JoAnne T. Fredericks, CFADrexel University, MBA, Finance
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 Wachovia), 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. 610-975-4334
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Ms. Fredericks is Senior Vice President of Pennsylvania Trust. Her responsibilities are as a portfolio manager and as a member of the investment team that develops and implements investment policy, strategy and security selection.