Julien Franklin, CAP®
Julien Franklin collaborates with Endowment, Foundation, and Charitable Clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2024.
Julien Franklin collaborates with Endowment, Foundation, and Charitable Clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2024.
John Ventura collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2021.
John Walters focuses on client relationships, and financial planning for clients. He joined the company in 2024.
Joe Furey collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2024.
Anthony Feudo focuses on client relationships, and financial planning for clients. He joined the company in 2023.
Kyla Taylor supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2023.
Jim Hutchinson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2022.
Lisa Borrelli works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2019.
Robert Schneider is a well-diversed, client-focused leader who has grown relationships while providing day-to-day operational leadership of a business. He joined the company in 2019.
Andrew Bass assists with operational processes such as client onboarding, account maintenance, and reporting. He also supports the team with the trading of equities and fixed-income securities. He joined the company in 2022.
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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.
Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.
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