Jacqueline Reeves

Director of Retirement Plan Services at Bryn Mawr Trust

Speaker

Jacqueline is the Director of Retirement Plan Services with Bryn Mawr Capital Management. With more than 20 years of experience in wealth management, Jackie provides a foundation of research and analysis for retirement planning. With a passion for research, Jackie created a scalable retirement plan services business throughout the country. A key to successfully growing your retirement plan business is a commitment to go beyond investment selection and monitoring; deliver risk-adjusted return metrics, deliver plan design best practices, and deliver a plan that is aligned with client company culture not just for today but for the future.

Prior to joining the company, Reeves served as an institutional equity research analyst as well as director of research and head of financial institutions research at firms including Citigroup, Janney Montgomery, CS First Boston, and Rothschild. She holds the AIFA®, and PPM™ designations, a Masters in Finance and is pursuing her doctorate degree.