Kelly Copp Kelly, CFP®, CMFC®, CRPC®
Kelly Copp Kelly collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. She joined the company in 2025.
Michael Holland, CFA®
Michael Holland is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2025.
Pamela Opalach
Pamela Opalach provides operational support including onboarding, account maintenance, reporting, and customer service. She joined the company in 2024.
Seane Baylor, CTFA
Seane Baylor provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 2024.
Mark Gerstenschlager
Mark Gerstenschlager is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2024.
Anthony Lunger, CTFA
Anthony Lunger leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2024.
Jeff Christmann
Jeff Christmann serves as the Director of Tax Services where he leads a cross-functional team of tax professionals, including managers, external vendors, and preparers. He joined the company in 2023.
Suzanne McManus
Suzanne McManus oversees the management and administration of trusts and estates. She joined the company in 2024.
Susan M. Bull, CTFA, CFP®
Susan is responsible for supervising the administration of trusts to ensure they are executed according to the terms outlined in the trust agreement. She joined the company in 2023.
Julien Franklin, CAP®
Julien Franklin collaborates with Endowment, Foundation, and Charitable Clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2024.
T. Michelle Jones, CFP®
T. Michelle Jones collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. She joined the company in 2005.
Donna Cunningham, CSCP
Donna Cunningham manages the overall Wealth risk function, including the Compliance and Legal teams to ensure compliance with applicable OCC, SEC, Delaware State Banking Commission, and FRP regulations, as well as legal fiduciary standards. She is responsible for overseeing division-wide policies and procedures, ongoing research of laws and regulations, compliance with applicable rules, regulations, and…
Maria Quinn, CTFA
Maria Quinn is a Senior Wealth & Trust Advisor providing comprehensive wealth advisory services to clients of Bryn Mawr Trust. Working collaboratively across all divisions of the Bank to achieve each client’s goals and objectives, she specializes in the administration of complex trusts and estates and is experienced in financial planning, including retirement and education…
Dana Haas
Dana Haas supports the management and administration of trusts and estates for clients. She joined the company in 2018.
Brian Taylor, CTFA
Brian Taylor leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.
Matthew Thornton, CFA®
Matt Thornton is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2022.
Elizabeth Wagner
Elizabeth Wagner leads the Endowment, Foundation, and Charitable practice. She is responsible for nonprofit client advisory on investment issues and other matters, and also guides philanthropic clients. She joined the company in 2019.
Chris Ginder, CFA® and CAIA®
Chris Ginder is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2023.
Aimee Buffington
Aimee Buffington supports the management and administration of trusts and estates for clients. She joined the company in 2024.
David Stork, JD
David Stork leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2022.
Joseph Rogers, CTFA
Joe Rogers oversees the management and administration of trusts and estates. He joined the company in 2019.
William Reasner, CFA®, CFP®
Bill Reasner is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 1997.
Lisa Piergallini, CFP®, CTFA
Lisa Piergallini provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 1999.
Michelle McVey, AIF®
Michelle McVey is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. She joined the company in 2015.
Kelly Groscost, CTFA
Kelly Groscost is responsible for supervising the administration of trusts to ensure they are executed according to the terms outlined in the trust agreement. She joined the company in 2007.
Elyssa Henry
Elyssa Henry oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2016.
Lori Evans
Lori Evans supports the management and administration of trusts and estates for clients. She joined the company in 2011.
Jesse Ashcroft, CTFA
Jesse Ashcroft provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. He joined the company in 2006.
Kelly Barse, JD
Kelly Barse assists with fiduciary matters together with regulatory and compliance issues. She joined the company in 2022.
Matthew Holt, JD
Matt Holt focuses on fiduciary matters together with regulatory and compliance issues. He joined the company in 2015.
Angela Wagner, JD, CEPA®
Angela Wagner leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. She joined the company in 2024.
Sheila Gibson
Sheila Gibson provides comprehensive wealth advisory services to clients, specializing in Special Needs Trusts and Guardianships. She joined the company in 2021.
Sherrita Sellers
Sherrita Sellers is responsible for supervising the administration of trusts to ensure they are executed according to the terms outlined in the trust agreement. She joined the company in 2021.
Peter Egginton, CFA®
Peter Egginton collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2021.
Brandon Shuler, CFP®, CTFA
Brandon Shuler collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2015.
Barbara Pettit
Barbara Pettit provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 2004.
Steven Klammer, JD
Steven Klammer provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. He joined the company in 2002.
Kimberly Ramirez
Kimberly Ramirez is responsible for supervising the administration of trusts to ensure they are executed according to the terms outlined in the trust agreement. She joined the company in 2017.
Jeffrey Kitchen, CFP®, NSSA®
Jeffrey Kitchen supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. He joined the company in 2019.
Ellen Jordan, CFP®
Ellen Jordan collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. She joined the company in 2007.
Tennie James
Tennie James provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. He joined the company in 2021.
David Holtzman, CFP®, CFA®, CTFA
David Holtzman collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2010.
Christine Hindle
Christine Hindle manages and oversees the client services team that’s dedicated to providing exception service and support to clients. She joined the company in 2012.
John Fotiou, EA, CTFA
John Fotiou oversees the management and administration of trusts and estates. He joined the company in 2011.
Nancy Fanucchi
Nancy Fanucchi is responsible for supervising the administration of trusts to ensure they are executed according to the terms outlined in the trust agreement. She joined the company in 1999.
Rosemary DuFrayne
Rosemary DuFrayne is responsible for supervising the administration of trusts to ensure they are executed according to the terms outlined in the trust agreement. She joined the company in 2003.
Donald Lyons, CFP®, NSSA
Don Lyons leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.
John Bonvetti, CFP®
John Bonvetti collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2019.
