Bryn Mawr Trust Welcomes New Financial Experts to Its Team
Bryn Mawr Trust, a key player in the financial services landscape, is expanding its wealth advisory capabilities by welcoming three esteemed professionals. The addition of Tony Lunger as Senior Vice President and Wealth Director, Mark Gerstenschlager as Senior Vice President and Senior Investment Advisor, and Pamela Opalach as Vice President and Senior Financial Associate marks a significant step for the company.
Expertise That Builds Trust
The new members of Bryn Mawr Trust's team join with a wealth of experience from their previous roles at Wilmington Trust Company. Their backgrounds in wealth management are set to enhance Bryn Mawr Trust's reputation in providing exceptional client service.
Introducing Tony Lunger
As the new Wealth Director, Tony Lunger brings over 24 years of expertise in wealth management. His previous decade was spent as Managing Director at Wilmington Trust, where he specialized in creating comprehensive financial strategies for high-net-worth individuals and families. His extensive knowledge will allow him to effectively guide clients through intricate financial decisions.
Mark Gerstenschlager's Role
Mark Gerstenschlager, taking on the role of Senior Investment Advisor, will focus on establishing customized asset allocation strategies tailored to meet the needs of both high-net-worth individuals and non-profit clients. His hands-on experience, including over 23 years at Wilmington Trust, equips him with the skills necessary to provide valuable investment insights.
Strengthening Client Focus
Pamela Opalach, with more than 20 years of experience in client-focused tax, trust, and wealth management, steps in as a Senior Financial Associate. Her commitment to understanding each client's unique circumstances will significantly contribute to the company's mission of personalized service.
What This Means for Clients
The integration of these seasoned professionals into Bryn Mawr Trust underscores the company’s commitment to delivering exceptional financial strategies and solutions. Jamie P. Hopkins, the Chief Wealth Officer, expressed excitement about the new additions, highlighting how their skills will complement the existing team and further enhance client relationships.
About WSFS Financial Corporation
WSFS Financial Corporation is a multibillion-dollar financial services organization, with WSFS Bank being its primary subsidiary. Holding the status of the oldest and largest locally headquartered bank in the Greater Philadelphia and Delaware region, the corporation boasts a substantial asset base of $20.9 billion, complemented by $87.2 billion in assets under management. With a footprint of 114 offices across multiple states, WSFS offers a wide range of financial services tailored to meet diverse client needs.
Frequently Asked Questions
1. Who are the new team members at Bryn Mawr Trust?
The new team members are Tony Lunger, Mark Gerstenschlager, and Pamela Opalach, all bringing significant experience in wealth management.
2. What roles will they be taking on?
Tony Lunger will serve as Senior Vice President and Wealth Director, Mark Gerstenschlager as Senior Vice President and Senior Investment Advisor, and Pamela Opalach as Vice President and Senior Financial Associate.
3. Where did they work before joining Bryn Mawr Trust?
All three professionals previously worked at Wilmington Trust Company, where they excelled in various aspects of wealth management.
4. How will these new additions impact Bryn Mawr Trust's services?
Their extensive experience will enhance client services by providing tailored financial strategies and improving overall client relationships.
5. What is the vision of Bryn Mawr Trust as articulated by its leaders?
Bryn Mawr Trust aims to deliver exceptional financial strategies and solutions, building on a foundation of trust and client-centric service.
