Andy is responsible for overseeing the equity research program for Wilmington Trust Investment Advisors Inc. (WTIA), the investment advisory arm of M&T Bank and Wilmington Trust. He manages a team of professionals responsible for equity research and portfolio management for both domestic and international equities, and he is responsible for WTIA’s quantitatively managed equity strategies, which include both passive and active managers. These strategies utilize a risk model and optimization process in an effort to mitigate portfolio drawdown and volatility. Andy is a member of the fundamental portfolio management team for the following strategies: Disciplined Core, Dividend Growth, Enhanced Dividend Income, and International Enhanced Dividend Income. Andy joined Wilmington Trust in 1987 and has specialized in investment accounting, pension disbursement, and 401(k) recordkeeping services during his tenure with the company. Prior to joining the equity research team, he was a portfolio manager in the Fixed Income division specializing in taxable, broad market portfolios. Andy holds an MBA from Wilmington University and a bachelor’s degree in finance from Goldey-Beacom College. He is a CFA® charterholder, has been a CFA grader, and is a member of the CFA Society Philadelphia.

Karen is responsible quantitative and ESG (environmental, social, and governance) data analytics that support the equity strategies. She is also co-portfolio manager of the Wilmington Trust ESG Equity strategy. She has nearly two decades of investment experience with Wilmington Trust Investment Advisors, Inc. and its parent company, M&T Bank, where previously she was a quantitative analyst focused on stock selection strategies for the domestic equity market. She is a CFA® charterholder and holds a master’s degree in finance and accounting from the University of Rochester and a bachelor’s degree in mathematics and economics from York University, Toronto, Canada.

Head of Equity and Nontraditional Investments Matthew Glaser is responsible for overseeing equities, nontraditional investments, and manager research for Wilmington Trust Investment Advisors, Inc., the investment advisory arm of Wilmington Trust and M&T Bank. Matt has more than two decades of experience in financial services and the investment management industry. He previously worked for Lazard Asset Management as a managing director and portfolio manager of the Lazard Master Alternatives Fund. Earlier in his career, he served as chief of investment strategies and executive managing director at Turner Investments, where he was a member of the Executive Management Group, Enterprise Risk Committee, and had oversight responsibility for the Turner Spectrum Fund. Matt also worked at Susquehanna International Group and as a managing director at J.P. Morgan and Robertson Stephens. He began working in the investment field in 1995. Matt holds an MBA from Columbia University and a bachelor’s degree from Wesleyan University. He serves on the board of directors of SquashSmarts, a nonprofit academic and athletic mentoring program based in Philadelphia, and formerly served on the board of the investment firm Cramer Rosenthal McGlynn, LLC in New York.