Robert J. Schneider
President
Robert has 28 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.
KELLY A. WELLBORN, CFP®
SVP, Senior 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 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.
Brooke A. Bees, CFP®, CTFA
Advisor
Brooke has been providing financial advice to the owners of closely held businesses and high net worth individuals since 1999. Prior to joining our organization, Brooke was a Client Advisor and Branch Manager at Mercer Advisors where she was responsible for introducing new and prospective clients to Mercer, managing client relationships, as well as overseeing the design and implementation of her client’s financial plans. Brooke graduated from Pennsylvania State University with a dual degree in International Business and Management. She has been awarded the Certified Financial Planner™ designation and is also a Certified Trust Financial Advisor.
Stephen Biggin
AVP, Senior Portfolio Analyst
With more than 10 years of industry experience, Stephen contributes to manager 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 is a CFA charter holder and a member of CFA society of Philadelphia.
Lisa M. Borrelli, CPA
Wealth Planner
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 is currently pursuing her Masters in Taxation (M.T.) at Villanova University and earned her B.S. in Accounting from the Haub School of Business at Saint Joseph’s University.
SETH DADDS, CFA
DIRECTOR, INVESTMENT 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. In 2009 Seth was awarded the right to use the Chartered Financial Analyst (CFA) designation.
Andrew N. Davis, CFA®
Director of Research
Andrew Davis, CFA® is a Director of Research and also serves on the Investment Committee. Andrew is responsible for due diligence on managers/strategies, portfolio construction, and portfolio implementation. Prior to his employment with our organization, Andrew was a Portfolio Strategist at SEI Investments, where he was responsible for asset allocation modelling 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 of Arts in Economics from Michigan State University, and his Master of Arts in Applied Economics and Graduate Certificate in Financial Management from Johns Hopkins University. Andrew has earned the Chartered Financial Analyst (CFA®) designation.
Harrison R Gelber
SVP, Chief Compliance Officer
Harrison has over a decade of experience working in financial services, many of which have been dedicated to trust administration, finance, legal, compliance, and overall administrative and operations areas. He joined WSFS in 2014 after working for a national trust company. Earlier in his career, he practiced law IN Philadelphia with a focus on defense litigation.
Harrison earned his Bachelor’s Degree in Political Science from Bucknell University. In addition, he obtained his juris doctorate from Widener University School of Law, and his MBA from Temple University where he concentrated in Finance. He is admitted to practice law in Pennsylvania.
Contact Information:
[email protected]
302.888.5817
Erik R. Hickman
Research 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 an 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.
Christopher L. Krumenacker, Jr.
AVP, 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® designation and received his Bachelor of Science in Business Administration from Drexel University, with majors in Finance and Economics.
Timothy M. Macarak, CFP®
Advisor
Tim works with individuals, families, and institutional clients to help them meet their financial goals and solve complex planning issues. Prior to joining our organization, Tim was a Regional Director for Lockwood Advisors, a Bank of New York Company, where he provided investment advice, and practice management solutions to financial advisors, registered investment advisors and broker/dealers. Tim’s responsibilities also included identifying and executing on key marketing opportunities and strategies. Prior to Lockwood, Tim also held roles at TD Ameritrade and Piper Jaffray. He completed his undergraduate work at Temple University where he earned a B.A. in Political Science with a minor in Economics. Tim is also a Certified Financial Planner™.
JEFFREY P. MCCABE, CFA
MANAGING DIRECTOR, PORTFOLIO MANAGEMENT, TECHNICAL RESEARCH
Jeff serves as Senior Vice President – Portfolio Manager/Director of Portfolio Research. 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.
Jeffrey D. Mills
SVP, Chief Investment Officer
With more than 18 years of experience in investment analysis, advisory, and strategy, Jeff is responsible for investment management including asset allocation and investment research. He holds a Bachelor’s Degree in International Relations from the University of Pennsylvania, a Master of Business Administration from the University of Oxford, Oxford, U.K., and a Master of Science in Management Studies, with a concentration in asset management and investments, from the Massachusetts Institute of Technology (MIT). Jeff is a member of the Investment Committee at LaSalle College High School where he oversees the school’s endowment. He is also an advisory board member at the Johns Hopkins Lyme Disease Research Center.
Tony Natale
SVP, 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® 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®
Director of Research
David Navarro, CFA® is a 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 has earned the Chartered Financial Analyst (CFA®) designation.
Erik W. O’Neal, CIMA®, CFP®
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®.
CHARLES O. POSNECKER, IV, CFA, CTFA
DIRECTOR, PORTFOLIO MANAGEMENT, TRADING
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 his Chartered Financial Analyst designation in 2016.
Garrett C. Spangler, J.D., LL.M.
Director of Wealth Planning
Garrett Spangler is Director of Wealth Planning and 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, and income tax and liability exposure. Prior to joining our organization, Garrett was an associate at The Erb Law Firm, PC practicing tax, estate, and business succession planning, with a focus on non-citizens and international planning for those with foreign assets. Garrett earned his law degree (J.D.) and Masters 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.
