Harrison Gelber
Harrison Gelber is responsible for strategic growth and new product expansion initiatives, as well as leading the private banking team. He joined the company in 2014.
Elizabeth Wagner
Elizabeth Wagner leads the Endowment, Foundation, and Charitable practice. She is responsible for nonprofit client advisory on investment issues and other matters, and also guides philanthropic clients. She joined the company in 2019.
Donna Cunningham, CSCP
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…
Jasmine Yu, PhD, MBA, CFA®, CAIA®
Jasmine Yu leads the investment management team and is responsible for investment policies, asset allocation, investment solutions, and portfolio management for taxable and tax-exempt clients. She joined the company in 2024.
Stephen Wellman
Stephen Wellman oversees the day-to-day operations of the company, ensuring that the business runs efficiently to align with its strategic goals. He joined the company in 2016.
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®
Jamie Hopkins oversees the private wealth management group’s financial advice strategies and growth initiatives, along with leading the institutional and personal trust businesses. He joined the company in 2023.
Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®
Mark Bradford leads the advisory teams, working closely with Wealth Directors to drive an advice-driven approach resulting in an exceptional client experience. He is responsible for the overall performance of his leadership team as well as their training and development. He joined the company in 2018.
Jacquelyn Blue
Jacquelyn Blue is responsible for management oversight and leadership of advisors and client service associates in the Delaware and Florida markets, the portfolio solutions team, and retirement planning services. She joined the company in 2023.
Robert Schneider
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.