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.
In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, Mind the cracks.In Focus provides a look at the projected evolution and investment potential of the technology sector.Investment positioning and asset class positioning updates.Economic stumbles have been in some of the highest-level macro data, and 1Q U.S. growth decelerated to 2.3% annualized, after three straight quarters of roughly 3% growth.
In the April issue of our monthly flagship publication, we feature:On the Record’s “Withering Heights?” by Chief Investment Officer Tony Roth looks at the quarter just ended and those to come.In Focus’ “Tariffs, trade, and Trump” by Chief Economist Luke Tilley and Senior Investment Strategist Meghan Shue explores the recent tariffs, the likelihood of a trade war with China, and the potential implications for the U.S. and global economies..
In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, Between a rock and bull run, looks at the February stock market correction and beyond. In Focus discusses two different ways to go about investing cash, and why one approach may be preferable. Investment positioning, major themes, and asset class positioning updates. You don’t have to look at the calendar to know it isn’t 2017.
