Pennsylvania Trust
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
Pennsylvania Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pennsylvania Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Pennsylvania Trust Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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