Bryn Mawr Trust, a WSFS Financial Corporation company, announced a series of key leadership appointments within its wealth management division. These appointments are aimed at reinforcing the company's commitment to growth and talent, aligning with a strategic goal to increase wealth fee revenue by 50% in the three-year period ending in 2027. This aggressive target highlights the importance of these leadership changes.
Michael Mendelson joined as Senior Vice President, Chief Operating Officer, responsible for driving operational excellence and supporting strategic growth initiatives. Harrison Gelber was promoted to Senior Vice President, Director of Private Banking and Trust Advisory Services, overseeing the expansion of the trust advisory business and private banking teams. Mark Bradford was named Senior Vice President, Director of Wealth Planning, to shape and execute comprehensive planning solutions.
Additionally, Jackie Blue was promoted to Senior Vice President, Chief Operating Officer of Bryn Mawr Trust Advisors, leading portfolio solutions, client support, and retirement plan services teams. Jamie Hopkins, Chief Wealth Officer, emphasized that these leaders will advance the growth strategy by investing in people, technology, and client experience. These appointments are crucial for achieving the ambitious revenue growth target and solidifying Bryn Mawr Trust's position as a premier wealth management firm in the region.
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