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.
Michael Mendelson partners with leadership to drive strategic growth, operational excellence, and financial performance across the private wealth management group. He joined the company in 2025.
Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. 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.
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 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.
John Fotiou oversees the management and administration of trusts and estates. He joined the company in 2011.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Sheila Gibson provides comprehensive wealth advisory services to clients, specializing in Special Needs Trusts and Guardianships. She joined the company in 2021.
Kelly Barse assists with fiduciary matters together with regulatory and compliance issues. She joined the company in 2022.
Matt Holt focuses on fiduciary matters together with regulatory and compliance issues. He joined the company in 2015.
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.
Glen Reyburn collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2015.
Harrison Gelber is responsible for strategic growth and new product expansion initiatives, as well as leading the private banking team. He joined the company in 2014.
Lisa Chorlton collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2016.
Kristen Katz collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2023.
John Heiser collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2024.
Tim Fisk collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2024.
Andrea Kelly collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2024.
Suzanne McManus oversees the management and administration of trusts and estates. She joined the company in 2024.
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.
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.
Bill Shelton collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2025.
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.
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.
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.
Nora Sarkahian supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2007.
Cynthia Dowd supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2010.
Kevin Dolan focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Thomas Keefer focuses on client relationships, and financial planning for clients. He joined the company in 2025.
© 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.
