Wilmington Trust Expands Wealth Advisory Services for New Jersey

Wilmington Trust Expands Wealth Advisory Services for New Jersey Market
Investment Management Veteran Fernando Garip Picked to Lead Team
SADDLE BROOK, N.J., Feb. 25, 2014 – Wilmington Trust is announcing a significant expansion of its
Wealth Advisory team in the New Jersey market. The eight-person team is comprised of wealth and
investment management professionals, and is headed by Fernando Garip, an investment veteran in the
New York metropolitan area.
While Wilmington Trust has provided wealth management services to high-net-worth individuals and
families in New Jersey for decades, this expansion will enable Wilmington Trust to deliver
comprehensive wealth and investment services more effectively to New Jersey clients. Wilmington Trust
has been headquartered in nearby Wilmington, Del. since its founding in 1903 by T. Coleman DuPont.
Today, Wilmington Trust is one of the nation’s premier wealth management firms.
“This expansion into the New Jersey market is a logical step for Wilmington Trust as the demand for our
wealth management services continues to grow in New Jersey, as well as in bordering states of New
York, Pennsylvania, and Delaware,” said Mark Graham, Wilmington Trust executive vice president of
Wealth Advisory. “Fernando has put together a terrific team of wealth and investment experts. We are
pleased to offer such a strong team to our New Jersey clients.”
The New Jersey team is split between offices in Saddle Brook and Princeton. In addition to Garip, the
other team members in the Saddle Brook office are:
• John Trobiano, private banker
• Julie Burmeister, assistant private banker
• Michael Huxley, senior private client advisor
• Susan Mistretta, relationship manager
Located in the Princeton office are:
• Timothy Wade, senior investment advisor
• Robert Brown, senior private client advisor
• Robert Gelsi, senior private client advisor
The Saddle Brook office is located at 250 Pehle Avenue. The address of the Princeton office is 902
Carnegie Center, Suite 460.
Fernando Garip
Garip is president of the New Jersey market for Wilmington Trust, and has more than 30 years of
experience in asset and wealth management. Before joining Wilmington Trust, Garip was regional
director for TD Wealth, based in the New York metropolitan market, where he managed portfolio
managers from New York to Florida. Previously, he was chief investment officer and director for
Commerce Asset Management, and held senior positions at other New Jersey banking institutions over
the course of his career.
Garip earned a bachelor’s degree from Villanova University, and graduated from the Executive
Management Program at the Kennedy School of Government at Harvard. In the community, he serves as
Planning Board chair for Hackensack, N.J., and as Planning Board member for Bergen County, N.J. He is
past president of Gilda’s Club Northern New Jersey, and past president of the Red Cross of Bergen
County, N.J. Garip can be reached at (201)368-4545.
Tim Wade
Wade has more than 25 years’ experience in the financial industry. Before joining the Wilmington Trust
team, he was a portfolio manager for TD Wealth Management since 2003. He held previous positions at
Pitcairn Financial, as an investment manager, and at BNY Mellon and CoreStates Bank.
Wade graduated from Villanova University with a bachelor’s degree. He can be contacted at (609)5244478.
John Trobiano
Trobiano comes to Wilmington Trust from TD Bank, where he was senior vice president. Previously he
was a senior vice president with Independence Community Bank. Earlier in his career, Trobiano worked
for Summit Bank and Midlantic National Bank.
Trobiano received his bachelor’s degree in accounting from Rutgers University. He currently serves as
treasurer of the Bergen County Bar Association, and is a board member of the Bergen Community
College Foundation and serves on the NJ District IIB Legal Ethics Committee. Trobiano can be reached at
(201)580-4636.
Julie Burmeister
Burmeister has worked in the financial field for more than 25 years. Prior to joining Wilmington Trust,
she was employed by TD Bank as a client associate for six years. Before that, she worked for Sovereign
Bank and Summit Bank.
She is a graduate of Fairleigh Dickinson University’s Paralegal Studies Certificate Program. Burmeister
can be reached at (201)580-4663.
Michael Huxley
Huxley comes to Wilmington Trust from TD Bank, where he was a portfolio manager since 2001. He
previously worked for Summit Bank as a trader from 1996-2001.
Huxley received a bachelor’s degree from Rider University. He can be contacted at (201)580-4654.
Susan Mistretta
For more than 30 years, Mistretta has worked in various investment management and sales positions.
She joins Wilmington Trust from TD Bank, where she was a financial analyst since 2004. She started her
career at United Jersey Bank.
Mistretta earned a bachelor’s degree at the University of North Carolina. Her office number is (201)3684533.
Robert Brown
Brown joined Wilmington Trust in 2008, based in their Princeton office. He has more than two decades
of financial services experience. Previously, he was senior vice president at Bank of America. Brown
started his career in commercial credit at First Fidelity Bank.
A graduate of Seton Hall, Brown holds a MBA with a concentration in finance, and a bachelor’s degree in
accounting. His office number is (609)524-4468.
Robert Gelsi
Gelsi joined Wilmington Trust in 2006, based in their Princeton office. Before joining the company, he
was senior trust advisor at Wachovia. He has more than 20 years of experience in financial services,
specializing in tax and estate planning, business succession, and investment services.
Gelsi earned a master’s degree in psychology from the State University of New York at Oswego, and a
bachelor’s degree in economics from Boston College. He can be reached at (609)365-9072.
ABOUT WILMINGTON TRUST
Wilmington Trust’s Wealth Advisory offers a wide array of personal trust, financial planning, fiduciary,
asset management, and family office services designed to assist high-net-worth clients to grow,
preserve, and transfer wealth. The firm maintains offices throughout the United States and focuses on
serving families with whom it can build long-term relationships, many of which span multiple
generations.
For families with more complex, multi-disciplinary financial challenges, Wilmington Family Office offers
full-service capabilities designed to help clients actively preserve and organize wealth, and provide
family continuity. Family wealth services are integrated with a client’s overall wealth management
strategies to help the preservation of a family’s lifestyle and continuation of legacy.
Wilmington Trust also provides Institutional Client Services for clients throughout the world.
Wilmington Trust has offices throughout the United States and internationally in London, Luxembourg,
Frankfurt, Dublin, Amsterdam, Cayman Islands, and Channel Islands. Wilmington Trust is an M&T
company. For more information, visit www.WilmingtonTrust.com.
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MEDIA CONTACT: Kent Wissinger, Wilmington Trust PR Manager (302)651-8758
EDITOR’S NOTE: High-resolution headshots of the employees are available by contacting Kent Wissinger.
Wilmington Trust is a registered service mark of Wilmington Trust Corporation, a wholly owned subsidiary of M&T Bank Corporation.
Investment services, wealth advisory, and corporate and institutional products and services are offered by Wilmington Trust Company,
operated in Delaware only, and Wilmington Trust, N.A. International corporate and institutional services are offered through our international
affiliates.