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Michael Holland

Michael Holland

Vice President, Investment Advisor at BRYN Mawr Capital Management, LLC

King of Prussia, PA , United States

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

OrganizationRoleDate RangeDetails
Bryn Mawr TrustVice President, Investment AdvisorJun 2025 to Present
Wharton Wealth Management, LLCInvestment AnalystOct 2024 to May 2025
Investment MetricsRelationship ManagerJun 2020 to Dec 2023
Macquarie GroupProduct SpecialistOct 2017 to Sep 2019
JPMorgan Chase & Co.Fixed Income AnalystJul 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

Financial Markets
Capital Formation
Fundraising
Fixed Income
Customer Relationship Management (CRM)
Equities
Fixed Income Trading
Alternative Investments
Presentation Skills
Portfolio Management
Team Leadership
Fundamental Analysis
Performance Attribution
Morningstar
FactSet
Bloomberg Terminal
Leadership
Microsoft Office
Financial Modeling
Microsoft Excel
Social Networking
DTC
Public Speaking
Financial Analysis
Back Office
Settlement
Power
Courses
Celebrity
Engineering
Directors

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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