Bryn Mawr Trust Names Lawrence Senior Vice President, Senior Wealth Advisor
JAN 25, 2023 - 7:10 am
WSFS Financial, the parent company of Bryn Mawr Trust, announced Andrea Lawrence has been named senior vice president and senior wealth advisor in Berwyn, PA. She will report to James A. Hutchinson, senior vice president and wealth director. Lawrence will provide comprehensive wealth advisory services to clients and work collaboratively with all divisions of the bank to achieve clients’ goals and objectives.
“Andrea brings more than 30 years of experience in estate and charitable planning, business succession planning, private foundation administration, gift tax compliance, estate and trust administration, and more,” Hutchinson said. “We’re thrilled to add her vast experience to the Bryn Mawr Trust team and look forward to her contributions toward helping our clients live a life fulfilled.”
Most recently, Lawrence provided family office and philanthropy consulting services through Tapestry Advisors, which she founded in 2007, and also served as chief operating officer of the Quantitative Foundation through Tapestry. Prior to that, she worked for Ballamor Capital Management and Calibre, among others. A former CPA and practicing attorney, she also worked at Stradley Ronon Stevens & Young, LLP.
“I am excited to join Bryn Mawr Trust and look forward to collaborating with the team to bring personalized solutions to our Clients,” Lawrence said. “I am eager to put my cross-disciplinary experience to work to help our Clients achieve their financial goals and build upon the storied legacy of service at Bryn Mawr Trust and WSFS.”
Like this story? Begin each business day with news you need to know! Register now for FREE Daily E-News Broadcast and start YOUR day informed!
The Alta Group’s new vice chairman, Jim Merrilees, has noticed a major trend during his first six months consulting in the equipment finance industry: an inability or reluctance of many firms to innovate to attract talent during the current labor... read more
The Equipment Leasing and Finance Association has been making major moves to address the subject of diversity, equity and inclusion (DE&I) within the equipment finance industry. Recently, the ELFA hosted its first annual Equity Forum, a two-day conference in Washington,... read more