Willard N. Woolbert

Drexel University, MBA
Brown University, AB, History

Bill WoolbertMr. Woolbert is Senior Vice President and Chief Investment Officer of Pennsylvania Trust, with responsibility for overseeing investment policy, strategy and security selection.

Mr. Woolbert has over 30 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.  He currently serves on the Finance and Endowment Committees.  Professionally, he is a member of The CFA Institute and The CFA Society of Philadelphia.

610-975-4306
woolbert@penntrust.com

 

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