Michael Valenti serves as the Director of Personal Tax Services, where he leads a team of tax professionals specializing in individual tax compliance and planning. Additionally, Mike serves as a financial advisor. He joined the company in 2025.
Gaylin Morlin 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 2025.
Danielle Seningen provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2021.
Christopher Williams 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.
Brittany Knight provides operational support including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2015.
Andrew Bass assists with operational processes such as client onboarding, account maintenance, and reporting. He also supports the team with the trading of equities and fixed-income securities. He joined the company in 2022.
Joel Morris collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2015.
Kelly Wellborn collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 1985.
Jennifer Atkinson provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2013.
Renee Files provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2021.
BJ Whitaker 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 2001.
Michael Paregian collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2017.
Cindy Peterson 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 2002.
Erik O’Neal collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2013.
Chuck Posnecker collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2005.
Erik Hickman is a research analyst on the research team who performs due diligence on managers and strategies. He joined the company in 2009.
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.
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.
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.
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.
Jim Hutchinson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2022.
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.
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.
Anthony Feudo focuses on client relationships, and financial planning for clients. 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.
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.
John Walters focuses on client relationships, and financial planning for clients. He joined the company in 2024.
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.
Sally Lawson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. 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.
Jacquelyn Blue provides operational and administrative direction to the Client Support Team and supervises the Retirement Plan Services and Portfolio Solutions teams.
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.
Seth Dadds leads a team of analysts who evaluate and analyze financial securities. He joined the company in 2013.
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.
Ellen Shea focuses on client relationships, and financial planning for clients. She joined the company in 2023.
Quiaunna Powell focuses on client relationships, and financial planning for clients. She joined the company in 2024.
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 Keefer leads a team that analyzes and evaluates publicly traded companies and their stocks. He joined the company in 1985.
Cade Reed focuses on client relationships, and financial planning for clients. He joined the company in 2019.
Andrew Davis leads a team that analyzes broad economic trends and factors that impact global and national economies. He joined the company in 2019.
Stephen Biggin contributes to managing due diligence, portfolio construction, and asset-class research. He joined the company in 2017.
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.
Derek Jordan assists with fixed-income trading and portfolio management. He joined the company in 2024.
Chris Krumenacker oversees individual equity securities. He joined the company in 2014.
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.
© 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.
Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third-party trademarks mentioned are not commercially related to, or affiliated in any way with, Bryn Mawr Trust products or services. Third-party trademarks mentioned are also not endorsed by Bryn Mawr Trust in any way. Bryn Mawr Trust may have agreements in place with third-party trademark owners that would render this trademark disclaimer not relevant.
INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.
