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Jen Fox
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Jen Fox

Executive in Residence
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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
Up Close with
Jen

Learn more about the Executive in Residence Program.

Jen Fox
Back to Team

Jen Fox

Executive in Residence
Email IconLinkedIn Icon

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
Expertise
Up Close with
Jen

Learn more about the Executive in Residence Program.

Latest Insights from

Jen

Latest Insights

The Battle Between Flexibility and Integration in WealthTech
The Battle Between Flexibility and Integration in WealthTech
Insight

The Battle Between Flexibility and Integration in WealthTech

What I’ve Seen: Transforming an Advisor Base from a Quantitative to Qualitative Approach
What I’ve Seen: Transforming an Advisor Base from a Quantitative to Qualitative Approach
Insight

What I’ve Seen: Transforming an Advisor Base from a Quantitative to Qualitative Approach

Latest Insight from

Jen

Latest Insight

The Battle Between Flexibility and Integration in WealthTech
Insight