Steven Kochie, NMLS #721499
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.
Harrison Gelber
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.
Glen Reyburn, NMLS #663174
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.
Luis Sepulveda
Luis Sepulveda is responsible for client portfolio analysis, assisting with trading functions and reporting needs. He joined the company in 2022.
T. Michelle Jones, CFP®
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.
Laura Phillips, NMLS #721501
Laura Phillips collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2013.
Donna Cunningham, CSCP
Donna Cunningham manages the overall Wealth risk function, including the Compliance and Legal teams to ensure compliance with applicable OCC, SEC, Delaware State Banking Commission, and FRP regulations, as well as legal fiduciary standards. She is responsible for overseeing division-wide policies and procedures, ongoing research of laws and regulations, compliance with applicable rules, regulations, and…
Samuel Good
Samuel (Toby) Good assists with client portfolio analysis, trading functions, and reporting needs. He joined the company in 2024.
Magdalena Dobrowolska
Magda Dobrowolska is responsible for client portfolio analysis, assisting with trading functions and reporting needs. She joined the company in 2022.
Dana Haas
Dana Haas supports the management and administration of trusts and estates for clients. She joined the company in 2018.
Brian Taylor, CTFA
Brian Taylor leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.
Matthew Thornton, CFA®
Matt Thornton is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2022.
Maria Quinn, CTFA
Maria Quinn is a Senior Wealth & Trust Advisor providing comprehensive wealth advisory services to clients of Bryn Mawr Trust. Working collaboratively across all divisions of the Bank to achieve each client’s goals and objectives, she specializes in the administration of complex trusts and estates and is experienced in financial planning, including retirement and education…
Aimee Buffington
Aimee Buffington supports the management and administration of trusts and estates for clients. She joined the company in 2024.
Chris Ginder, CFA® and CAIA®
Chris Ginder is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2023.
Elizabeth Wagner
Elizabeth Wagner leads the Endowment, Foundation, and Charitable practice. She is responsible for nonprofit client advisory on investment issues and other matters, and also guides philanthropic clients. She joined the company in 2019.
Joseph Rogers, CTFA
Joe Rogers oversees the management and administration of trusts and estates. He joined the company in 2019.
David Stork, JD
David Stork leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2022.
Michelle McVey, AIF®
Michelle McVey is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. She joined the company in 2015.
Lisa Piergallini, CFP®, CTFA
Lisa Piergallini provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 1999.
William Reasner, CFA®, CFP®
Bill Reasner is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 1997.
Lori Evans
Lori Evans supports the management and administration of trusts and estates for clients. She joined the company in 2011.
Kelly Groscost, CTFA
Kelly Groscost 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 2007.
Elyssa Henry
Elyssa Henry 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 2016.
Matthew Holt, JD
Matt Holt focuses on fiduciary matters together with regulatory and compliance issues. He joined the company in 2015.
Kelly Barse, JD
Kelly Barse assists with fiduciary matters together with regulatory and compliance issues. She joined the company in 2022.
Jesse Ashcroft, CTFA
Jesse Ashcroft provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. He joined the company in 2006.
Sherrita Sellers
Sherrita Sellers 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 2021.
Sheila Gibson
Sheila Gibson provides comprehensive wealth advisory services to clients, specializing in Special Needs Trusts and Guardianships. She joined the company in 2021.
Angela Wagner, JD, CEPA®
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.
Barbara Pettit
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.
Brandon Shuler, CFP®, CTFA
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.
Peter Egginton, CFA®
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, JD
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.
Kimberly Ramirez
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.
Tennie James
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.
Ellen Jordan, CFP®
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.
Jeffrey Kitchen, CFP®, NSSA®
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
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.
David Holtzman, CFP®, CFA®, CTFA
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.
Rosemary DuFrayne
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.
Nancy Fanucchi
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.
John Fotiou, EA, CTFA
John Fotiou oversees the management and administration of trusts and estates. He joined the company in 2011.
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.
John Bonvetti, CFP®
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.
Donald Lyons, CFP®, NSSA
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.
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®
Jamie Hopkins oversees the private wealth management group’s financial advice strategies and growth initiatives, along with leading the institutional and personal trust businesses. He joined the company in 2023.
Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®, CEPA®
Mark Bradford is the Director of Wealth Planning at Bryn Mawr Trust, where he leads the wealth planning team. He collaborates closely with advisors to develop and implement Bryn Mawr Trust’s long-term vision for wealth planning, which focuses on enhancing client relationships by providing an exceptional client experience through comprehensive and personalized planning.
