Wilmington Trust has named Sharon Klein as its new president for the New York Metropolitan Region.
Klein will be based in New York and will be responsible for managing the region’s all wealth advisory services for individuals, families, and foundations.
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Klein, who has over 20 years of experience in the wealth management industry, joined Wilmington Trust in 2013 as managing director of family office services and wealth strategies for the New York Metropolitan Region.
Prior to that, she served as a managing director and head of wealth advisory services at Lazard Wealth Management.
Previously, Klein also led the estate advisement department at Fiduciary Trust Company International, and served as special counsel in the trusts and estates department at Rosenman & Colin.
Wilmington Trust senior vice president and co-manager of wealth advisory business Larry Gore said: "Sharon’s leadership in the wealth management industry extends to her work with organizations like the ABA, New York Bar Association, New York Bankers Association, and others. She is also an authority on trust and estate issues within our industry and in the press. We and our clients are fortunate to benefit from Sharon’s leadership and expertise."
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