Jen Fox
Executive in Residence
Wealth Management/Financial Services Executive with deep experience in high growth organizations (bank wealth management, trust company, RIA and B/D businesses) focused on leading with advice and planning. Direct experience in transforming organizations through strategic planning, organizational design, technology adoption and culture alignment.
Specialties: Strategic planning, sales and marketing, financial planning, investment management, trust administration, private banking
Previous Experience
- President, Bryn Mawr Trust Wealth Management (Acquired by WSFS Financial Services)
- PNC Wealth Management and Hawthorn, PNC Family Office
- Wachovia Wealth Management
- Deloitte
- JD/MBA with CFP
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