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Current Employers
Bryn Mawr Trust Advisors, Llc

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-01-31
PA RA APPROVED 2023-01-31
  • DE RA
    APPROVED
    Since 2023-01-31
  • PA RA
    APPROVED
    Since 2023-01-31

Branch Locations

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

1818 Market Street, 22Nd Floor, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cypress Capital Management - Merged Into Bryn Mawr As Of 1/1/23 Greenville DE 09/2017 12/2022
Christiana Trust Greenville DE 05/2005 09/2017
Bryn Mawr Capital Management, Llc Greenville DE 01/2023 Present
  • 09/2017 → 12/2022
    Cypress Capital Management - Merged Into Bryn Mawr As Of 1/1/23
    Greenville, DE
  • 05/2005 → 09/2017
    Christiana Trust
    Greenville, DE
  • 01/2023 → Present
    Bryn Mawr Capital Management, Llc
    Greenville, DE
Previous Registrations
  • 2018-03-27 → 2023-02-03
    Cypress Capital Management, Llc
    Greenville, DE
Other Businesses

Name of the other business: GBC Portfolio Management, Inc. Whether the business is investment-related: YES Address of the other business: 101 Convention Center Drive, Suite P838B Las Vegas, NV 89109 Nature of the other business: Investment Holding Company Your position, title, or relationship with the other business: Director, Treasurer Start date of your relationship: 2005 Approximate number of hours/month you devote to the other business: <5 hours/month Number of hours you devote to the other business during securities trading hours: <1 hour/day Briefly describe your duties relating to the other business: Assist with administration, monitoring of fixed income portfolio Name of the other business: Lone Star Investment Sub-Nevada, Inc. Whether the business is investment-related: YES Address of the other business: 101 Convention Center Drive, Suite P838C Las Vegas, NV 89109 Nature of the other business: Investment Holding Company Your position, title, or relationship with the other business: Director, President/Secretary Start date of your relationship: 2016 Approximate number of hours/month you devote to the other business: <5 hours/month Number of hours you devote to the other business during securities trading hours: <1 hour/day Briefly describe your duties relating to the other business: Assist with administration, monitoring of fixed income portfolio Name of the other business: Delaware Community Foundation Whether the business is investment-related: YES Address of the other business: 100 W. 10th Street, Suite 115 Wilmington, DE 19801 Nature of the other business: Investment Committee, Board Member Your position, title, or relationship with the other business: Investment Committee, Board Member Start date of your relationship: 2022 Approximate number of hours/month you devote to the other business: <5 hours/month Number of hours you devote to the other business during securities trading hours: <1 hour/day Briefly describe your duties relating to the other business: Attend quarterly meetings to review/discuss DCF investment portfolios with OCIO, review Investment Policy Statement; Customary Board level functions Name of the other business: Spotlight Delaware (Local Journalism Initiative) Whether the business is investment-related: YES Address of the other business: 112 S. French Street Wilmington, DE 19801 Nature of the other business: Investment Committee, Board Member Your position, title, or relationship with the other business: Finance Committee, Board Member Start date of your relationship: 2022 Approximate number of hours/month you devote to the other business: <5 hours/month Number of hours you devote to the other business during securities trading hours: <1 hour/day Briefly describe your duties relating to the other business: Attend quarterly meetings to review/discuss investment portfolio, review Investment Policy Statement; Customary Board level functions

Designations

View on SEC IAPD

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