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…