WealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong Learning

Career shifts and mentorships keep Jamie Hopkins facing forward.

In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston asks Jamie Hopkins about his recent transition from his role at Carson Group, a role he cherished, to SVP and director of private wealth management at Bryn Mawr Trust. They also discuss what it means to provide a community of support and mentorship to young professionals through the FinServ Foundation.

Specifically, Nabia and Jamie discuss:

• Jamie’s career transition insights and embracing new challenges in finance
• Impactful success stories from Carson Group’s coaching and mentorship programs
• The FinServ Foundation’s role in nurturing aspiring financial professionals
• The value of continuous learning and staying relevant in the industry

Resources:

WealthManagement EDGE Podcast 

Connect With Nabia Jenkins-Johnston:

• WealthManagement.com
• LinkedIn: WealthManagment.com
• LinkedIn: Informa
• LinkedIn: Nabia Jenkins-Johnston
• Twitter: Nabia Jenkins-Johnston

Connect With Jamie Hopkins:

• LinkedIn: Jamie Hopkins
• Twitter: Jamie Hopkins
• FinServ Foundation 
• Bryn Mawr Trust

About Our Guest:

Jamie P. Hopkins is the SVP and Director of Private Wealth Management at Bryn Mawr Trust. He has extensive wealth management experience, bringing innovative thinking, transformative leadership, and a strong reputation for fostering Client relationships. He was named as a top-10 Investopedia 100 Top Financial Advisor for 2023. Jamie was recognized as the 2021 WealthManagement.com RIA Thought Leader of The Year and as one of the top 25 most influential leaders in financial services by ThinkAdvisor.

In his role, Jamie leads and grows Bryn Mawr Trust’s private wealth management business and helps shape the thought leadership around planning in the profession. Prior to joining Bryn Mawr Trust, Hopkins served as a Managing Partner at Carson Group.

Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate. Hopkins earned a master’s degree in financial planning from The American College of Financial Services and a master’s degree in business administration from Villanova University. He founded FinServ Foundation, a nonprofit that offers coaching, internship, and leadership programs to help the next generation of financial professionals thrive.

A Wall Street Journal best-selling author, educator and executive speaker, Hopkins serves on numerous advisory boards around the financial services industry, including the fintech company Income Lab, and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation.