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Wealth
Charles O. Posnecker, IV CFA, CFP®, CTFA®, AEP®, CAP®
- Senior Wealth Advisor
- [email protected]

Charles O. Posnecker, IV CFA, CFP®, CTFA®, AEP®, CAP® is a Senior Wealth Advisor at Bryn Mawr Capital Management, having joined the firm in 2017 after working twelve years in trust administration. Chuck helps individuals, trusts, and institutions achieve their goals by providing guidance on investing, portfolio management, and financial planning. Chuck is a Chartered Financial Analyst®, Certified Financial Planner™, Certified Trust and Fiduciary Advisor, Accredited Estate Planner®, and Chartered Advisor in Philanthropy®.