Bryn Mawr Trust
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Location
Headquarters: Bryn Mawr, Pennsylvania, United States, North America
Region: Pennsylvania
Country: US
Continent: North America
About
Bryn Mawr Trust is a financial services firm offering wealth management and financial advisory services, including investment management, trust oversight, private banking, and philanthropic planning. It serves individuals, families, nonprofits, and businesses across the Northeast region, with operations anchored in Pennsylvania, Delaware, and New Jersey. The company emphasizes tailored wealth planning, fiduciary expertise, and a relationship-based approach through local professionals. It operates as part of WSFS Bank and emphasizes long-standing assets under management and administration across affiliated entities.
Bryn Mawr Trust provides wealth management, investment advisory, and trust services to individuals, families, and institutions. Operating as part of WSFS Bank, the firm focuses on fiduciary expertise and tailored financial planning across the Northeast United States.
Bryn Mawr Bank Corporation
1889
for_profit
active
Industries
Primary Industry: Finance
Categories
Funding & Financials
series_unknown
30000000
200m-1b
ipo
BMTC
nasdaq
Founders
Frank Leto
Leadership
Andrew Rankin Delaware — Vice President (VP)
Chris Ginder — Sr. Investment Advisor and Senior Vice President
Michael Mendelson — SVP, Chief Operating Officer
Jamie P. Hopkins — Chief Executive Officer
Frank Leto — President,Founder & CEO
Mark Bradford — Senior Vice President, Director of Wealth Planning,
Harrison R. Gelber — Senior Vice President, Director of Private Banking & Trust Advisory Services
Technology Stack
Products
Wealth Management Services: Comprehensive financial planning, investment management, and private banking services tailored to individual, family, business, and institutional clients.
Investment Management: Development and management of tailored investment portfolios aligned with clients' financial goals and timeframes.
Private Banking: Deposit, lending, and cash management services customized to clients' financial needs with local concierge support.
Trust and Estate Services: Administration and management of trusts and estates to protect assets and facilitate wealth transfer.
Family Office Services: Comprehensive financial management support for families to handle complex financial affairs.
Business Planning and Corporate Retirement Services: Retirement plan solutions and fiduciary services tailored to businesses to support employee benefits and succession planning.
Funding rounds
Acquired · (2021-03-10)
Series Unknown · $30M · (2015-08-06)