A Conversation with Jim Deutsch
A Conversation with Trish Wellenbach
Wynnewood, PA – March 8, 2019 – Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced its 25th anniversary serving many of the nation’s leading financial institutions.
Specializing in executive search, board advisory services and management assessment, Alan J. Kaplan, Kaplan Partners founder and CEO, launched the firm in 1994, employing a holistic approach and proven methodology that finds the best solutions for evolving client leadership needs. Today, he and his team work directly with CEOs, boards, and investors to identify and evaluate leadership potential, leveraging best practices in corporate governance and succession management that ensure clients’ continued success in today’s demanding market.
“We are very proud of what we’ve accomplished over our first 25 years, and grateful to our clients, colleagues and friends who have enabled this journey,” said Kaplan. “Looking ahead, we are committed to setting a new standard for advising CEOs and boards on leadership succession, corporate governance, talent management, and enhancing diversity.”
Since its beginnings, the firm has served leading regional and community banks, asset management firms, private equity and venture capital funds, FinTech firms, mortgage and insurance companies, credit unions, technology companies, and high growth organizations.
<Visit here to watch Kaplan Partner’s 25th Anniversary Video message: http://kaplanpartners.com/>
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BRYN MAWR, Pa., January 02, 2018
Bryn Mawr Bank Corporation (NASDAQ: BMTC), parent of The Bryn Mawr Trust Company (“BMT”), has announced the appointment of Jennifer Dempsey Fox as President of BMT’s Wealth Management Division. Ms. Fox will report directly to Chief Executive Officer Frank Leto.
“Jennifer is a seasoned wealth management professional who possesses the rare combination of strategic thought leadership and excellent business execution, and we are thrilled to welcome her as the new President of Bryn Mawr Trust’s Wealth Management Division,” said CEO Frank Leto. He added, “her leadership style and technical background align with the breadth and capabilities that exist in our wealth division, making her uniquely qualified to lead the group to new heights.”
Ms. Fox has more than 23 years of experience in wealth management, working with and leading teams focused on developing and delivering financial solutions for high net worth individuals, families, and institutions. She joins BMT from PNC Asset Management Group, where she was Executive Vice President and Chief Wealth Strategist. Ms. Fox has held positions with J.P. Morgan Private Wealth Management, the Aresty Institute for Executive Education at The Wharton School, Wachovia, and Deloitte & Touche LLP. She was the co-founder of Brave Spirits and the Brave Spirts Foundation, producing American-made spirits and donating a portion of the profits from each sale to military charities.
Ms. Fox earned her Bachelor of Science in Accounting from Villanova University, her Masters of Business Administration from The Fox School of Business at Temple University, and a Juris Doctor from the Temple University School of Law. Additionally, she is a Certified Financial Planner. Active in the community, she is a member of the Philadelphia Estate Planning Council and the Forum of Executive Women. In 2015, Fox was named to Private Asset Management’s list of “The 50 Most Influential Women in Private Wealth.” She has been admitted to the Supreme Court of Pennsylvania. Ms. Fox resides locally with her husband and two children.
Bryn Mawr Bank Corporation (NASDAQ:BMTC), including its principal subsidiary, The Bryn Mawr Trust Company (founded in 1889; headquartered in Bryn Mawr, Pa.), is a locally managed financial services company providing retail and commercial banking, trust administration and wealth management, and insurance solutions. Bryn Mawr Bank Corporation has $3.5 billion in corporate assets and $12.4 billion in wealth assets under management, administration, supervision, and brokerage (as of 9/30/17). For more information, visit www.bmtc.com.