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Michael Holland
Vice President, Investment Advisor at BRYN Mawr Capital Management, LLC
About
Michael Holland serves as Vice President and Investment Advisor at Bryn Mawr Trust in King of Prussia, PA, where he leads tactical asset allocation, portfolio management, and delivers economic commentary for high-net-worth individuals, families, and institutional clients. His advisory work focuses on developing customized investment strategies across a diverse range of asset classes, with particular expertise in public equities, fixed income, and multi-asset portfolios tailored to each client’s risk and return objectives.
Prior to joining Bryn Mawr Trust in 2025, Michael was an Investment Analyst at Wharton Wealth Management, LLC, where he specialized in portfolio analytics and manager research, and a Relationship Manager at Investment Metrics, responsible for supporting institutional client solutions and investment reporting. His background reflects a strong foundation in investment research, client relationship management, and cross-asset class strategy implementation.
Michael holds a B.S. in Finance from the University of Delaware and is an alumnus of La Salle College High School. He is recognized for his analytical insight, commitment to client outcomes, and ability to translate macroeconomic trends into actionable portfolio recommendations, serving the wealth management needs of both individuals and institutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bryn Mawr Trust | Vice President, Investment Advisor | Jun 2025 to Present | — |
| Wharton Wealth Management, LLC | Investment Analyst | Oct 2024 to May 2025 | — |
| Investment Metrics | Relationship Manager | Jun 2020 to Dec 2023 | — |
| Macquarie Group | Product Specialist | Oct 2017 to Sep 2019 | — |
| JPMorgan Chase & Co. | Fixed Income Analyst | Jul 2014 to Nov 2017 | - Led six-person team supporting fixed income sales and trading business - Intra-day risk management for securities operations - Designed and implemented tools streamlining risk reporting to senior ma... |
Education
University of Delaware
B.S, Finance
2010 — 2014
La Salle College High School
2006 — 2010
Skills & Expertise
Others at BRYN Mawr Capital Management, LLC (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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