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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


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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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Lisa Ashcroft

- Lisa Ashcroft, CTFA


VICE PRESIDENT AND WEALTH TRUST ADVISOR


phone icon 484.245.4659


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Kim Ressler

- Kim Ressler, CFP®, CTFA, CGC


VICE PRESIDENT AND WEALTH TRUST ADVISOR


phone icon 484.245.4598


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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


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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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Melissa Mongelli

- Melissa Mongelli


TRUST ADMINISTRATOR


phone icon 215.703.5452


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jen girone trust services

- Jennifer Girone, J.D.


ASSISTANT TRUST ADMINISTRATOR


phone icon 215.721.8389


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Mary Kramer

Mary Kramer











Mary Kramer

- Mary Kramer


ASSISTANT TRUST ADMINISTRATOR


phone icon 267.382.1118


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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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