Jamie Hopkins

Chief Wealth Officer at Bryn Mawr Trust

Speaker

Jamie Hopkins is CEO of Bryn Mawr Capital Management, and Chief Wealth Officer of Bryn Mawr Trust and WSFS. He is also the founder and President of FinServ Foundation, a 501(c)(3) dedicated to enhancing the financial services nextgen.

Jamie is also a former Finance Professor of Practice at the Heider College of Business at Creighton University, and a Professor of Practice at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program.

Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. He is the author of the WSJ bestselling book, Find Your Freedom, which details the behavioral finance issues that hold people back from a more financially secure retirement.

Jamie was selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40, and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts Estates Journal awarded Jamie the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule.

He sits on numerous boards, including Wealth.com and Wing.App. He was also recognized as the Top RIA Thought Leader in 2022 by WealthManagement, and as a top RIA leader by ThinkAdvisor in 2023.

He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.