Jeffrey Mills has joined Bryn Mawr Trust’s wealth division as senior vice president and chief investment officer.
Mills reports directly to Jennifer Dempsey Fox, president of BMT Wealth Management and will maintain an office at the firm’s new Berwyn, Pa. location beginning September 16, 2019.
Mills will be responsible for investment strategy across BMT’s Wealth Management platform, including the development of alternative capabilities to attract high net-worth and ultra-high net-worth clients, as well as institutions, endowments and foundations. He will lead firm-wide asset allocation decisions and publication of investment thought leadership. He will manage BMT’s team of research analysts in addition to the directors of Fixed Income and Third-Party Services. He will also collaborate on the direction and management of BMT’s team of portfolio managers.
“Jeff is a well-known and respected financial expert who possesses the rare combination of being strategic, tactical and analytical in his approach to leadership, research, investment management and portfolio composition,” said Fox. “Jeff will significantly elevate the investment platform and provide guidance to strategically grow the wealth division beyond our current strong foundation. We are pleased to welcome him to the BMT Wealth Management family.”
Mills has more than 15 years of experience in investment analysis, advisory, and strategy. Most recently, he was managing director and co-chief investment strategist at PNC Financial Services Group in Philadelphia.
