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.
