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.
March 10 — Over 400 companies went public in 2020, an all-time record, and the traditional IPO route is fading as the increasingly popular SPACs (special purpose acquisition companies) take center stage, offering investors and businesses the potential opportunity to more quickly access a pile of capital in the hope of becoming the next Amazon.
In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses how despite the impaired labor market, the spike in interest rates, consumers’ record savings levels, we are marching toward an economic inflection point of historic scale. He also details a potential buying opportunity over the short term and explains our rationale for our portfolio changes.
February 17, 2021—Bitcoin bulls gained another dose of credibility with the recent announcement that Tesla had bought $1.5 billion worth of bitcoin and would start accepting payments for its products in bitcoin.1 Just a few days later, BNY Mellon announced it would hold, transfer, and issue cryptocurrencies on behalf of asset management clients.
