Wilmington Trust, one of the nation’s leading wealth management firms,
announced that Linda L. Bourn has been hired as a managing director in
its Wealth Advisory Services (WAS) business to serve the company’s
ultra-high-net-worth and family office clients.
Wilmington Trust’s family office services comprise financial and risk
management, including cash flow management; tax and accounting services;
investment oversight, including asset allocation, manager selection, and
consolidated reporting; and lifestyle management services. These
services are complemented by the personal trust, estate planning, and
fiduciary services for which Wilmington Trust’s WAS business is
well-known. Ms. Bourn is based in New York and will serve Wilmington
Trust’s clients nationally.
"Wilmington Trust is in the enviable competitive position of being able
to deliver a unique and full range of comprehensive wealth management
services that individuals and families of significant wealth require,”
said Mark Graham, executive vice president of Wilmington Trust and head
of WAS. "In the family office services profession, there are few
advisors with Linda’s leadership experience and industry stature. We are
delighted to have her at Wilmington Trust. I know she will be a valuable
asset to our clients.”
Ms. Bourn joins Wilmington Trust from Clearbrook Partners, a family
office firm where she served as managing director. Earlier, she served
family office clients at Marsh USA, Inc. in New York. In her final
position there, Ms. Bourn was managing director and leader of the
company’s United States family office business. In this role, she led
the creation of a family office practice, recruited professional staff,
opened new offices, and served as a senior relationship manager.
Ms. Bourn has held numerous affiliations throughout her career with
family office professional associations. She has been a member of the
Leaders’ Council with the Institute for Private Investors, an advisory
council member for Pinnacle Care International, and an advisory board
member of the Institute for International Research Family Office Forum
and the Family Office Exchange, among others. In addition, Ms. Bourn
served as a faculty member in the Family Wealth Advisory Certificate
Program at the Family Firm Institute. She holds a bachelor’s degree from
California State University in Long Beach and is an MBA candidate at
Babson College. Ms. Bourn has completed professional, post-graduate
studies in private wealth management at the University of Pennsylvania,
Wharton School and in international management at the University of St.
Thomas in Minneapolis.
"I am excited to join Wilmington Trust, a firm that was founded more
than 100 years ago to serve the needs of high-net-worth individuals and
families,” said Ms. Bourn. "With such an esteemed legacy and some of the
most respected professional staff in the wealth management industry, I
couldn’t be joining a better team.”
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.
Photos/Multimedia Gallery Available: http://www.businesswire.com/cgi-bin/mmg.cgi?eid=6088990&lang=en
