Wilmington Trust, one of the nation’s leading wealth management
companies, announced today the addition of D. Jack Sawyer Jr., Michael
A. Mohr, CFA®, and Todd A. Tautfest to fill senior roles in the
company’s Wealth Advisory Services (WAS) business in the Southeast
region.
Mr. Sawyer has been named managing director and president of the
Southeast region for Wilmington Trust FSB. In this role, he will lead
the company’s wealth management business in the region, overseeing the
delivery of Wilmington Trust’s comprehensive services for high-net-worth
individuals and families. These services comprise investment management
advice and services, personal trust and fiduciary services, and family
office services. Investment services are also provided for endowments
and foundations. In addition to Mr. Sawyer, Wilmington Trust FSB has
hired Mr. Mohr, managing director and head of investment advisory
activities for the Southeast region, and Mr. Tautfest, managing director
and head of business development in the region. All three join the
company from the Atlanta office of a major financial services firm.
"In Jack, Michael, and Todd, we have added a pre-eminent group of wealth
advisors to our strong team in the region,” said Mark A. Graham,
executive vice president of Wilmington Trust and head of WAS. "Their
experience, leadership, and talent will be major assets for our clients
and their professional advisors as we work to help protect and grow our
clients’ wealth.”
Earlier in his career, Mr. Sawyer was a founding principal of The Arden
Group, Atlanta’s first private fiduciary firm. He received his Juris
Doctor (JD) degree from Mercer University and a Bachelor’s degree from
the University of Georgia. Mr. Sawyer is active in many community
organizations and currently serves as a member of the board of trustees
of the Georgia Museum of Art, the High Museum of Art, Highlands-Cashiers
Hospital Foundation, Children’s Healthcare of Atlanta at Hughes
Spalding, Open Hand, an Atlanta organization providing home-delivered
meals and nutrition education for people suffering chronic disease,
Savannah College of Art and Design, and Zoo Atlanta. He is also a member
of the Advisory Circle for the Cobb Energy Performing Arts Centre, the
Shepherd Center Auxiliary Board, the Atlanta History Center’s Civil War
to Civil Rights steering committee, and the Woodruff Arts Center’s
annual corporate campaign foundations committee.
Mr. Mohr was a founding principal of The Arden Group and a portfolio
manager with SunTrust Bank. Mr. Mohr received his MBA from Georgia State
University and holds a Bachelor’s degree from Furman University. He is a
graduate of the National Trust School at Northwestern University. Mr.
Mohr is a Chartered Financial Analyst (CFA®) and a member of the CFA®
Institute, and the CFA Society of Atlanta. He is a member of the finance
council and the investment committee of the Catholic Archdiocese of
Atlanta and is a member of the board of Eagle Ranch Children’s Home,
which provides a home, schooling, and counseling for children in crisis.
Mr. Tautfest brings more than 19 years of industry experience to his
position at Wilmington Trust. Earlier in his career, he worked in South
Florida for Sanford C. Bernstein & Company and J.P. Morgan & Company.
Mr. Tautfest holds a Bachelor’s degree from The University of Oklahoma
and is a member of the board of directors for Open Hand and the Atlanta
Botanical Garden. He is also a member of the Atlanta Estate Planning
Council. While in Florida, Mr. Tautfest served on the boards of the Palm
Beach County Cultural Council, the Florida Philharmonic Orchestra, and
the Miami Light Project, among other community organizations.
"Perhaps more than any wealth management firm, Wilmington Trust
understands what it means to be a fiduciary and the responsibilities
associated with serving affluent clients,” said Mr. Sawyer. "Michael,
Todd, and I are proud to become part of an organization whose fiduciary
roots reach back more than 100 years, when members of the du Pont family
founded Wilmington Trust as a wealth management firm. We look forward to
presenting and delivering our services to clients in the region.”
Wilmington Trust’s Wealth Advisory Services business offers a
comprehensive array of personal trust, financial planning, fiduciary,
asset management, and family office services that help high-net-worth
individuals and families grow, preserve, and transfer wealth. It
maintains 21 offices throughout the United States and focuses on serving
families with whom it can build long-term relationships, many of which
span multiple generations.
Wilmington Trust Corporation (NYSE: WL) is a financial services holding
company that provides Regional Banking services throughout the
mid-Atlantic region, Wealth Advisory Services for high-net-worth clients
in 36 countries, and Corporate Client Services for institutional clients
in 88 countries. Its wholly owned bank subsidiary, Wilmington Trust
Company, which was founded in 1903, is one of the largest personal trust
providers in the United States and the leading retail and commercial
bank in Delaware. Wilmington Trust Corporation and its affiliates have
offices in Arizona, California, Connecticut, Delaware, Florida, Georgia,
Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New
York, Pennsylvania, South Carolina, Vermont, the Cayman Islands, the
Channel Islands, London, Dublin, Frankfurt, Luxembourg, and Amsterdam.
CFA® and Chartered Financial Analyst® are trademarks owned by the CFA
Institute.
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