Bruce M. Brown
University of Kentucky, Public Administration, MA
Lawrence University, Government, BA
Mr. Brown is Senior Philanthropy Consultant at Pennsylvania Trust. He advises the firm about its charitable giving and community service programs and also is available for client inquiries on philanthropic matters.
Mr. Brown was formerly Vice President for Charitable Trusts at CoreStates from 1987 to 1993. Additionally, he is a founding trustee of The HBE Foundation and has experience on numerous nonprofit boards including the Hoxie Harrison Smith Foundation, Presbyterian Children’s Village, Kearsley Christ Church Hospital, Delaware County Community Foundation, the Salvation Army (Chester Corps Community Center), and Lawrence and Eastern Universities. He was a founding board member of Delaware Valley Grantmakers.
Kevin R. Fisher
Ohio University, BS, Mathematics
Mr. Fisher is Senior Technology Consultant for Pennsylvania Trust supporting the Technology function since 1990. He has over 30 years of information systems experience in the financial services community.
Mr. Fisher’s technical background and work experience include a variety of technical lead, project management and IT consultant positions in the Delaware Valley.
JoAnne T. Fredericks
Drexel University, MBA, Finance
Drexel University, BS, Accounting
Ms. Fredericks is Senior Investment Consultant of Pennsylvania Trust where she advises the company on various investment matters.
Ms. Fredericks has over 30 years of experience in many aspects of personal trust and investment management. As Senior Vice President at First Investment Advisors, a division of First Union (now Wells Fargo), she headed the Family Office Investment Department. Ms. Fredericks was personally responsible for the management of $800 million of discretionary and non-discretionary assets and served as a member of the Equity Process and Regional Stock Selection Committees. At CoreStates Investment Advisers she was Senior Vice President and Managing Director of the Family Wealth Unit and served on the Investment Policy, Portfolio Review and Equity Committees. Prior to the formation of CoreStates Investment Advisers, Ms. Fredericks headed Personal Trust Investments at Philadelphia National Bank and earlier served as Director of Research there.
Ms. Fredericks is a member of the board of The Coriell Institute for Medical Research, The Inglis Foundation and Francisvale Home for Smaller Animals. She also serves as a member of the Investment Committee for the Chi Omega Foundation. Professionally, she is a member of The CFA Institute and The CFA Society of Philadelphia.
Francis R. Grebe, Esq.
University of Michigan, JD
University of Rochester, BA (Phi Beta Kappa)
Mr. Grebe is Fiduciary Consultant for Pennsylvania Trust. He assists the company in various client administration matters.
Previously, Mr. Grebe was Senior Vice President at Pennsylvania Trust. He has over 50 years of experience in estate and financial planning with major trust companies in Chicago, Rochester, New York City and Philadelphia.
Mr. Grebe is a director of The Athenaeum of Philadelphia, Family Services of Montgomery County, PA, and Associated Services for the Blind in Philadelphia. He is also a trustee of The Guthrie Healthcare System in Sayre, PA, where he is Chairman of the Board. Mr. Grebe is admitted to practice law in Michigan, Illinois and New York and is a member of the New York State Bar Association and its Trusts and Estates and Elder Law Committees.
Donald E. Lewin
Massachusetts Institution of Technology, SM and PhD
Lehigh University, BA, ME
Mr. Lewin is Senior Investment Consultant for Pennsylvania Trust. He provides various statistical analyses regarding quantitative models to assist Pennsylvania Trust’s investment decision processes, particularly in regard to stock selection. He has been retained by Pennsylvania Trust as a consultant since 1988.
Mr. Lewin has worked for various companies on a wide variety of manufacturing and
non-manufacturing problems and projects. In the investment industry he functioned as Research Director for Zacks Investment Research and was responsible for various areas including data consistency standards, database management and for the Zacks Indicator.
I. Wistar Morris, III, CFA
Harvard Business School, MBA
Cornell University, BA (Organic Chemistry)
Mr. Morris is Senior Investment Consultant for Pennsylvania Trust where he assists the company with various investment matters.
Previously Mr. Morris was a founder and director of Morris Investment Management, which was sold to Pennsylvania Trust in 1997. After the sale he served as a consultant to the company while continuing his analytical work on commodity industries including oil and gas, as well as utilities, banking, and insurance. He most recently was affiliated with Boenning and Scattergood. Mr. Morris started his investment career with Elkins Morris and Stroud and later moved to Hopper Soliday where he was responsible for their investment management business and at the same time ran the Afuture Fund under a sub advisory agreement.
Mr. Morris serves as trustee for the Lankenau Foundation, the Lankenau Institute of Medical Research, Mt. Desert Island Biological Laboratory and the Academy of Natural Sciences. He also serves as a director for Cempra Pharmaceuticals and Immunome, bio-tech drug development companies. Over the past 40 years, Mr. Morris has served as a director for five public companies and eight non-profit organizations. He is the founder and co-trustee of the Cotswold Foundation and also the author of the privately published “Adventures in Investing.”
Radclyffe F. “Mike” Thompson
National Graduate Trust School
University of Pennsylvania, BA, Political Science
Mr. Thompson is Senior Business Development Consultant of Pennsylvania Trust, specializing in trust sales.
He has over 30 years of experience in new business development and estate planning at Pennsylvania Trust and in the trust divisions of The Bryn Mawr Trust Company and Provident National Bank.
A Certified Financial Planner, Mr. Thompson is on the board of the Presser Foundation, The Bruce Montgomery Foundation for the Arts, and the Development Committees of Saunders House/Bryn Mawr Terrace Nursing Homes and The Singing City Choir. He is also a board member and treasurer of The Free Quaker Society and is on the Stewardship and Finance Committees for the Church of the Redeemer, Bryn Mawr. He is a member of the Philadelphia Estate Planning Council and the Partnership for Philanthropic Planning of Greater Philadelphia where he serves on the Allied Professionals Committee.
Mr. Thompson served as an officer in Vietnam and was awarded the Bronze Star medal.
Willard N. Woolbert
Drexel University, MBA
Brown University, AB, History
Mr. Woolbert is Senior Investment Consultant of Pennsylvania Trust where he advises the company on various investment matters.
Mr. Woolbert has over 40 years of experience in money management, having begun his career as a securities analyst at Girard Bank (now Bank of NY Mellon) in 1973. He also served as the Senior Investment Officer at The Bryn Mawr Trust Company and Chief Investment Officer at Industrial Valley Bank. Prior to joining Pennsylvania Trust in 1998, he spent eight years as Vice President and Senior Portfolio Manager at PNC Bank managing foundation and endowment portfolios.
Previously, Mr. Woolbert served on the Executive and Investment Committees of the Church Foundation. Professionally, he is a member of The CFA Institute and The CFA Society of Philadelphia.
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