Wilmington Trust has expanded its wealth advisory team in Delaware by hiring Sandra Massa as a senior private banker, Suan Tan as a fiduciary advisor, and Stephen Crifasi as a private client advisor.
Crifasi in his new role will offer wealth management advice to high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments.
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He was previously a private client advisor in the company’s Family Wealth unit. Before joining Wilmington Trust in 2009, he was a research analyst at Penn Square Capital.
Massa, as a senior private banker, will work with high-net-worth individuals and provide strategic advice, personalized service, and access to a complete range of banking and custom credit solutions offered by M&T Bank.
She will also coordinate a wide range of expanded services through the local Wealth Advisory team, including investment management, planning, trust, family governance, and family office services.
Massa is joining Wilmington Trust from PNC Bank, where she was vice president of Commercial Banking. She previously worked as vice president of commercial banking at Mercantile Bankshares, and as vice president of business banking at PNC Bank.
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By GlobalDataTan will be responsible to manage the ongoing fiduciary needs of personal trust clients in the Mid-Atlantic region, as well as nationally.
He will work to confirm that each trust is administered in strict accordance with its specific provisions, and trusts’ terms are carried out with the highest fiduciary oversight, the company’s press statement added.
Tan previously worked at affiliate M&T Bank as a trust marketing officer. Prior to that, he was a trust associate at Morgan Stanley Smith Barney, and was a trust assistant at Citi Trust.
Tony Lunger, managing director for the Delaware market, said: "We’re pleased to have Sandra, Stephen, and Suan as part of our Wealth Advisory team in Delaware. Combined with the talent of the rest of our Delaware wealth management team, we can assist clients to help bring clarity to the most complex financial situations."
