About
Stephen Biggin, CFA, is an Investment Research Analyst at Bryn Mawr Trust in Exton, PA, where he manages due diligence, portfolio construction, and asset-class research. In this role, he is responsible for analyzing and recommending investment opportunities across multiple asset classes, ensuring informed decisions to shape client portfolios. His work involves rigorous research and evaluation of investment options, contributing directly to the firm's overall investment strategy.
Stephen's investment focus spans broad asset-class research, including equities and fixed income, and incorporates due diligence on specific sectors and strategies that align with Bryn Mawr Trust's disciplined portfolio construction approach. He brings expertise in identifying trends, evaluating risk, and providing insights that support both institutional and personal wealth management clients.
Before assuming his current position in 2023, Stephen served as a Senior Portfolio Analyst and Assistant Vice President, as well as an Investment Associate at Bryn Mawr Trust, demonstrating deep experience in portfolio management and investment analysis. He holds a Master's in Finance from Drexel University and a Bachelor's in Kinesiology from James Madison University, complemented by his CFA designation, reflecting strong analytical skills and dedication to professional excellence in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bryn Mawr Trust | Investment Research Analyst | Jan 2023 to Present | — |
| Bryn Mawr Trust | Investment Associate | Apr 2017 to Jan 2023 | — |
| Bryn Mawr Trust | Senior Portfolio Analyst, Assistant Vice President | Jul 2021 to Mar 2022 | — |
| SEI | Separatly Managed Account Service Specialist | Mar 2015 to Apr 2017 | Provide customer support for clients of SEI's Advisor network specializing in the SMA product. Act as point of contact between SEI and their clients assisting in utilization of SEI products. Serve as ... |
| SEI | Separately Managed Accounts Specialist | Jun 2011 to Mar 2015 | Utilize SEI’s Trust software to conduct account and operational management to Managed Account product holding $8.5 billion under management within the SEI advisor network. • Provide customer support a... |
| SpecialtyCare, Inc. | Endoscopic Specialist | Aug 2008 to Jun 2011 | • Work with hospital staff to develop cost reduction strategies for laparoscopic surgeries. • Manage instrumentation for laparoscopic surgery including set-up for procedures, operating room support, s... |
Education
Drexel University - College of Business and Administration
Masters, Finance
2011 — 2013
James Madison University
BS, kinesiology
2004 — 2008
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 |
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 |