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Hopkins, Jamie

Chief Executive Officer

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Luminaries 2026

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Jamie Hopkins, CEO of Bryn Mawr Trust Advisors and Chief Wealth Officer at WSFS Financial Corporation, is a nationally recognized leader in financial education, retirement planning, and wealth management. Over the past year, he has expanded his impact across the industry and investing public by advancing more accessible, human-centered financial education and strengthening how complex financial concepts are communicated and understood. A key component of this work is the co-authorship of “Your Retirement Sketchbook” with Bonnie Treichel, a practical guide that helps individuals connect retirement planning to personal goals, lifestyle, and life design. The book reflects his broader mission of making financial planning more approachable and actionable. Additionally, Jamie founded FinServ Foundation, a nonprofit that supports over 800 students across 52 universities through mentorship, education, and structured career pathways into financial services.