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

Investment Management

Brandywine Trust Group

David C. Patterson

Lori Harrington

Scott Campbell

Laura Hazeldine

Sharon R.

Manjari Goenka

Gregory Walsh

Jennifer Heller

Scott Newman

Kristina Sherman

The Investment Management team at Brandywine Trust Group is dedicated to providing strategic investment solutions that align with the fiduciary goals of the families they serve. With a focus on preserving purchasing power across generations, the team manages approximately $10 billion in client capital, ensuring that investment strategies are robust, tailored, and responsive to changing market conditions. They work collaboratively to reinforce the stability of trusteeship, recognizing its critical role in achieving long-term investment success.

Leadership Team

Accounting and Finance

Investment Management

About

Team members

Other teams at Brandywine Trust Group

Leadership Team

Accounting and Finance