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Magda Dobrowolska
AVP, Senior Portfolio Analyst at BRYN Mawr Trust Co.
About
Magda Dobrowolska serves as AVP, Senior Portfolio Analyst at Bryn Mawr Trust Wealth Management, where she is responsible for client portfolio analysis, supporting trading functions, and managing reporting needs. Her role involves collaborating with senior investment professionals to ensure portfolios are aligned with clients’ objectives and monitoring asset allocation strategies, especially within equities, fixed income, and diversified multi-asset portfolios.
Dobrowolska’s investment expertise spans public and private markets, with a particular focus on U.S. and global equities, credit markets, and balanced asset allocation within high-net-worth and institutional accounts. She specializes in portfolio construction and performance analysis, frequently advising on market trends and sector-specific risks.
Prior to her current position, Dobrowolska worked as Senior Portfolio Analyst at WSFS Bank/Bryn Mawr Trust and as an Associate Portfolio Manager at Wealth Enhancement Group. She holds an MBA in Finance and Economics from West Chester University of Pennsylvania, providing her with a strong foundation in financial modeling and macroeconomic analysis. Dobrowolska is recognized for her analytical skills, commitment to client service, and contributions to investment risk management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bryn Mawr Trust | AVP, Senior Portfolio Analyst | Oct 2023 to Present | — |
| WSFS Bank/Bryn Mawr Trust | Senior Portfolio Analyst | Dec 2022 to Sep 2023 | — |
| Wealth Enhancement Group | Associate Portfolio Manager | Mar 2022 to Oct 2022 | — |
| CMG Capital Management Group, Inc. | Senior Investment Operations Analyst | May 2019 to Mar 2022 | — |
| CMG Capital Management Group, Inc. | Senior Operations Associate | May 2016 to Apr 2019 | — |
| CMG Capital Management Group | Reconciliation Specialist | Oct 2006 to Apr 2016 | — |
| SEI | Hedge Fund Analyst and Accountant | Apr 2005 to Apr 2006 | — |
| West Chester University of Pennsylvania, Learning Assistance and Resource Center | Statistics and Economics Tutor | Jan 2003 to Apr 2005 | — |
Education
West Chester University of Pennsylvania
M.B.A., Finance and Economics
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 | |
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 |
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