Ivan is a seasoned investment professional with over twenty years of industry experience. His core expertise lies in manager selection across asset classes, with a focus on alternative investments. He joined the company in 2025.
Caroline Lee leads research initiatives that inform the firm’s asset allocation strategy. She analyzes macroeconomic trends, market conditions and investment opportunities to provide insight that guide portfolio construction and risk management. Caroline joined the company in 2025.
Jim Fisher 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 2025.
Paul McClatchy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Hayes Glanden focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Christopher Freddo collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Brandon leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2025.
Heather 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 2024.
Luis Sepulveda is responsible for client portfolio analysis, assisting with trading functions and reporting needs. He joined the company in 2022.
Magda Dobrowolska is responsible for client portfolio analysis, assisting with trading functions and reporting needs. She joined the company in 2022.
Samuel (Toby) Good assists with client portfolio analysis, trading functions, and reporting needs. He joined the company in 2024.
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…
Jamie Hopkins oversees the private wealth management group’s financial advice strategies and growth initiatives, along with leading the institutional and personal trust businesses. He joined the company in 2023.
Derek Jordan assists with fixed-income trading and portfolio management. He joined the company in 2024.
Jasmine Yu leads the investment management team and is responsible for investment policies, asset allocation, investment solutions, and portfolio management for taxable and tax-exempt clients. She joined the company in 2024.
Adam Rieger oversees individual equity securities. He joined the company in 2023.
Phil Wagner leads the investment advisors and is responsible for directing the portfolio management process, identifying relevant trends, and driving continuous improvement in the delivery of investment services. He joined the company in 2010.
Chris Krumenacker oversees individual equity securities. He joined the company in 2014.
Cade Reed focuses on client relationships, and financial planning for clients. He joined the company in 2019.
Andrew Keefer leads a team that analyzes and evaluates publicly traded companies and their stocks. He joined the company in 1985.
Stephen Biggin contributes to managing due diligence, portfolio construction, and asset-class research. He joined the company in 2017.
James Barnes oversees the management and strategy of fixed-income investments. He joined the company in 2016.
Ben Anderson assists with fixed-income trading and portfolio management. He joined the company in 2023.
Andrew Davis leads a team that analyzes broad economic trends and factors that impact global and national economies. He joined the company in 2019.
David Navarro leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2018.
Seth Dadds leads a team of analysts who evaluate and analyze financial securities. He joined the company in 2013.
Quiaunna Powell focuses on client relationships, and financial planning for clients. She joined the company in 2024.
Ellen Shea focuses on client relationships, and financial planning for clients. She joined the company in 2023.
Bethany Spencer-Smith optimizes user experience and efficiency within our portfolio accounting systems. She joined the company in 2024.
Valeri Boclair partners with institutional relationships to provide retirement plan solutions and strategies. She joined the company in 2023.
Sally Lawson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2023.
Jacquelyn Blue provides operational and administrative direction to the Client Support Team and supervises the Retirement Plan Services and Portfolio Solutions teams.
Jacqueline Reeves provides a foundation of research and analysis for retirement planning. She operates a central repository for research, process, and monitoring by developing a risk-adjusted return analysis that is used throughout the client base. She joined the company in 2023.
Andres Bonell collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2023.
Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.
John Walters focuses on client relationships, and financial planning for clients. He joined the company in 2024.
Joe Furey 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 2024.
Anthony Feudo focuses on client relationships, and financial planning for clients. He joined the company in 2023.
Kyla Taylor supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2023.
Jim Hutchinson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2022.
Robert Schneider is a well-diversed, client-focused leader who has grown relationships while providing day-to-day operational leadership of a business. He joined the company in 2019.
Lisa Borrelli works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2019.
Abigail Miller supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2018.
Garrett Spangler works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. He joined the company in 2018.
Sarah Ryder manages and oversees the client services team that’s dedicated to providing exception service and support to clients. She joined the company in 2016.
Sony Mathew supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2018.
Erik O’Neal collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2013.
Erik Hickman is a research analyst on the research team who performs due diligence on managers and strategies. He joined the company in 2009.
© 2025 Bryn Mawr Trust
© 2025 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.
Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.
It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMTA services.
All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.
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