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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


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John Kazary

- John Kazary, ESQ, JD, CTFA

VICE PRESIDENT AND WEALTH TRUST ADVISOR


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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

VICE PRESIDENT AND TRUST OFFICER


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Trust Administration

Darlene Grafton
 
Darlene Grafton
 
Michael Kerns
 
Michael Kerns
 
Kasia Lewis
 
Kasia Lewis
 
Alex Magid Trust officer
 
Alex Magid
 
Janet Reilly
 
Janet Reilly
 
 
 
Darlene Grafton

- Darlene Grafton, CTFA

VICE PRESIDENT AND SENIOR TRUST OFFICER


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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 OFFICER


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Alex Magid Trust officer

- Alex Magid, ESQ

VICE PRESIDENT AND TRUST OFFICER


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Janet Reilly

- Janet Reilly

VICE PRESIDENT AND TRUST OFFICER


phone icon 215.721.2443


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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


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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

Brett Chesmar – Vice President and Trust Compliance Officer
 
Brett Chesmar
 
 
 
 
 
 
 
 
 
 
 
Brett Chesmar – Vice President and Trust Compliance Officer

- Brett Chesmar, CTFA, CFP®, AEP®

VICE PRESIDENT AND TRUST COMPLIANCE OFFICER


phone icon 215.703.5240


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

- Darren Johnson, MBA

VICE PRESIDENT AND SENIOR TRUST SUPPORT OFFICER


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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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Vicki Murphy

- Vicki Murphy

TRUST SUPPORT ASSISTANT


phone icon 215.703.4374


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