Wilmington Trust, a leader in wealth management and corporate and institutional services, announces that Robert S. Bridges, Jr. has been promoted to managing director and senior investment advisor, responsible for managing a team of investment specialists in our Florida region with experience in strategic asset allocation and portfolio management. He will work with high-net-worth clients developing customized investment portfolios based on their unique parameters for risk, return, liquidity, and other factors. Robert will continually monitor and, when appropriate, rebalance his clients’ portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.
“We are excited to bring Robert’s expertise and leadership to our team in Florida,” says Ted Brown, regional president for Wilmington Trust’s Florida region. “His experience in managing client portfolios, asset allocation, and leading a team of advisors will expand the reach of our Florida team.”
Robert has nearly three decades of experience working with asset management clients. Previously, he was a senior investment advisor in 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 at Fiduciary Trust International serving individual high-net-worth, endowment, and foundation clients. Earlier in his career, he served as a portfolio manager for high-net-worth clients at U.S. Trust and The Bank of New York.
Robert holds a bachelor’s degree in economics from Kenyon College and is a CFA® Charterholder. He is a member of the New York Society of Security Analysts and serves 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 array of personal trust, planning, fiduciary, asset management, private banking, and family office services designed to help high-net-worth individuals and families grow, preserve, and transfer wealth. Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span multiple generations.
Wilmington Trust also provides Corporate and Institutional Services for clients around the world.
Wilmington Trust has clients in all 50 states and numerous countries, with offices throughout the United States and internationally in London, Dublin, Paris, and Frankfurt. For more information, visit www.wilmingtontrust.com.
