DIRECT PHONE: 610-975-4315
University of Denver, MBA
Lafayette College, BA, Economics
Mr. Berglund is Senior Vice President of Pennsylvania Trust. His principal responsibilities are as a portfolio manager and as a member of the investment team that develops and implements investment policy, strategy and security selection.
Mr. Berglund began his investment management career in 1975 as a registered representative. In 1977, he joined Girard Bank’s (now Bank of NY Mellon) Trust Department where he served as an equity trader, an investment advisor to outside trust departments and a senior investment officer and portfolio manager. Mr. Berglund subsequently worked at Janney Montgomery Scott and then at Fidelity Bank (now Wells Fargo) where he was an Assistant Vice President in the Special Accounts Group and co-manager of the firm’s Special Equity Fund.
Mr. Berglund serves on the boards of the ZPT Foundation, Inc., and the Tredyffrin Township Library Foundation and is past president of both. He is active in his church, having served as both Elder and Deacon and taught Sunday School for many years. Mr. Berglund has been active in youth soccer, coaching his three children, serving for many years on the local soccer club board and for two years as President of the high school’s soccer booster club. Mr. Berglund has served as a member on the Executive Committee of Lafayette College’s Alumni Association and as past President of its Philadelphia and Jersey Shore Alumni Associations.
Five Radnor Corporate Center Suite 450 100 Matsonford Road Radnor, PA 19087 610-975-4300 1-844-728-7878
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