James Hutchinson
Sr. Vice President and Investment Advisor at BRYN Mawr Trust Co.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bryn Mawr Capital Management, LLC | Sr. Vice President and Investment Advisor | Jul 2023 to Present | — |
| Bryn Mawr Trust | Senior Vice President and Wealth Director | May 2022 to Nov 2023 | — |
| PNC | Senior Vice President and Market Executive | Dec 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 & Young | Senior Financial Counselor | Nov 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 LLP | Financial Counselor | Aug 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
Others at BRYN Mawr Trust Co. (18)
| Name | Role | Location |
|---|---|---|
B Brandon Shuler | Senior Vice President, Senior Portfolio Manager | Berwyn, PA , United States |
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 | |
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 |