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Monday, Oct 3, 2022
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People On The Move: Belin Robertson

FINANCE

 

 

Belin Robertson

Senior Wealth Advisor 

Wilmington Trust 

 

Wilmington Trust welcomes Belin Robertson.

Belin is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Southern California region. He works closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives. Belin also coordinates the various services his clients require based on their unique needs, including investment management, planning, trust, private banking, and family office services.

Belin has more than 20 years of experience helping clients with issues such as investment management, risk management, business succession, and estate planning. Prior to re-joining Wilmington Trust, Belin spent 10 years at Merrill Lynch as a senior financial advisor and as a trust specialist for Orange County and San Diego County. He also held positions at BNY Mellon and Neuberger Berman.

He holds an MBA in finance from the University of Southern California Marshall School of Business and a bachelor’s degree in history from Lehigh University.

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