Charles Otto Posnecker

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

• 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

• Certified Financial Planner
• Chartered Financial Analyst