Caroline Lee leads research initiatives that inform the firm’s asset allocation strategy. She analyzes macroeconomic trends, market conditions and investment opportunities to provide insight that guide portfolio construction and risk management. Caroline joined the company in 2025.
Luis Sepulveda is responsible for client portfolio analysis, assisting with trading functions and reporting needs. He joined the company in 2022.
Magda Dobrowolska is responsible for client portfolio analysis, assisting with trading functions and reporting needs. She joined the company in 2022.
Samuel (Toby) Good assists with client portfolio analysis, trading functions, and reporting needs. He joined the company in 2024.
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.
Derek Jordan assists with fixed-income trading and portfolio management. He joined the company in 2024.
Chris Krumenacker oversees individual equity securities. He joined the company in 2014.
Adam Rieger oversees individual equity securities. He joined the company in 2023.
Phil Wagner leads the investment advisors and is responsible for directing the portfolio management process, identifying relevant trends, and driving continuous improvement in the delivery of investment services. He joined the company in 2010.
Andrew Keefer leads a team that analyzes and evaluates publicly traded companies and their stocks. He joined the company in 1985.
© 2025 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank.Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust.Bryn Mawr Trust is a division of WSFS Bank.WSFS Wealth Management, LLC d/b/a Powdermill Financial Solutions, LLC. Powdermill Financial Solutions, LLC is a subsidiary of WSFS Financial Corporation.Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation.Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates.Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor.Investment advisory services are also offered through Bryn Mawr Capital Management, LLC (“BMCM”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMCM’s Registration as an investment advisor does not imply a certain level of skill or training.
Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.
It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Capital Management (BMCM), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMCM reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMCM services.
All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.
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INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.