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Lisa Roberts

Lisa Roberts is currently the Head of Wealth Management at Wilmington Trust, a subsidiary of M&T Bank, a position she has held since October 2024. With over 30 years of experience in banking and wealth management, Roberts has previously held significant roles at Union Bank, Citi Private Bank, Bank of America, and Wells Fargo Private Bank. In her current role, she is responsible for setting the strategic direction for Wilmington Trust's Wealth operations, which cater to high- and ultra-high-net-worth individuals and institutions. She is based in New York City and is also part of M&T Bank's Enterprise Leadership Team.1

Roberts holds an MBA from Capital University and has expressed enthusiasm about leading Wilmington Trust's Wealth business, emphasizing the firm's reputation for high-touch client experiences.1

Highlights

Nov 5 · cayugahealth.org
Lisa Roberts, FNP-BC - Cayuga Health
Oct 31 · stocktitan.net
Wilmington Trust Names Lisa Roberts Head of Wealth Management

Related Questions

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Lisa Roberts
Lisa Roberts, photo 1
Lisa Roberts, photo 2
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Location

London, United Kingdom