Wilmington

  • Will Petrison

    Will Petrison is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  He joined the firm in 2022.

  • Torrey Malekzadeh

    Torrey Malekzadeh is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  He joined the firm in 2025.

  • Stefani Bultena

    Stefani Bultena is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. She joined the firm in 2020.

  • Matthew Drake

    Matt Drake is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. He joined the firm in 2020.

  • Lisa Ingram-Johnson

    Lisa Ingram-Johnson is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  She joined the firm in 2023.

  • Lauren Tindall

    Lauren Tindall is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  She joined the firm in 2023.

  • Laura Ford

    Laura Ford is a senior leader at The Bryn Mawr Trust Company of Delaware with more than 15 years of trust industry experience. A Delaware native, she is committed to thoughtful leadership, operational excellence, and the continued growth and integrity of Delaware’s trust legacy. She joined the company in 2016.

  • Kristen Jester

    Kristen Jester is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. She joined the firm in 2024.

  • Jeffrey Lutkins

    Jeff Lutkins is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  He joined the firm in 2023.

  • Eric Appenzeller

    Eric Appenzeller is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  He joined the firm in 2022.

  • Brittany Filer

    Brittany Filer is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  She joined the firm in 2024.

  • Bill Holmes

    Bill Holmes is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  He joined the firm in 2022.

  • Anna Coleman

    Anna Coleman is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  She joined the firm in 2023.

  • Andrew Shields

    Andrew Shields is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. He joined the firm in 2016.

  • Anamaria Anagnostou

    Anamaria Anagnostou is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. She joined the firm in 2018.

  • Amanda Joslin

    Amanda Joslin is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives.  She joined the firm in 2018.

  • Alexander Matthes

    Alexander Matthes is a dedicated trust officer and fiduciary, serving high-net-worth individuals and their families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. He joined the firm in 2022.

  • Roshni Rao

    Roshni Rao 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.

  • Scott Sumner, CPA

    Scott works with clients to efficiently manage their tax compliance. He is instrumental in tax planning for clients and researches and collaborates with clients, wealth advisors, and portfolio managers on complex tax issues. He joined the company in 2004.

  • BJ Whittaker

    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.

  • Bryan Andersen

    Bryan Andersen is the Director of Investment Services and Relationship Management, leading both new business partnerships with Private Client firms from across the country and around the world and providing investment management services to UHNW individuals and families when needed. He joined the firm in 2017.

  • Bob Eaddy

    Bob Eaddy leads The Bryn Mawr Trust Company of Delaware. As President and helped by a staff of over 35 (and with assets under administration of over $50 billion), he overseas fiduciary administration, client service, regulatory compliance, and strategic relationships. A true champion of ‘The Delaware Advantage’. He joined the firm in 2010.

  • Maria Jameel

    Maria Jameel is Vice President, Talent Acquisition Manager at WSFS Bank. She has over 10 years of experience in Talent Acquisition, Human Resources, and Client Management. Maria specializes in leading talent strategy and initiatives that drive organizational growth and success.  She holds a bachelor’s degree in organizational leadership from Wilmington University. Beyond her professional role,…