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.
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.
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.
Jacquelyn Blue
Jacquelyn Blue provides operational and administrative direction to the Client Support Team and supervises the Retirement Plan Services and Portfolio Solutions teams.
Jasmine Yu, PhD, MBA, CFA®, CAIA®
Jasmine Yu leads the investment management team and is responsible for investment policies, asset allocation, investment solutions, and portfolio management for taxable and tax-exempt clients. She joined the company in 2024.
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.
Matthew Holt, JD
Matt Holt focuses on fiduciary matters together with regulatory and compliance issues. He joined the company in 2015.
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.
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…
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.
