Vice President, Senior Investment Advisor
Current
Mar 2023 - Present
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Pete Egginton, Cfa Email & Phone Number
Vice President, Senior Investment Advisor at Bryn Mawr Trust
at
Bryn Mawr Trust
1 work email found
@bmtc.com
1 phone found area 215
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Senior Investment Advisor at Bryn Mawr Trust
Location
Greater Philadelphia, United States, United States
Who is Pete Egginton, Cfa? Overview
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Quick answer
Pete Egginton, Cfa is listed as Vice President, Senior Investment Advisor at Bryn Mawr Trust at Bryn Mawr Trust, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at bmtc.com, phone signal with area code 215, and a matched LinkedIn profile for Pete Egginton, Cfa.
Pete Egginton, Cfa previously worked as Vice President, Senior Investment Advisor at Bryn Mawr Trust and Vice President, Investment Advisor at Bryn Mawr Trust. Pete Egginton, Cfa holds B.A., Business Management, Spanish from Gettysburg College.
Company email context
Email format at Bryn Mawr Trust
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*@bmtc.com
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AeroLeads found 1 current-domain work email signal for Pete Egginton, Cfa. Compare company email patterns before reaching out.
Profile bio
About Pete Egginton, Cfa
As an Investment Advisor, I work closely with both internal and external clients in articulating and communicating mutual fund, ETF, private equity, and other bespoke-structure capabilities.
Listed skills include Fixed Income, Asset Allocation, Portfolio Management, Investment Strategies, and 26 others.
Current workplace
Pete Egginton, Cfa's current company
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10 roles
Pete Egginton, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President, Investment Advisor
Current
Jun 2021 - Present
Director, Intermediary Sales
Feb 2020 - May 2021
Vice President, Senior Etf Specialist
May 2017 - Jun 2019
Managing Director, Strategic Relationship Management
Strategic Relationship Management, National Accounts
Jan 2015 - Apr 2017
Managing Director, Portfolio Specialist
Jul 2012 - Jan 2015
Vice President
Wealth Management Specialist, Investment Strategy & Sales Consulted Financial Advisors on a broad platform of investment advisory solutions in the New England region. Traveled extensively to Merrill Lynch offices in both a consultative and proactive sales capacity. Successfully led three complexes in the New England region to 118% and 121% to goal in Net.
Jul 2008 - Jul 2012
Portfolio Analyst
Composed and interpreted portfolio-specific information from various sources, including fixed income research department, portfolio managers, and publications from electronic news services. Communicated fixed-income information to 50 institutional clients with assets totaling $6.7 billion, including corporations, public funds, endowments, and.
Jan 2001 - Jul 2007
Pricing Analyst
Managed the market pricing of a large compilation of mutual funds run by the MFS and SunLife family of funds. Ensured pricing accuracy and security validity for approximately 250 separate products, while resolving various pricing issues to maintain State Street's high reputation within the custody space. Developed and maintained numerous broker-dealer.
Jun 1999 - Dec 2000
Financial Consultant
Advised clients on individual portfolio strategies and investment opportunities using Merrill Lynch's broad resources. Developed written financial plans for all new clients while effectively communicating an action plan. Participated in comprehensive Financial Consultant training program culminating in full licensure and registration with the NASD.
Oct 1997 - May 1999
3 education records
Pete Egginton, Cfa education
B.A., Business Management, Spanish
Gettysburg College
Proficient; E.A.M, Spanish
International Institute Of Seville
Education record
The Loomis Chaffee School
FAQ
Frequently asked questions about Pete Egginton, Cfa
Quick answers generated from the profile data available on this page.
What company does Pete Egginton, Cfa work for?
Pete Egginton, Cfa works for Bryn Mawr Trust.
What is Pete Egginton, Cfa's role at Bryn Mawr Trust?
Pete Egginton, Cfa is listed as Vice President, Senior Investment Advisor at Bryn Mawr Trust at Bryn Mawr Trust.
What is Pete Egginton, Cfa's email address?
AeroLeads has found 1 work email signal at @bmtc.com for Pete Egginton, Cfa at Bryn Mawr Trust.
What is Pete Egginton, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 215 for Pete Egginton, Cfa at Bryn Mawr Trust.
Where is Pete Egginton, Cfa based?
Pete Egginton, Cfa is based in Greater Philadelphia, United States, United States while working with Bryn Mawr Trust.
What companies has Pete Egginton, Cfa worked for?
Pete Egginton, Cfa has worked for Bryn Mawr Trust, Emles Advisors, Oppenheimerfunds, Hartford Funds, and Merrill Lynch.
How can I contact Pete Egginton, Cfa?
You can use AeroLeads to view verified contact signals for Pete Egginton, Cfa at Bryn Mawr Trust, including work email, phone, and LinkedIn data when available.
What schools did Pete Egginton, Cfa attend?
Pete Egginton, Cfa holds B.A., Business Management, Spanish from Gettysburg College.
What skills is Pete Egginton, Cfa known for?
Pete Egginton, Cfa is listed with skills including Fixed Income, Asset Allocation, Portfolio Management, Investment Strategies, Investment Advisory, Alternative Investments, Series 7, and Hedge Funds.
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