Brandywine Trust Group
Katelyn Beird is a Trust Administrator at Brandywine Trust Group since March 2020, bringing significant experience in trust administration from previous roles as a Trust Administrative Assistant at Stifel Trust Company Delaware, N.A. from August 2019 to February 2020, and as a Trust Associate Intern at RBC Trust Company (Delaware) Limited and Stifel Trust Company Delaware, N.A. in 2019. Katelyn holds a Bachelor of Science in Financial Planning and Wealth Management with a minor in Trust Management from the Alfred Lerner College of Business & Economics at the University of Delaware, as well as an Associate of Applied Science in Business Administration from Delaware Technical Community College.
Brandywine Trust Group
We Are Stewards of Capital in all respects, for a limited number of families. We deliver the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. We are currently responsible for approximately $10 billion of client capital. Organization: Brandywine Trust Group, LLC - Governance Brandywine Trust Company, LLC - Trusteeship, Planning & Administration Brandywine Group Advisors, Inc. - Investment Management Pleasantville Tax Services, Inc. - Tax Advice & Return Preparation Contact: Brandywine Trust Company, LLC 7234 Lancaster Pike, Hockessin, Delaware 19707 Telephone: (302) 234-5750 Brandywine Group Advisors, Inc. 501 Madison Avenue, New York, New York 10022 Telephone: (212) 319-2700 webinquiry@brandywinetrust.com