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Stephen Biggin

Stephen Biggin

Investment Research Analyst at BRYN Mawr Trust Co.

Exton, PA , United States

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

OrganizationRoleDate RangeDetails
Bryn Mawr TrustInvestment Research AnalystJan 2023 to Present
Bryn Mawr TrustInvestment AssociateApr 2017 to Jan 2023
Bryn Mawr TrustSenior Portfolio Analyst, Assistant Vice PresidentJul 2021 to Mar 2022
SEISeparatly Managed Account Service SpecialistMar 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 ...
SEISeparately Managed Accounts SpecialistJun 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 SpecialistAug 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)

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
J
James Hutchinson
Sr. Vice President and Investment AdvisorPhiladelphia, PA , United States
P
Peter Brodie
Chief Investment OfficerWayne, PA , United States
S
Seth Dadds
Portfolio Manager and Head of Securities ResearchUnited 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

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