Lydia is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Washington, DC metropolitan region. She 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. Lydia also coordinates the various services her clients require based on their unique needs, including investment management, planning, trust, private banking, and family office services.
Lydia has more than three decades of experience advising both commercial and individual high-net- worth clients, with considerable experience in lending and investment advisory services. Her comprehensive background allows her to support clients in any stage of wealth creation,
wealth preservation, and wealth transfer.
Prior to joining Wilmington Trust, she was a senior private banker and advisor at Wells Fargo, leading a team effort for sourcing and structuring complex financing strategies for premium finance, commercial and residential real estate, aircraft, yachts, marketable collateral, and nonprofit entities.
Earlier in her career, she worked for Chevy Chase/Capital One Bank in leadership roles advising high-net-worth-families, professional practices, and government contracting businesses and owners.
Lydia began her career on Wall Street working in International Corporate Banking where she was a global lender specializing in health care and pharmaceutical companies.
She holds an MBA in finance from Adelphi University and a bachelor’s degree in business from the Mount Vernon College/GW University.
