Lisa Roberts

What changed

Wilmington Trust elevated Lisa Roberts as head of wealth management in late 2024 as it expanded its high-net-worth and ultra-high-net-worth client base.

Reported / discovered

Oct 2, 2026

Effective

Not reported

New role

Head of Wealth Management, Wilmington Trust

Previous role

Not reported

Market

Not reported

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.