Robert J. Schneider
President
Robert has 30+ years of experience in wealth management, with the majority of his career (18 years) spent as Managing Director, Chief Compliance Officer, and Senior Portfolio Manager at Conservest Capital Advisors, a Registered Investment Advisory firm in Wynnewood, PA. He joined West Capital Capital Management from Goldman Sachs Personal Financial Management. Robert has a well-diversified background as a client-focused leader who has grown relationships while also providing day-to-day operational leadership of a business. Robert started his career at the Vanguard Group where he earned several industry leading FINRA licenses and certifications. Robert earned a Bachelor of Science in Business Administration from LaSalle University in Philadelphia.
Jacquelyn Blue
Wealth Director
Jacquelyn Blue is the Wealth Director for our Delaware and Florida Advisory Teams. In her role, she is responsible for leading the advisory teams by assisting in business development, community initiatives and visibility, and brand development. Jackie has been in the wealth management space for over 17 years. Previously, she was a Managing Director at Ryan Beck and Co., an investment banking firm, and spent 16 years at Sovereign Bank. She received a B.S. in Economics, with a minor in Finance, from Bloomsburg University, and an M.B.A. from LaSalle University.
KELLY A. WELLBORN, CFP®
Sr. Wealth Strategist
Kelly has spent her entire career in wealth management most recently serving as President at Cypress Capital Management. Prior to being named President of Cypress, Kelly served as Senior Vice President of Operations and Chief Compliance Officer. During her 30-year career with the firm, her responsibilities have included management of all business operations, compliance monitoring, and client services. From 1981 – 1985, Kelly was a Trust Operations Officer at both Southeast National Bank in PA and American Guaranty and Trust in DE. Kelly is a CERTIFIED FINANCIAL PLANNER™ Professional and past President and Treasurer of the Society of Financial Service Professionals – Delaware Chapter. She graduated from the University of Delaware in 1981 with a B.S. in Accounting.
Ben Anderson
Operations & Reporting Specialist
Ben joined the organization in 2021 after graduating from Bucknell University with a bachelor’s degree in Economics. He assists with operational processes, as well as the trading of equity and fixed-income securities. More recently, he has begun participating in investment research activities and is currently a CFA Level 1 candidate.
Jennifer R. Atkinson
Sr. Wealth Associate
Jenn joined the organization in 2013 where she is responsible for working with clients and advisors to process requests through Schwab Institutional, working with the compliance team to handle and process policies and procedures, implementing and manage back-office operations, and assisting the investment team to compile investment reports and assist with other special investment projects as needed. Jenn received an associate degree in Office Administration from Delaware Technical and Community College.
James T. Barnes CFA®, CIPM
Director of Fixed Income
Jim Barnes is the Director of Fixed Income for Bryn Mawr Capital Management and a member of the Investment Policy Committee.
Jim has significant experience in fixed-income management and product development. He also is experienced in working with and presenting to institutional and corporate boards. He transitioned from Bryn Mawr Trust in 2023.
He joined Bryn Mawr Trust in 2016 from National Penn Bank in Wyomissing, Pa., where he was Senior Vice President and Assistant Treasurer. Before that, he spent more than seven years with National Penn Investors Trust Company, also in Wyomissing, as Senior Fixed Income Manager and Director of Institutional Investments.
He is a regular author and commentator on economic and financial market matters, and his opinions have been quoted by national and local media.
Jim holds the Chartered Financial Analyst® designation and the Certificate in Investment Performance Measurement™ designation. He is a member and past president of the CFA Society of Philadelphia as well as a member of the CFA Institute.
Jim earned a B.S. degree from Lehigh University and an MBA from the Mendoza College of Business at the University of Notre Dame.
Andrew Bass
Investment Associate
Andrew Bass is an Investment Associate with Bryn Mawr Capital Management. He joined the team after graduating from the Darla Moore School of Business in 2023. He holds a Bachelor of Science degree in Finance with a concentration in Data Analytics. He assists with operational processes such as client onboarding, account maintenance, and reporting. Andrew also supports the team in the trading of equities and fixed-income securities.
Stephen Biggin, CFA®
Sr. Portfolio Analyst
With more than 10 years of industry experience, Stephen contributes to managing due diligence, portfolio construction, and asset-class research. Stephen holds a Master of Science in Finance from Drexel University and a bachelor’s degree from James Madison University. Stephen holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Society of Philadelphia.
Andres Bonell
Sr. Investment Advisor
Andres Bonell is a Sr. Investment Advisor with Bryn Mawr Capital Management. He provides clients with fiduciary and investment management services. Andres has over nine years in the financial services industry and is fluent in Spanish and English, having attended Los Andes University in Colombia. Andres earned a B.S. in Business Administration from the University of Florida. He is a board member for the Help 2 Haiti foundation, having spent time in Titanyen, Haiti providing aid in recovering from natural disasters.
Lisa M. Borrelli, CPA, M.T.
Sr. Wealth Strategist
Lisa Borrelli is a Wealth Planner at Bryn Mawr Capital Management. In her role, Lisa works with clients on a variety of planning areas such as income tax and liability exposure, business planning, and trust and estate planning. Prior to joining our organization, Lisa was a Senior Tax Associate at BDO USA, LLP in the Private Client Services department; providing clients with cash flow and tax return analysis in addition to tax return preparation focusing on high-net-worth individuals and closely held businesses. Lisa received her Master’s in Taxation (M.T.) and a certificate in Estate Planning from the Charles Widger School of Law at Villanova University and earned her B.S. in Accounting from the Haub School of Business at Saint Joseph’s University.
DONNA M. CUNNINGHAM, CSCP
DIRECTOR OF WEALTH RISK AND COMPLIANCE
Donna 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 policies, and will oversee internal compliance reviews for testing, as well as coordinating with regulatory examiners and internal audit function.
Donna holds a BA in political science from West Chester University and an MBA from Widener University. She earned the Certified Securities Compliance Professional (CSCP) designation through the National Society of Compliance Professionals (NSCP), in partnership with the University of St. Thomas in Minneapolis.
Contact Information:
[email protected]
302.571.7018
SETH DADDS, CFA®
Head of Securities Research
Seth joined our organization in 2013 as an Equity and Fixed Income Analyst. He has over 20 years of investment experience, including eight years as a Sell-Side Equity Analyst for GARP Research & Securities, a leading independent research firm. At GARP, Seth published research on companies in the technology, financial services, and mining industries. He was also a Buy-Side analyst at Gaineswood, a hedge fund where he focused on the precious metals sector. Before that, he spent six years at T. Rowe Price in their brokerage division. He graduated from Towson University with a bachelor’s degree in Finance and Management in 1997 and earned his Master of Science in Finance from Loyola University Maryland in 2000. Seth holds the Chartered Financial Analyst (CFA®) designation.
Andrew N. Davis, CFA®
Head of Macroeconomic Research
Andrew is responsible for our macroeconomic views, identifying tactical trades, and asset-class research. Previously, Andrew was a Portfolio Strategist at SEI Investments, where he was responsible for asset allocation modeling and managing a Covered Call writing strategy. He has also worked as an Economist at Moody’s Analytics where he was engaged in economic research and forecasting. Andrew began his career as an Economist at the Bureau of Labor Statistics. Andrew earned his Bachelor’s in Economics from Michigan State University, his Master’s in Applied Economics from Johns Hopkins University, and is pursuing his MBA from the Wharton School at the University of Pennsylvania. Andrew has earned the Chartered Financial Analyst (CFA®) designation.
Magdalena Dobrowolska
Sr. Portfolio Analyst
Magda has spent her career in investments and wealth management working with advisors, operations teams, and executives. She is responsible for client portfolio analysis, assisting with trading functions and reporting needs.
She graduated from West Chester University with an MBA in Finance and Economics.
Renée Files
Sr. Wealth Associate
Renée joined the Greenville team in 2021 after working with the Berwyn Wealth Management team. She is responsible for working with clients and advisors to process requests through Schwab Institutional, working with the compliance team to handle and process policies and procedures, implementing and managing back-office operations, and assisting the investment team to compile investment reports and assist with other special investment projects as needed. Renée is a graduate of the Academy of Notre Dame de Namur (Villanova, Pa.) and the University of North Carolina at Wilmington.
Erik R. Hickman
Sr. Portfolio Analyst
Erik Hickman is a Research Analyst on the Research Team and also serves on the Investment Committee. In addition to performing due diligence on managers and strategies, Erik brings expertise in technology to the Research Team. Erik graduated from the Wharton School of the University of Pennsylvania with a Bachelor of Science in Economics with a Concentration in Finance and a Minor in Political Science.
James A. Hutchinson, CFA®, CAIA
Sr. Investment Advisor
Jim Hutchinson is a Senior Investment Advisor with Bryn Mawr Capital Management in Philadelphia. He has over 30 years of experience working in financial services providing financial planning and investment services. He joined Bryn Mawr Capital Management in 2023, after being the Market Director for the Berwyn office of Bryn Mawr Trust. Previously, he served as a Wealth Director and Senior Investment Advisor for PNC Bank during his tenure. Jim graduated from Widener University School of Law. He obtained a master’s degree from Temple University and a bachelor’s degree from Penn State University. He holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investments (CAIA) designation. He is a member of the CFA Institute and Financial Analysts of Philadelphia.
Andrew G. Keefer, CFA®, CFP®
Senior Investment Advisor & Director of Equity Research
Andy Keefer is a Senior Investment Advisor and Director of Equity Research. He is a member of their Investment Policy Committee. Andy transitioned from Bryn Mawr Trust in 2023. He has extensive experience in asset management and security analysis and works with clients to develop and implement plans to meet their financial goals.
Andy joined Bryn Mawr Trust in 2011 serving in several investment-related capacities, including as Chief Investment Officer.
Andy holds the Chartered Financial Analyst® designation and is a Certified Financial Planner™ professional. He is a graduate of the Central Atlantic School of Trust at Bucknell University, and he has a B.S. in Business Administration from Elizabethtown College.
Brittany Knight
Operations and Reporting Specialist
Brittany joined Bryn Mawr Capital Management in 2015 and works directly with clients, assisting with onboarding, account maintenance, money movement, and special client reports. She also computes the company’s composite performance, tracks required minimum distributions for retirement accounts, and several other operational and administrative tasks. She graduated from Wilmington University with a major in Business and a minor in Finance.
Christopher L. Krumenacker, Jr., CFA®
Investment Analyst
Chris oversees individual equity securities and is experienced in the Information technology, industrial, and telecommunication sectors. Chris joined the organization directly after his graduation from college. During college, he was an intern with Morgan Stanley in New York City, Turner Investments in Berwyn, Pa., and Susquehanna International Group in Bala Cynwyd, Pa. In those internships, he assisted in the equity selection process and worked on fixed-income and options trading desks. Chris holds the Chartered Financial Analyst (CFA®) designation and received his Bachelor of Science in Business Administration from Drexel University, with majors in Finance and Economics.
Sally Lawson
Sr. Investment Advisor
Sally Lawson is a Sr. Investment Advisor with Bryn Mawr Capital Management. With more than 20 years of experience in wealth management, she provides clients with fiduciary and investment management services. Sally recently graduated from the ABA Stonier Graduate School of Banking and successfully completed the Wharton Leadership Program at the University of Pennsylvania – The Wharton School.
Sony Mathew
Paraplanner
Sony works closely with clients and supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience at Bryn Mawr Capital Management is thoughtful and met with attention to detail. Previously, Sony was a Brokerage Investment Professional with the Vanguard Group. Sony graduated from Lafayette College in Easton, PA with a Bachelor of Arts in English. She is currently a Series 65 licensed Investment Advisor Representative.
JEFFREY P. MCCABE, CFA®
Sr. Wealth Advisor
Jeff serves as Senior Wealth Advisor. Joining our organization in 2003, he has over 25 years of investment experience including his positions as Investment Officer at Wheat First Securities and Portfolio Manager at Flagship Capital Management. Jeff is a Chartered Financial Analyst (CFA®) and a member of the Financial Analysts of Philadelphia. He graduated in 1984 from Widener University with a B.S. in Accounting. He is an inactive Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA).
Jake McCartney
Fixed-Income Research Analyst
As a Fixed Income Research Analyst on the Investment Strategies & Solutions team, Jake is responsible for research and trading for the various fixed-income strategies. He holds a Bachelor of Science degree in both Finance and Economics from West Chester University of Pennsylvania and is currently a CFA Level 1 candidate. Prior to joining Bryn Mawr Trust, Jake was an Investment Research Analyst at Hartford Funds.
Patrick Michael
Research Analyst
Patrick Michael is an Equity Research Analyst where he performs vital bottom-up research to inform each of the firms’ internal equity strategies. He is a lead analyst on more than two dozen equities across multiple sectors such as technology, energy, and industrials. He also constructs and maintains proprietary valuation models to ensure a strategic fit within portfolios. Patrick holds a bachelor’s degree in Finance and Economics from Saint Joseph’s University. At Saint Joseph’s, he was the president of the Finance Club and participated in the CFA Institute Research Challenge.
Abby Miller
Paraplanner
Abby Miller supports our Wealth Advisory Team by helping to manage client relationships and client-related service matters within our Planning Team. Previously, she was an executive assistant to the Founder and CEO of an SEO firm catering to the legal industry. Abby earned her Bachelor of Science degree in Biology from Lock Haven University in Pennsylvania.
Joel R. Morris, CFP®, AEP®
Sr. Wealth Strategist
Joel Morris is responsible for working closely with clients to provide wealth planning strategies, financial plans, and investment advice that connects clients to their purpose and promise. Joel builds long-term relationships with his clients by talking openly about their wealth, experiences, and values.
Joel has over 25 years of experience as a trusted advisor and financial planning professional. Prior to joining Bryn Mawr Trust, Joel was a Vice President and Senior Wealth Planner at Janney Montgomery Scott in Philadelphia.
Joel holds a bachelor’s degree in economics from the University of Pittsburgh. He is a CERTIFIED FINANCIAL PLANNER™ Professional and an ACCREDITED ESTATE PLANNER™. Joel is a member of the Delaware and Chester County Estate Planning Councils and the Financial Planning Association.
Tony Natale, CFA®
Director of Strategic Research
A member of the Investment Policy Committee, Tony’s investment research provides a voice in the committee’s decision-making process, assists in its tactical asset allocation decisions, and guides the analytical framework for third-party asset manager evaluations. Tony holds the Chartered Financial Analyst (CFA®) designation as well as FINRA licenses Series 4, 7, 24, 63, and 65, and earned his Bachelor of Science in Finance from Penn State University. He is an affiliate member of the CFA Society of Philadelphia.
David A. Navarro, CFA®
Head of Market Research & Portfolio Strategy
David Navarro is the Director of Research and also serves on the Investment Committee. David is responsible for investment due diligence on managers/strategies, portfolio construction, and portfolio implementation. David has 18 years of industry experience, joining our organization from a wealth management firm where he was a Portfolio Manager and Analyst responsible for designing and analyzing client portfolios. His prior experience also includes investing directly both in public and private securities. David’s career began with nine years at Bear Stearns. David graduated with a B.S. in Finance from Rutgers University, and he holds the Chartered Financial Analyst (CFA®) designation.
Erik W. O’Neal, CIMA®, CFP®
Sr. Wealth Advisor
Erik works with individuals, families, and institutional clients to help them meet their financial goals and solve complex planning issues. Prior to joining our organization in 2013, Erik had eight years of experience in Financial Services, holding leadership roles at two large financial companies as well as being the Founder and President of a private financial services consultancy firm, whose clients included both Fortune 500 financial institutions and independent wealth management companies. Erik is a graduate of West Virginia University with a bachelor’s degree in Sociology. He has also completed study at the Wharton School of the University of Pennsylvania for the Certified Investment Management Analyst (CIMA®) and is a member of the Investments & Wealth Institute. Erik is also a CERTIFIED FINANCIAL PLANNER™ Professional.
Michael G. Paregian, CFP®, CTFA
Sr. Wealth Planning Strategist
Michael is responsible for supporting and working closely with advisors and clients to provide advice and planning for clients. He joined the organization in 2017 and works with other specialists to provide best-in-class advice around asset allocation, cash management, lending, estate planning, income, tax, philanthropic and financial planning. Michael holds a bachelor’s degree from the University of Maryland, earned his CFP® designation in 2008, and his CTFA designation in 2018. His published work on financial planning articles found in Physician’s Money Digest, the Wilmington News Journal, and Vineyard and Winery Management. Michael is also a member of the Delaware Estate Planning Council.
Lucinda (Cindy) L. Peterson, CPA, CFP®
Sr. Wealth Planning Strategist & Team Leader
Cindy is responsible for supporting and working closely with advisors and clients to provide advice and planning that connects clients to their purpose and promise. She works with other specialists to provide best-in-class advice around asset allocation, cash management, lending, estate planning, income, tax, philanthropic and financial planning. Cindy received her bachelor’s degree in accounting from the University of Delaware and obtained her CPA designation in 1984. She received her CFP® designation in 2005. She is a member of the board of directors of Tri-State Bird Rescue and Research Inc. and chairs the Finance Committee for the Smocking Arts Guild of America.
CHARLES O. POSNECKER, IV, CFA®, CTFA
Sr. Wealth Advisor
Chuck joined Cypress Capital, now Bryn Mawr Capital Management, in 2017 after working for Christiana Trust, a division of WSFS Bank, for 12 years in their personal trust and investment groups. He graduated from the University of Nevada, Las Vegas, where he received his BSBA in International Business (2002) and MBA-Finance concentration (2005). Chuck is also a graduate of the Pennsylvania Bankers Association School of Trust, Investments & Relationship Management, where he completed a three-year program focused on various aspects of trust administration and investments. His responsibilities include working closely with high-net-worth clients in managing their portfolios as well as assisting with trading functions. Chuck obtained his Certified Trust & Financial Advisor designation in 2011 and holds the Chartered Financial Analyst (CFA®) designation.
Jacqueline Reeves, Board Certified Fiduciary™, AIFA®, PPC™
Director of Retirement Plan Services
Jacqueline Reeves is the Director of Retirement Plan Services with Bryn Mawr Capital Management. With more than 20 years of experience in wealth management, Jacqueline 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. Prior to joining the company, Reeves served as an institutional equity research analyst as well as director of research and head of financial institutions research at firms including Ryan Beck, Putnam Lovell, Citigroup, Janney Montgomery, CS First Boston, and Rothschild. She is a Board Certified Fiduciary™, AIFA®, and PPC™ designation. Reeves is a resource to the national media, including CNBC, Bloomberg television and radio, The Wall Street Journal, Business Week, and various other printed media.
Sarah Ryder
OFFICE MANAGER/CSA TEAM LEADER
Sarah has 7 years of experience supporting all Bryn Mawr Capital Management Teams and providing client services across the firm. Her role is to facilitate our promise to our clients. Previously, Sarah worked for many years for Penn Medicine. She graduated from Albright College in Pennsylvania with a Bachelor of Arts in History and Political Science.
Danielle Seningen
Operations and Reporting Specialist
Danielle brings 10 years of financial services experience to our team. She provides operational support and takes pride in going the extra mile to assist clients. Some of her executive skills and responsibilities include client onboarding, office management, reporting, and customer service. She graduated from the University of Delaware in 2009 with a Bachelor of Science in Health Behavioral Management, with a certification in business essentials. Danielle is currently a notary public of the state of Delaware.
Ellen Shea, CFP®, CFA®
Investment Advisor
Ellen Shea is an Investment Advisor with Bryn Mawr Capital Management. She focuses on client relationships, and financial planning for clients. Prior to joining the company, Ellen served as a Client Support Specialist, Financial Planner, and Trader for an investment management firm. She’s also worked with The Thrush Group – Hightower, in Westport, CT as a Registered Client Associate as well as Lieber & Co., The Evergreen Funds in Purchase, NY as a Portfolio Manager and Research Analyst. She earned her Certified Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designation. Ellen is a graduate of Temple University where she received her Bachelor of Business Administration in Finance and Economics and is a member of the Financial Planning Association (FPA). Ellen is also the President and Executive Director of a nonprofit 501c3 Foundation whose mission is to provide individuals, families, and smaller 501c3 a contribution of effort and financial assets to make a meaningful improvement in their quality of life.
Irene Sole
Client Service Associate
Irene Sole joined the organization in 2023. Irene supports our advisory team by helping to manage client relationships. She is an ABA-certified Paralegal awarded with honors from the CUNY School of Professional Studies at Queens College, NY. She earned her MA in Performing Arts Administration from New York University. Irene is an aficionado of classical music and the visual arts. She is active in the Rehoboth Art League and is Fluent in Spanish.
Garrett C. Spangler, J.D., LL.M.
Sr. Wealth Strategist
Garrett Spangler is a Senior Wealth Strategist who also leads the Planning Committee. In his role, Garrett works with clients on a variety of planning areas such as trust and estate planning, wealth preservation, income taxes, and liability exposure. Prior to joining Bryn Mawr Capital Management, Garrett practiced trust and estate, tax, and corporate law with law firms in Philadelphia and the surrounding suburbs. Garrett earned his law degree (J.D.) and Master’s in Taxation (LL.M.) from Temple University’s Beasley School of Law and his bachelor’s degree from Penn State University’s Smeal College of Business.
Kyla Taylor
Paraplanner
Kyla is a Financial Administrator on the Planning Team. Her responsibilities include client onboarding, account maintenance, cashiering, and Advisory Team support. Kyla joined Bryn Mawr Capital Management having previously had experience in the financial services industry. She graduated from Liberty University in Virginia with a Bachelor of Science in Business Administration and Finance.
Philip C. Wagner, CFA®
Director of Investment Advisory Services & Interim CIO
Phil Wagner serves as Director of Investment Advisory Services and is the Interim Chief Investment Officer. He transitioned from Bryn Mawr Trust in 2023. In this role, he leads all the firm’s 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 is a member of the Investment Policy Committee, which directs strategy across accounts, and he was instrumental in shaping the firm’s custom architecture platform as well as other client-focused investment solutions.
Phil has over 30 years of experience in investment management, serving in various leadership roles including in the management of international equity portfolios and as a founding member of the Wealth Network, providing financial and investment advice to high-net-worth individuals and families.
Phil completed his undergraduate studies at the University of Richmond, where he received a bachelor’s degree in economics. He earned the Chartered Financial Analyst® designation in 1994, and he is a member of the CFA Institute and the CFA Society of Philadelphia.
B.J. Whittaker
Client Service Associate
B.J. joined the organization in 2000. She oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. BJ received her associate degree from Delaware Technical and Community College.
