Pennsylvania Trust

News & Events

Pennsylvania Trust Announces Five Promotions

Pennsylvania Trust, a leading wealth management firm in the Greater Philadelphia region, has announced the Read more

How To Be A Financial Survivor

Nearly 50 guests (clients, prospects, and friends of the firm) attended our special event, “How Read more

Pennsylvania Trust Names Eileen F. Carroll as Special Needs Trust and Guardianship Officer

Pennsylvania Trust, a leading wealth management firm in the Philadelphia region, has announced that Eileen Read more

Dr. Jeffrey Rayport Speaks at Pennsylvania Trust Speaker Series Event

Harvard Business School professor, author, business owner, and nationally recognized thought leader, Dr. Jeffrey Rayport Read more

Leslie Bohner Participates in Corporate Counsel Panel

Pennsylvania Trust’s Leslie Gillin Bohner, Esq. – EVP, General Counsel and Chief Fiduciary Officer – Read more

Jon Heckscher Featured on Wharton Business Radio’s Behind the Markets

Jon Heckscher, Director of Fixed Income and Investment Strategy at Pennsylvania Trust, talks fixed income Read more

Pennsylvania Trust Welcomes Clark Robertson, Esq.

We are pleased to announce the addition of Clark D. Robertson, Esq. as Senior Vice President. Read more

Pennsylvania Trust Celebrates International Women’s Day 2018

Today is International Women’s Day – a day that holds special significance this year after Read more

George McFarland to Succeed Richardson Merriman as CEO

Pennsylvania Trust Names George C. McFarland, Jr. CEO to Succeed Richardson T. Merriman Pennsylvania Trust Read more

Tara Hedlund Quoted in Fox Business

Tara R. Hedlund, senior vice president at Pennsylvania Trust weighed in on the Dow Jones Read more