Caroline C Lee

Employer firm

Bryn Mawr Trust Advisors, LLC CRD 285359

$3.51B regulatory AUM 334 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  Bryn Mawr Capital Management
  Berwyn, PA
• 10/2024 → 12/2024
  Workplay Ventures
  San Francisco, CA
• 07/2022 → 03/2024
  Elyxium
  San Mateo, CA
• 03/2024 → 09/2024
  Retired
  Burlingame, CA
• 09/2021 → 02/2022
  Wetherby Asset Management
  San Francisco, CA
• 08/2013 → 09/2021
  Bny Mellon Wealth Management
  New York, NY
• 03/2022 → 06/2022
  Extended Travel
  Burlingame, CA

Other Businesses

One of 4 members of LLC, family related estate planning. No compensation or work hours spent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-29

Other Names

• Caroline Lee Tsao