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Andrew Davis

Andrew Davis

SVP, Head of Macro Research at BRYN Mawr Trust Co.

Philadelphia, PA , United States

About

Andrew Davis is the Senior Vice President and Head of Macro Research at Bryn Mawr Trust Advisors, where he leads a team focused on analyzing global and national economic trends to guide investment strategies for high net worth individuals, families, and institutions. In his role, Davis oversees the formulation of macroeconomic views, tactical asset allocation, and asset class research, with extensive responsibility for the firm’s outlook on interest rates, liquidity considerations, and the evolving landscape of global markets.

His investment expertise spans traditional equities and fixed income, complemented by a targeted focus on identifying alpha opportunities within emerging markets and specialized asset classes. Davis is known for his data-driven, open architecture approach to portfolio construction, emphasizing diversification and manager research particularly in areas impacted by central bank policy shifts and geopolitical instability.

Previously, Davis served as VP and Director of Research and Portfolio Manager at Bryn Mawr Trust, and earlier as a portfolio strategist at SEI Investments, and an economist at Moody’s Analytics. He holds degrees from The Wharton School, Johns Hopkins University, and Michigan State University, and is a CFA® charterholder, recognized for integrating macroeconomic analysis with entrepreneurial and quantitative insights in wealth management.

Career History

OrganizationRoleDate RangeDetails
Bryn Mawr TrustSVP, Head of Macro ResearchJan 2023 to Present
Bryn Mawr TrustVP, Director of ResearchJul 2020 to Dec 2022
Bryn Mawr TrustPortfolio ManagerMay 2019 to Jul 2020
SEIMulti-Asset Portfolio StrategistMar 2015 to May 2019
Moody's AnalyticsEconomistDec 2012 to Mar 2015
Bureau of Labor StatisticsEconomistJul 2009 to Dec 2012

Education

The Wharton School

2025 Present

The Johns Hopkins University

2012 Present

Michigan State University

2009 Present

Skills & Expertise

Strategy
Framework Management
Financial Planning
Fiduciary
ERISA
Mutual Funds
Investment Policy
Valuation
Equities
Capital Markets
Asset Management
Relationship Development
Business Relationship Management
Investment Management
Development
Financial Modeling
Investment Research
Data Analysis
Bloomberg Terminal
Econometrics
Microsoft Excel
Workforce Development
Options Strategies
Economics
Asset Allocation
Financial Analysis
Economic Forecasting
Fundamental Analysis
Visual Basic For Applications Vba
Visual Basic for Applications

Others at BRYN Mawr Trust Co. (18)

NameRoleLocation
B
Brandon Shuler
Senior Vice President, Senior Portfolio ManagerBerwyn, PA , United States
B
Brian Feldman
TraderNew York, NY , United States
C
Christopher Krumenacker
Senior Equity Research AnalystPhiladelphia, PA , United States
Corey Bell
Corey Bell
Quantitative ResearcherSmyrna, GA , United States
J
James Hutchinson
Sr. Vice President and Investment AdvisorPhiladelphia, PA , United States
P
Peter Brodie
Chief Investment OfficerWayne, PA , United States
S
Seth Dadds
Portfolio Manager and Head of Securities ResearchUnited States
Stephen Biggin
Stephen Biggin
Investment Research AnalystExton, PA , United States
A
Andrew Bass
Investment AssociatePhiladelphia, PA , United States
A
Anthony Lusi
Unemployed TraderBryn Mawr, PA , United States
Showing 1-10 of 18 team members