Wilmington Trust Company Investment Team
Tony Roth, Wilmington Trust Company's Chief Investment Officer, will be joined by Luke Tilly, Chief Economist, and Meghan Shue, Head of Investment Strategy and Portfolio Construction, during his presentation at the Newport Global Summit.
Tony Roth
Chief Investment Officer
Tony Roth is chief investment officer for Wilmington Trust Investment Advisors, Inc., the investment advisory arm of Wilmington Trust and M&T Bank. Tony plays a key role in developing and delivering investment services for our wealth, institutional, and brokerage clients. He provides strategic direction for the firm’s asset management investment activities including asset allocation, manager research, and portfolio construction. Tony leads the firm’s Investment Committee. Tony joined Wilmington Trust in 2014 with extensive experience in wealth management and investment advisory.
Before joining Wilmington Trust, he was chief investment officer (CIO) for Aquitaine Management in New York. Before that, he worked for UBS Wealth Management Americas as CIO, where he founded the Ultra High Net Worth Chief Investment Office. Earlier in his career, he was founder and co-head of the Advisory Services Division at Bear, Stearns & Co. Inc., served as director of the Family Wealth Group at Sanford C. Bernstein & Co., and was a tax attorney at Cleary Gottlieb in New York. Tony earned his law degree from Harvard Law School. He holds master’s degrees in French and international tax law from Université Panthéon Sorbonne and graduated magna cum laude from Brown University with a degree in Philosophy.
Meghan Shue
Head of Investment Strategy and Portfolio Construction
Meghan is responsible for helping manage the end-to-end asset allocation process, developing market research, and communicating the investment team’s market outlook and positioning to clients and prospective clients. She is a member of the Investment Committee, which is responsible for deriving the firm’s strategic and tactical asset allocation positioning. Meghan also oversees the firm’s portfolio construction process—including the implementation of asset class views through a variety of proprietary, non-proprietary, passive, active, and factor-based solutions—and chairs the Portfolio Management Committee.
Before joining Wilmington Trust, Meghan was an investment strategist at Bessemer Trust, where she helped manage the asset allocation decision and implementation process, performed asset allocation and market research, and published pertinent thought leadership. She holds an MBA with a concentration in finance from the University of Miami, where she was valedictorian of her graduating class. She also holds a bachelor’s degree in engineering, with a concentration in operations research and financial engineering, from Princeton University.
Meghan is a regular CNBC contributor and is frequently quoted in financial media communicating the firm’s economic and market views. She was also named to the American Banker’s Most Powerful Women In Banking: Next 2022 list.*
Luke Tilly
Chief Economist
Luke is Chief Economist and Head of Economics, Asset Allocation & Quantitative Services for Wilmington Trust Investment Advisors (WTIA), a part of the M&T Bank family. Luke is also a member of WTIA’s Investment Committee. Prior to joining Wilmington Trust in 2015, Luke was an officer and economic advisor with the Federal Reserve Bank of Philadelphia. Earlier in his career, Luke worked as a senior economist at IHS Global Insight (now IHS Markit) and as an economist for the U.S. Department of Housing and Urban Development. Luke holds a Ph.D. in economics from Temple University and a bachelor’s degree in economics and history from James Madison University. He is the current president of the American Bankers Association’s Economic Advisory Council; a former president of the Philadelphia Council for Business Economics, a chapter of the National Association for Business Economics; and a former adjunct faculty member at Temple University.