Wilmington Trust Announces Promotion of Robert S. Bridges, Jr. to Managing Director and Senior Investment Advisor serving the Florida region
PALM BEACH, Florida, May 20, 2021 / PRNewswire / – Wilmington Trust, a leading wealth management, corporate and institutional services provider, announces that Robert S. Bridges, Jr. was promoted to Managing Director and Senior Investment Advisor, responsible for managing a team of investment specialists within our Florida region with experience in strategic asset allocation and portfolio management. He will work with high net worth clients to develop personalized investment portfolios based on their unique parameters of risk, return, liquidity and other factors. Robert will continuously monitor and, where appropriate, rebalance his clients’ portfolios in accordance with their asset allocation strategies and take advantage of new investment opportunities tailored to their needs.
“We are delighted to bring Robert’s expertise and leadership to our team in Florida, “said Ted brown, Regional President of Wilmington Trust’s Florida Region. “His experience in managing client portfolios, asset allocation and leading a team of advisors will broaden the scope of our Florida team.”
Robert has nearly three decades of experience working with clients in asset management. Previously he was Senior Investment Advisor at Wilmington Trust’s New York City Office. Prior to joining Wilmington Trust, Robert was a Senior Portfolio Manager and member of the Investment Policy Committee of Fiduciary Trust International serving high net worth individual clients, endowments and foundations. Earlier in his career, he was a portfolio manager for high net worth clients at US Trust and The Bank of new York.
Robert holds a bachelor’s degree in economics from Kenyon College and is a CFA® Holder of the charter. He is a member of the New York Society of Security Analysts and sits on the Board of Directors and Investment Committee of the Federation of Protestant Welfare Agencies.
ABOUT WILMINGTON TRUST
Wilmington Trust’s Wealth management offers a wide range of personal trust, planning, fiduciary, asset management, private banking and family office services designed to help high net worth individuals and families develop, preserve and transfer their wealth. Wilmington Trust is focused on serving families with whom it can build long-term relationships, many of which span generations.
Wilmington Trust also provides Corporate and institutional services for customers all over the world.
Wilmington Trust has clients in all 50 states and many countries, with offices all over the place United States and internationally in London, Dublin, Paris, and Frankfurt. For more information visit www.wilmingtontrust.com.
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MEDIA CONTACT: Maya dillon, Communications Officer, Wilmington Trust, (212) 415-0557, [email protected].
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SOURCE Wilmington Trust