Wilmington Trust has expanded its Boston wealth advisory office by hiring David Ely as senior portfolio manager and Steven Conway as senior private client fiduciary advisor.
Conway specializes in tax, wealth management, estate planning, financial, and fiduciary services for HNWIs and families, executives, and closely-held businesses.
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He will work alongside clients and their advisors to structure strategies to help meet their current financial needs and plan for longer term goals.
Prior to joining Wilmington Trust, Conway practiced law in Massachusetts at a trusts and estates practice group. He also worked as a tax consultant at a Big Four firm.
Ely will be responsible for developing customized investment portfolios for his clients based on their unique parameters for risk, return, liquidity, and other factors.
He will also monitor and periodically rebalance client portfolios to meet evolving needs and to take advantage of new investment opportunities.
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By GlobalDataEly joined Wilmington Trust from State Street Global Advisors, where he served as senior portfolio manager in the Investment Solutions Group. He was the investment team leader for the portfolio management team dedicated to the company’s Charitable Asset Management Group. Prior to this, he worked for Salomon Smith Barney’s Private Client Group.
