We are pleased to announce the addition of Clark D. Robertson, Esq. as Senior Vice President. Clark will be managing relationships for individuals and families, providing advice on wealth management and fiduciary matters.
With over 13 years of experience in the financial services industry, Clark joins Pennsylvania Trust from Wilmington Trust Company where he served as Vice President and Senior Relationship Manager, working with high-net-worth families and individuals. Prior to that, he practiced law for six years in the business department at White & Williams in Philadelphia.
Clark is a magna cum laude graduate of the Villanova University Charles Widger School of Law, and he received his BA in history from Dickinson College. He previously served on the board of the Delaware Foundation Reaching Citizens (DFRC) and the advisory board of the Financial and Legal Research Institute at Rutgers University.
Pennsylvania Trust has an outstanding wealth management team with exceptional expertise, and we are pleased to welcome Clark to our company.
Pennsylvania Trust is a leading independent, employee-owned wealth management firm in the Philadelphia region, with more than $3.7 billion in assets under management and administration. For over 30 years, the firm has focused on compassionate and caring client service. Recognized for its award-winning service as a fiduciary, Pennsylvania Trust provides investment, financial planning, tax, trust, estate and philanthropic solutions to help individuals, families, nonprofits and other organizations preserve and grow their wealth.