NEW YORK, January 12, 2022 / PRNewswire / – Senior Vice President and Chief Wealth Strategist Alvina Lo at Wilmington Trust has been selected to be a Fellow of the American College of Trust and Estate Counsel (ACTEC).
The process for electing ACTEC Fellows is based on four criteria: experience, reputation, exceptional skills and substantial contributions to the field through lecturing, writing, teaching, and participation in bar leadership or legislative activities. The Council said that the goal of every fellow is to improve and reform probate, trust and tax laws and procedures, as well as to uphold professional accountability.
“Alvina’s character and experience in the field is a testament to her passion for helping others, serving clients and sharing thought leadership. She is an expert at guiding others through the complexities and best practices surrounding fiduciary, estate and tax planning, ”said Don DiCarlo, Wilmington Trust’s Director of Emerald Advisory Services and ACTEC Fellow. “We congratulate her on this well-deserved recognition and appreciate her contribution as a member of the Wilmington Trust and M&T Bank family.”
Alvina is currently Chief Wealth Strategist for Wilmington Trust’s Emerald Family Office & Advisory team, managing wealth planning, family office services and thought leadership development for the company’s Wealth Management division. Alvina oversees a national team of wealth strategists, family office services professionals and thought leadership experts who together serve as advisors to high net worth clients, families, business owners, entrepreneurs and foundations.
In addition to this recognition, Alvina was named the recipient of the 2021 Outstanding 50 Asian Americans in Business Award by the Asian American Business Development Center. She was also recognized by Crain’s New York company as one of their Most Outstanding Women in Financial Advisory in 2020. The honor identifies leading women leaders in New York City for their dedication to excellence in the financial sector and their significant professional, civic and philanthropic contributions. She was also appointed to it’s worth it Groundbreakers 2020: 50 women who are changing the world.
She is a published author and frequent speaker at leading industry conferences for the American Bankers Association, the American Bar Association, the Delaware Trust Conference, the Hawaii Tax Institute and Barron Summit of the best counselors. She was cited in the New York Times, Wall Street Journal, Barron’s, Bloomberg and Business Insider. She is also a member of the Society of Trust and Estate Practitioners (STEP) and Women in America, a professional mentoring group. She is active with the American Bankers Association as a member of the board of directors of Wealth Management and Trust and a lecturer at the Trust School. She is currently president of the New York City Walentas Scholars Program for the University of Virginia.
For more information on ACTEC and the Fellowship Election, please visit https://www.actec.org/actec-elects-27-new-fellows-to-the-college-2021
CONTACT WITH THE MEDIA: Pat fitzgibbons, Senior Director of Public Relations, Wilmington Trust. ([email protected])
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