Arthur J. Bacci
EVP, Chief Wealth Officer
Arthur J. Bacci oversees the Private Wealth Management Group’s strategies and is responsible for the growth initiatives. He’s been with the company since 2018.
Jamie P. Hopkins, Esq., LLM, MBA, CFP®
Director of Private Wealth Management
Jamie leads the Private Wealth Management division and is instrumental in shaping thought leadership around financial planning and advice. He joined the company in 2023.
Brian J. Taylor, CTFA
SVP, Wealth Director
Brian J. Taylor leads the Princeton team and is responsible for new business, community visibility, and brand development in this expansion market. Brian joined the company in 2021.
Elizabeth B. Wagner
SVP, Director of Endowment, Foundation, and Charitable
Elizabeth leads the Endowment, Foundation and Charitable practice. She is responsible for nonprofit client advisory on investment issues and other matters, and also guides philanthropic clients. She joined the company in 2019.
David Stork
SVP, Wealth Director
David Stork oversees the Central Pennsylvania team based in Hershey. David leads an advice-driven cross-functional group of wealth advisors, investment advisors, and relationship managers to deliver extraordinary client experiences. He joined the company in 2022.
Donald D. Lyons, CFP®, NSSA®
SVP, Wealth Director
Donald Lyons is a Wealth Director for the Berwyn office serving the greater Philadelphia region. He leads an advice-driven, cross-functional team of advisors which includes investment advisors and wealth and trust advisors. Donald joined the company in 2021.
