Colton Steele

Colton Steele is a Portfolio Analyst at Bryn Mawr Trust in Philadelphia, PA, where he is responsible for supporting portfolio management, conducting investment research, and assisting with asset allocation decisions for high-net-worth and institutional clients. In his current role, he focuses on equity and multi-asset class portfolios, leveraging analytical tools to optimize client investment strategies, with a specific emphasis on public equities and fixed income instruments.

Prior to joining the investment team as a Portfolio Analyst, Colton gained experience as an Equity Research Intern at Bryn Mawr Trust, where he conducted sector and company-level research for portfolio selection, and as a Corporate Trust Intern at WSFS Bank, where he developed insight into trust operations and client servicing. These roles provided a solid foundation in fundamental equity analysis, trust administration, and investment risk assessment within the banking and wealth management sector.

Colton holds a Bachelor of Business Administration in Finance and Economics from La Salle University, where he developed expertise in financial modeling, quantitative analysis, and macroeconomic trends, and graduated from Salesianum School. His professional development reflects a growing specialization in equities and fixed income within the broader framework of portfolio management for private clients and institutions.