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Practice Management > Building Your Business > Leadership

Jamie Hopkins Named Chief Wealth Officer of WSFS Bank

By John Manganaro

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Jamie Hopkins, the financial planning expert and former Carson Group executive, has taken on the role of chief wealth officer at WSFS Bank, of which Bryn Mawr Trust is a subsidiary.

Hopkins confirmed the news this week via LinkedIn. In a statement shared with ThinkAdvisor, he said he is excited to lead the organization’s combined wealth teams and aims to “drive this business to the regional leader in wealth by end of 2026.”

In the new role, Hopkins is charged with overseeing all wealth business lines and growth for the bank’s wealth teams.

“We have great leaders in our institutional and corporate trust businesses, along with our family office, brokerage, RIA and trust service businesses,” Hopkins said. “Internally, I will be focused on recruiting, culture and growth of our services — along with building franchise value by improving coordination between our services and teams.”

Hopkins first joined the WSFS ecosystem via his appointment in September as a senior vice president and director of private wealth management for Bryn Mawr Trust. The new role will see his focus expand significantly.

“A few initiatives we are very excited about expanding to the market include our ‘Wealth as a Service’ initiative, where we are bringing trust services and private banking services to RIAs and other financial service providers,” Hopkins said.

“As one of the largest and best trust companies servicing in this space, we believe we can help advisors add trust services and private banking services to their clients to improve service and revenue — and create that all-in-one experience that clients are seeking,” Hopkins added.

Hopkins noted that the firm is building out new partnerships and has launched a technology portal for clients and advisory firms to better access their trusts.

“Trust services need to be expanded, and technology-forward firms like Bryn Mawr Trust are needed for the advisory market,” he said. “Additionally, our institutional trust business is growing rapidly, and we expect to continue to work with leading providers and asset managers on creative deals in the space.”

The firm’s Delaware Trust Company, Bryn Mawr Trust of DE, has become one of the leading trust providers for family offices, high-end wealth companies and RIAs for their CEO and executive clients, Hopkins said.

“Our focus here is to be the leader in CEO and executive trust services in the DE Trust market, which remains the most beneficial trust situs for most high-net-worth clients,” he explained. “With the potential rollback of the Tax Cut and Jobs Act in just about 16 months, advisors need to start trust planning and consider the preferential rules under DE Trust laws to help best serve their clients.”

Pictured: Jamie Hopkins 

John Manganaro

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