WILMINGTON, Del., Jan. 14, 2022 /PRNewswire/ -- Wilmington
Trust today announced it has expanded its Delaware Wealth
Management team with the hiring of Senior Investment Advisor Albert
(A.J.) McCrery IV, and Senior Fiduciary Advisor Claire Schissler.
These hires are two of many that Wilmington Trust recently
announced across its business units. The firm has committed to
adding a significant number of new professionals, thereby
broadening its expertise, and will be doubling the number of its
client-facing colleagues over the next two years.
"Welcoming A.J. and Claire to the team contributes significantly
to the overall growth plan across our footprint," said Meg Rafalli, head of Family Wealth for
Wilmington Trust. "Both bring to the table the experience and
leadership that will benefit our clients as they navigate their
These hires highlight Wilmington Trust's continued momentum
across its regional business footprint and beyond, beginning with
the October 2020 expansion of an
enhanced, client-centric operating model throughout its Wealth
Management business, which has moved decision-making and resources
closer to clients and has driven growth through an increased focus
on the client and advisor.
The new hires will focus on the firm's comprehensive Wealth
Management services to high-net-worth individuals and families,
entrepreneurs, business owners, family offices, and foundations
& endowments. They will work closely with clients and their
advisors to develop financial, tax, and estate planning strategies
to meet their personal objectives.
Albert (A.J.) McCrery IV
McCrery is responsible for developing customized investment
portfolios for his clients based on their unique parameters for
risk, return, and liquidity, among other factors. He continually
monitors and, when appropriate, rebalances his clients' portfolios
in consideration of their asset allocation strategies and suggests
new investment opportunities suitable to their needs.
McCrery has nearly two decades of experience in the wealth
management industry, specializing in high-net-worth portfolio
management for business owners, executives, and multi-generational
families. He previously worked at Wilmington Trust from 2010–2016
before becoming a portfolio manager at Glenmede Trust in 2016. He
began his career in 2004 as an equity analyst and portfolio manager
at Knott Capital, which ran a large-cap equity strategy.
McCrery holds a bachelor's degree in history and economics from
Yale University. He is a CFA charter
holder and is a member of the CFA Society Philadelphia, as well as
the Estate Planning Council of Delaware.
Schissler is responsible for managing the ongoing fiduciary
needs of significant personal trust clients throughout the United States. She helps ensure that each
trust is administered in accordance with its specific provisions
and that the trust's terms are carried out with the utmost
Prior to joining Wilmington Trust, Schissler held various
leadership roles across the trust industry, including at Bank of
the West, City National Bank, and Wells Fargo. She has significant
expertise with high-net-worth and ultra-high-net-worth clients.
Schissler enjoys building strong client relationships as well as
mentoring junior administrators to help them advance in their
Schissler holds a JD from Santa Clara
University School of Law and a bachelor's degree in business
administration and management from San Jose
State University Lucas College and Graduate School of
Business. In addition to being licensed to practice law in
California, she has earned the
Certified Trust and Financial Advisor (CTFA) and Certified IRA
Services Professional (CISP) designations from the Institute of
Certified Bankers. She is an active member of the Estate Planning
Council of Northern New
ABOUT WILMINGTON TRUST
Wilmington Trust's Wealth Management offers a wide array of
personal trust, planning, fiduciary, asset management, private
banking, and family office services designed to help high-net-worth
individuals and families grow, preserve, and transfer wealth.
Wilmington Trust focuses on serving families with whom it can build
long-term relationships, many of which span multiple
Wilmington Trust also provides Corporate and Institutional
Services for clients around the world.
Wilmington Trust has clients in all 50 states and numerous
countries, with offices throughout the
United States and internationally in London, Dublin, Paris, and Frankfurt. For more information, visit
MEDIA CONTACT: Pat Fitzgibbons,
Senior Public Relations Manager, Wilmington Trust
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