Pinion

07/27/2026

We're excited to announce that Tara Bolinski and Wil Duggan are now serving as Professional Individual Trustees with Pinion Delaware!

Alongside this milestone, we're introducing a new co-trustee model for future trustee appointments, designed to provide enhanced collaboration and long-term support for the families and advisors we serve.

To learn more, contact us at [email protected].

07/20/2026

Join us in welcoming Megan Crowell to Pinion this summer!

Megan is entering her senior year at the University of Delaware and is pursuing a degree in Economics with minors in Trust Management and Philosophy.
We're excited to have her join our team this summer as she gains hands-on experience and explores a career in the trust and wealth management industry. Fun fact: When she's not studying, Megan plays rugby!

We're looking forward to having Megan with us and can't wait to see all she accomplishes during her internship. Welcome to the team, Megan!

07/13/2026

Join us in welcoming Ryan Wootten to Pinion this summer!

A recent graduate of Gettysburg College, Ryan earned his degree in Business Management with a minor in Economics. His interest in the trust industry began through the Peak Trust Management Certificate Program, sponsored by the University of Delaware, where he gained exposure to the fundamentals of trust management.

Ryan is spending the summer learning from our experienced professionals and gaining valuable insight into the world of trust administration. We're excited to have him on the team and look forward to supporting his growth as he begins his professional career.

07/08/2026

Please join us in congratulating Vito Genovesio on his first anniversary!

Vito started his career as a Summer Intern in 2024 and joined the team full-time in July 2025 after graduating from the University of Delaware with a degree in Finance and Financial Planning & Wealth Management and a minor in Trust Management.

Today, Vito continues to grow his expertise while working toward his financial planning certification and serving our clients with dedication and enthusiasm.

06/10/2026

Please join us in celebrating Nick Doldan’s 2-year anniversary with Pinion! 🎉

Nick joined us full-time after completing our SCGU internship program and has been a valued member of our team ever since. As a Trust Associate, he brings professionalism, attention to detail, and a strong commitment to providing excellent client care.

We’re grateful for Nick’s dedication and the positive impact he makes each day.

06/01/2026

So grateful to have Sam on the Pinion team! Happy 5th Anniversary!

Please join us in celebrating Samantha Finfer’s 5-year anniversary with Pinion Delaware! 🎉

As a Trust Administrator, Samantha plays an important role in supporting our clients with care, attention to detail, and a thoughtful approach to her work. In addition to her contributions at Pinion, she serves as co-chair of the Delaware Bankers Association’s Women Connect Network Committee—making a meaningful impact within our community.

We’re grateful for Samantha’s dedication, leadership, and the positive impact she makes every day.

Congratulations on this milestone!

06/01/2026

Please join us in celebrating Samantha Finfer’s 5-year anniversary with Pinion Delaware! 🎉

As a Trust Administrator, Samantha plays an important role in supporting our clients with care, attention to detail, and a thoughtful approach to her work. In addition to her contributions at Pinion, she serves as co-chair of the Delaware Bankers Association’s Women Connect Network Committee—making a meaningful impact within our community.

We’re grateful for Samantha’s dedication, leadership, and the positive impact she makes every day.

Congratulations on this milestone!

05/14/2026

We’re proud to sponsor and attend the Delaware Bankers Association’s 131st Annual Meeting & Dinner tonight at the DuPont Country Club.

We look forward to connecting with leaders across Delaware’s banking community and supporting an organization that plays such an important role in our state.

05/12/2026

We’re excited to be in Dallas, Texas for the Independent Trustee Alliance Conference.

It’s a great opportunity to connect with peers across the trustee and fiduciary community, share insights, and stay engaged on the issues shaping our industry. See you there!

05/06/2026

Thank you to the Delaware Bankers Association Women Connect! Committee for hosting an engaging and insightful event at Blackwall Barn & Lodge in Wilmington, focused on estate planning and women in finance.

We’re proud that our very own Samantha Finfer serves as Chair of the Women Connect! Committee, and Pinion was honored to support this impactful program as a bronze sponsor, championing initiatives that foster leadership, education, and innovation for women in our industry.