M&T Bank Appoints Brian Green as New CIO

Brian Green joins the Buffalo-based institution to lead the asset management team following the announcement of a future retirement.

Updated on Oct. 26, 2026 in People

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M&T Bank has appointed Brian Green as Chief Investment Officer for its asset management division, succeeding Tony Roth following his 2026 retirement. AI Illustration. Upload story photo >

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M&T Bank Corp. and Wilmington Trust have appointed Brian Green as their new Chief Investment Officer. Green succeeds Tony Roth, who is set to retire from the position at the end of 2026.

Why it matters

The appointment transitions leadership for the bank’s investment management and private wealth divisions. Green will oversee investment philosophy and strategy for the organization, reporting directly to Lisa Roberts.

Brian Green brings over 30 years of experience in private wealth and investment management to his new role. He joins the firm after previously serving as CIO of private wealth at Glenmede Trust Co.

The players

Brian Green

He is the newly appointed Chief Investment Officer for M&T Bank and Wilmington Trust with three decades of industry experience.

Tony Roth

He is the outgoing Chief Investment Officer who is scheduled to retire from the organization at the end of 2026.

Lisa Roberts

She serves in a leadership capacity at the institution and will oversee Brian Green in his new role as CIO.

M&T Bank Corp.

This is a Buffalo-headquartered financial services company that operates Wilmington Trust as its wealth management division.

The details

Green will lead an integrated asset management team consisting of strategists, economists, portfolio managers, and researchers. His mandate includes guiding the firm's investment delivery and broader institutional philosophy.

Timeline

  1. Brian Green assumed the role of Chief Investment Officer on October 26, 2026.

  2. Tony Roth will retire as Chief Investment Officer at the end of 2026.

Market Landscape

This leadership transition maintains the operational continuity established after the 2011 merger between M&T Bank and Wilmington Trust. The hire aligns with broader industry trends to prioritize veteran wealth management expertise in an increasingly competitive private banking sector.

Clients of Wilmington Trust and M&T Bank can expect continued oversight of their investment strategies under the new leadership structure. There are no immediate changes to service levels or product availability for account holders following this appointment.

The takeaway

Leadership transitions in private wealth provide an opportunity for firms to refresh their strategic investment focus. Clients should keep track of communication from the bank regarding any changes to portfolio management teams in the coming months.

What happens next

Tony Roth is scheduled to formally retire as Chief Investment Officer at the end of 2026.

Further reading

For more information on local corporate leadership changes, visit the People section.

Live Poll

Do you feel confident in the leadership of your bank's wealth management services?