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.
January 29, 2021—Over the course of the past week, equity market volatility has spiked based on several concerns, including:Budding asset bubbles in select pockets of the market, particularly lower-quality stocks subject to elevated short interestDelayed or diminished government stimulusPossib…
In the January issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he details the path forward amid the arrival of effective vaccines and a new administration with a unified government under Democrat control. He provides an overview of three key investment domains and details the importance of having a proper investment plan to help investors emerge unscathed on the other side.
On Tuesday, December 15, Chief Scientist at Dolby Laboratories Dr. Poppy Crum joined Chief Investment Officer Tony Roth and Head of Equity Research Andrew Hopkins, CFA, to discuss technology’s role post COVID. Watch as they delve into the implications for the human experience and your portfolio.Please see important disclosures at the end of the webinar.
December 14—Harvard Law Professor Robert Sitkoff joins Chief Investment Officer Tony Roth to discuss ESG (environmental, social, governance) investing principles and how fiduciaries may incorporate them into portfolios, while Head of Sustainable Investing Steve Norcini weighs in with his views on stakeholder capitalism and how ESG can help companies achieve long term sustainability.Robert Sitkoff, John L.
November 30—How has the pandemic impacted inflation rates and our inflation forecast as we inch closer to a post-COVID environment? Tony is joined by Wilmington Trust Investment Advisors Chief Economist Luke Tilley for a discussion about the importance of inflation as an economic and market indicator.Please listen to important disclosures at the end of the podcast.Paragon is a portfolio analysis, risk assessment, and goal optimization tool.
