Presenter

James P. McCarthy

Managing Director, Wilmington Trust

James P. McCarthy is a Managing Director with Wilmington Trust FSB. Before joining Wilmington Trust, Mr. McCarthy was with UBS where he chartered the UBS Trust Company, N.A., and served as its President and Chief Executive Officer with responsibility for management of UBS’ trust and estate services in the United States. Previously, Mr. McCarthy served as Senior Vice President of the Rockefeller Trust Company engaged in financial planning for high net worth individuals. He has over 25 years experience in the administration of personal financial services for trusts, estates and wealthy individuals and families, and has extensive experience in dealing with the needs and opportunities of wealthy families. He is the former Chairman of the Fiduciary Committee for the Committee of Banking Institutions on Taxation, and is a member of the New York Bankers Association. Mr. McCarthy holds a B.S. from Fairfield University, an M.S. Taxation from Fairleigh Dickenson University.

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