Bryn Mawr Trust Advisors, LLC

Lisa Borrelli is a financial advisor with Bryn Mawr Trust Advisors, LLC and holds the Series 65 designation. She has seven years of experience at Bryn Mawr Trust Advisors and six years prior experience at BDO USA LLP. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies using a range of investment vehicles and serves as a sub-adviser to WSFS Bank’s Wealth division and other trust companies.

Stephen Biggin is a CFA® charterholder with three years of industry experience. He has worked at Bryn Mawr Trust Advisors since 2023 and previously held positions at Bryn Mawr Trust and Sei. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies using a range of vehicles including Independent Managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisory firms.

Jacqueline Reeves is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. She previously worked at Bell Rock Capital, LLC for 16 years before joining Bryn Mawr Capital Management, LLC and Bryn Mawr Trust Advisors. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policy development and diversified portfolio management using a range of investment vehicles, including ESG strategies through third-party providers, and serves as a sub-adviser to WSFS Bank’s Wealth division and other unaffiliated advisers.

Magdalena Dobrowolska is a financial advisor at Bryn Mawr Trust Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Bryn Mawr Capital Management, WSFS, Wealth Enhancement Group, and CMG Capital Management Group. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm utilizes diversified portfolios with Independent Managers, mutual funds, ETFs, and private fund platforms, and offers both discretionary and non-discretionary portfolio management.

Thomas Keefer is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at PNC Investments, WSFS Wealth Investments, Commonwealth Financial Network, and PayPal. Keefer is also engaged in fixed insurance sales, dedicating a portion of his professional time to this activity. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to a broad range of clients, including individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm utilizes diversified portfolios with independent managers, mutual funds, ETFs, and private fund platforms, and offers ESG strategies through third-party providers.

Mark Bradford is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Bryn Mawr Trust Advisors, LLC, where he has worked since 2025, following prior roles at Bryn Mawr Trust and PNC Bank. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to a diverse client base that includes individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm employs customized investment policies and diversified portfolios incorporating Independent Managers, mutual funds, ETFs, and private fund platforms, and offers ESG strategies through third-party providers.

Kathleen Duffy is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Veritable, L.P. There are no additional notable outside activities reported. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment strategies using a range of vehicles including independent managers and private fund platforms, and it serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Andrew Davis is a CFA® charterholder with six years of industry experience. He is currently with Bryn Mawr Trust Advisors, where he has worked since 2024. Prior to that, he was with West Capital Management and SEI Investments. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment strategies using a variety of vehicles, including independent managers and ESG options, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Adam Rieger is a CFA® charterholder with over two years of industry experience. He currently works at Bryn Mawr Trust Advisors, LLC and previously spent 24 years at Friess Associates of Delaware. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies utilizing independent managers, mutual funds, ETFs, proprietary separate accounts, and third-party private fund platforms, including ESG options.

Jasmine Yu is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She currently works at Bryn Mawr Trust Advisors, LLC and has prior experience with MBSC Securities Corporation, Bank of New York Mellon, and Coleman Research. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to a broad range of clients including individuals, trusts, retirement plans, endowments, foundations, and corporations. The firm offers customized investment solutions using a variety of vehicles and maintains co-advisory relationships with WSFS Bank and other entities, distinguishing it through its bank and trust company affiliations and sub-advisory services.

Lucinda Peterson is a CFP® professional with 17 years of industry experience. She is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC, Bryn Mawr Trust Company, and WSFS. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment solutions using a variety of vehicles including independent managers, mutual funds, ETFs, and private fund platforms, and serves as a sub-adviser to WSFS Bank’s Wealth division and other registered advisers.

Erik O'Neal is a CFP® with 13 years of industry experience and currently serves as an advisor at Bryn Mawr Trust Advisors, LLC. He previously worked at West Capital Management, Inc. for nine years and is the owner of O'Neal Consulting Group, LLC, a former financial services consultancy. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a variety of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other trust companies.

Jacquelyn Blue is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bell Rock Capital, LLC for sixteen years before joining Bryn Mawr Capital Management, LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm employs customized investment policies, diversified portfolios, and offers ESG strategies through third-party providers, while also serving as a sub-adviser to other trust companies and registered investment advisers.

Steve Nguyen is a financial advisor at Bryn Mawr Trust Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Commonwealth Financial Network, WSFS Wealth Investments, Citizens Securities, Santander Securities, and Sovereign Bank. Outside of advising, he spends part of his time involved in fixed insurance sales. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, and corporations. The firm offers customized investment strategies using a range of vehicles and serves as a sub-adviser to WSFS Bank’s Wealth division and other entities, combining bank and trust company affiliations with multi-team advisory services.

Charles Posnecker is a CFP® and CFA® with seven years of industry experience, currently serving at Bryn Mawr Trust Advisors, LLC. His prior roles include positions at Bryn Mawr Capital Management, Cypress Capital Management, and Christiana Trust. He holds board and investment committee roles with the Delaware Community Foundation and Spotlight Delaware, participating in portfolio review and investment policy oversight. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policies and diversified portfolios using a range of investment vehicles, including ESG strategies through third-party providers, and maintains co-advisory relationships with WSFS Bank and other financial institutions.