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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-06-2016
- Office Locations
- 11
Office Locations
About Bryn Mawr Trust Advisors, LLC
Bryn Mawr Trust Advisors, LLC (bmt.com), a division of WSFS Bank, provides wealth management for individuals and families, business owners, and endowments/foundations. The team integrates financial and wealth planning with investment management, trust and estate services, and private banking, constructing durable, diversified multi-asset portfolios anchored in long-term strategic allocations and fiduciary advice.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JACQUELYN KERRY BLUE
CHIEF OPERATING OFFICER
- CRD
- #4625639
- Ownership
- Less than 5%
Candice Marie Caruso
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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JAMES T BARNES
Director of Fixed Income
- CRD
- #3267622
Andrew Michael Bass
Associate, Financial Advisor
- CRD
- #7833239
Showing 2 of 60 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,468,609,992 | $909,203 |
| Non-Discretionary | $45,207,718 | $1,329,639 |
| Total | $3,513,817,710 | $912,917 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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