Brad Weingart
Regional Managing Director at Wilmington Trust
- Role
- Regional Managing Director at Wilmington Trust
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Regional Managing Director
May 2016 — Present · Philadelphia, PA, US
In his role, Brad is responsible for developing and managing relationships with affluent clients, and addressing their planning, banking, lending, philanthropic and investment needs. Drawing from Wilmington Trust’s global resources, Brad works with an integrated team of specialists to provide his clients with advice on a full spectrum of wealth management topics. Whether an individual, family, business owner, or corporation, the team will develop customized strategies to help develop a strong sense of confidence, provide peace of mind, and protect our client\'s legacy.Brad graduated from the University of Maryland with a B.A. in Finance and earned his M.B.A. in Financial Management from Drexel University. He was inducted into the Beta Gamma Sigma Society, having achieved a 3.9 grade-point average.Brad lives in southern New Jersey with his wife and two children. He enjoys sporting activities and volunteering with local charities. Brad has served as a Trustee for the Jewish Community Foundation and is a current JCC Board Member in Margate, NJ.
Education
Drexel University - LeBow College of Business
MBA
University of Maryland - Robert H. Smith School of Business
BS
Skills
- Management
- Investments
- Finance
- Fixed Income
- Equities
- Private Equity
- Series 7
- Managerial Finance
- Valuation
- Capital Markets
- Asset Management
- Portfolio Management
- Wealth Management
- Executive Management
- Hedge Funds
- Banking
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