No Archives - Bryn Mawr Trust Wealth Management

Steve Nguyen

Steve Nguyen collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.

Denise Iemolo, MBA

Denise Iemolo 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.

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Colton Steele

Colton Steele assists with fixed-income trading and portfolio management. He joined the company in 2025.

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,…

Michael Mendelson

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.

Todd Hammond

Todd Hammond is responsible for the sales of Personal Trust services and marketing of the asset management business. He joined the company in 2014.

Bob Eaddy

Bob Eaddy is responsible for the leadership and management of the Delaware office. He oversees fiduciary administration, service delivery and client fulfillment, regulatory and compliance issues, and the management of strategic relationships and wholesale distribution channels. He joined the company in 2010.

Bryan Andersen

Bryan Andersen directs the team in the delivery of investment solutions for high-net-worth individuals, alternative business entities, and institutions – multimillion-dollar portfolios consisting of taxable and tax-exempt assets. He joined the company in 2017.

Brittany Knight, FPQP®

Brittany Knight provides operational support including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2015.

Danielle Seningen

Danielle Seningen provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2021.

Christopher Williams, CFP®, EA, CEPA®

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.

Kelly Wellborn, CFP®

Kelly Wellborn collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 1985.

Andrew Bass

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, CFP®, AEP®

Joel Morris collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2015.

Jennifer Atkinson

Jennifer Atkinson provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2013.

Renee Files

Renee Files provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2021.

Michael Paregian, CFP®, CCFS

Michael Paregian collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2017.

Cindy (Lucinda) Peterson, CPA®, CFP®

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.

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.

Charles Posnecker, CFA®, CFP®, CTFA, AEP®, CAP®

Chuck Posnecker collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2005.

Erik Hickman

Erik Hickman is a research analyst on the research team who performs due diligence on managers and strategies. He joined the company in 2009.

Erik O’Neal, CFP®, CIMA®

Erik O’Neal collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2013.

Sarah Ryder

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, JD, LLM

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.

Sony Mathew

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.

Abigail Miller

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.

Lisa Borrelli, CPA, MT

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.

James Hutchinson, CFA®, CAIA®

Jim Hutchinson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2022.

Robert Schneider

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

Anthony Feudo focuses on client relationships, and financial planning for clients. He joined the company in 2023.

Kyla Taylor

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, CFP®

John Walters focuses on client relationships, and financial planning for clients. He joined the company in 2024.

Kate Duffy, FBS®

Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.

Andres Bonell

Andres Bonell collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2023.

Jacqueline Reeves, MFS, AIFA®, PPC®

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.

Disclosures