BRANDYWINE OAK PRIVATE WEALTH LLC of KENNETT SQUARE, PA is an SEC-registered investment adviser (CRD 297021). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Michael James Henley | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| Alison Christie Dorsman | MANAGING MEMBER/CHIEF OPERATING OFFICER/CO-CEO | — |
| Brittany Sara Kalsky | CHIEF COMPLIANCE OFFICER | — |
| Mark Richard Jackson | MEMBER | — |
| Peter C Kim | CHIEF INVESTMENT OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| KIM AGNES C | CHIEF INVESTMENT OFFICER | — |
| HENLEY MICHAEL J | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| BROOKS ALISON C | MANAGING MEMBER AND CHIEF OPERATING OFFICER | — |
| MACONI STEVE MICHAEL | MEMBER | — |
| MCGUIRE TRACY B | MEMBER | — |
| KALSKY BRITTANY SARA | CHIEF COMPLIANCE OFFICER | — |
| JACKSON MARK RICHARD | MEMBER | — |
| HENLEY MICHAEL JAMES | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| BROOKS ALISON CHRISTIE | MANAGING MEMBER AND CHIEF OPERATING OFFICER | — |
| DORSMAN ALISON CHRISTIE | MANAGING MEMBER AND CHIEF OPERATING OFFICER; MANAGING MEMBER/CHIEF OPERATING OFFICER/CO-CEO | — |