Wilmington Trust's Klein to receive honor from UJA-Federation of New York
Sharon Klein of Wilmington Trust is slated for honors at the UJA-Federation of New York’s upcoming annual trusts and estates event in New York City on June 7 to mark her professional and charitable accomplishments.
Klein serves as president of Wilmington Trust’s Tri-State Region, encompassing greater New York, Connecticut and northern New Jersey. She manages area wealth management service teams providing planning, investment, family, education and private banking services.
“We’re proud to recognize Sharon’s outstanding contributions to the Trusts & Estates community and to support UJA-Federation’s commitment to helping those in need,” Christopher Mone, president of U.S. Markets for Wilmington Trust’s Wealth Advisory division, said. “Sharon’s recognition underscores Wilmington Trust’s fiduciary and planning expertise, and giving back to our community is a fundamental principle of ours and our parent company, M&T Bank.”
With two bachelor’s degrees from Australia’s University of New South Wales plus a law degree from the University of California at Berkeley, Klein has built an eminent professional profile. She holds several chairmanships and industry association memberships and is often featured in the media.
Prior to joining Wilmington Trust, Klein acquired years of management expertise at Lazard Wealth Management, Fiduciary Trust Company International and Rosenman & Colin. She lives in New York City.