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.
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.
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.
Jared Bolling oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. He joined the company in 2026.
Beth Ann Morgenroth 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 2026.
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.
Zackary Dempster collaborates with clients to provide holistic financial planning and investment management. He joined the company in 2025.
Lauren Turner 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.
Thomas Keefer focuses on client relationships, and financial planning for clients. He joined the company in 2025.
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.
Steven Dunn collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2009.
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.
Malcolm Brown supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. He joined the company in 1999.
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.
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.
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.
Ashley Williamson is the AVP, Integrated Communications Manager at WSFS Bank. She has nearly a decade of experience in external communication. With a background in journalism, she is an Emmy-winning strategic storyteller. She holds a Bachelor of Arts in Multimedia Journalism and a Bachelor of Science in Sociology from Virginia Tech.
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.
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.
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.
Edwin Lopez collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. 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.
Paul McClatchy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He 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.
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.
Christopher Freddo collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
© 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.
