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Wilmington Trust appoints Chief Wealth Strategist

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Wilmington Trust announced has appointed Alvina Lo as Chief Wealth Strategist.

Lo will oversee the wealth planning, strategic advice and thought leadership services for Wilmington Trust’s fast-growing Wealth Advisory division. She will be responsible for managing a national team of strategists, financial planners and thought leaders who advise high-net-worth individuals and families, business owners and entrepreneurs, and foundations and endowments.
 
A seasoned wealth management executive, Lo has more than a decade of experience in the financial services industry. Before joining Wilmington Trust, she served as the director and senior wealth planner for Citi Private Bank. Previously, she was a director at Credit Suisse and, earlier in her career, practiced law at Milbank Tweed Hadley & McCloy, LLP in the Trust & Estates Group.
 
“Alvina has a tremendous depth of experience in wealth management and her addition underscores our focus on building on our capabilities and providing our clients with the tools, expertise and guidance they need to achieve their goals,” says Don DiCarlo, Chief Fiduciary Officer, Wilmington Trust. “She has a great understanding of the unique challenges and strategic opportunities that high-net-worth clients face and a proven track record of delivering excellence.”
 
Lo holds a Juris Doctorate from the University of Pennsylvania, a bachelor’s degree from the University of Virginia and a Professional Tax Certificate in Estate Planning from New York University School of Law. She is also a published author on estate planning matters and has lectured at the American Bar Association, New York City Bar and the Barron’s Top Women Advisors Summit.

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