Bryn Mawr Trust Continues Adding Advisory Business Talent to Meet Growth Demands

By: WSFS Financial Corporation via Business Wire

November 19, 2024 at 13:00 PM EST

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is consistently adding new talent across several teams as it grows its advisory business and wealth management services.

“Bryn Mawr Trust remains focused on growth and expansion by recruiting, attracting, and hiring exceptional talent to strategically position us as a frontrunner in wealth management services and solidify our status as the premier ﬁrm in the region,” said Jamie P. Hopkins, Chief Wealth Officer, Bryn Mawr Trust and Chief Executive Officer, Bryn Mawr Capital Management. “Through a multi-faceted approach centered around talent acquisition and technology enhancements, Bryn Mawr Trust continues to chart a path toward sustained growth and excellence.”

Talent acquisitions over the past several quarters include:

Expansions to Bryn Mawr Trust’s Wealth and Trust services with Timothy Fisk, Seane Baylor, and Suzanne McManus,
WSFS Wealth Investments Financial Advisors Kevin Dolan, Drew Venit, and Thomas Keefer,
Bryn Mawr Capital Management Financial Advisors Joseph Furey, Brian Campbell, Kate Duffy, Quiaunna Powell, Anthony Feudo, Christopher Williams, and John Walters, and
WSFS Private Banking Relationship Managers John Heiser, Giosue Bochicchio, and Andrea Kelly.

These hires join from major financial firms, including PNC, Vanguard, Morgan Stanley, Comerica, and Wilmington Trust.

Wealth Directors Donald Lyons and Angela Wagner were appointed earlier this year to lead teams in the Berwyn office. Two financial planning veterans, Lyons had been a Senior Wealth Strategist with Bryn Mawr Trust since 2021, and Wagner was previously a Wealth Planning Strategist at Truist Bank.

“As Bryn Mawr Trust continues to pursue growth and innovation, it remains steadfast in its mission to provide premier wealth management services to Clients across the region,” said Hopkins. “Through strategic talent recruitment and promotions, service enhancements, technology optimization, and a relentless focus on Client satisfaction, Bryn Mawr Trust is poised to achieve new heights of success in the dynamic landscape of wealth management. We are going to continue to bring on new wealth teams, expand Trust services out to the financial services industry, and serve Clients in a holistic manner.”

About WSFS Financial Corporation

WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of September 30, 2024, WSFS Financial Corporation had $20.9 billion in assets on its balance sheet and $87.2 billion in assets under management and administration. WSFS operates from 114 offices, 88 of which are banking offices, located in Pennsylvania (57), Delaware (39), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust^®, The Bryn Mawr Trust Company of Delaware, Cash Connect^®, NewLane Finance^®, Powdermill^® Financial Solutions, WSFS Institutional Services^®, WSFS Mortgage^®, and WSFS Wealth^® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. For more information, please visit www.wsfsbank.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20241119473088/en/

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Media: Andrew Davison

(215) 309-1064

adavison@wsfsbank.com

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Bryn Mawr Trust Continues Adding Advisory Business Talent to Meet Growth Demands

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