors June 2000 - June 2008
Transamerica January 1999 - May 2000
A.G. Edwards May 1993 - January 1999
US Navy May 1984 - April 1993
Education
US Naval Academy 1980 — 1984
B.S.
Amy Seman, CFA Amy Seman, CFA's Wilmington Trust Investment Advisors Experience June 2010 - June 2015
Job Research Analyst at SEI Investments
Industry Investment Management
Experience
SEI Investments June 2015 - Present
Wilmington Trust Investment Advisors June 2010 - June 2015
MTB Investment Advisors June 2003 - June 2010
Skills
Investments, Due Diligence, Financial Modeling, Asset Allocation, Mutual Funds, Investment Strategies, Financial Analysis, Morningstar Direct, Research, Financial Services, Equity Research, Finance
Education
University of Maryland University College
B.S., Marketing
SEI Investments June 2015 - Present
Wilmington Trust Investment Advisors June 2010 - June 2015
MTB Investment Advisors June 2003 - June 2010
Skills
Investments, Due Diligence, Financial Modeling, Asset Allocation, Mutual Funds, Investment Strategies, Financial Analysis, Morningstar Direct, Research, Financial Services, Equity Research, Finance
Education
University of Maryland University College
B.S., Marketing
Ryan Burns Ryan Burns's Wilmington Trust Investment Advisors Experience August 2007 - July 2013
Job Account Representative at Crown Equipment Corporation
Industry Machinery
Experience
Crown Equipment Corporation March 2015 - Present
Zywave July 2013 - March 2015
Wilmington Trust Investment Advisors August 2007 - July 2013
M&T Bank April 2006 - August 2007
Robinson Secondary 2005 - 2007
Van Metre Companies August 2005 - February 2006
Fairfax County Chamber of Commerce 2005 - 2005
Education
Hampden-Sydney College 2001 — 2005
BA, Economics
Crown Equipment Corporation March 2015 - Present
Zywave July 2013 - March 2015
Wilmington Trust Investment Advisors August 2007 - July 2013
M&T Bank April 2006 - August 2007
Robinson Secondary 2005 - 2007
Van Metre Companies August 2005 - February 2006
Fairfax County Chamber of Commerce 2005 - 2005
Education
Hampden-Sydney College 2001 — 2005
BA, Economics
Eric Smookler Eric Smookler's Wilmington Trust Investment Advisors Experience 2002 - Present
Job Mortgage Backed Securities Trader/Analyst at Wilmington Trust Investment Advisors
Industry Investment Management
Vera Miller Vera Miller's Wilmington Trust Investment Advisors Experience November 1990 - December 2014
Job Social Entrepreneur, Direct Marketer, Small Business Owner
Industry Health, Wellness and Fitness
Experience
Paycation Travel March 2015 - Present
Morinda, Inc. August 2006 - Present
Wilmington Trust Investment Advisors November 1990 - December 2014
Mary Kay Inc November 1998 - January 2013
First National Bank of Maryland 1980 - 1990
Allfirst 1977 - 1980
Union Trust 1977 - 1980
Skills
Customer Service, Credit, Fixed Income, Microsoft Word, Microsoft Excel, Social Media, Social Networking, Trading, Marketing, Training, Social Media Marketing, Time Management, Team Building, Facebook, PowerPoint, Sales, Microsoft Office, Word, Excel, Consulting
Education
Strayer University 2010 — 2013
Master of Science (MS)
Bryant University 1973 — 1977
BS
Eastern High School 1970 — 1973
College Preparatory Business
Paycation Travel March 2015 - Present
Morinda, Inc. August 2006 - Present
Wilmington Trust Investment Advisors November 1990 - December 2014
Mary Kay Inc November 1998 - January 2013
First National Bank of Maryland 1980 - 1990
Allfirst 1977 - 1980
Union Trust 1977 - 1980
Skills
Customer Service, Credit, Fixed Income, Microsoft Word, Microsoft Excel, Social Media, Social Networking, Trading, Marketing, Training, Social Media Marketing, Time Management, Team Building, Facebook, PowerPoint, Sales, Microsoft Office, Word, Excel, Consulting
Education
Strayer University 2010 — 2013
Master of Science (MS)
Bryant University 1973 — 1977
BS
Eastern High School 1970 — 1973
College Preparatory Business
Robyn Bascelli's Wilmington Trust Investment Advisors Experience August 2015 - Present
Job Vice President, Research Analyst at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust Investment Advisors August 2015 - Present
Wilmington Trust / M&T Bank June 2007 - August 2015
Wilmington Trust Company June 2006 - June 2007
Wilmington Brokerage Services Company February 2005 - June 2006
Skills
Project Management, Vendor Management, Management, Program Management, Training, Financial Services, Wealth Management, Asset Managment, Mutual Funds, Budgets, Investments, Marketing, Portfolio Management, Insurance, Asset Management, Securities, Finance, Banking, Customer Service
Education
Wilmington University 2006 — 2008
M.B.A. B.S, Business Administration, Management and Operations
Neumann University 2000 — 2004
M.B.A. B.S, Business Administration; Marketing
Wilmington Trust Investment Advisors August 2015 - Present
Wilmington Trust / M&T Bank June 2007 - August 2015
Wilmington Trust Company June 2006 - June 2007
Wilmington Brokerage Services Company February 2005 - June 2006
Skills
Project Management, Vendor Management, Management, Program Management, Training, Financial Services, Wealth Management, Asset Managment, Mutual Funds, Budgets, Investments, Marketing, Portfolio Management, Insurance, Asset Management, Securities, Finance, Banking, Customer Service
Education
Wilmington University 2006 — 2008
M.B.A. B.S, Business Administration, Management and Operations
Neumann University 2000 — 2004
M.B.A. B.S, Business Administration; Marketing
Myles J. McHale, Jr.'s Wilmington Trust Investment Advisors Experience October 1995 - September 2014
Job Senior Vice President and Managing Director The Private Client Reserve at U.S. Bank
Industry Financial Services
Experience
U.S. Bank The Private Client Reserve September 2014 - Present
Wilmington Trust Investment Advisors October 1995 - September 2014
Fleet Investment Services January 1993 - October 1995
JPMorgan Chase August 1986 - January 1993
Morgan Guaranty Trust September 1981 - August 1986
Skills
Investments, Portfolio Management, Financial Services, Capital Markets, Retirement Planning, Estate Planning, Investment Management, Leadership, Endowments, Coaching, Fixed Income Portfolio..., Entrepreneurship, Investment Advisory, Manage Client..., Not for Profit, Customer Experience, Accountability, Team Leadership, Not-for-profit, Wealth Management, Finance, Risk Management, Banking, Fixed Income, Securities, Financial Analysis
Education
Long Island University / Fordham University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University at Albany 1977 — 1981
Bachelor of Arts (B.A.), Rhetoric and Communication
University at Albany 1977 — 1981
Bachelor of Science (B.S.), Business Administration, Management and Operations
U.S. Bank The Private Client Reserve September 2014 - Present
Wilmington Trust Investment Advisors October 1995 - September 2014
Fleet Investment Services January 1993 - October 1995
JPMorgan Chase August 1986 - January 1993
Morgan Guaranty Trust September 1981 - August 1986
Skills
Investments, Portfolio Management, Financial Services, Capital Markets, Retirement Planning, Estate Planning, Investment Management, Leadership, Endowments, Coaching, Fixed Income Portfolio..., Entrepreneurship, Investment Advisory, Manage Client..., Not for Profit, Customer Experience, Accountability, Team Leadership, Not-for-profit, Wealth Management, Finance, Risk Management, Banking, Fixed Income, Securities, Financial Analysis
Education
Long Island University / Fordham University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University at Albany 1977 — 1981
Bachelor of Arts (B.A.), Rhetoric and Communication
University at Albany 1977 — 1981
Bachelor of Science (B.S.), Business Administration, Management and Operations
Clement Miller, CFA Clement Miller, CFA's Wilmington Trust Investment Advisors Experience November 2008 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Wilmington Trust Investment Advisors November 2008 - Present
M&T Bank August 2002 - November 2008
Export-Import Bank of the United States January 1997 - August 2002
Export-Import Bank of the United States January 1993 - December 1996
Export-Import Bank of the United States January 1993 - December 1994
Export-Import Bank of the United States February 1987 - December 1992
IHS Global Insight August 1983 - February 1987
Skills
Portfolio Management, Investments, Finance, Corporate Finance, Due Diligence, Emerging Markets, Wealth Management, Mergers & Acquisitions, Asset Management, Asset Managment, Equities, Banking, Project Finance, Trading, Financial Markets, Credit, Economics, Mutual Funds, Investment Strategies
Education
Georgetown University 1979 — 1983
Bachelor of Science (BS), International Economics
CFA Institute
CFA - Chartered Financial Analyst
The George Washington University
MBA, Finance and International Business
Wilmington Trust Investment Advisors November 2008 - Present
M&T Bank August 2002 - November 2008
Export-Import Bank of the United States January 1997 - August 2002
Export-Import Bank of the United States January 1993 - December 1996
Export-Import Bank of the United States January 1993 - December 1994
Export-Import Bank of the United States February 1987 - December 1992
IHS Global Insight August 1983 - February 1987
Skills
Portfolio Management, Investments, Finance, Corporate Finance, Due Diligence, Emerging Markets, Wealth Management, Mergers & Acquisitions, Asset Management, Asset Managment, Equities, Banking, Project Finance, Trading, Financial Markets, Credit, Economics, Mutual Funds, Investment Strategies
Education
Georgetown University 1979 — 1983
Bachelor of Science (BS), International Economics
CFA Institute
CFA - Chartered Financial Analyst
The George Washington University
MBA, Finance and International Business
John Otterson's Wilmington Trust Investment Advisors Experience January 2013 - Present
Job Research Analyst at Wilmington Trust Investment Advisors
Industry Banking
Experience
Wilmington Trust Investment Advisors January 2013 - Present
Skills
Asset Allocation, Wealth Management, Mutual Funds, Equities, Investments, Portfolio Management, Asset Managment, Risk Management, Business Analysis, Financial Modeling, Fixed Income, Bloomberg, Capital Markets, Financial Analysis, Process Improvement, Retirement, Relationship Management
Education
Stevens Institute of Technology 2007 — 2008
MBA, Financial Services
Stevens Institute of Technology 2004 — 2007
MS, Information Systems
Florida State University 1995 — 1998
MS, Sport Management
Fordham University 1989 — 1994
BS, Finance/Economics
Wilmington Trust Investment Advisors January 2013 - Present
Skills
Asset Allocation, Wealth Management, Mutual Funds, Equities, Investments, Portfolio Management, Asset Managment, Risk Management, Business Analysis, Financial Modeling, Fixed Income, Bloomberg, Capital Markets, Financial Analysis, Process Improvement, Retirement, Relationship Management
Education
Stevens Institute of Technology 2007 — 2008
MBA, Financial Services
Stevens Institute of Technology 2004 — 2007
MS, Information Systems
Florida State University 1995 — 1998
MS, Sport Management
Fordham University 1989 — 1994
BS, Finance/Economics
Rex Macey's Wilmington Trust Investment Advisors Experience 2004 - Present
Job Head of Investment Risk
Industry Financial Services
Experience
Wilmington Trust Investment Advisors 2004 - Present
Wilmington Trust August 2004 - November 2008
KPMG LLP 2001 - 2004
Financeware 1999 - 2000
Mobius Group 1989 - 1993
Skills
Alternative Investments, Asset Management, Wealth Management, Hedge Funds, Investment Management, Investments, Entrepreneurship, Portfolio Management, Fixed Income, Analytics, Asset Allocation, Asset Managment, Investment Advisory, Mutual Funds, Series 7, Wealth Management..., Investment Strategies, Series 63, Equities, Strategic Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Master of Business Administration (MBA)
Choate Rosemary Hall 1976 — 1978
Vanderbilt University
Vanderbilt University
Vanderbilt University
Wilmington Trust Investment Advisors 2004 - Present
Wilmington Trust August 2004 - November 2008
KPMG LLP 2001 - 2004
Financeware 1999 - 2000
Mobius Group 1989 - 1993
Skills
Alternative Investments, Asset Management, Wealth Management, Hedge Funds, Investment Management, Investments, Entrepreneurship, Portfolio Management, Fixed Income, Analytics, Asset Allocation, Asset Managment, Investment Advisory, Mutual Funds, Series 7, Wealth Management..., Investment Strategies, Series 63, Equities, Strategic Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Master of Business Administration (MBA)
Choate Rosemary Hall 1976 — 1978
Vanderbilt University
Vanderbilt University
Vanderbilt University
Lou Hery Jr., CFP® CIMA®'s Wilmington Trust Investment Advisors Experience January 2009 - May 2012
Job Investment Sales Executive, External Wholesaler at Federated Investors, Pittsburgh, PA
Industry Financial Services
Experience
Federated Investors June 2012 - Present
Wilmington Trust Investment Advisors January 2009 - May 2012
John Hancock Funds October 2003 - December 2008
Bannockburn Capital June 1998 - August 2003
Skills
ETFs, Investment Advisory, Alternative Investments, Financial Advisory, Strategic Financial..., Series 65, Financial Markets, Securities, Investment Strategies, Asset Managment, Banking, Retirement Planning, Territory..., CIMA, Coaching, Series 63, Mutual Funds, Asset Management, Separately Managed..., Series 7, Asset Allocation, Relationship Management, Investment Management, Investment Products, Client Relationship..., Wholesaling, Salesforce.com, Certified Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
MSF, Financial Planning
Merrimack College 1994 — 1999
BS, Accounting, Finance
Federated Investors June 2012 - Present
Wilmington Trust Investment Advisors January 2009 - May 2012
John Hancock Funds October 2003 - December 2008
Bannockburn Capital June 1998 - August 2003
Skills
ETFs, Investment Advisory, Alternative Investments, Financial Advisory, Strategic Financial..., Series 65, Financial Markets, Securities, Investment Strategies, Asset Managment, Banking, Retirement Planning, Territory..., CIMA, Coaching, Series 63, Mutual Funds, Asset Management, Separately Managed..., Series 7, Asset Allocation, Relationship Management, Investment Management, Investment Products, Client Relationship..., Wholesaling, Salesforce.com, Certified Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
MSF, Financial Planning
Merrimack College 1994 — 1999
BS, Accounting, Finance
Van Nha Naglieri's Wilmington Trust Investment Advisors Experience June 1999 - Present
Job Securities Trader at Wilmington Trust Investment Advisors
Industry Investment Management
Experience
Wilmington Trust Investment Advisors June 1999 - Present
Education
University of Baltimore 1992 — 1994
BS, Finance
University of Maryland Baltimore County 1990 — 1992
Economics
Wilmington Trust Investment Advisors June 1999 - Present
Education
University of Baltimore 1992 — 1994
BS, Finance
University of Maryland Baltimore County 1990 — 1992
Economics
Brandon Alderson's Wilmington Trust Investment Advisors Experience October 2014 - Present
Job Research Analyst I, Assistant Vice President at Wilmington Trust Investment Advisors
Industry Financial Services
Experience
Wilmington Trust Investment Advisors October 2014 - Present
Legg Mason Investment Counsel December 2010 - October 2014
T. Rowe Price February 2010 - January 2011
Legg Mason June 2008 - February 2010
Itinere North America June 2007 - April 2008
Skills
Mutual Funds, Investments, Equities, Fixed Income
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics, Spanish
the Cervantes Institute
Diploma, Spanish as a foreign language
Wilmington Trust Investment Advisors October 2014 - Present
Legg Mason Investment Counsel December 2010 - October 2014
T. Rowe Price February 2010 - January 2011
Legg Mason June 2008 - February 2010
Itinere North America June 2007 - April 2008
Skills
Mutual Funds, Investments, Equities, Fixed Income
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics, Spanish
the Cervantes Institute
Diploma, Spanish as a foreign language
Randy Vogel, CFA's Wilmington Trust Investment Advisors Experience May 2008 - Present
Job Director of Taxable Credit Research, Senior Portfolio Manager at Wilmington Trust Investment Advisors
Industry Banking
Experience
Wilmington Trust Investment Advisors May 2008 - Present
PNC Advisors October 2006 - May 2008
Wilmington Trust January 1999 - October 2006
Education
Temple University 1996 — 1998
Master's degree, Business Finance
University of Delaware - Lerner College of Business and Economics 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Finance, General
Wilmington Trust Investment Advisors May 2008 - Present
PNC Advisors October 2006 - May 2008
Wilmington Trust January 1999 - October 2006
Education
Temple University 1996 — 1998
Master's degree, Business Finance
University of Delaware - Lerner College of Business and Economics 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Finance, General
Anne Kurtz, CFA's Wilmington Trust Investment Advisors Experience 2000 - Present
Job VP & Sr. Institutional Portfolio Manager
Industry Investment Management
Experience
Wilmington Trust Investment Advisors 2000 - Present
Constellation Energy; Baltimore Gas & Electric 1983 - 2000
Skills
Investments, Strategic Planning, Portfolio Management, Equities, Asset Management, Asset Allocation, FINRA, Financial Modeling, Fixed Income
Education
Loyola University Maryland
MBA, Finance
The Johns Hopkins University
Masters of Liberal Arts, History of Ideas
University of Maryland College Park
Bachelors of Science
Wilmington Trust Investment Advisors 2000 - Present
Constellation Energy; Baltimore Gas & Electric 1983 - 2000
Skills
Investments, Strategic Planning, Portfolio Management, Equities, Asset Management, Asset Allocation, FINRA, Financial Modeling, Fixed Income
Education
Loyola University Maryland
MBA, Finance
The Johns Hopkins University
Masters of Liberal Arts, History of Ideas
University of Maryland College Park
Bachelors of Science
Bonnie L. Stenson's Wilmington Trust Investment Advisors Experience 2011 - Present
Job Wilmington Trust Investment Advisors
Industry Investment Management
Experience
Wilmington Trust Investment Advisors 2011 - Present
self 1992 - 2011
Skills
Management Development
Education
Quinlan School of Business, Loyola University Chicago
MBA, Marketing
University of Illinois at Chicago
BA, English and Education
Wilmington Trust Investment Advisors 2011 - Present
self 1992 - 2011
Skills
Management Development
Education
Quinlan School of Business, Loyola University Chicago
MBA, Marketing
University of Illinois at Chicago
BA, English and Education
Joe Anello's Wilmington Trust Investment Advisors Experience 2009 - 2010
Job Institutional Sales at The Buckingham Research Group
Industry Investment Management
Experience
The Buckingham Research Group 2013 - Present
Merganser Capital Management, An Annaly Company 2011 - 2012
Wilmington Trust Investment Advisors 2009 - 2010
Smith Barney 2008 - 2008
Skills
Equities, Bloomberg, Equity Research, Asset Managment, Bloomberg Terminal, Fixed Income, Investment Strategies, Portfolio Management, Financial Analysis, Investments, Bonds, Valuation, Hedge Funds, Financial Modeling, Financial Markets, Mutual Funds, Asset Allocation, Capital Markets, Alternative Investments, Securities, Investment Management, Series 63, Asset Management
Education
University of Maryland College Park
Economics
American University of Rome
Xaverian Brothers High School
The Buckingham Research Group 2013 - Present
Merganser Capital Management, An Annaly Company 2011 - 2012
Wilmington Trust Investment Advisors 2009 - 2010
Smith Barney 2008 - 2008
Skills
Equities, Bloomberg, Equity Research, Asset Managment, Bloomberg Terminal, Fixed Income, Investment Strategies, Portfolio Management, Financial Analysis, Investments, Bonds, Valuation, Hedge Funds, Financial Modeling, Financial Markets, Mutual Funds, Asset Allocation, Capital Markets, Alternative Investments, Securities, Investment Management, Series 63, Asset Management
Education
University of Maryland College Park
Economics
American University of Rome
Xaverian Brothers High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY