Skip Navigation Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view, download Adobe® Acrobat Reader.
team brainstorming with post it notes

Meet the Trust Services Team

Personal Investments

 

Relationship Management

Matt Holliday
 
Matt Holliday
 
John Kazary
 
John Kazary
 
Linda La Vay
 
Linda La Vay
 
Alex Magid Trust officer
 
Alex Magid
 
 
 
 
 
Matt Holliday

- Matt Holliday


SENIOR VICE PRESIDENT AND MANAGING DIRECTOR OF TRUST/FIDUCIARY SERVICES


phone icon 215.721.2466


contact me

John Kazary

- John Kazary, ESQ, JD, CTFA


VICE PRESIDENT AND WEALTH TRUST ADVISOR


phone icon 215.799.2959


contact me

Linda La Vay

- Linda La Vay, CTFA, AEP®


SENIOR VICE PRESIDENT AND WEALTH TRUST ADVISOR


phone icon 267.898.0611


contact me

Alex Magid Trust officer

- Alex Magid, ESQ


VICE PRESIDENT AND TRUST OFFICER


phone icon 215.721.2414


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


contact me

Michael Kerns

- Michael Kerns, CTFA


VICE PRESIDENT AND TRUST OFFICER


phone icon 215.721.2444


contact me

Kasia Lewis

- Kasia Lewis


TRUST OFFICER


phone icon 215.703.5462


contact me

Alex Magid Trust officer

- Alex Magid, ESQ


VICE PRESIDENT AND TRUST OFFICER


phone icon 215.721.2414


contact me

Janet Reilly

- Janet Reilly


VICE PRESIDENT AND TRUST OFFICER


phone icon 215.721.2443


contact me

jen girone trust services

- Jennifer Girone, J.D.


ASSISTANT TRUST ADMINISTRATOR


phone icon 215.721.8389

 

contact me

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


contact me

Peter Conte – Vice President and Trust Investment Officer

- Peter Conte


VICE PRESIDENT AND TRUST INVESTMENT OFFICER


phone icon 215.721.2558


contact me

Nick Plawa

- Nick Plawa


TRUST INVESTMENT OFFICER


phone icon 215.721.8381


contact me

Jen Strawser

- Jennifer Strawser


TRUST INVESTMENT OFFICER


phone icon 215.721.2523


contact me

 
 
 
 

Trust Compliance

Brett Chesmar – Vice President and Trust Compliance Officer
 
Brett Chesmar
 
headshot of LaToya Dawson
 
LaToya Dawson-Williams
 
 
 
 
 
 
 
 
 
Brett Chesmar – Vice President and Trust Compliance Officer

- Brett Chesmar, CTFA, CFP®, AEP®


VICE PRESIDENT AND TRUST COMPLIANCE OFFICER


phone icon 215.703.5240


contact me

headshot of LaToya Dawson

- LaToya Dawson-Williams


TRUST COMPLIANCE AND TECHNOLOGY SPECIALIST


phone icon 215.799.2951


contact me

 
 
 
 
 
 
 
 

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
 
Vicki Murphy
 
Victoria Murphy
 
 
 
Darren Johnson – Vice President and Senior Trust Support Officer

- Darren Johnson, MBA


VICE PRESIDENT AND SENIOR TRUST SUPPORT OFFICER


phone icon 215.721.2549


contact me

Linda Elliott

- Linda Elliott


TRUST SUPPORT SPECIALIST


phone icon 215.721.2577


contact me

Irene Grove

- Irene Grove


TRUST SUPPORT OFFICER


phone icon 215.799.2945


contact me

Rachel Cupp

- Rachel Cupp


TRUST OPERATIONS OFFICER


phone icon 215.721.8350


contact me

Vicki Murphy

- Victoria Murphy


TRUST SUPPORT ASSISTANT


phone icon 215.703.4374


contact me

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
to the
top