Carson Group’s Jamie Hopkins is joining Bryn Mawr Trust as director of private wealth management, the firm’s owner, WSFS Financial Corp., said Tuesday.
Carson Group had announced last Tuesday that Hopkins, its managing partner of wealth solutions, would be leaving for family reasons at the end of the month.
“We are thrilled to welcome Jamie to lead our Private Wealth Management teams,” Arthur J. Bacci, executive vice president, chief wealth officer and interim CFO at WSFS, said in a statement. “His extensive experience, dynamic leadership and dedication to Client success align perfectly with our values and mission.”
“I am extremely excited to be joining such an amazing team at Bryn Mawr Trust that puts clients first and is a leader in our community. My personal mission is to enhance the financial security of Americans and I will bring that passion, care and trust to clients and the team,” Hopkins said in the statement.
Hopkins joined Carson Group in 2019 as director of retirement research. In 2021, he was promoted to managing partner of wealth solutions, with responsibility for overseeing Carson’s financial and tax planning strategy as well as its advisor coaching business, Carson Coaching.
Before joining Carson, he was professor of retirement planning, insurance law and estate planning at The American College of Financial Services, where he created the retirement income certified professional designation, and served as director of the New York Life Center for Retirement Income.
In 2015, Hopkins was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40.
Hopkins got his law degree from Villanova University School of Law and his Master of Laws degree from Temple University School of Law. He also has a master’s in financial planning from the American College and an MBA from Villanova.
Wilmington, Delaware-based WSFS Financial Corp., which had $67.9 billion in assets as of June 30, purchased Bryn Mawr Trust, based in the Philadelphia suburbs, in 2021.
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