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Bryn Mawr Trust Wealth Management
Bryn Mawr Trust Wealth Management is a wealth manager based in Berwyn, Pennsylvania. It manages approximately $20.3 billion in assets, primarily serving...
Bryn Mawr Trust Wealth Management
Bryn Mawr Trust Wealth Management is a wealth manager based in Berwyn, Pennsylvania. It manages approximately $20.3 billion in assets, primarily serving clients in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
1889
Location
Region
North America
Country
United States
City
Bryn Mawr
Corporate office
Bryn Mawr, PA, United States
Principals
Kevin Tremblay
President, Wealth Management
Sector focus
Frequently asked questions
How did the WSFS acquisition change the firm?
WSFS Financial Corporation completed its acquisition of Bryn Mawr Bank Corporation in January 2022. The wealth management operations of both organizations were combined under the WSFS banner, with the legacy Bryn Mawr Trust identity retained in the brand. Kevin Tremblay, who previously led wealth management at WSFS, was named president of the combined division.
Does Bryn Mawr Trust participate in fund commitments or only direct mandates?
The firm constructs direct, separately managed accounts in equities and fixed income as its core offering. For alternative exposures, it provides access to third-party managers through a curated platform rather than committing to commingled funds as a pooled fiduciary. Client portfolios are individually managed around trust mandates and family objectives.
What is Bryn Mawr Trust's known posture on co-investments alongside external managers?
There is no public evidence that Bryn Mawr Trust Wealth Management engages in direct co-investment alongside external general partners. The firm's fiduciary model emphasizes separately managed accounts and third-party manager access rather than the kind of direct minority-equity co-investing common in large single-family offices or institutional limited partners.
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