M&T Bank Names Brian Green Chief Investment Officer
The bank prepares for a leadership transition as the incoming CIO takes the lead on asset management strategy this October.
Updated on Oct. 26, 2026 in People
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M&T Bank Corp. has appointed Brian Green as Chief Investment Officer for M&T Bank and Wilmington Trust. Green succeeds Tony Roth, who will serve until his retirement at the end of 2026.
Why it matters
The change in investment leadership marks a transition in how the firm sets investment philosophy and manages its asset management division. Operators should note this leadership shift as a signal of potential changes to the bank's wealth management and institutional investment strategies.
Brian Green joins the firm with over 30 years of industry experience, taking over the asset management team. Tony Roth will continue in his role until his planned retirement at the end of 2026.
The players
Brian Green
An investment management professional with over 30 years of experience, previously serving as CIO of private wealth at Glenmede Trust Co.
Tony Roth
The outgoing Chief Investment Officer who is scheduled to retire at the end of 2026.
M&T Bank Corp.
A Buffalo-based financial institution that provides banking services and wealth management.
Wilmington Trust
A subsidiary of M&T Bank focused on wealth management and institutional client services.
Lisa Roberts
An executive at M&T Bank to whom the new Chief Investment Officer reports.
The details
As the new Chief Investment Officer, Brian Green will lead a multidisciplinary team comprised of economists, researchers, strategists, and portfolio managers. The position entails setting the firm's overarching investment philosophy and overseeing the strategy and delivery of investment solutions for M&T Bank and Wilmington Trust. Green reports directly to Lisa Roberts, transitioning into the role while Roth prepares for his departure.
Timeline
October 26, 2026: Brian Green assumes the role of Chief Investment Officer.
End of 2026: Tony Roth retires as Chief Investment Officer.
Market Landscape
This appointment follows the broader pattern of leadership successions currently seen across major regional financial institutions. It aligns with standard executive turnover cycles that balance continuity with long-term strategic shifts.
Business operators who rely on M&T Bank or Wilmington Trust for investment or wealth management services should monitor the incoming leadership's early statements on strategy. Expect a transition period as the new CIO assumes responsibility for the firm's investment philosophy through 2026.
The takeaway
This transition provides clients and partners a window to reassess their advisory relationships before the full leadership change in 2027. Operators should monitor firm communications for shifts in portfolio management guidance over the coming months.
What happens next
Tony Roth will conclude his tenure as Chief Investment Officer at the end of 2026.
Further reading
For broader trends in executive shifts, explore the latest updates in People.
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