Marc Dinacci, CFP Sr. VP Wilmington Trust The State of the Economy in PA

As a member of Wilmington Trust’s Philadelphia-area investment team, Marc is responsible for managing discretionary investment portfolios for high net worth and institutional clients.  Marc is an industry veteran having spent close to 30 years advising clients in all facets and stages of their financial lives.  After taking time to understand his client’s personal or  organizational investment objectives, Marc implements and monitors diversified portfolios consistent with a client’s asset allocation plan. Marc periodically rebalances his client’s portfolios to reflect their evolving needs and to pursue new investment opportunities.

Prior to joining Wilmington Trust in 2015, Marc was an executive director and investment specialist at J.P. Morgan Private Bank for nearly 14 years.  During that time, he spent six years in the Philadelphia office where he was responsible for a team of investment professionals.  Early in his career, Marc spent eight years as a financial consultant at A.G. Edwards & Sons.    

Marc holds a bachelor’s degree in Finance from Penn State University and has been a Certified Financial Planner™  since 2007.  He actively mentors and teaches junior members of the Wilmington Trust investment advisory team and was a guest lecturer at the Lerner Business School at the University of Delaware from 2010 to 2019.  Marc, his wife, Amy, and their four young adult children live in West Chester, PA.  In his free time, he is a volunteer soccer coach at West Chester Henderson high school and enjoys live music.