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Meet the Trust Services Team

Personal Investments

Relationship Management

Matt Holliday

Matt Holliday
Linda La Vay

Linda La Vay
Alex Magid Trust officer

Alex Magid
Photo of Kim Ressler

Kim Ressler
Photo of Lisa Ashcroft

Lisa Ashcroft




Matt Holliday

- Matt Holliday


SENIOR VICE PRESIDENT AND MANAGING DIRECTOR OF TRUST/FIDUCIARY SERVICES


phone icon 215.721.2466


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Linda La Vay

- Linda La Vay, CTFA, AEP®


SENIOR VICE PRESIDENT AND WEALTH TRUST ADVISOR


phone icon 267.898.0611


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Alex Magid Trust officer

- Alex Magid, ESQ, CTFA


VICE PRESIDENT AND TRUST OFFICER


phone icon 215.721.2414


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Photo of Kim Ressler

- Kim Ressler, CFP®, CTFA, CGC


VICE PRESIDENT AND WEALTH TRUST ADVISOR


phone icon 484.245.4598


CONTACT ME

Photo of Lisa Ashcroft

- Lisa Ashcroft, CTFA


VICE PRESIDENT AND WEALTH TRUST ADVISOR


phone icon 484.245.4659


CONTACT ME

Trust Administration

Darlene Grafton

Darlene Grafton
Michael Kerns

Michael Kerns
Kasia Lewis

Kasia Lewis
Alex Magid Trust officer

Alex Magid
Janet Reilly

Janet Reilly
jen girone trust services

Jennifer Girone
Darlene Grafton

- Darlene Grafton, CTFA


VICE PRESIDENT AND SENIOR TRUST OFFICER


phone icon 215.721.2584


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Michael Kerns

- Michael Kerns, CTFA


VICE PRESIDENT AND TRUST OFFICER


phone icon 215.721.2444


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Kasia Lewis

- Kasia Lewis


TRUST ADMINISTRATOR


phone icon 215.703.5462


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Alex Magid Trust officer

- Alex Magid, ESQ, CTFA


VICE PRESIDENT AND TRUST OFFICER


phone icon 215.721.2414


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Janet Reilly

- Janet Reilly


VICE PRESIDENT AND TRUST OFFICER


phone icon 215.721.2443


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jen girone trust services

- Jennifer Girone, J.D.


ASSISTANT TRUST ADMINISTRATOR


phone icon 215.721.8389


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Photo of Mary Kramer

Mary Kramer
Photo of Melissa Mongelli

Melissa Mongelli
Photo of Mary Kramer

- Mary Kramer


ASSISTANT TRUST ADMINISTRATOR


phone icon 267.382.1118


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Photo of Melissa Mongelli

- Melissa Mongelli


TRUST ADMINISTRATOR


phone icon 215.703.5452


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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


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Peter Conte – Vice President and Trust Investment Officer

- Peter Conte


VICE PRESIDENT AND TRUST INVESTMENT OFFICER


phone icon 215.721.2558


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Nick Plawa

- Nick Plawa


TRUST INVESTMENT OFFICER


phone icon 215.721.8381


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Jen Strawser

- Jennifer Strawser


TRUST INVESTMENT OFFICER


phone icon 215.721.2523


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Trust Compliance

Beth Nauman

Beth Nauman
headshot of LaToya Dawson

LaToya Dawson-Williams
Beth Nauman

- Beth Nauman


VICE PRESIDENT AND TRUST COMPLIANCE OFFICER


phone icon 215.703.5240


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headshot of LaToya Dawson

- LaToya Dawson-Williams


TRUST COMPLIANCE AND TECHNOLOGY SPECIALIST


phone icon 215.799.2951


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Trust Support

Darren Johnson – Vice President and Senior Trust Support Officer

Darren Johnson
Linda Elliott

Linda Elliott
Irene Grove

Irene Grove
Rachel Cupp

Rachel Cupp
Headshot Michael Ruggia

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


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Linda Elliott

- Linda Elliott


TRUST SUPPORT SPECIALIST


phone icon 215.721.2577


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Irene Grove

- Irene Grove


TRUST SUPPORT OFFICER


phone icon 215.799.2945


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Rachel Cupp

- Rachel Cupp


TRUST OPERATIONS OFFICER


phone icon 215.721.8350


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Headshot Michael Ruggia

- Michael Ruggia


TRUST SUPPORT SPECIALIST


phone icon 215.703.4374


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