Pennsylvania Trust

Description

Address: Five Radnor Corporate Center, 100, Matsonford Rd Suite 450, Radnor, PA 19087 Hours: Open ⋅ Closes 5PM Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 975-4300: : : : : Website: Place name: Category: : Website: http://www.penntrust.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 9 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pennsylvania Trust Posting publicly on the Web Write a review Reviews"Very professional / caring organization and great people to work with." "Keep your money in a savings account it has a better rate of return" "Basically destroyed our lives for 2 years." View all Google reviews

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Pennsylvania Trust Employees

Employee
Years
Job
Industry
Stanley Broadbent Stanley Broadbent Philadelphia, Pennsylvania Details
Stanley Broadbent's Pennsylvania Trust Experience April 2014 - Present
Job Senior Vice President Business Developement at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust   April 2014 - Present
Glenmede  May 1991 - December 2013
Corestates - New Jersey National Bank   August 1987 - May 1991
AISCorp   November 1982 - July 1987
Benefit Design Associates   April 1978 - October 1982
Pro-Services Inc.  July 1974 - March 1978
IES Management Group   June 1971 - June 1974

Skills
Alternative Investments, Hedge Funds, New Business Development, Estate Planning, Management, Investments, Asset Allocation, Asset Management, Mutual Funds, Portfolio Management, Executive Management, Business Development, Equities, Finance, Wealth Management

Education
Temple University   1967 — 1970
Social Work

Gip Bartels Gip Bartels Greater Philadelphia Area Details
Gip Bartels's Pennsylvania Trust Experience February 2012 - Present
Job SVP, MultiCap Value Portfolio Manager at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust   February 2012 - Present
Spartan Capital Management   2004 - 2012
The Haverford Trust Company  1997 - 2004
Prudential Securities  1994 - 1997
Ballard Spahr, LLP  1987 - 1994

Skills
Wealth Management, Asset Allocation, Equities, Series 7, Portfolio Management, Uniform Combined State..., Mutual Funds, Fixed Income, Asset Managment, Securities, Alternative Investments, Investments, Series 24, Investment Advisory, Financial Modeling, Private Equity, Hedge Funds, Strategic Financial..., Trading

Education
University of Pennsylvania Law School   1984 — 1987
Doctor of Law (J.D.)

Harvard University   1980 — 1984
A.B., Magna Cum Laude

Helen Villare Helen Villare Greater Philadelphia Area Details
Helen Villare's Pennsylvania Trust Experience January 2013 - Present
Job Account Administrator at Pennsylvania Trust
Industry Banking
Experience
Pennsylvania Trust   January 2013 - Present
Wells Fargo Private Bank  March 2010 - December 2012
Wachovia Bank, A Wells Fargo Company  2005 - 2010
Wachovia Bank, A Wells Fargo Company  2002 - 2005
Wachovia Bank, A Wells Fargo Company  2000 - 2003
Wachovia Bank, A Wells Fargo Company  1997 - 2000
Advanta Corporation  1996 - 1997
Wachovia Bank, A Wells Fargo Company  1972 - 1996

Skills
Project and...

Education
Neumann University   2003 — 2007
Liberal Studies, Graduated May 2007

Cannon Financial Services   2003 — 2005
Trust Administration

Delaware County Community College   1996 — 2002
Business Management, Associated Degree June 2002

Wachovia Bank, A Wells Fargo Company
Building Trust Expertise

Stephanie Marinchak, CIPM Stephanie Marinchak, CIPM Greater Philadelphia Area Details
Stephanie Marinchak, CIPM's Pennsylvania Trust Experience March 2015 - Present
Job Investment Administrator at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust   March 2015 - Present
Logan Capital Management, Inc.   July 2011 - Present
Logan Capital Management, Inc.   January 2009 - July 2011
Peerless Marketing Concepts, Inc.   June 2007 - August 2007

Skills
Portfolio Management, Series 7, Investment Strategies, Performance Measurement, Trading, Composites, Performance Attribution, GIPS Compliance, Performance Analysis, CIPM, Securities, Asset Allocation

Education
Saint Joseph's University   2004 — 2008
B.S. in Business Administration

Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2008
B.S. in Business Administration, Pharmaceutical Marketing

University of Melbourne   2006 — 2006

Jonathan Heckscher Jonathan Heckscher Greater Philadelphia Area Details
Jonathan Heckscher's Pennsylvania Trust Experience April 2012 - Present
Job Director of Fixed Income at Pennsylvania Trust Company
Industry Investment Management
Experience
Pennsylvania Trust   April 2012 - Present
Logan Capital Management, Inc.   July 2010 - April 2012
LOM Asset Management Limited   April 2000 - December 2010
LOM Asset Management Limited   June 2000 - July 2010
STW Fixed Income   1997 - 2000

Skills
Asset Management, Fixed Income, Investment Banking, Portfolio Management, Wealth Management

Education
Rollins College   1990 — 1994
B.A., Psychology

University of Warwick   1991 — 1992

Shipley

Frank T. Files Frank T. Files Greater Philadelphia Area Details
Frank T. Files's Pennsylvania Trust Experience December 2014 - Present
Job Vice President at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust   December 2014 - Present
The Haverford Trust Company  October 2003 - November 2014
SEI  May 1997 - September 2003
Vanguard  September 1992 - April 1997

Education
University of Pittsburgh

Julie Karnavas Julie Karnavas Greater Philadelphia Area Details
Julie Karnavas's Pennsylvania Trust Experience February 2014 - Present
Job Director of Portfolio Management
Industry Investment Management
Experience
Pennsylvania Trust   February 2014 - Present
ALS Association Greater P   February 2012 - Present
Glenmede  June 1995 - February 2014
Northern Trust  October 1987 - May 1995

Skills
Portfolio Management, Asset Allocation, Management, Alternative Investments, Hedge Funds, Asset Management, Equities, Wealth Management, Investment Management, Fixed Income, Asset Managment, Investment Strategies, High Net Worth..., Investments, ETFs, Endowments, Finance, Investment Advisory, Process Improvement

Education
Ohio Wesleyan University   1983 — 1987
Bachelor of Arts, Politics and Government; French

Springside   1969 — 1983

Diane Murphy Goldstein Diane Murphy Goldstein Greater Philadelphia Area Details
Diane Murphy Goldstein's Pennsylvania Trust Experience November 2014 - September 2015
Job Senior Project Manager ◆ The Haverford Trust Company ◆ Financial Services ◆ Wealth Management
Industry Financial Services
Experience
The Haverford Trust Company  September 2015 - Present
Pennsylvania Trust   November 2014 - September 2015
MG Resume and Coaching Services Murphy Goldstein Inc.   2007 - November 2014
Nuveen Investments  1992 - 2007
Deloitte  1987 - 1992

Skills
Financial Services, Project Management, Business Analysis, Management, Leadership, Team Building, Strategic Planning, CRM, Information Technology, Training, Customer Service, Leadership Development

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Psychology

Marc Zlatkin Marc Zlatkin Greater Philadelphia Area Details
Marc Zlatkin's Pennsylvania Trust Experience November 2014 - Present
Job Vice President of Information Technology at Pennsylvania Trust
Industry Information Technology and Services
Experience
Pennsylvania Trust   November 2014 - Present
Pennsylvania Trust   December 2013 - December 2014
Contour Data Corp   2002 - 2013

Skills
Ruby on Rails, jQuery, C, c#, HTML, Agile Methodologies, CSS, Software Project..., Visual Studio, VB.NET, Web Development, Programming, Windows, Python, PHP, Android, Databases, Objective-C, AJAX, Web Services, REST, Software Engineering, Git, Node.js

Education
University of Phoenix
Bachelor of Science (B.S.), Information Technology

Jeanne Stagloff Jeanne Stagloff Greater Philadelphia Area Details
Jeanne Stagloff's Pennsylvania Trust Experience February 2010 - January 2014
Job Tax Manager at Kreischer Miller
Industry Accounting
Experience
Kreischer Miller  February 2014 - Present
Bethesda Project  2010 - 2015
Pennsylvania Trust   February 2010 - January 2014
Pepper Hamilton LLP  January 2003 - January 2010
Radnor Tax Services   2001 - 2002
Myers & Associates, CPAs   1992 - 2000

Skills
Individual Tax Returns, Trust & Estate Tax..., Federal Estate &..., Investment Partnerships, Foundation Tax Returns, Tax Research & Planning, Tax Exempt Applications, IRS Audit Representation, Government..., Due Diligence, IRS, Estate Tax Planning, Tax Returns, Trusts, Tax Research, Tax Accounting, Tax Preparation, Income Tax, Financial Reporting

Education
Indiana University of Pennsylvania
Bachelor of Sciesnce, Business Management

Villanova University
Master's degree, Taxation

Patricia Barlow Patricia Barlow Wayne, Pennsylvania Details
Patricia Barlow's Pennsylvania Trust Experience October 2004 - September 2012
Job Account Administrator at Radnor Capital Management LLC
Industry Investment Management
Experience
Radnor Capital Management LLC   September 2012 - Present
Pennsylvania Trust   October 2004 - September 2012
U.S. Trust Company   October 1999 - October 2004
Radnor Capital Management   September 1994 - October 1999

Skills
Mutual Funds, Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Wealth Management

Education
Delaware County Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Lucas Saunders Lucas Saunders Philadelphia, Pennsylvania Details
Lucas Saunders's Pennsylvania Trust Experience November 2014 - Present
Job Senior Technology and Marketing Officer at Pennsylvania Trust Wealth Management
Industry Investment Management
Experience
Pennsylvania Trust   November 2014 - Present
Pennsylvania Trust   November 2013 - October 2014
Pennsylvania Trust   June 2013 - November 2013
Woven Digital  May 2012 - May 2013
War Against Work, LLC   April 2012 - May 2013
Vanguard  April 2008 - March 2012
Vanguard  January 2006 - March 2012
The Vanguard Group  January 2006 - April 2008

Skills
Business Analysis, Equities, Financial Analysis, Investments, Project Management, Access, Analysis, Mutual Funds, Process Improvement, Account Reconciliation, Management, SQL, Microsoft Excel, HTML, Web Design, Web Development, Microsoft Office, Smartstream TLM, Fixed Income, Marketing, Marketing Strategy, Marketing Communications, Business Strategy

Education
Messiah College   2001 — 2005
BA, Political Science

Peter J. Johnson Peter J. Johnson Greater Philadelphia Area Details
Peter J. Johnson's Pennsylvania Trust Experience 2011 - Present
Job Senior Vice President at The Pennsylvania Trust Company
Industry Law Practice
Experience
Pennsylvania Trust   2011 - Present
Heckscher, Teillon, Terrill & Sager, P.C.   2008 - 2011
Davis Wright Tremaine LLP  2005 - 2008
Heckscher, Teillon, Terrill & Sager, P.C.   2001 - 2005
K&L Gates  August 1999 - June 2001
Frank Russell Company  1993 - 1995

Skills
Estate Planning, Estate Administration, Guardianship, Special Needs Planning, Trust Management, Fiduciary Litigation, Inheritance Tax Planning, Estate Tax Planning, Trusts, Wealth, Probate, Tax, Financial Planning, Wills, Asset Protection, Conservatorships, Gift Tax, Wealth Management, Strategic Financial..., Fiduciary, Wealth Management..., Special Needs Trusts, Estate Law, High Net Worth..., Asset Allocation, Special Education, Legal Compliance, Trust Services, Powers of Attorney, Alternative Investments, Legal Writing, Investment Advisory

Education
Willamette University College of Law   1996 — 1999
J.D., Law

University of Puget Sound   1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature/Letters

Radclyffe F. Mike Thompson Radclyffe F. Mike Thompson Greater Philadelphia Area Details
Radclyffe F. Mike Thompson's Pennsylvania Trust Experience January 2002 - Present
Job Senior Vice President at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust   January 2002 - Present
Saunders Senior Care - Saunders House/Bryn Mawr Terrace   1996 - Present
The Pennsylvania Trust Co.   January 1992 - Present
The Bryn Mawr Trust Company  April 1991 - January 2002

Skills
Wealth Management, Asset Allocation, Bonds, SEC, Estate Planning, Private Equity, Asset Management, Investments, Financial Modeling, Series 7, Equities, Due Diligence, Portfolio Management

Education
University of Pennsylvania   1963 — 1967

Marguerite Weese Marguerite Weese Greater Philadelphia Area Details
Marguerite Weese's Pennsylvania Trust Experience June 2007 - August 2007
Job VP Wealth Planner
Industry Financial Services
Experience
Wilmington Trust  September 2010 - Present
PricewaterhouseCoopers  September 2008 - August 2010
Pennsylvania Trust   June 2007 - August 2007
Heckscher, Teillon, Terrill & Sager, P.C   June 2006 - August 2006

Skills
Estate Planning, Wealth, Business, Tax, Trusts, Financial Planners, Estate Tax Planning, Asset Protection, High Net Worth..., Tax Law, Retirement Planning, Succession Planning, Wills, Wealth Management..., Small Business, Financial Planning, Legal Research, Financial Services, Legal Writing, Financial Analysis, Due Diligence, Wealth Management

Education
Villanova University School of Law   2007 — 2010
LL.M., Taxation

Villanova University School of Law   2005 — 2008
Doctor of Law (JD)

University of Maryland College Park   2000 — 2004
BS & BA, Marketing and Criminal Justice

Conestoga High School   1996 — 2000

Nicole Bennett Price, CFP® Nicole Bennett Price, CFP® Philadelphia, Pennsylvania Details
Nicole Bennett Price, CFP®'s Pennsylvania Trust Experience January 2015 - Present
Job Vice President at Pennsylvania Trust
Industry Financial Services
Experience
Pennsylvania Trust   January 2015 - Present
BNY Mellon Wealth Management  September 2012 - January 2015
BNY Mellon Wealth Management  February 2008 - September 2012
myCIO Wealth Partners  2005 - 2007
RBC Dain Rauscher  2003 - 2005

Skills
Investments, Estate Planning, Wealth Management, Investment Strategies, Wealth, Wealth Management..., Portfolio Management

Education
University of Delaware   1998 — 2002
Leadership and Consumer Economics

Chip Lee Chip Lee Greater Philadelphia Area Details
Chip Lee's Pennsylvania Trust Experience November 2012 - Present
Job Senior Vice President at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust   November 2012 - Present
Brown Brothers Harriman  February 2000 - October 2012
Rorer Asset Management  January 1997 - February 2000
Wolf Webb Burke and Campbell   January 1995 - January 1997

Skills
Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Investments, Securities, Equities, Asset Managment, Fixed Income, Asset Allocation, Series 7, Business Development, Alternative Investments, Multi-generational..., Strategic Financial..., Asset Management, Private Equity, Financial Modeling, Corporate Finance, Investment Management, Due Diligence, Mergers & Acquisitions, Cash Management, Relationship Management, Hedge Funds, Wealth Management..., Series 65, Trust Services, Wealth, Valuation, Investment Strategies, Investment Banking, Finance, Capital Markets, Risk Management, Financial Analysis, Venture Capital, Equity Research, Trading, Financial Services, Financial Advisory, Series 63, Bloomberg, Mutual Funds, Leveraged Finance, Investment Advisory, ETFs, High Net Worth..., Estate Tax Planning, Banking

Education
Bucknell University
Bachelor of Arts (B.A.), Psychology

Chestnut Hill Academy

Nils (Larry) Berglund Nils (Larry) Berglund Greater Philadelphia Area Details
Nils (Larry) Berglund's Pennsylvania Trust Experience April 1987 - Present
Job SVP at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust   April 1987 - Present

Skills
Asset Managment, Portfolio Management, Investments, Fixed Income, Equity Research, Asset Allocation, Equities, Wealth Management, Wealth, Mutual Funds, Alternative Investments, Series 7, Securities, Asset Management, Due Diligence, Series 63, Investment Advisory, Private Equity, Financial Modeling

Education
University of Denver   1973 — 1974
Master of Business Administration (MBA)

Lafayette College   1969 — 1973
Bachelor of Arts (B.A.), Economics and Business

Bill Woolbert Bill Woolbert Greater Philadelphia Area Details
Bill Woolbert's Pennsylvania Trust Experience March 1998 - Present
Job Chief Investment Officer at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust   March 1998 - Present
PNC Wealth Management  March 1990 - March 1998

Skills
Fixed Income, Asset Allocation, Portfolio Management, Equity Research, Wealth Management, Alternative Investments, Equities, Investments, Asset Managment, Financial Modeling, Asset Management, Investment Management, Private Equity, Investment Advisory, Mutual Funds, Due Diligence, Series 7, Securities

Education
Drexel University - College of Business and Administration   1973 — 1978
MBA, Finance

Brown University   1968 — 1972
AB, History

Cole Vastine Cole Vastine Wayne, Pennsylvania Details
Cole Vastine's Pennsylvania Trust Experience August 2010 - Present
Job Senior Vice President at Pennsylvania Trust Company
Industry Banking
Experience
Pennsylvania Trust   August 2010 - Present

Skills
Asset Managment, Fixed Income, Wealth Management, Portfolio Management, Mutual Funds, Investment Advisory

Education
Kenyon College   1979 — 1983
Bachelor of Arts (B.A.)

Episcopal Academy

Tina Fasbinder Tina Fasbinder Brookhaven, Pennsylvania Details
Tina Fasbinder's Pennsylvania Trust Experience February 2011 - November 2012
Job Academic Administrative Assistant at Bryn Mawr College
Industry Higher Education
Experience
Bryn Mawr College  November 2013 - Present
Pennsylvania Trust   February 2011 - November 2012
Creative Financial Group  August 2008 - October 2010
The Bryn Mawr Trust Company  October 1998 - August 2008

Skills
Administrative..., Office Administration, Office Management, Administration, Customer Service, Administrative...

Education
Peirce College   1985 — 1987
Associates Degree, Administrative Assistant and Secretarial Science, General, 3.8 GPA

St. Hubert's Catholic High School   1981 — 1985
High School Diploma