James S. Knopf, CFP® in

James S. Knopf, CFP®

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Assistant Vice President, Process Analyst at Bryn Mawr Trust
📍 Haverford, Pennsylvania, United States

James is an Assistant Vice President and Process Analyst at Bryn Mawr Trust, which is now part of WSFS Bank. A Certified Financial Planner (CFP®) and graduate of the University of Rochester, he has extensive expertise in wealth management and client services built over a decade with his organization.

Outside of his professional role, James is deeply committed to community service. He has served as a board member for the Hatboro-Horsham Educational Foundation, demonstrating a clear passion for supporting local educational initiatives and student development.

He has progressed through multiple roles within Bryn Mawr Trust, starting as a Branch Banker and advancing to AVP.

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Experience
21 Years
Current Role
Assistant Vice President, Process Analyst
Job Level
Senior
Location
Haverford, Pennsylvania, United States
Personality Overview

How James shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics James cares about

Wealth Management
As a Certified Financial Planner® and AVP in Wealth Management, he has deep expertise in financial advisory and trust services.
Process Improvement
His specific role as a Process Analyst highlights a professional focus on enhancing operational efficiency and workflows within the bank.
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Career

Work history

2-2020
Assistant Vice President, Process Analyst
Bryn Mawr Trust
4-2014 - 1-2020
Client Service Professional, Trust Officer
Bryn Mawr Trust
10-2012 - 3-2014
Branch Banker
Bryn Mawr Trust
5-2010 - 1-2013
Branch Supervisor
TD Bank
Board Member
Hatboro-Horsham Educational Foundation
In the press

Media appearances

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Education
1981 - 1985
BA
University of Rochester
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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