DIRECT PHONE: 610-977-0273
Senior Vice President
M.B.A., Saint Joseph’s University
B.B.A., Temple University
Mr. McGinnis is Senior Vice President at 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. McGinnis has over 25 years of experience in the investment management industry, specializing in simplifying the complexities of managing family wealth across multiple generations.
Prior to joining Pennsylvania Trust, Mr. McGinnis was Senior Vice President and member of the Investment Committee at Stratton Management Company. At Stratton, Mr. McGinnis managed many of the firm’s largest multi-generational family relationships, and served as Chairman of the Investment Committee for Semper Trust Company, founded and owned by Stratton Management.
Mr. McGinnis is a member of the CFA Institute and the CFA Society of Philadelphia, and serves as an officer and board member for several civic and charitable organizations.