Wilmington Trust has appointed Carl Robinson as the senior private client advisor in its wealth advisory team in Boston.
Robinson will be responsible for offering comprehensive wealth management advice to high-net-worth individuals, families, entrepreneurs, business owners, foundations and endowments across the New England region.
Robinson has an experience of about 20 years in the financial services sector, most recently at Independent Portfolio Consultants. He began his financial career in the role of a sales and marketing consultant for 401(k) plans, custody banks, and investment managers at Chatham Partners.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Previously, he held business consulting and sales management roles at Ross, Sinclaire and Associates, and Curian Capital, and FundQuest.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
