Bryn Mawr Trust Continues Adding Advisory Business Talent to Meet Growth Demands
WSFS Financial 's subsidiary Bryn Mawr Trust is expanding its advisory business and wealth management services through strategic talent acquisition. The company has made multiple key hires across various teams, including Wealth and Trust services, WSFS Wealth Investments, Bryn Mawr Capital Management, and WSFS Private Banking. New talent joins from major firms like PNC, Vanguard, Morgan Stanley, Comerica, and Wilmington Trust. The expansion includes the appointment of Wealth Directors Donald Lyons and Angela Wagner to lead teams in the Berwyn office, demonstrating the company's commitment to growth and service enhancement in wealth management.
La controllata di WSFS Financial, Bryn Mawr Trust, sta espandendo la sua attività di consulenza e i servizi di gestione patrimoniale attraverso l'acquisizione strategica di talenti. L'azienda ha effettuato numerosi assunzioni chiave in vari team, inclusi i servizi patrimoniali e fiduciari, gli investimenti WSFS Wealth, la gestione patrimoniale Bryn Mawr e la banca privata WSFS. I nuovi talenti provengono da importanti aziende come PNC, Vanguard, Morgan Stanley, Comerica e Wilmington Trust. L'espansione include la nomina dei Direttori Patrimoniali Donald Lyons e Angela Wagner per guidare i team nell'ufficio di Berwyn, dimostrando l'impegno dell'azienda per la crescita e il miglioramento dei servizi nella gestione patrimoniale.
La subsidiaria de WSFS Financial, Bryn Mawr Trust, está ampliando su negocio de asesoría y los servicios de gestión de patrimonio a través de la adquisición estratégica de talento. La compañía ha realizado varias contrataciones clave en diversos equipos, incluidos los servicios de Patrimonio y Fideicomiso, WSFS Wealth Investments, Bryn Mawr Capital Management y WSFS Private Banking. Los nuevos talentos provienen de importantes firmas como PNC, Vanguard, Morgan Stanley, Comerica y Wilmington Trust. La expansión incluye el nombramiento de los Directores de Patrimonio Donald Lyons y Angela Wagner para liderar equipos en la oficina de Berwyn, lo que demuestra el compromiso de la empresa con el crecimiento y la mejora del servicio en la gestión de patrimonio.
WSFS 금융의 자회사인 Bryn Mawr Trust가 전략적인 인재 확보를 통해 자문 사업 및 자산 관리 서비스를 확대하고 있습니다. 이 회사는 자산 및 신탁 서비스, WSFS 자산 투자, Bryn Mawr 자산 관리 및 WSFS 프라이빗 뱅킹을 포함해 다양한 팀에서 여러 핵심 인재를 채용했습니다. 새로운 인재들은 PNC, Vanguard, Morgan Stanley, Comerica 및 Wilmington Trust와 같은 주요 회사에서 합류하고 있습니다. 이번 확장에는 Berwyn 사무소에서 팀을 이끌기 위해 자산 이사인 Donald Lyons와 Angela Wagner의 임명이 포함되어 있으며, 이는 자산 관리에서의 성장과 서비스 향상에 대한 회사의 의지를 보여줍니다.
La filiale de WSFS Financial, Bryn Mawr Trust, élargit son activité de conseil et ses services de gestion de patrimoine grâce à l'acquisition stratégique de talents. L'entreprise a réalisé plusieurs recrutements clés dans diverses équipes, notamment dans les services de patrimoine et de fiducie, les investissements WSFS Wealth, la gestion d'actifs Bryn Mawr et la banque privée WSFS. Les nouveaux talents rejoignent des entreprises majeures telles que PNC, Vanguard, Morgan Stanley, Comerica et Wilmington Trust. L'expansion comprend la nomination des Directeurs de Patrimoine Donald Lyons et Angela Wagner pour diriger des équipes au bureau de Berwyn, démontrant ainsi l'engagement de l'entreprise envers la croissance et l'amélioration du service dans la gestion de patrimoine.
Die Tochtergesellschaft von WSFS Financial, Bryn Mawr Trust, erweitert ihr Beratungs- und Vermögensverwaltungsangebot durch strategische Talentakquisition. Das Unternehmen hat mehrere Schlüsselmitarbeiter in verschiedenen Teams eingestellt, einschließlich Vermögens- und Treuhanddiensten, WSFS Wealth Investments, Bryn Mawr Capital Management und WSFS Private Banking. Neue Talente kommen von großen Firmen wie PNC, Vanguard, Morgan Stanley, Comerica und Wilmington Trust. Die Expansion umfasst die Ernennung der Vermögensdirektoren Donald Lyons und Angela Wagner, die Teams im Büro in Berwyn leiten werden, und zeigt das Engagement des Unternehmens für Wachstum und Verbesserungen im Bereich der Vermögensverwaltung.
- Strategic expansion of wealth management services through multiple key hires
- Successful recruitment of talent from major financial institutions
- Strengthening of leadership team with new Wealth Directors appointments
- None.
Insights
The mass hiring at Bryn Mawr Trust points to an aggressive expansion strategy in their wealth management division, but this news has immediate financial impact. While adding 15+ professionals from major firms like PNC, Vanguard and Morgan Stanley demonstrates strong recruitment capabilities, the revenue impact will take time to materialize as these advisors build their books of business. WSFS, with a market cap of
“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.”
Talent acquisitions over the past several quarters include:
- Expansions to Bryn Mawr Trust’s Wealth and Trust services with Timothy Fisk, Seane Baylor, and Suzanne McManus,
- WSFS Wealth Investments Financial Advisors Kevin Dolan, Drew Venit, and Thomas Keefer,
- Bryn Mawr Capital Management Financial Advisors Joseph Furey, Brian Campbell, Kate Duffy, Quiaunna Powell, Anthony Feudo, Christopher Williams, and John Walters, and
- WSFS Private Banking Relationship Managers John Heiser, Giosue Bochicchio, and Andrea Kelly.
These hires join from major financial firms, including PNC, Vanguard, Morgan Stanley, Comerica, and Wilmington Trust.
Wealth Directors Donald Lyons and Angela Wagner were appointed earlier this year to lead teams in the Berwyn office. Two financial planning veterans,
“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 holistic manner.”
About WSFS Financial Corporation
WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and trust company in the
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Media: Andrew Davison
(215) 309-1064
adavison@wsfsbank.com
Source: WSFS Financial Corporation
FAQ
What new hires has WSFS Financial (WSFS) made for Bryn Mawr Trust?
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From which major financial firms are WSFS's new hires coming?
