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JH

James Hutchinson

Sr. Vice President and Investment Advisor at BRYN Mawr Trust Co.

Philadelphia, PA , United States

About

James Hutchinson, CFA®, CAIA®, is currently Senior Vice President and Investment Advisor at Bryn Mawr Capital Management, LLC, based in Philadelphia, PA. In this role, he collaborates closely with clients to deliver tailored wealth management strategies, comprehensive financial planning, and investment advisory services, drawing upon deep expertise in portfolio construction and risk management.

Hutchinson’s investment focus spans a wide range of asset classes, including equities, fixed income, and alternative investments, with a particular emphasis on managing portfolios for high net worth individuals and institutional clients. He leverages his Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) credentials to provide sophisticated guidance across diverse sectors.

Previously, Hutchinson held senior positions at PNC as Market Executive and at Bryn Mawr Trust as Wealth Director, where he was responsible for expanding client relationships and developing strategic investment solutions. He holds degrees from Penn State University and Temple University, and is recognized for his leadership in delivering innovative financial advice and contributing to best practices in wealth management.

Career History

OrganizationRoleDate RangeDetails
Bryn Mawr Capital Management, LLCSr. Vice President and Investment AdvisorJul 2023 to Present
Bryn Mawr TrustSenior Vice President and Wealth DirectorMay 2022 to Nov 2023
PNCSenior Vice President and Market ExecutiveDec 2019 to May 2022
Leads PNC’s relationships with the local business community and community organizations, along with overseeing business development and relationship management for the market’s Wealth Management team.
Ernst & YoungSenior Financial CounselorNov 1998 to Nov 2001
Designed investment policy and implemented tax efficient strategies to provide high-quality financial counseling and highly sophisticated estate and gift tax savings strategies to clients with net wor...
Arthur Andersen LLPFinancial CounselorAug 1994 to Nov 1998
Advised senior executives, high net worth individuals and closely held business owners on financial planning and investment strategies. Focused on providing objective, tax efficient investment counsel...

Education

Penn State University

Temple University

Skills & Expertise

Risk Management
Asset Management
Portfolio Management
Financial Services
Finance
Wealth Management
Banking
Investments
Financial Planning
Mutual Funds
Alternative Investments
Estate Planning
Asset Allocation
Management
Series 7
Investment Advisory

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
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
Andrew Davis
Andrew Davis
SVP, Head of Macro ResearchPhiladelphia, PA , United States
A
Anthony Lusi
Unemployed TraderBryn Mawr, PA , United States
Showing 1-10 of 18 team members