Sharon Klein
EVP, President - Family Wealth, Eastern U.S. Region at Wilmington Trust | New York, New York, United States
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Sharon L. Klein serves as the Executive Vice President and President of Family Wealth for the Eastern U.S. Region at Wilmington Trust, N.A., where she plays a pivotal role in shaping the wealth management landscape for high-net-worth individuals and families. With a robust background in estate planning, trusts, tax strategies, and investments, Sharon leads a dedicated team of professionals committed to delivering comprehensive Wealth Advisory Services. Her expertise encompasses a wide array of offerings, including family governance and education, family office services, and private banking solutions, all tailored to meet the unique needs of affluent clients.
Under Sharon's leadership, Wilmington Trust has launched several key initiatives aimed at enhancing client engagement and delivering personalized wealth management strategies. One notable project includes the development of an innovative family governance framework that empowers clients to navigate complex family dynamics while preserving wealth across generations. Additionally, Sharon is instrumental in integrating advanced technology into the firm’s investment management processes, ensuring that clients benefit from data-driven insights and tailored investment strategies.
Sharon's commitment to excellence in wealth management is further reflected in her advocacy for financial literacy and education among clients. She frequently conducts workshops and seminars that equip families with the knowledge necessary to make informed financial decisions. Her ability to blend technical expertise with a deep understanding of family dynamics positions her as a trusted advisor in the industry. As a thought leader in family wealth management, Sharon Klein continues to drive Wilmington Trust’s mission of providing exceptional service and innovative solutions to its clientele, solidifying her reputation as a key figure in the financial services sector.
EVP, President - Family Wealth, Eastern U.S. Region at Wilmington Trust in September 2018 to Present
President, Tri State Region at Wilmington Trust in April 2013 to September 2018
Managing Director & Head of Wealth Advisory, Lazard Wealth Management at Lazard in October 2009 to March 2013
Director of Estate Advisement & Trust Counsel at Fiduciary Trust Company International in January 2002 to September 2009
Special Counsel, Trusts & Estates Department, Rosenman & Colin at Katten Muchin Rosenman LLP in April 1990 to December 2001
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Estate Planning
Trusts
Tax
Investments
Wealth Management
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Discover more about Wilmington TrustWhat is Sharon Klein email address?
Email Sharon Klein at [email protected] and [email protected]. This email is the most updated Sharon Klein email found in 2026.
What is Sharon Klein phone number?
Sharon Klein phone number is +19175687073.
How to contact Sharon Klein?
To contact Sharon Klein send an email to [email protected] or [email protected]. If you want to call Sharon Klein try calling on +19175687073. (updated on October 29, 2024)
What company does Sharon Klein work for?
Sharon Klein works for Wilmington Trust
What is Sharon Klein's role at Wilmington Trust?
Sharon Klein is EVP, President - Family Wealth, Eastern U.S. Region
What industry does Sharon Klein work in?
Sharon Klein works in the Non-Profit Organizations industry.
Sharon Klein Email Addresses
Sharon Klein Phone Numbers
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