Sterlington Expands Philadelphia Private Wealth Team with Three Key Hires
Event summary
- Sterlington added three professionals to its Philadelphia Private Wealth practice: associate Roberta Bombaci and estate/fiduciary accountants Sheryl Roth and Robert M. Maxwell.
- Bombaci joins from Troutman Pepper Locke, focusing on estate planning and family business succession.
- Roth and Maxwell come from Morgan Lewis, bringing decades of experience in fiduciary accounting and estate taxation.
- The hires strengthen Sterlington's ability to advise ultra-high-net-worth clients on complex wealth management.
The big picture
Sterlington's expansion reflects the growing demand for comprehensive wealth management solutions that combine legal expertise with fiduciary accounting. This move positions the firm to compete more effectively against larger, full-service financial advisory firms in the Philadelphia region. The hires also underscore a broader industry trend toward multidisciplinary private client teams serving ultra-high-net-worth families.
What we're watching
- Competitive Positioning
- How Sterlington's multidisciplinary approach will differentiate it from traditional wealth management firms in the Philadelphia market.
- Client Acquisition
- Whether the expanded team can attract more ultra-high-net-worth individuals and family offices to Sterlington's platform.
- Service Integration
- The pace at which Sterlington can seamlessly integrate legal and accounting services for its private wealth clients.