Klein promoted at Wilmington Trust
Sharon Klein has been named to the newly created position of Eastern Region president for family wealth at Wilmington Trust.
In the new role, Klein will be responsible for leading the expansion of the family wealth business in the Eastern U.S., collaborating with Wilmington Trust and M&T Bank colleagues to serve high-net-worth clients. She will be based in the company’s New York City office.
This new role is part of Wilmington’s broader national growth strategy, which included the hire of a new leader for the firm’s West Coast Family Wealth business last year.
Klein has more than two decades of experience in the wealth management industry. Prior to joining Wilmington Trust, she was managing director and head of Wealth Advisory for Lazard Wealth Management.
She is recognized industry-wide as a speaker and author, and is frequently featured or quoted in The New York Times, The Wall Street Journal, New York Law Journal and other publications.
Klein is a Fellow of the American College of Trust and Estate Counsel and a member of New York Bankers Association Trust & Investment Division Executive Committee; the Rockefeller University Committee on Trust and Estate Gift Plans; the Professional Advisory Council of the Anti-Defamation League; the Estates, Gifts and Trusts advisory board for the Bureau of National Affairs; and the Thomson Reuters Trusts & Estates Advisory Board. She is a past chair of the New York City Bar Association’s Trusts, Estates and Surrogate’s Court Committee; a past chair of the New York State Bar Association’s Trusts and Estates Law Section Taxation Committee; and a member of the New York City Bar Association’s Matrimonial Committee.
In June, Klein was honored by the UJA-Federation of New York Lawyers Division for her contributions to the community and the Trusts and Estates profession. She earned a Master of Laws from Boalt Hall School of Law at the University of California, Berkeley, and received a Bachelor of Arts and a Bachelor of Laws from the University of New South Wales, Australia.
Wilmington Trust provides various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other services. The firm manages relationships with and develops customized strategies for their clients.
Wilmington Trust has New Jersey offices in Cherry Hill, Princeton and Paramus.