Bryn Mawr Trust Wealth Management

Kevin Tremblay oversees the wealth management division as president, a role he assumed when WSFS Financial Corporation acquired Bryn Mawr Bank Corporation in 2022. The firm operates an internal investment team that manages equity and fixed-income portfolios directly. Alternative investments are typically accessed through external managers rather than in-house fund structures.

Bryn Mawr Trust Wealth Management is a multi-client wealth manager and fiduciary, not a single-family office. It traces its origins to the trust department of a community bank chartered in 1889. The firm today serves hundreds of families, primarily in the Philadelphia region, through trust administration, investment management, and private banking services.

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.

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.

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.