Thinking Differently with Philadelphia Union’s Jay Sugarman (Ep. 16)

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Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®
  • Bryn Mawr Trust
  • Bryn Mawr Trust Advisors
Kate Duffy, FBS®, MFP
  • Bryn Mawr Trust Advisors
2 min read
Winning by Thinking Differently
Hopkins Profile Image
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®
  • Bryn Mawr Trust
  • Bryn Mawr Trust Advisors

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.

Kate Duffy, FBS®, MFP
  • Bryn Mawr Trust Advisors

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

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