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Philadelphia Estate Planning Council

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Chuck Posnecker

Bryn Mawr Capital Management

 

Member profile details

First name
Chuck
Last name
Posnecker
Organization
Bryn Mawr Capital Management
Title
Senior Wealth Advisor
 

Additional Membership Information

Headshot
Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Banking/Trust Administration
  • Investments
Professional Bio
https://www.linkedin.com/in/chuckposnecker/

CFA, CFP, CTFA

Director, Portfolio Management & Trading
Cypress Capital Management, LLC
Sep 2017 – Present
Greenville, Delaware
-Work directly with clients to manage portfolios within different account structures, e.g., individual taxable/tax-free, trust accounts, foundations/non-profits. Experience in developing investment policy statements, analysis of trust agreements, and development/implementation of financial plans.
-Member of Investment Policy Committee with direct oversight of approximately $1 billion AUM.
-Member of trading team with experience trading with multiple brokers/custodians.
-Strong interpersonal and written skills with high attention to detail.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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