Brian Balduzzi
Year
2019
Chapter
Position
Wilmington Trust Company, Executive Associate, Fiduciary Innovation & Wealth Strategies

Brian Balduzzi is an innovator and trusted advisor in the wealth management, financial planning, and fiduciary industries. In his current role with Wilmington Trust, Brian manages the innovation of the fiduciary and wealth planning teams through operational, technological, strategic, and financial efficiencies and development. Previously, Brian practiced as a tax and estate planning attorney in the Greater Boston area and worked as a kindergarten teacher.

Outside of work, Brian serves on the Board of Directors for the Young Involved Philadelphia, the Young Leaders Council of the Walnut Street Theatre, and the Publications Committee of the National Estate Planning Council. He has also served as a theatre critic for the American Theatre Critics Association; on the board of directors for the Massachusetts LGBTQ Bar Association, Weston Friendly Society of Performing Arts, and SpeakOut (LGBTQ speakers bureau); and as an adjunct tax and business law professor.

Brian was previously named a Roy H. Park Leadership Fellow and Johnson Leadership Fellow at Cornell University, and Altarescu Public Interest Fellow at Boston University. He is also a published scholar in the areas and intersection of financial literacy, tax law, LGBTQ, and wealth management. He is a passionate leader for improving communities in diversity and cultural inclusion, financial and economic literacy and well-being, and artistic expression and communication.

Brian holds an M.B.A. and Minor in Real Estate from Cornell University; a J.D. and Tax LL.M. from Boston University; and a B.A. in English, Secondary Education, and Theatre. He is admitted to the New York and Massachusetts bars and before the U.S. Tax Court, holds his CFP® certification, and is working to obtain his CPA licensure and an M.S. in Financial Engineering.