Advisor Archives - Bryn Mawr Trust Wealth Management

Kelly Copp Kelly, CFP®, CMFC®, CRPC®

Kelly Copp Kelly 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.

Michael Holland, CFA®

Michael Holland is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2025.

Jim Fisher, MBA

Jim Fisher 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 2025.

Paul C. McClatchy, Jr., MBA, CFP®

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

Gordon “Hayes” Glanden

Hayes Glanden focuses on client relationships, and financial planning for clients. He joined the company in 2025.

Christopher Freddo

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

Seane Baylor, CTFA

Seane Baylor provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 2024.

Mark Gerstenschlager is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2024.

Suzanne McManus

Suzanne McManus oversees the management and administration of trusts and estates. She joined the company in 2024.

Julien Franklin, CAP®

Julien Franklin collaborates with Endowment, Foundation, and Charitable Clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2024.

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.

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…

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.

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.

Aimee Buffington

Aimee Buffington supports the management and administration of trusts and estates for clients. She joined the company in 2024.

Joseph Rogers, CTFA

Joe Rogers oversees the management and administration of trusts and estates. He joined the company in 2019.

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.

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.

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.

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.

Lori Evans

Lori Evans supports the management and administration of trusts and estates for clients. She joined the company in 2011.

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.

Sheila Gibson

Sheila Gibson provides comprehensive wealth advisory services to clients, specializing in Special Needs Trusts and Guardianships. She joined the company in 2021.

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.

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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.

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.

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.

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.

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.

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.

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.

John Fotiou, EA, CTFA

John Fotiou oversees the management and administration of trusts and estates. He joined the company in 2011.

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.

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.

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.

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.

Cade Reed

Cade Reed focuses on client relationships, and financial planning for clients. He joined the company in 2019.

Quiaunna Powell

Quiaunna Powell focuses on client relationships, and financial planning for clients. She joined the company in 2024.

Valeri Boclair, AIF®

Valeri Boclair partners with institutional relationships to provide retirement plan solutions and strategies. She joined the company in 2023.

Ellen Shea, CFP®, CFA®

Ellen Shea focuses on client relationships, and financial planning for clients. She joined the company in 2023.

Sara Lawson

Sally Lawson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She 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