team brainstorming with post it notes

Meet the Trust Services Team

Personal Investments

Relationship Management

Matt Holliday

Matt Holliday

Alex Magid Trust officer

Alex Magid

Lisa Ashcroft

Lisa Ashcroft

Kim Ressler

Kim Ressler

Matt Holliday

- Matt Holliday

SENIOR VICE PRESIDENT AND MANAGING DIRECTOR OF TRUST/FIDUCIARY SERVICES

phone icon 215.721.2466

Alex Magid Trust officer

- Alex Magid, ESQ, CTFA

VICE PRESIDENT AND TRUST OFFICER

phone icon 215.721.2414

Lisa Ashcroft

- Lisa Ashcroft, CTFA

VICE PRESIDENT AND WEALTH TRUST ADVISOR

phone icon 484.245.4659

Kim Ressler

- Kim Ressler, CFP^®, CTFA, CGC

VICE PRESIDENT AND WEALTH TRUST ADVISOR

phone icon 484.245.4598

Trust Administration

Janet Reilly

Janet Reilly

Michael Kerns

Michael Kerns

Kasia Lewis

Kasia Lewis

Alex Magid Trust officer

Alex Magid

Melissa Mongelli

Melissa Mongelli

jen girone trust services

Jennifer Girone

Janet Reilly

- Janet Reilly

VICE PRESIDENT AND TRUST OFFICER

phone icon 215.721.2443

Michael Kerns

- Michael Kerns, CTFA

VICE PRESIDENT AND TRUST OFFICER

phone icon 215.721.2444

Kasia Lewis

- Kasia Lewis

TRUST ADMINISTRATOR

phone icon 215.703.5462

Alex Magid Trust officer

- Alex Magid, ESQ, CTFA

VICE PRESIDENT AND TRUST OFFICER

phone icon 215.721.2414

Melissa Mongelli

- Melissa Mongelli

TRUST ADMINISTRATOR

phone icon 215.703.5452

jen girone trust services

- Jennifer Girone, J.D.

ASSISTANT TRUST ADMINISTRATOR

phone icon 215.721.8389

Mary Kramer

Mary Kramer

Mary Kramer

- Mary Kramer

ASSISTANT TRUST ADMINISTRATOR

phone icon 267.382.1118

Portfolio Managers

Bruce Freeston

Bruce Freeston

Peter Conte – Vice President and Trust Investment Officer

Peter Conte

Nick Plawa

Nick Plawa

Jen Strawser

Jennifer Strawser

Bruce Freeston

- Bruce Freeston, CFA, CFP

SENIOR VICE PRESIDENT AND SENIOR TRUST INVESTMENT OFFICER

phone icon 215.721.2482

Peter Conte – Vice President and Trust Investment Officer

- Peter Conte

VICE PRESIDENT AND TRUST INVESTMENT OFFICER

phone icon 215.721.2558

Nick Plawa

- Nick Plawa

TRUST INVESTMENT OFFICER

phone icon 215.721.8381

Jen Strawser

- Jennifer Strawser

TRUST INVESTMENT OFFICER

phone icon 215.721.2523

Trust Compliance

Beth Nauman

Beth Nauman

LaToya Dawson-Williams

Beth Nauman

- Beth Nauman

VICE PRESIDENT AND TRUST COMPLIANCE OFFICER

phone icon 215.703.5240

- LaToya Dawson-Williams

TRUST COMPLIANCE AND TECHNOLOGY SPECIALIST

phone icon 215.799.2951

Trust Support

Darren Johnson

Linda Elliott

Linda Elliott

Irene Grove

Irene Grove

Rachel Cupp

Rachel Cupp

Michael Ruggia

Darren Johnson – Vice President and Senior Trust Support Officer

- Darren Johnson, MBA

VICE PRESIDENT AND SENIOR TRUST SUPPORT OFFICER

phone icon 215.721.2549

Linda Elliott

- Linda Elliott

TRUST SUPPORT SPECIALIST

phone icon 215.721.2577

Irene Grove

- Irene Grove

TRUST SUPPORT OFFICER

phone icon 215.799.2945

Rachel Cupp

- Rachel Cupp

TRUST OPERATIONS OFFICER

phone icon 215.721.8350

- Michael Ruggia

TRUST SUPPORT SPECIALIST

phone icon 215.703.4374

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