Board of Directors

Richardson T. Merriman
Chairman, President and CEO
Pennsylvania Trust

George C. McFarland, Jr., Esq.
Executive Vice President
Director of Trust and Account Administration
Pennsylvania Trust

Richard D. Miles
Managing Director
Berkshire Capital Securities

Kathleen G. Putnam

Gary G. Schlarbaum, CFA, Ph.D.
Former Managing Director
Morgan Stanley

James W. Wolitarsky
Former President, CEO, CFO
Janney Montgomery Scott, LLC

Henry I. Pass, Esq.
Assistant Secretary to the Board
Law Offices of Henry Ian Pass, Esq.


EXECUTIVE MANAGEMENT

  • Richardson T. Merriman
    Chairman, President and CEO
  • George C. McFarland, Jr., Esq.
    Executive Vice President
    Portfolio Management
    Director of Trust and Account Administration
  • Leslie Gillin Bohner, Esq.
    Senior Vice President
    Chief Fiduciary Officer
  • Lee J. Anderson, CFA
    Senior Vice President
    Chief Information Officer
  • William H. Haines, IV
    Senior Vice President
    Director of Client Services
  • Barbara S. Wood, CPA
    Senior Vice President
    Chief Financial Officer
  • Willard N. Woolbert
    Senior Vice President
    Chief Investment Officer
  • Henry I. Pass, Esq.
    Assistant Secretary to the Board

 

 


For help with your account access:
please call Pennsylvania Trust at 1 800 975-4316 during our regular business hours,
08:30 a.m. - 05:00 p.m. EST Monday through Friday.