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Seth D

CFA®, Series 63, Series 66

Greenville, DE

Bryn Mawr Trust Advisors, LLC

Seth Dadds is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Bryn Mawr Trust Advisors, LLC and previously worked at Cypress Capital Management, which merged into Bryn Mawr in 2023. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm offers customized investment policy statements and diversified portfolios using a range of managers and products, including ESG strategies through third-party providers, and serves as a sub-adviser to WSFS Bank’s Wealth division and other advisers.

Wealth management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Executive Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
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