Anthony “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.
February 6, 2018 — The recent gyrations in equity markets are generating lots of headlines and questions, and for good reason. Sharp market movements are always noteworthy, and when they are to the downside they can be scary. The 1,175 point decline in the Dow Jones Industrial Average (Dow) on Monday, February 5, was reported
In the February issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, All aboard the global economic growth train. In Focus uses a quiz format for readers to see how much they know about the top 10 tax reform takeaways. Investment positioning, major themes, and asset class positioning updates.
Our 2018 forecast for markets, economies, and portfolios. The U.S. economy — late-cycle emergence Inflation and growth — global-U.S. divergence Valuations, yields, and volatility — alternative resurgence Signs points to the U.S. economy being near or in a late (or pre-recession) stage, yet stock market valuations are elevated and inflation is inexplicably soft. Our investment
