About
Seth Dadds, CFA, is the Portfolio Manager and Head of Securities Research at Bryn Mawr Trust, where he directs a team of analysts responsible for evaluating and analyzing financial securities. At Bryn Mawr Trust since 2013, he plays a pivotal role in steering the firm’s investment research and portfolio management strategy, overseeing research on both equity and fixed income securities.
Before joining Bryn Mawr Trust, Seth served as an Equity Research Analyst at Baltimore-Washington Financial Advisors and previously at GARP Research & Securities, amassing over 20 years of experience in securities selection and investment analysis. His coverage has spanned a broad range of sectors, with particular expertise in public equities and fundamental company research.
Seth holds a Master of Science in Finance from Loyola University Maryland and a Bachelor of Arts in Finance from Towson University. As a CFA charterholder, he is recognized for his deep analytical expertise and leadership in investment research, shaping strategies that have impacted both high-net-worth and institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bryn Mawr Trust | Portfolio Manager and Head of Securities Research | Apr 2013 to Present | Implemented investment philosophy and process for internally managed equity and corporate credit SMAs, including valuation framework, analysis of industry profit pools, market size & growth, and compe... |
| Baltimore-Washington Financial Advisors | Equity Research Analyst | Oct 2012 to Apr 2013 | Delivered equity research recomendations spanning small/mid/large caps and growth/value, as well as analysis of fixed income ETFs/mutual funds. Implemented a cohesive investment process and philosophy... |
| GARP Research & Securities | Equity Research Analyst | May 2004 to Sep 2012 | Published equity research on small and mid-cap growth firms for this institutional sell-side research provider. Provided earnings estimates to First Call and Bloomberg. Industries covered included Sem... |
| T. ROWE PRICE, INC | Senior Financial Representative | Jan 1997 to Sep 2003 | Provided trading execution for clients across a full range of securities, including equities, derivatives, fixed income, mutual funds, and precious metals. Protected client assets and liquidity by mon... |
Education
Loyola University Maryland
Master of Science, Finance
Towson University
Bachelor of Arts - BA, Finance, General
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 |
 | 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 |