Brandon Shuler
Senior Vice President, Senior Portfolio Manager at BRYN Mawr Trust Co.
About
Brandon Shuler, CFP®, CTFA, is Senior Vice President and Senior Portfolio Manager at Bryn Mawr Trust in Berwyn, PA, where he works closely with clients to develop personalized financial plans and address complex planning and investment issues. As a senior investment advisor, he provides wealth management services primarily to high-net-worth individuals and families, with a focus on comprehensive portfolio management and strategic asset allocation.
He joined Bryn Mawr Trust in 2015 after holding leadership roles at Glenmede Trust Company as Vice President and PNC Wealth Management as Investment Officer. Brandon’s expertise spans equity and fixed income investments, multi-asset class portfolios, and personalized solutions for trust and estate planning clients, drawing on over two decades of experience in the wealth management sector.
Brandon holds a Bachelor of Science from Penn State University, as well as professional credentials from The American College of Financial Services and Cannon Trust School. He is recognized for his collaborative approach, bringing deep technical knowledge in financial, tax, and trust strategies to help clients achieve their long-term goals.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Bryn Mawr Trust Company of Delaware | Senior Vice President, Senior Portfolio Manager | Aug 2015 to Present | — |
| Glenmede Trust Company | Vice President | Apr 2007 to Aug 2015 | — |
| PNC Wealth Management | Investment Officer | Mar 2005 to Apr 2007 | — |
| Morgan Stanley | Financial Advisor | Feb 2002 to Mar 2005 | — |
| The Vanguard Group | Investor Information Consultant | Nov 2000 to Feb 2002 | — |
Education
Penn State University
Bachelor of Science
The American College of Financial Services
Cannon Trust School
Skills & Expertise
Others at BRYN Mawr Trust Co. (18)
| Name | Role | Location |
|---|---|---|
B Brian Feldman | Trader | New York, NY , United States |
C Christopher Krumenacker | Senior Equity Research Analyst | Philadelphia, PA , United States |
 | Quantitative Researcher | Smyrna, GA , United States |
J James Hutchinson | Sr. Vice President and Investment Advisor | Philadelphia, PA , United States |
P Peter Brodie | Chief Investment Officer | Wayne, PA , United States |
S Seth Dadds | Portfolio Manager and Head of Securities Research | United States |
 | Investment Research Analyst | Exton, PA , United States |
A Andrew Bass | Investment Associate | Philadelphia, PA , United States |
| SVP, Head of Macro Research | Philadelphia, PA , United States | |
A Anthony Lusi | Unemployed Trader | Bryn Mawr, PA , United States |