T. Jones Email & Phone Number
Vice President and Portfolio Manager, Wealth Management @ Bryn Mawr Trust
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
T. Jones Location
- Philadelphia, PA, US
T. Jones Work
- 2005 -now Vice President and Portfolio Manager, Wealth Management @
- 1999 -2005 Portfolio Administrator, Private Asset Management @
- 1997 -1999 Sales Associate, Private Asset Management @
T. Jones Education
- Passed Level I of the CFA Program
(Economics, Financial Reporting and Analysis, Corporate Finance, Fixed Income, Derivatives)
2014-2015 - Peirce College
Bachelor's degree of Science, BS (Business Administration and Management)
2004-2009 - Central Atlantic School of Trust and Investment Management, Bucknell University
(Investments, Trust Administration, Trust Tax)
1999-2001
T. Jones Skills
- Wealth Management
- Investments
- Portfolio Management
- Asset Allocation
- Investment Advisory
- Investment Strategies
- Asset Management
- Retirement
- Financial Services
- Mutual Funds
- ETFs
- Equities
- Fixed Income
- Financial Planning
T. Jones Summary
- T. Jones, based in Philadelphia, PA, US, is currently a Vice President and Portfolio Manager, Wealth Management at Bryn Mawr Trust. T. Jones brings experience from previous roles at Mellon Financial Services. T. Jones holds a 2014 - 2015 Passed Level I of the CFA Program. With a robust skill set that includes Wealth Management, Investments, Portfolio Management, Asset Allocation, Investment Advisory and more. T. Jones has 2 emails on RocketReach.
Looking for a different T. Jones?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co