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.
Tracey Stegemeier is a dedicated trust officer and team lead, serving high-net-worth individuals and 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.
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 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.
Sherry Dorsey is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 2012.
Ron Templeton is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 2012.
Rob Coppock is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 2015.
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 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 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 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 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.
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 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 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 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 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 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.
Andrew Rankin is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 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 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.
Alex 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.
Sandra Martine is a dedicated trust officer and team lead, serving high-net-worth individuals and 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 2015.
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.
Oonagh Dixon supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2012.
Bridget Sewell supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2021.
Tricia Nowocin supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2003.
Dustin McCabe supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. He joined the company in 2016.
Nancy Martin supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2014.
Kyle Ciber focuses on delivering tailored financial solutions and a high standard of client service to support comprehensive wealth management strategies. He joined the company in 2023.
Paul McClatchy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
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.
Pamela Opalach provides operational support including onboarding, account maintenance, reporting, and customer service. She joined the company in 2024.
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.
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.
Herb Matter collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2003.
Cheryl Vaughan collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2003.
Dana Hinton collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2023.
Steve Kochie collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2017.
Judy Aaron collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2017.
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 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.
Jennifer Atkinson provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2013.
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.
Joel Morris collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He 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.
Danielle Seningen provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2021.
© 2026 Bryn Mawr Trust
© 2026 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank. WSFS Institutional Services 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.
