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Our Team of Trust & Investment Professionals

 

Read on, and become acquainted with our officers. Then we invite you to contact us for a personal consultation. We look forward to meeting you in person and welcome the opportunity to serve you.

 

TRUST OFFICERS

Lisa L. Piergallini, Senior Vice President & Senior Trust Officer

Jesse S. Ashcroft, Vice President & Trust Officer

 

INVESTMENT OFFICERS

Andrew G. Keefer, Senior Vice President & Chief Investment Officer

Linda B. Dwyer, Vice President & Investment Officer

William A. Reasner, Investment Officer

Ruston J. Wolfe, Investment Officer

 

TAX OFFICER

Bryan S. Breidigam, Trust Tax Manager

 

 

TRUST OFFICERS


 

Lisa L. Piergallini, CTFA, CFP®
Senior Vice President
Senior Trust Advisor


717-520-5681

lpiergallini@bmtc.com

 

Senior Vice President & Senior Trust Advisor

Lisa leads the fiduciary services group of The Bryn Mawr Trust Company Wealth Management Hershey Division administering complex trusts and estates. She assists clients in meeting their financial goals by providing estate, retirement, and education planning services.

 

Prior to joining Bryn Mawr Trust, Lisa spent more than twelve years with Hershey Trust Company Private Wealth Management Group where she most recently served as Vice President and Trust Officer. Her length of experience in the financial services industry spans more than 25 years.

 

Among her qualifications, Lisa received her B.S. in Business Administration summa cum laude from Albright College and has earned the distinction of Certified Trust and Financial Advisor (CTFA) as conferred by the Institute of Certified Bankers. She is also an honors graduate of the National Graduate Trust School and the Central Atlantic School of Trust and Investment Management. In addition, Lisa has earned the CERTIFIED FINANCIAL PLANNER™ designation. She is a member of the Estate Planning Council of Central Pennsylvania, Financial Planning Association of Central PA and serves on the advisory board of The Salvation Army.

 

Areas of Expertise

 Trust Administration

 Estate Administration

 Financial Planning

 
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Jesse S. Ashcroft, CTFA
Vice President,
Trust Officer


717-520-5677 or 888-482-1905

jashcroft@bmtc.com

 

Vice President & Trust Officer

Jesse serves as Vice President and Trust Officer of The Bryn Mawr Trust Company Wealth Management Hershey Division. His experience in the trust and wealth management industry in Central Pennsylvania spans 17 years. Prior to joining Bryn Mawr Trust, he was Vice President and Trust Officer at Hershey Trust Company Private Wealth Management Group. Jesse began his career at the former Blue Ball National Bank.

 

He received his B.S. degree from Shippensburg University in 1992 and his M.B.A. from Lebanon Valley College in 2001. He is a graduate of the ABA National Graduate Trust School and the Central Atlantic School of Trust. In 2007, Jesse achieved the designation of Certified Trust and Financial Advisor (CTFA) as conferred by the Institute of Certified Bankers.

 

Jesse is a member of the Lancaster Estate Planning Council and the Estate Planning Council of Central PA. A member of the Hershey Rotary Club, Mr. Ashcroft has also served on the board of Upward Call Counseling Services, New Holland. He is a member of Trinity Lutheran Church, New Holland, where he serves on the Finance Committee, and has served as a volunteer youth soccer and basketball coach in his local community.

 

Areas of Expertise

 Trust Administration

 Estate Planning

 Estate Settlement

 
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INVESTMENT OFFICERS


 

Andrew G. Keefer, CFA, CFP®
Senior Vice President
Chief Investment Officer


717-520-5684

akeefer@bmtc.com

 

 

 

Senior Vice President & Chief Investment Officer

Prior to joining Byrn Mawr Trust Company’s Wealth Management Hershey Division, Andy was employed by the Hershey Trust Company for 25 years. During his time with Hershey Trust, he served in a number of investment related capacities, most recently as Chief Investment Officer of the Private Wealth Management Division. Andy works with existing and prospective clients to develop and implement plans to meet their financial goals.

 

Andy has extensive experience in asset management and security analysis. He managed Hershey Trust Company’s Fixed Income Common Fund at its inception and was later named the manager of the firm’s Real Estate Investment Trust (REIT) Fund. He currently leads the investment team within the Hershey division and is a member of Bryn Mawr’s Product Selection Committee.

 

Andy is a Chartered Financial Analyst as well as a CERTIFIED FINANCIAL PLANNER™ designation. He is a graduate of the Central Atlantic School of Trust and earned his B.S. in Business Administration from Elizabethtown College.

 

Areas of Expertise

 Equity Analysis

 Portfolio Management

 Investment Management for Individual,

 Endowment & Employee Benefit Accounts  

 Financial Planning

 
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Linda B. Dwyer, CTFA, CFA®
Vice President
Senior Investment Officer


717-520-5669

ldwyer@bmtc.com

 

 

Vice President & Senior Investment Officer

Linda joined The Bryn Mawr Trust Company in mid-2011 from the Hershey Trust Company / Private Wealth Management Group. She oversees $300 million in assets for over 100 relationships, including individuals, endowments, associations and foundations.

 

Linda brings nearly 40 years experience in portfolio construction and management (both fixed income and equities); investment strategy development; security analysis, security trading and performance measurement. Her prior experience includes 12 years with the Hershey Trust Company as a Vice President and Investment Officer; 5 years with Fulton Financial Bank and Trust as a Vice President; 8 years with Ferris Baker Watts Investment Management Group of Washington, D.C. and 15 years with Capitoline Investment Services Group of United Virginia Bank (now part of SunTrust).

 

Linda holds a MBA in finance from the University of Richmond and a B.S. in Mathematics from James Madison University (summa cum laude). She earned her CFA designation in 1986 and is a member of the D.C. Financial Analyst Society. She is also a past instructor at the Central Atlantic School of Trust and Investment Management.

 

Areas of Expertise

 Portfolio Management

 Financial Planning

 Portfolio Analysis

 
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William A. Reasner, CFA, CFP®
Vice President
Senior Investment Advisor


717-520-5671

wreasner@bmtc.com

 

 

Vice President & Senior Investment Advisor

Bill serves as Senior Investment Advisor for the Bryn Mawr Trust Company Wealth Management Hershey Division. In this role, he provides investment management for individuals, non-profit organizations and pension plans. More specifically, he works with clients to establish an appropriate investment policy and determines the approved asset strategies to be utilized within client accounts. Bill is a member of the BMTC – Hershey Wealth Management Division’s Investment Committee.

 

Bill has 14 years of experience in the investment management business. His career began as an investment analyst with the Hershey Trust Company, focusing primarily on investment performance measurement and investment accounting. Most recently serving as investment officer for Hershey Trust Company – Private Wealth Management Group, he provided portfolio management, including equity research, to meet the stated needs and objectives of his clients.

 

Bill received his B.S. in Business Administration from Elizabethtown College and a Masters of Business Administration from Penn State University. He earned the Chartered Financial Analyst and the CERTIFIED FINANCIAL PLANNER™ designations, respectively, and is a member of the CFA Institute.

 

Areas of Expertise

 Investment Management for Individual,

 Endowment & Employee Benefit Accounts

 Asset Allocation Strategies

 Equity Research, including stocks, mutual funds

 and exchange-traded funds  

 
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Ruston J. Wolfe, CFA, CFP®
Vice President
Senior Investment Advisor


717-520-5672

rwolfe@bmtc.com

 

 

 

Vice President & Senior Investment Advisor

Rusty joined Hershey Trust Company – Private Wealth Management in 2004 and currently serves as Senior Investment Advisor for The Bryn Mawr Trust Company Wealth Management Hershey Division. In addition to his investment management responsibilities, he is a member of the Product Selection committee.

 

Rusty has 13 years of experience in the investment management business. He began his career in investment research at T. Rowe Price in Baltimore. Prior to joining Hershey Trust Company, he served as Assistant Vice President and Client Advisor for Mercantile Bank in the Investment and Wealth Management Group.

 

Rusty received his B.S. in Business Administration from Elizabethtown College and a Masters of Science in Finance from Loyola College. Rusty has also earned the Chartered Financial Analyst and the CERTIFIED FINANCIAL PLANNER™ designations, respectively, and is a member of the CFA Institute.

 

Areas of Expertise

 Investment Management for Individual,

 Endowment & Employee Benefit Accounts

 Asset Allocation Strategies

 Equity Research 

 
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TAX OFFICER


 

Bryan S. Breidigam
Trust Tax Manager


717-520-5667

bbreidigam@bmtc.com

 

Trust Tax Manager

Mr. Breidigam, Trust Tax Manager, is responsible for preparation of all fiduciary and individual income tax returns, death and gift tax returns, IRA reports, final lifetime tax returns for decedents, estate planning and court accountings. Mr. Breidigam has been in the banking and trust business for more than 28 years, specializing in trust tax for the last 21 years.

 

A graduate of Kutztown University, his training and education also includes the Mid-Atlantic Trust School, the Cannon Fiduciary Tax School and the American Management Association Management Course. He is an enrolled agent for the IRS and a member of the Lancaster County Estate Planning Council. He also serves as an instructor at the Central Atlantic School of Trust and Investment Management.

 

Areas of Expertise

 Tax Planning

 Trust & Estate Taxes

 Wealth Planning Strategies

 
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For information about The Bryn Mawr Trust Company Wealth Management Hershey Division,
please call us at 717-534-3225 or e-mail telebank@bmtc.com.

 

 

 

 

 

 

 

 

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