Key Takeaways
- • M&T Bank Corp. (MTB) and Wilmington Trust named Brian Green Chief Investment Officer effective October 26, 2026, per a PRNewswire release.
- • Green will lead the Asset Management team of economists, strategists, researchers and portfolio managers serving both Wealth and Institutional clients, and will set investment philosophy.
- • Green succeeds Tony Roth, who retires at the end of 2026, and reports to Lisa Roberts, Head of Wealth Management at Wilmington Trust.
- • Green brings more than 30 years of experience, most recently as Chief Investment Officer of Private Wealth at Glenmede Trust Co., with earlier roles at BNY Mellon and JPMorgan Chase.
Summary
Green succeeds Tony Roth, who will retire at the end of this year. He will report to Lisa Roberts, Head of Wealth Management at Wilmington Trust. Roberts said clients are navigating increasingly complex investment needs and that Green has extensive experience developing tailored investment solutions for both individual and institutional clients.
Green has more than 30 years of experience across investment management and private wealth. Most recently he was Chief Investment Officer of Private Wealth at Glenmede Trust Co., where he was responsible for investment policy, asset allocation and portfolio construction. Earlier in his career he held investment roles at BNY Mellon and JPMorgan Chase, where he managed equity and multi-asset strategies and advised complex client relationships. He holds MBA degrees from Columbia Business School and London Business School, bachelor's degrees in Accounting and Finance from the University of Arkansas, and is a CFA Charterholder.
In his statement, Green described the team's reputation as built on the quality of its judgment, the rigor of its investment thesis and the consistency of its client service. Wilmington Trust is the wealth management and investment services arm of M&T Bank Corporation.
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