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MD

Magda Dobrowolska

AVP, Senior Portfolio Analyst at BRYN Mawr Capital Management, LLC

West Chester, PA , United States

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

OrganizationRoleDate RangeDetails
Bryn Mawr TrustAVP, Senior Portfolio AnalystOct 2023 to Present
WSFS Bank/Bryn Mawr TrustSenior Portfolio AnalystDec 2022 to Sep 2023
Wealth Enhancement GroupAssociate Portfolio ManagerMar 2022 to Oct 2022
CMG Capital Management Group, Inc.Senior Investment Operations AnalystMay 2019 to Mar 2022
CMG Capital Management Group, Inc.Senior Operations AssociateMay 2016 to Apr 2019
CMG Capital Management GroupReconciliation SpecialistOct 2006 to Apr 2016
SEIHedge Fund Analyst and AccountantApr 2005 to Apr 2006
West Chester University of Pennsylvania, Learning Assistance and Resource CenterStatistics and Economics TutorJan 2003 to Apr 2005

Education

West Chester University of Pennsylvania

M.B.A., Finance and Economics

Skills & Expertise

Trading at Schwab
Tamarac
Pivot Tables
Variable Annuities
Account Reconciliation
Budgeting
Management
NASDAQ Dorsey Wright
Portfolio Management
Microsoft Office
Asset Allocation
Wealth Management
Orion
Mutual Funds
Investments
Economics
Alternative Investments
Hedge Funds
Trading
Financial Markets
Financial Analysis
Investment Strategies
Investment Management
Strategic Financial Planning
MS Excel Pivot Tables
Asset Management
Securities
Budget Management
Forecasting
Research
Investment Advisory
Financial Services
Finance
Accounting
Project Management
Bloomberg Terminal
Microsoft Excel
Sales Force CRM
Leadership
Problem Solving
Presentations
ETFs
Deadline Oriented
Morningstar

Others at BRYN Mawr Capital Management, LLC (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
Stephen Biggin
Stephen Biggin
Investment Research AnalystExton, PA , United States
A
Andrew Bass
Investment AssociatePhiladelphia, PA , United States
Andrew Davis
Andrew Davis
SVP, Head of Macro ResearchPhiladelphia, PA , United States
Showing 1-10 of 18 team members

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