Andrew G Keefer

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

• 08/2023 → Present
  Bryn Mawr Capital Management, Llc
  Hershey, PA
• 05/2011 → 12/2021
  Bryn Mawr Trust Company
  Hershey, PA
• 01/2022 → 07/2023
  Wsfs
  Hershey, PA

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Andrew Keefer