We are delighted to welcome Roberta Ruddy, Senior Wealth Advisor at Wilmington Trust as our newest executive member.
Roberta is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners and endowments throughout Western United States. She works closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives. Roberta ensures that clients receive an appropriate blend of services based on their unique needs, including investment management, planning, trust and family office services.
Prior to joining Wilmington Trust, Roberta held several senior roles in private banking as a fiduciary specialist and relationship manager for U.S. and non-U.S. clients and their families, and began her career as an attorney in New York.
Roberta is a current member of Scripps Hospital community advisory committee in Encinitas, California as well as a former acting president for the CAC. She was a former chair of STEP SD and continues her STEP involvement as a current board member. Robert is fluent in Spanish and also has competency in other Romance languages.
Roberta can be reached at rruddy@wilmingtontrust.com.
Please join us in giving Roberta a warm welcome to our growing cross-border community.