W.o.m.e.n. in America

MEMBER PROFILE

Alvina Lo

OffLine
WIA Member Information
First Name
Alvina
Last Name
Lo
Position
Chief Wealth Strategist
Organization
Wilmington Trust
City
New York
State
New York
Zip Code
10022
Member Type
2014 Mentee, Active Alumnae
Profile

Alvina Lo is the Chief Wealth Strategist of Wilmington Trust. In this role, she oversees the wealth planning, strategic advice and thought leadership services for Wilmington Trust’s fast-growing Wealth Advisory division. She is responsible for managing a national team of strategists, financial planners and thought leaders who advise high-net-worth individuals and families, business owners and entrepreneurs, and foundations and endowments.

Before joining Wilmington Trust, she served as the director and senior wealth planner for Citi Private Bank. Previously, she was a director at Credit Suisse and, earlier in her career, practiced law at Milbank Tweed Hadley & McCloy, LLP in the Trust & Estates Group. Alvina’s prior experience also includes consulting for Deloitte Consulting and Scient Corporation.

Alvina holds a B.S. in Civil Engineering from the University of Virginia where she was a Thomas Jefferson Scholar.  She received her J.D. from the University of Pennsylvania, where she was a member of the University of Pennsylvania Law Review and Order of the Coif.  She also holds a Professional Tax Certificate in Estate Planning from New York University School of Law.

Alvina is a published author on estate planning matters and has lectured at the American Bar Association, New York City Bar and Barron’s Top Women Advisors Summit.  She is admitted to practice in the state of New York and New Jersey.  She is also a member of the Society of Trust and Estate Practitioners (STEP).   Alvina is bilingual and speaks fluent Chinese-Cantonese and basic Chinese-Mandarin.

LinkedIn
https://www.linkedin.com/in/alvina-lo-737230/