Because today’s “excellent” is tomorrow’s “average,” we continually take carefully planned steps to enhance and augment the capabilities that are the hallmark of Pennsylvania Trust: prudent asset management; consistent flow and quality of information; coordination between investment management and trust administration; timely, targeted advice and recommendations; delivery with empathy, compassion, and generosity of time.
Here are a few highlights of current initiatives that will strengthen our longstanding ability to provide an exceptional experience to every client.
- Fixed income.
We are making the talents of Jonathan (Jon) M. Heckscher, Senior Vice President and Director of Fixed Income, increasingly available to clients in need of high-quality income-generating portfolios.
David Robinson, Pennsylvania Trust’s Chief Strategy Officer, is spearheading efforts to diversify our offerings, with an eye to volatility management and the steady pursuit of investment objectives.
- Trust Administration.
Leslie Gillin Bohner, Esq., and her team are enhancing our ability to formulate and recommend an appropriate course of action in several key areas of advanced financial planning. Among them are tax planning, retirement planning, and health care planning as well as gifting and wealth-transfer strategies.
Watch this site for updates on these and other forward-thinking projects at Pennsylvania Trust.