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Bryn Mawr Trust Continues Adding Advisory Business Talent to Meet Growth Demands

WILMINGTON, Del.--(BUSINESS WIRE)-- WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is consistently adding new talent

articleWsfs Financial CorporationNovember 19, 20243/company/wsfs-financial-corporation/news/bryn-mawr-trust-continues-adding-advisory-business-talent-meet-growth-demands-2024-11
Bryn Mawr Trust Continues Adding Advisory Business Talent to Meet Growth Demands

About this update from Wsfs Financial Corporation

[{"type":"text","content":" WILMINGTON, Del.--(BUSINESS WIRE)--\nWSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is consistently adding new talent across several teams as it grows its advisory business and wealth management services.\n\n\n“Bryn Mawr Trust remains focused on growth and expansion by recruiting, attracting, and hiring exceptional talent to strategically position us as a frontrunner in wealth management services and solidify our status as the premier firm in the region,” said Jamie P. Hopkins, Chief Wealth Officer, Bryn Mawr Trust and Chief Executive Officer, Bryn Mawr Capital Management. “Through a multi-faceted approach centered around talent acquisition and technology enhancements, Bryn Mawr Trust continues to chart a path toward sustained growth and excellence.”\n\n\nTalent acquisitions over the past several quarters include:\n\n\n\nExpansions to Bryn Mawr Trust’s Wealth and Trust services with Timothy Fisk, Seane Baylor, and Suzanne McManus,\n\n\n\nWSFS Wealth Investments Financial Advisors Kevin Dolan, Drew Venit, and Thomas Keefer,\n\n\n\nBryn Mawr Capital Management Financial Advisors Joseph Furey, Brian Campbell, Kate Duffy, Quiaunna Powell, Anthony Feudo, Christopher Williams, and John Walters, and\n\n\n\nWSFS Private Banking Relationship Managers John Heiser, Giosue Bochicchio, and Andrea Kelly.\n\n\n\nThese hires join from major financial firms, including PNC, Vanguard, Morgan Stanley, Comerica, and Wilmington Trust.\n\n\nWealth Directors Donald Lyons and Angela Wagner were appointed earlier this year to lead teams in the Berwyn office. Two financial planning veterans, Lyons had been a Senior Wealth Strategist with Bryn Mawr Trust since 2021, and Wagner was previously a Wealth Planning Strategist at Truist Bank.\n\n\n“As Bryn Mawr Trust continues to pursue growth and innovation, it remains steadfast in its mission to provide premier wealth management services to Clients across the region,” said Hopkins. “Through strategic talent recruitment and promotions, service enhancements, technology optimization, and a relentless focus on Client satisfaction, Bryn Mawr Trust is poised to achieve new heights of success in the dynamic landscape of wealth management. We are going to continue to bring on new wealth teams, expand Trust services out to the financial services industry, and serve Clients in a holisti...

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