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Jamie Hopkins

Practice Management > Building Your Business > Leadership

Jamie Hopkins to Lead Bryn Mawr Trust Private Wealth Team

By John Manganaro

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Bryn Mawr Trust announced Tuesday that financial planning expert Jamie Hopkins will join the bank-owned firm as a senior vice president and director of private wealth management on Oct. 1.

In the role, Hopkins will “lead, enhance and grow” Bryn Mawr Trust’s private wealth management business, according to a statement from the firm.

Hopkins first revealed his plans to leave Carson Group, where he has been managing partner of wealth solutions since 2021, earlier this month.

“We are thrilled to welcome Jamie to lead our private wealth management teams,” said Arthur Bacci, chief wealth officer and interim chief financial officer at Bryn Mawr Trust. “His vision, innovative mindset and strategic acumen will strengthen our wealth division and reinforce our ability to deliver unparalleled wealth management solutions.”

Hopkins joined Carson Group, which is based in Omaha, Nebraska, as director of retirement research in 2019. He took on the additional roles of managing director of Carson Coaching in 2020 and managing partner of wealth solutions in 2021.

Although Hopkins is exiting his full-time roles at the $28 billion registered investment advisor, he previously told ThinkAdvisor he would remain president of FinServ Foundation, the nonprofit group with the backing of Carson Group and BlackRock that he’s led since it opened in 2021.

Beyond his work for the foundation, Hopkins has told the financial media that he will retain his equity stake in Carson. The main motivation for the move, according to Hopkins, is to spend more time with his wife and three young children. This will be possible, he says, given Bryn Mawr Trust’s presence near his home in Pennsylvania.

“I am extremely excited to be joining such an amazing team at Bryn Mawr Trust that puts clients first and is a leader in our community,” Hopkins said in the statement. “My personal mission is to enhance the financial security of Americans and I will bring that passion, care and trust to clients and the team.”

Coinciding with the announcement, Hopkins wrote on LinkedIn that he has loved his time at Carson.

“At some point I’ll put together more thoughtful words on all of this,” Hopkins says, “but I am super excited to be joining my new teams. The next phase of the journey will be rewording and exciting. I’m blessed and grateful to get the opportunity in life to work with amazing people, and [Bryn Mawr Trust’s parent company WSFS Financial Corporation] is a fantastic company and team. Looking forward to building up something special. Big things to come.”

Pictured: Jamie Hopkins 

John Manganaro

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