Tony Roth is Chief Investment Officer for Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank Corporation. Tony plays a key role in developing and delivering investment services for our wealth, institutional, and brokerage clients. He provides strategic direction for the firm’s asset management investment activities including asset allocation, manager research, and portfolio construction. Tony leads the firm’s Investment Committee.
Tony joined Wilmington Trust in 2014 with extensive experience in wealth management and investment advisory. Prior to joining Wilmington Trust, Tony was Chief Investment Officer (CIO) for Aquitaine Management in New York. Before that, he worked for UBS Wealth Management Americas as CIO, where he founded the Ultra High-Net-Worth Chief Investment Office. Earlier in his career, he was founder and co-head of the Advisory Services Division at Bear, Stearns & Co. Inc., served as director of the Family Wealth Group at Sanford C. Bernstein & Co., and was a tax attorney at Cleary Gottlieb in New York.
Tony earned his law degree from Harvard Law School. He holds a master’s degree in French and International Tax Law from Université Panthéon Sorbonne, and graduated magna cum laude from Brown University with a degree in Philosophy.
July 8, 2021—There has been a very clear shift in investor sentiment in the past few weeks, manifested most clearly by an acute drop in long-term interest rates and a flattening of the yield curve, both in the U.S. and globally. What is much less clear is what is causing this shift that, until recently, has left equities unscathed but may now be broadening to look more like a classic risk-off market.
July 7—For many, COVID-19 has meant the home front has been doubling as the workplace, creating growing pains and the need for more space. At the same time, Millennials have been getting the itch to become homeowners. These forces have resulted in a massive migration from big cities to the suburbs and smaller cities.
In the July/August issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he provides investors with an opportunity to take stock of their portfolios by assessing the economic environment, evaluating what has worked to date, and crafting a plan for the second half of the year.
June 23—Just a few years ago, the U.S. was moving at a snail’s pace relative to Europe when it came to prioritizing the climate crisis. Today, we see fervent interest from policy and industrial standpoints, as well as mainstream society—while catastrophic weather events continue to exact heavy financial tolls.
June 9—The economy is still rising after a COVID-induced hibernation, further bolstered by easy monetary policy and vaccinations, while pent-up demand and stimulus are being deployed, brightening the outlook for corporate earnings—but for how long? How much has the recovery been priced into stocks? Chief Investment Officer Tony Roth welcomes the insights of seasoned stock pro Lori Calvasina, head of U.S.
