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Viren Kapadia Joins Bryn Mawr Bank Corporation Appointed Vice President
of the BMT Mortgage Company

 

Bryn Mawr Bank Corporation Announces John D. Tucker has been appointed Vice President
of the BMT Mortgage Company

 

Bryn Mawr Trust’s Wealth Management Division Voted Best in Trust Administration for
Second Straight Year in The Legal Intelligencer’s 2014 Annual Poll

 

Bryn Mawr Trust Sponsors 7th Annual Linda Kahley Ovarian Cancer Walk

 

Bryn Mawr Trust’s Lau Associates LLC Wealth Managers Named to Delaware Today Five Star
Wealth Managers Award

 

Bryn Mawr Bank Corporation Announces New Executive Appointment Harry R. (“Gary”) Madeira, Jr.
to Head Wealth Management Division

 

Bryn Mawr Trust Appoints Stephanie Pahides Kalogredis, ESQ To Wealth Management
Division Advisory Board

 

Bryn Mawr Trust Celebrates the Opening of Their Newest Branch in Bala Cynwyd
with a Ribbon Cutting Ceremony

 

Bryn Mawr Bank Corporation Announces Appointment of New Director

 

How to Reduce Health-Care Costs in Retirement

 

Bryn Mawr Trust Continues to Support the Gesu School

 

Six steps for women to improve their future financial state

 

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Viren Kapadia Joins Bryn Mawr Bank Corporation Appointed Vice President of the BMT Mortgage Company

 

BRYN MAWR, Pa., December 8, 2014 - Bryn Mawr Bank Corporation (NASDAQ: BMTC), (the “Corporation”), parent of The Bryn Mawr Trust Company (the “Bank”), today announced that Viren Kapadia has been appointed Vice President of the BMT Mortgage Company, a division of The Bryn Mawr Trust Company. Mr. Kapadia has more than twenty-four years’ experience in the mortgage industry with expertise in all aspects of real estate financing including residential mortgages, construction loans, home renovation loans, investment properties and second homes. He has previously held lending positions at Sovereign Bank, now Santander Bank, and Shelter Mortgage.

 

“Viren is very focused on providing “best in class” service for clients. Since I have known Viren for more than twenty-five years, I’m very familiar with his motivation to exceed his clients’ expectations. It’s that attitude that makes him a great fit with the Bryn Mawr Trust culture. I am very happy that he has joined Bryn Mawr Trust and I know he will be an important member of the mortgage team”, said Frank Leto, President and COO.

 

Mr. Kapadia is a graduate of Drexel University. He resides in Gladwyne, PA and is a member of the Ardmore Rotary Club in Ardmore PA.

 

FORWARD LOOKING STATEMENTS AND SAFE HARBOR

 

This press release contains statements which, to the extent that they are not recitations of historical fact may constitute forward-looking statements for purposes of the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended. Such forward-looking statements may include financial and other projections as well as statements regarding the Corporation’s future plans, objectives, performance, revenues, growth, profits, operating expenses or the Corporation’s underlying assumptions. The words “may,” “would,” “should,” “could,” “will,” “likely,” “possibly,” “expect,” “anticipate,” “intend,” “estimate,” “target,” “potentially,” “probably,” “outlook,” “predict,” “contemplate,” “continue,” “plan,” “forecast,” “project,” “are optimistic,” “are looking,” “are looking forward” and “believe” or other similar words and phrases may identify forward-looking statements. Persons reading this press release are cautioned that such statements are only predictions, and that the Corporation’s actual future results or performance may be materially different.

 

Such forward-looking statements involve known and unknown risks and uncertainties. A number of factors, many of which are beyond the Corporation's control, could cause our actual results, events or developments, or industry results, to be materially different from any future results, events or developments expressed, implied or anticipated by such forward-looking statements, and so our business and financial condition and results of operations could be materially and adversely affected. Such factors include, among others, our need for capital, our ability to control operating costs and expenses, and to manage loan and lease delinquency rates; the credit risks of lending activities and overall quality of the composition of our loan, lease and securities portfolio; the impact of economic conditions, consumer and business spending habits, and real estate market conditions on our business and in our market area; changes in the levels of general interest rates, deposit interest rates, or net interest margin and funding sources; changes in banking regulations and policies and the possibility that any banking agency approvals we might require for certain activities will not be obtained in a timely manner or at all or will be conditioned in a manner that would impair our ability to implement our business plans; changes in accounting policies and practices; the inability of key third-party providers to perform their obligations to us; our ability to attract and retain key personnel; competition in our marketplace; war or terrorist activities; material differences in the actual financial results, cost savings and revenue enhancements associated with our acquisitions; and other factors as described in our securities filings. All forward-looking statements and information set forth herein are based on Management’s current beliefs and assumptions as of the date hereof and speak only as of the date they are made. The Corporation does not undertake to update forward-looking statements.

 

For a complete discussion of the assumptions, risks and uncertainties related to our business, you are encouraged to review our filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, as well as any changes in risk factors that we may identify in our quarterly or other reports subsequently filed with the SEC.

 

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Bryn Mawr Bank Corporation Announces John D. Tucker has been appointed Vice President of the BMT Mortgage Company

 

BRYN MAWR, Pa., December 4, 2014 - Bryn Mawr Bank Corporation (NASDAQ: BMTC), (the “Corporation”), parent of The Bryn Mawr Trust Company (the “Bank”), today announced that John D. Tucker has been appointed Vice President of the BMT Mortgage Company, a division of The Bryn Mawr Trust Company. Mr. Tucker has more than thirty years’ experience in the financial services industry with expertise in residential and commercial lending. For the past twenty years he has been with National Penn Bank serving in various lending positions.

 

“We have been helping generations of clients fulfill their dreams of home ownership. With John’s mortgage lending experience, he will be a valuable asset in continuing our tradition of supporting the communities we serve. John has been a business associate of mine for more than fifteen years and I am very happy that he has joined our team”, said Frank Leto, President and COO.

 

Mr. Tucker is s a graduate of Villanova and Drexel Universities and is active in the community serving as President of the KAU Little League Organization in Kennett Square, PA.

 

FORWARD LOOKING STATEMENTS AND SAFE HARBOR

 

This press release contains statements which, to the extent that they are not recitations of historical fact may constitute forward-looking statements for purposes of the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended. Such forward-looking statements may include financial and other projections as well as statements regarding the Corporation’s future plans, objectives, performance, revenues, growth, profits, operating expenses or the Corporation’s underlying assumptions. The words “may,” “would,” “should,” “could,” “will,” “likely,” “possibly,” “expect,” “anticipate,” “intend,” “estimate,” “target,” “potentially,” “probably,” “outlook,” “predict,” “contemplate,” “continue,” “plan,” “forecast,” “project,” “are optimistic,” “are looking,” “are looking forward” and “believe” or other similar words and phrases may identify forward-looking statements. Persons reading this press release are cautioned that such statements are only predictions, and that the Corporation’s actual future results or performance may be materially different.

 

Such forward-looking statements involve known and unknown risks and uncertainties. A number of factors, many of which are beyond the Corporation's control, could cause our actual results, events or developments, or industry results, to be materially different from any future results, events or developments expressed, implied or anticipated by such forward-looking statements, and so our business and financial condition and results of operations could be materially and adversely affected. Such factors include, among others, our need for capital, our ability to control operating costs and expenses, and to manage loan and lease delinquency rates; the credit risks of lending activities and overall quality of the composition of our loan, lease and securities portfolio; the impact of economic conditions, consumer and business spending habits, and real estate market conditions on our business and in our market area; changes in the levels of general interest rates, deposit interest rates, or net interest margin and funding sources; changes in banking regulations and policies and the possibility that any banking agency approvals we might require for certain activities will not be obtained in a timely manner or at all or will be conditioned in a manner that would impair our ability to implement our business plans; changes in accounting policies and practices; the inability of key third-party providers to perform their obligations to us; our ability to attract and retain key personnel; competition in our marketplace; war or terrorist activities; material differences in the actual financial results, cost savings and revenue enhancements associated with our acquisitions; and other factors as described in our securities filings. All forward-looking statements and information set forth herein are based on Management’s current beliefs and assumptions as of the date hereof and speak only as of the date they are made. The Corporation does not undertake to update forward-looking statements.

 

For a complete discussion of the assumptions, risks and uncertainties related to our business, you are encouraged to review our filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, as well as any changes in risk factors that we may identify in our quarterly or other reports subsequently filed with the SEC.

 

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Bryn Mawr Trust’s Wealth Management Division Voted Best in Trust Administration for Second Straight Year in The Legal Intelligencer’s 2014 Annual Poll

 

BRYN MAWR, Pa., November 10, 2014 - Bryn Mawr Bank Corporation (NASDAQ: BMTC), (the “Corporation”), parent of The Bryn Mawr Trust Company (the “Bank”), today announced that readers of The Legal Intelligencer had voted Bryn Mawr Trust’s Wealth Management Division the number one provider of Trust Administration services for the second consecutive year. Readers cast their votes for the best providers of products and services to the legal community.

 

“We have a wonderful group of professionals at Bryn Mawr Trust and I’m very proud of their efforts. It means a lot to me, and the team, to have your clients appreciate their talent and professionalism,” said Francis J. Leto, President and COO.

 

Gary Madeira, Executive Vice President and head of the Wealth Management Division added, “Receiving this recognition, from the legal community, for a second consecutive year, is really very gratifying. Every day, our team strives to deliver the exceptional service that our clients deserve. We certainly appreciate this recognition.”

 

FORWARD LOOKING STATEMENTS AND SAFE HARBOR

 

This press release contains statements which, to the extent that they are not recitations of historical fact may constitute forward-looking statements for purposes of the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended. Such forward-looking statements may include financial and other projections as well as statements regarding the Corporation’s future plans, objectives, performance, revenues, growth, profits, operating expenses or the Corporation’s underlying assumptions. The words “may,” “would,” “should,” “could,” “will,” “likely,” “possibly,” “expect,” “anticipate,” “intend,” “estimate,” “target,” “potentially,” “probably,” “outlook,” “predict,” “contemplate,” “continue,” “plan,” “forecast,” “project,” “are optimistic,” “are looking,” “are looking forward” and “believe” or other similar words and phrases may identify forward-looking statements. Persons reading this press release are cautioned that such statements are only predictions, and that the Corporation’s actual future results or performance may be materially different.

 

Such forward-looking statements involve known and unknown risks and uncertainties. A number of factors, many of which are beyond the Corporation's control, could cause our actual results, events or developments, or industry results, to be materially different from any future results, events or developments expressed, implied or anticipated by such forward-looking statements, and so our business and financial condition and results of operations could be materially and adversely affected. Such factors include, among others, our need for capital, our ability to control operating costs and expenses, and to manage loan and lease delinquency rates; the credit risks of lending activities and overall quality of the composition of our loan, lease and securities portfolio; the impact of economic conditions, consumer and business spending habits, and real estate market conditions on our business and in our market area; changes in the levels of general interest rates, deposit interest rates, or net interest margin and funding sources; changes in banking regulations and policies and the possibility that any banking agency approvals we might require for certain activities will not be obtained in a timely manner or at all or will be conditioned in a manner that would impair our ability to implement our business plans; changes in accounting policies and practices; the inability of key third-party providers to perform their obligations to us; our ability to attract and retain key personnel; competition in our marketplace; war or terrorist activities; material differences in the actual financial results, cost savings and revenue enhancements associated with our acquisitions; and other factors as described in our securities filings. All forward-looking statements and information set forth herein are based on Management’s current beliefs and assumptions as of the date hereof and speak only as of the date they are made. The Corporation does not undertake to update forward-looking statements.

 

For a complete discussion of the assumptions, risks and uncertainties related to our business, you are encouraged to review our filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, as well as any changes in risk factors that we may identify in our quarterly or other reports subsequently filed with the SEC.

 

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Bryn Mawr Trust Sponsors 7th Annual Linda Kahley Ovarian Cancer Walk

 

BRYN MAWR, Pa., October 30, 2014 - Bryn Mawr Bank Corporation (NASDAQ: BMTC), (the “Corporation”), parent of The Bryn Mawr Trust Company (the “Bank”), today announced that the Linda Kahley Ovarian Cancer Walk, held on Sunday, October 26, 2014, has raised more than $95 thousand, for ovarian cancer research, since the inaugural walk in 2009. Each year, all benefits from the walk are given to The Sandy Rollman Cancer Foundation, a nonprofit organization that promotes awareness of ovarian cancer, advocates for early diagnostic testing and more effective treatments and raises funds for cutting-edge ovarian cancer research. A large number of supporters turned out for the two mile walk which began at Bryn Mawr Trust’s headquarters building at 801 Lancaster Ave., Bryn Mawr, Pa.

 

On October 25, 2008, Bryn Mawr Trust employees, clients and the surrounding community members were saddened by the loss of their colleague and friend, Linda Kahley, to ovarian cancer. Linda was a dedicated and loyal employee of Bryn Mawr Trust for thirty-seven years. She was devoted to her family, clients, community and fellow colleagues.

 

 
Left to right from Bryn Mawr Trust: Leslie Herrick, Ted Peters, Mary Beth Birkenmeier and Diane McDonald
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Ted Peters, Chairman and Chief Executive Officer, stated, “We are proud to support and share the Linda Kahley Ovarian Cancer Walk’s mission to find an early detection test for ovarian cancer. It was a wonderful tribute to Linda to see so many clients, employees and members of the community support this event.”

 

Anyone interested in making a contribution please contact Diane McDonald at 610-526-2303 for more details.

 

FORWARD LOOKING STATEMENTS AND SAFE HARBOR

 

This press release contains statements which, to the extent that they are not recitations of historical fact may constitute forward-looking statements for purposes of the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended. Such forward-looking statements may include financial and other projections as well as statements regarding the Corporation’s future plans, objectives, performance, revenues, growth, profits, operating expenses or the Corporation’s underlying assumptions. The words “may,” “would,” “should,” “could,” “will,” “likely,” “possibly,” “expect,” “anticipate,” “intend,” “estimate,” “target,” “potentially,” “probably,” “outlook,” “predict,” “contemplate,” “continue,” “plan,” “forecast,” “project,” “are optimistic,” “are looking,” “are looking forward” and “believe” or other similar words and phrases may identify forward-looking statements. Persons reading this press release are cautioned that such statements are only predictions, and that the Corporation’s actual future results or performance may be materially different.

 

Such forward-looking statements involve known and unknown risks and uncertainties. A number of factors, many of which are beyond the Corporation's control, could cause our actual results, events or developments, or industry results, to be materially different from any future results, events or developments expressed, implied or anticipated by such forward-looking statements, and so our business and financial condition and results of operations could be materially and adversely affected. Such factors include, among others, our need for capital, our ability to control operating costs and expenses, and to manage loan and lease delinquency rates; the credit risks of lending activities and overall quality of the composition of our loan, lease and securities portfolio; the impact of economic conditions, consumer and business spending habits, and real estate market conditions on our business and in our market area; changes in the levels of general interest rates, deposit interest rates, or net interest margin and funding sources; changes in banking regulations and policies and the possibility that any banking agency approvals we might require for certain activities will not be obtained in a timely manner or at all or will be conditioned in a manner that would impair our ability to implement our business plans; changes in accounting policies and practices; the inability of key third-party providers to perform their obligations to us; our ability to attract and retain key personnel; competition in our marketplace; war or terrorist activities; material differences in the actual financial results, cost savings and revenue enhancements associated with our acquisitions; and other factors as described in our securities filings. All forward-looking statements and information set forth herein are based on Management’s current beliefs and assumptions as of the date hereof and speak only as of the date they are made. The Corporation does not undertake to update forward-looking statements.

 

For a complete discussion of the assumptions, risks and uncertainties related to our business, you are encouraged to review our filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, as well as any changes in risk factors that we may identify in our quarterly or other reports subsequently filed with the SEC.

 

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Bryn Mawr Trust’s Lau Associates LLC Wealth Managers Named to Delaware Today Five Star Wealth Managers Award

 

BRYN MAWR, Pa., August 13, 2014 - Bryn Mawr Bank Corporation (NASDAQ: BMTC), (the “Corporation”), parent of The Bryn Mawr Trust Company (the “Bank”), today reported that six wealth managers from Lau Associates LLC (“Lau”), a wholly owned subsidiary of Bryn Mawr Bank Corporation located in Greenville, Delaware, received the prestigious Delaware Today Five Star Wealth Manager award. The award winners are:

 

  • Judy Lau, CFP® – three year winner

  • Jake Weaver, CMFC® – two year winner

  • Jorge Rueda, CFP® MBA – two year winner

  • Laura Granger, CFP®

  • Lucinda Peterson, CPA CFP®

  • Tom Weary, CFA

 

Francis J. Leto, President and COO stated, “I’m very proud of the Lau Associates staff and especially those staff members who received the Five Star Wealth Manager award. With several of the team members being multi-year award winners, it’s obvious they do a wonderful job for their clients. They are one of the premier family office practices in the area and it is very rewarding to see them receive this recognition.”

 

The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC (dba Five Star Professional), and it is based on 10 objective criteria that wealth managers must meet. There were 615 Delaware wealth managers considered for the award with 188 or 31% named Five Star Wealth Managers. For more information about the award, go to FiveStarProfessional.com/awards/cpa_epa_wm_program.php.

 

FORWARD LOOKING STATEMENTS AND SAFE HARBOR

 

This press release contains statements which, to the extent that they are not recitations of historical fact may constitute forward-looking statements for purposes of the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended. Such forward-looking statements may include financial and other projections as well as statements regarding the Corporation’s future plans, objectives, performance, revenues, growth, profits, operating expenses or the Corporation’s underlying assumptions. The words “may,” “would,” “should,” “could,” “will,” “likely,” “possibly,” “expect,” “anticipate,” “intend,” “estimate,” “target,” “potentially,” “probably,” “outlook,” “predict,” “contemplate,” “continue,” “plan,” “forecast,” “project,” “are optimistic,” “are looking,” “are looking forward” and “believe” or other similar words and phrases may identify forward-looking statements. Persons reading this press release are cautioned that such statements are only predictions, and that the Corporation’s actual future results or performance may be materially different.

 

Such forward-looking statements involve known and unknown risks and uncertainties. A number of factors, many of which are beyond the Corporation's control, could cause our actual results, events or developments, or industry results, to be materially different from any future results, events or developments expressed, implied or anticipated by such forward-looking statements, and so our business and financial condition and results of operations could be materially and adversely affected. Such factors include, among others, our need for capital, our ability to control operating costs and expenses, and to manage loan and lease delinquency rates; the credit risks of lending activities and overall quality of the composition of our loan, lease and securities portfolio; the impact of economic conditions, consumer and business spending habits, and real estate market conditions on our business and in our market area; changes in the levels of general interest rates, deposit interest rates, or net interest margin and funding sources; changes in banking regulations and policies and the possibility that any banking agency approvals we might require for certain activities will not be obtained in a timely manner or at all or will be conditioned in a manner that would impair our ability to implement our business plans; changes in accounting policies and practices; the inability of key third-party providers to perform their obligations to us; our ability to attract and retain key personnel; competition in our marketplace; war or terrorist activities; material differences in the actual financial results, cost savings and revenue enhancements associated with our acquisitions; and other factors as described in our securities filings. All forward-looking statements and information set forth herein are based on Management’s current beliefs and assumptions as of the date hereof and speak only as of the date they are made. The Corporation does not undertake to update forward-looking statements.

 

For a complete discussion of the assumptions, risks and uncertainties related to our business, you are encouraged to review our filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, as well as any changes in risk factors that we may identify in our quarterly or other reports subsequently filed with the SEC.

 

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Bryn Mawr Bank Corporation Announces New Executive Appointment Harry R. (“Gary”) Madeira, Jr. to Head Wealth Management Division

 

BRYN MAWR, Pa., August 1, 2014 - Bryn Mawr Bank Corporation (NASDAQ: BMTC), (the “Corporation”), parent of The Bryn Mawr Trust Company (the “Bank”), today announced that Harry R. (“Gary”) Madeira, Jr. was appointed Executive Vice President and head of the Wealth Management Division effective September 2, 2014. In his new role, Mr. Madeira will replace Francis J. Leto who was appointed President and COO of the Bank and Corporation on May 1, 2014.

 

“I’m very excited about the opportunity to work with Gary and I know he will be a valuable asset and contributor to the executive management team. He is a well-regarded professional and has a demonstrated commitment to delivering excellent client service which is a keystone of the Bryn Mawr Trust brand. His proven track record for business development and successfully nurturing long-term client relationships are qualities we admire. I’m confident that Gary is well suited for his new responsibilities and he will be an outstanding leader of the Wealth Management Division”, said, Francis J. Leto, President and COO.

 

Before joining Bryn Mawr Trust, Madeira served as Senior Vice President of Brown Brothers Harriman & Co. with responsibility for managing client relationships and new business development. He was responsible for developing significant wealth management business for the investment units of Brown Brothers Harriman & Co.

 

“As a former competitor of Bryn Mawr Trust, I was very much aware of the tremendous growth of the Bank and Wealth Management Division. In light of the recent prolonged recession, their performance was a particularly enviable accomplishment. I have long admired their strategic business model and the strong brand awareness they have built. It’s a great opportunity to get to lead a team that is already performing so well and take them to the next level”, said Harry R. (“Gary”) Madeira, Jr., and Executive Vice President.

 

Mr. Madeira is a seasoned financial services executive with more than thirty eight years’ experience. He is a long-time resident of the Philadelphia area and is active in educational, charitable and cultural organizations including; The Episcopal Academy, Visiting Nurses Society and Chanticleer Foundation.

 

FORWARD LOOKING STATEMENTS AND SAFE HARBOR

 

This press release contains statements which, to the extent that they are not recitations of historical fact may constitute forward-looking statements for purposes of the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended. Such forward-looking statements may include financial and other projections as well as statements regarding the Corporation’s future plans, objectives, performance, revenues, growth, profits, operating expenses or the Corporation’s underlying assumptions. The words “may,” “would,” “should,” “could,” “will,” “likely,” “possibly,” “expect,” “anticipate,” “intend,” “estimate,” “target,” “potentially,” “probably,” “outlook,” “predict,” “contemplate,” “continue,” “plan,” “forecast,” “project,” “are optimistic,” “are looking,” “are looking forward” and “believe” or other similar words and phrases may identify forward-looking statements. Persons reading this press release are cautioned that such statements are only predictions, and that the Corporation’s actual future results or performance may be materially different.

 

Such forward-looking statements involve known and unknown risks and uncertainties. A number of factors, many of which are beyond the Corporation's control, could cause our actual results, events or developments, or industry results, to be materially different from any future results, events or developments expressed, implied or anticipated by such forward-looking statements, and so our business and financial condition and results of operations could be materially and adversely affected. Such factors include, among others, our need for capital, our ability to control operating costs and expenses, and to manage loan and lease delinquency rates; the credit risks of lending activities and overall quality of the composition of our loan, lease and securities portfolio; the impact of economic conditions, consumer and business spending habits, and real estate market conditions on our business and in our market area; changes in the levels of general interest rates, deposit interest rates, or net interest margin and funding sources; changes in banking regulations and policies and the possibility that any banking agency approvals we might require for certain activities will not be obtained in a timely manner or at all or will be conditioned in a manner that would impair our ability to implement our business plans; changes in accounting policies and practices; the inability of key third-party providers to perform their obligations to us; our ability to attract and retain key personnel; competition in our marketplace; war or terrorist activities; material differences in the actual financial results, cost savings and revenue enhancements associated with our acquisitions; and other factors as described in our securities filings. All forward-looking statements and information set forth herein are based on Management’s current beliefs and assumptions as of the date hereof and speak only as of the date they are made. The Corporation does not undertake to update forward-looking statements.

 

For a complete discussion of the assumptions, risks and uncertainties related to our business, you are encouraged to review our filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, as well as any changes in risk factors that we may identify in our quarterly or other reports subsequently filed with the SEC.

 

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Bryn Mawr Trust Appoints Stephanie Pahides Kalogredis, ESQ To Wealth Management Division Advisory Board

 

BRYN MAWR, Pa., July 24, 2014 - Bryn Mawr Bank Corporation (NASDAQ: BMTC), (the “Corporation”), parent of The Bryn Mawr Trust Company (the “Bank”), today reported that they have appointed Stephanie Pahides Kalogredis, ESQ, to the Wealth Management Division Advisory Board. Ms. Kalogredis is, of counsel, at the firm Lamb McErlane PC, Attorneys at Law and concentrates her practice in Estate Planning and Estate and Trust Administration and Wealth Transfer and Succession Planning. Lamb McErlane PC, is a full service law firm with offices in West Chester and Bryn Mawr, Pennsylvania.

 

Francis J. Leto, President and COO stated, “I am so pleased that Stephanie has agreed to join our Wealth Management Advisory Board. She is a highly regarded wealth management expert and frequently lectures professional groups and organizations on a wide range of wealth management issues and topics. We have worked with Stephanie many times and have always been impressed with her insights and expertise. She a tremendous addition to our Advisory Board.”

 

Ms. Kalogredis is a past president of the Chester County Estate Planning Counsel, and has served on the Governing Council for the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association. She was named a Pennsylvania Rising Star Lawyer for three consecutive years for estate planning.

 

FORWARD LOOKING STATEMENTS AND SAFE HARBOR

 

This press release contains statements which, to the extent that they are not recitations of historical fact may constitute forward-looking statements for purposes of the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended. Such forward-looking statements may include financial and other projections as well as statements regarding the Corporation’s future plans, objectives, performance, revenues, growth, profits, operating expenses or the Corporation’s underlying assumptions. The words “may,” “would,” “should,” “could,” “will,” “likely,” “possibly,” “expect,” “anticipate,” “intend,” “estimate,” “target,” “potentially,” “probably,” “outlook,” “predict,” “contemplate,” “continue,” “plan,” “forecast,” “project,” “are optimistic,” “are looking,” “are looking forward” and “believe” or other similar words and phrases may identify forward-looking statements. Persons reading this press release are cautioned that such statements are only predictions, and that the Corporation’s actual future results or performance may be materially different.

 

Such forward-looking statements involve known and unknown risks and uncertainties. A number of factors, many of which are beyond the Corporation's control, could cause our actual results, events or developments, or industry results, to be materially different from any future results, events or developments expressed, implied or anticipated by such forward-looking statements, and so our business and financial condition and results of operations could be materially and adversely affected. Such factors include, among others, our need for capital, our ability to control operating costs and expenses, and to manage loan and lease delinquency rates; the credit risks of lending activities and overall quality of the composition of our loan, lease and securities portfolio; the impact of economic conditions, consumer and business spending habits, and real estate market conditions on our business and in our market area; changes in the levels of general interest rates, deposit interest rates, or net interest margin and funding sources; changes in banking regulations and policies and the possibility that any banking agency approvals we might require for certain activities will not be obtained in a timely manner or at all or will be conditioned in a manner that would impair our ability to implement our business plans; changes in accounting policies and practices; the inability of key third-party providers to perform their obligations to us; our ability to attract and retain key personnel; competition in our marketplace; war or terrorist activities; material differences in the actual financial results, cost savings and revenue enhancements associated with our acquisitions; and other factors as described in our securities filings. All forward-looking statements and information set forth herein are based on Management’s current beliefs and assumptions as of the date hereof and speak only as of the date they are made. The Corporation does not undertake to update forward-looking statements.

 

For a complete discussion of the assumptions, risks and uncertainties related to our business, you are encouraged to review our filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, as well as any changes in risk factors that we may identify in our quarterly or other reports subsequently filed with the SEC.

 

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Bryn Mawr Trust Celebrates the Opening of Their Newest Branch
in Bala Cynwyd with a Ribbon Cutting Ceremony


 
Left to right:Ted Peters, Chairman and CEO of Bryn Mawr Trust, Ron Dankanich, Senior Vice President, David Panichi, Chairman of T.N. Ward, Company, Penny Hughes, Vice President of Bryn Mawr Trust, Kevin Whitney, Casaccio YU Architecs, Robert Ricciardi,Consultant for Bryn Mawr Trust
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

BRYN MAWR, Pa., February 7, 2013— Bryn Mawr Bank Trust, celebrated the opening of their newest
branch at 135 City Avenue, Bala Cynwyd, PA with a ribbon cutting ceremony attended by community
leaders, clients and members of Bryn Mawr Trust’s management team.

 

“We are enthusiastic about the opening of our new Bala Cynwyd branch. At this conveniently
located facility we can deliver a full array of personal and business banking and wealth management
services to our clients,” said Ted Peters, Chairman and Chief Executive Officer of Bryn Mawr Trust.
Mr. Peters added, “We have a team of experienced professionals to serve this important market,
and we are planning on being an active member of the community.

 

The branch was designed by Casaccio YU Architects, Havertown, PA. The branch is a sustainable
prototype designed to Leadership in Energy and Environmental Design (LEED) Silver standards.
The building’s sustainable design includes high-performance glazing, long-lasting LED lighting,
a variable-refrigerant flow HVAC system, and natural daylighting to reduce dependence upon
artificial lights. The branch’s sealed exterior wall construction, extra insulation, and white roofing
keep the building warmer in winter and cooler in summer. The construction of the Bala Cynwyd
branch was completed by T.N Ward of Ardmore, PA.

 

As a community bank, Bryn Mawr Trust truly understands the need to be part of and support the
communities they serve. As part of the Ribbon Cutting Ceremony, Bryn Mawr Trust was pleased
to present the Union Fire Company with a contribution for $1,000.

 

 
Left to right: Paul Daly, Union Fire Company, Penny Hughes, Vice President of Bryn Mawr Trust, David Staffieri, Union Fire Company, Ted Peters, Chairman and CEO of Bryn Mawr Trust,
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Bryn Mawr Bank Corporation Announces Appointment of New Director

 

BRYN MAWR, Pa., March 6, 2013— Bryn Mawr Bank Corporation today announced that Lynn B. McKee,
Executive Vice President of Human Resources for ARAMARK, has been elected to its Board of Directors.

 

Ms. McKee brings to the Board significant broad-based experience in human resources management
and is responsible for all HR issues affecting the 250,000 employees at ARAMARK. She has served in
a number of key positions in both the operating and corporate levels, including Board level human resources

responsibilities at ARAMARK.

 

Ted Peters, Chairman and Chief Executive Officer, stated, “Lynn is one of the premier executives in

thecountry and we are excited that she has joined us as a director. As a fast growing organization,

Bryn Mawr Bank Corporation and the Board will need her skills in both change management and human

resources areas.”

 

Ms. McKee is a member of the Human Resources 50 and the Conference Board’s Advisory Council

of Human Resources Management. She serves on the Board of Trustees for Saint Joseph’s University

and she is a board member of the Philadelphia Workforce Investment Board.

 

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How to Reduce Health-Care Costs in Retirement


When it comes to retirement savings planning, studies show that health-care costs are often the most

under-planned expenses in retirement. And while it’s impossible to predict your health-care future,

there are ways to reduce these costs.

 

“When you are talking about saving for health care in retirement the No.1 thing people can do is get

themselves in shape,” says Eric Thorne, senior vice president at Bryn Mawr Trust. “It’s going to be

the No.1 driver of how much they spend for health care.”

 

From getting healthy to considering long-term care insurance, there are easy ways to lower the

amount you’ll spend on medical expenses in your golden years.

 

Play the Prevention Game

The Patient Protection and Affordable Care Act places an emphasis on preventative care that

includes free screenings for potential health risks, and experts say those about to or in retirement

should take advantage of the tests to identify any problems early and reduce treatment costs.

 

“People don’t go out of their way to visit the doctor, they don’t want to get testing done but it’s the

most common way to get in trouble,” says Thorne. “If you are experiencing symptoms and you

never get it checked out it can lead to major problems.”

 

Be a Financially-Smart Patient

If you do get sick, it’s important to use the medical system appropriately and to your advantage.

 

Helen Darling, president of the National Business Group on Health, advises limiting trips to the

emergency room to reduce costs. “Unless it’s life-threatening, go to a retail clinic that may cost

you $40 whereas the ER might cost you $500.”

 

She adds that aging patients be aware of their physical limits and may want to give up activities

they enjoyed in their younger and stronger days. “There are things you can do to control the

costs. For example, older bones may be more fragile so take Vitamin D and be sure to get a

lot of exercise.”

 

Choose the Right Insurance

Life insurance provides a piece of mind that your loved ones will be financially sound in the even

something happens to you, and it’s important to choose the right plan for your financial and

health situation.

 

Long-term care insurance can help combat the costs associated with a long-term illness that

may involve the expenses of a nursing home or assisted-living. “Long-term care insurance is

a very overlooked type of insurance,” says Thorne. “A lot of times when you need care down

the road you don’t have a penny for it. Long-term care insurance is well worth the money.”

He says the best time to purchase long-term care insurance is in your late 50s or early 60s

when you are still healthy. If you wait until later, he says the rates will dramatically increase.

 

Invest in the Industry

With so many boomers entering the retirement world every year, experts expect the health-care

industry to continue to do well, which could help your portfolio and retirement savings grow.

 

“Buy stock in companies now that will be the future health-care providers,” says Thorne.

“Why not benefit from the higher prices?” He likens this move to investing in oil companies

when gas prices are high.

 

It may be hard to think about getting sick when you are healthy, but planning now will prevent

a lot of headaches and financial strain in the future. “A lot of people think about it when it’s too late,”

says Thorne. “A little preventive care will go a long way in keeping you financially ahead of that curve.”

 

Read more

 

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Bryn Mawr Trust Continues to Support the Gesu School

 

Bryn Mawr Trust is proud to once again sponsor the Philadelphia Charity Ball Scholarship Program.
This year, the Bryn Mawr Trust scholarship was awarded to Kharon Randolph of the Gesu School.
This is the fourth year that Bryn Mawr Trust has sponsored the Scholarship Program. The Philadelphia
Charity Ball has been introducing children to philanthropy and raising funds for Philadelphia-area
non-profits for 135 years.

 

Read more

 

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Six steps for women to improve their future financial state


The world has changed, and so have our households. Life spans are longer – particularly for women –
and many families now live off of two incomes.

 

Today women are successful business executives,entrepreneurs and business owners. Now,

more than ever, they are in a better position to achieve financial security for themselves and their

families. That means becoming more involved in their financial plan and taking an active interest

in their investment savings.

 

Here are six steps women can take to improve their current financial state and to
adequately prepare
for their future:

 

1. Do some research and educate yourself

It’s important that women find financial empowerment and success alongside their spouses.

The first step to achieving that is simply setting aside time to do research and find out what is right

for you and your family. Are you starting from scratch, or do you just need to brush up on some things?

Start with the basics, such as magazines and books. Also, seek help through your retirement plan

at work, as many plans provide educational materials and assistance. You don’t have to do it all at

once, but don’t put it off. First, figure out what your knowledge of the topic is and what you need to

know in order to move forward.

 

2. Give yourself a financial overview

In order to create a successful plan, you need to be aware of what your current finances look like.

See where you are right now, what your situation is, and figure out your short- and long-term goals.

Review everything available to you – all your finances, how much you have in income, debt, living

expenses, planned savings, after tax savings, etc.

 

3. Take advantage of everything available to you

Hopefully, after you’ve completed your financial review, you know what investment vehicles you are

– and aren’t – utilizing. If you and your spouse are still working, how much are you saving? Are you

taking full advantage of your tax-deferred deduction through your employer plan? Does your company

provide a contribution match, and are you taking advantage of that match? What are your current

investments, and are they appropriate for your risk tolerance and your financial goals? Additionally,

you might want to consider speaking to a tax advisor to make sure you’re taking advantage of

applicable tax deductions and/or tax credits.

 

4. Have a conversation

This one is often the mostdifficult for women, but don’t be afraid of this step. Take a vested interest

in your family’s finances. I hear women saying they don’t have the time, but if you don’t get up to

speed on your financial state by discussing it in-depth with your spouse, you could end up paying

for it – literally – later down the road.

 

Also note that you are not alone in this. Others have the same questions and investment concerns.

It is okay to talk with friends who may have similar questions,but do your own research and seek

out professional advice. Don’t act solely on the hearsay of others.

 

5. Plan for the long-term

It’s easy to plan for the short-term because you’ll be rewarded sooner. However, everybody should

have long-term goals. Someday you would like to retire, but in order to get there you need to make

decisions to achieve that goal. Figure out what you would like your retirement to look like and whether

you’re on track to fund that kind of lifestyle.

 

Many employer-sponsored retirement plans have built-in savings calculators that can tell you

whether you’ve saved enough for estimated expenses, or,if you haven’t, how much you need to save.

Determine what you can expect for your future SocialSecurity and Medicare benefits and factor in

the cost of health care and long term care. Create a financial plan and then begin to work through the

steps of your plan.

 

6. Consider seeking the help of a financial professional

Women are the key to their own financial futures, and to help make financial decisions, they need

to become educated and informed. The world of financial planning isn’t always easy or convenient.

In many cases, women can benefit greatly from working with a professional who can help them

understand their options and to implement plans designed to provide for them and their families

with financially secure lives. Don’t delay – you’ll thank yourself later!

 

Ellen Jordan, CFP, is senior vice president, Wealth Management Division, at Bryn Mawr Trust.

 

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