Luis Sepulveda
Luis Sepulveda is responsible for client portfolio analysis, assisting with trading functions and reporting needs. He joined the company in 2022.
Luis Sepulveda is responsible for client portfolio analysis, assisting with trading functions and reporting needs. He joined the company in 2022.
Magda Dobrowolska is responsible for client portfolio analysis, assisting with trading functions and reporting needs. She joined the company in 2022.
Samuel (Toby) Good assists with client portfolio analysis, trading functions, and reporting needs. He joined the company in 2024.
Donna Cunningham manages the overall Wealth risk function, including the Compliance and Legal teams to ensure compliance with applicable OCC, SEC, Delaware State Banking Commission, and FRP regulations, as well as legal fiduciary standards. She is responsible for overseeing division-wide policies and procedures, ongoing research of laws and regulations, compliance with applicable rules, regulations, and…
Andrew Keefer leads a team that analyzes and evaluates publicly traded companies and their stocks. He joined the company in 1985.
Stephen Biggin contributes to managing due diligence, portfolio construction, and asset-class research. He joined the company in 2017.
Anthony Natale focuses on providing high-level insights and analysis to guide long-term business and investment strategies. He joined the company in 2016.
Cade Reed focuses on client relationships, and financial planning for clients. He joined the company in 2019.
Chris Krumenacker oversees individual equity securities. He joined the company in 2014.
Adam Rieger oversees individual equity securities. He joined the company in 2023.
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Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust.Bryn Mawr Trust is a division of WSFS Bank.WSFS Wealth Management, LLC d/b/a Powdermill Financial Solutions, LLC. Powdermill Financial Solutions, LLC is a subsidiary of WSFS Financial Corporation.Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation.Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates.Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor.Investment advisory services are also offered through Bryn Mawr Capital Management, LLC (“BMCM”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMCM’s Registration as an investment advisor does not imply a certain level of skill or training.
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