Group 1: Bryn Mawr Trust Developments - Bryn Mawr Trust has hired Michael Mendelson as senior vice president and COO, aiming to increase wealth fee revenue by 50% by 2027 [3][6] - The firm promoted Harrison Gelber to senior vice president and director of private banking and trust advisory services, enhancing his existing role [4] - Mark Bradford has been promoted to senior vice president and director of wealth planning, focusing on personalized planning for clients [5] - Jackie Blue has been named senior vice president and COO of Bryn Mawr Trust Advisors, overseeing portfolio solutions and client support [5] - The wealth division aims to become the top wealth management firm in the Greater Philadelphia and Delaware region by the end of 2027 [6] Group 2: Aspiriant Developments - Aspiriant has hired Gretchen Hollstein as director of wealth management, bringing over 20 years of experience from Litman Gregory Wealth Management [7] - Hollstein will focus on high-net-worth individuals and families, providing services in financial planning, investment management, estate planning, and tax advisory [8] - Aspiriant's employee-owned business model emphasizes trusted advisor-client relationships [8]
People Moves: Bryn Mawr Trust, $16B Aspiriant Bolster Wealth Teams