The Bridges Trust team of experts comes together to help our clients across multiple wealth advisory services, including investment management, wealth planning, trust and estate management, family office services, philanthropic consulting and anything in between. We truly value each client relationship and look forward to instilling confidence that every one of our team members will grow and manage their assets as if they were their own.

Our Leadership

Edson L. [Ted] Bridges III, CFA®

Chief Executive Officer

Michael McCarthy

Co-Chairman

Nicholas A. Wilwerding, CFA®, CAP®

Executive Vice President

Megan M. McMurry, CPA, CFP®, CAP®

Senior Vice President

Felix B. Davidson

Chief Operating Officer

Michael G. App, CAP®

Senior Vice President

Relationship Manager

Brian M. Kirkpatrick, CFA®

Senior Vice President

Relationship Manager

Douglas R. Plahn, CFA®

Senior Vice President - Investment

Relationship Manager

Sarah Robak, CFA®

Portfolio Manager

Client Services

Shelby Bruckner, CFP®

Portfolio Manager

Client Services

Alicia Kettleson

Client Services Manager

Client Services

Deborah L. Grant

Vice President and Trust Officer

Client Services

Jack Holmes, CFA®

Senior Vice President

Relationship Manager

Nancy K. Dodge, CTFA

Vice President & Trust Officer

Client Services

Kelly Leeper

Vice President of Family Office Services

Family Office Services

Sarah F. Murray, CFA®

Vice President of Investments

Investments Team

Jennie Hudnall

Marketing Manager

Marketing

Jenny Strako, CAP®

Vice President of Philanthropic Advisory Services

Philanthropy

Brian R. Miles, J.D., CAP®

Senior Vice President

Trust & Estate Planning

Miranda Nielsen, CTFA

Vice President, Trust Officer

Trust & Estate Planning

Nicholas A. Wilwerding, CFA®, CAP®

Executive Vice President

Relationship Manager

Megan M. McMurry, CPA, CFP®, CAP®

Senior Vice President

Relationship Manager

Edson L. [Ted] Bridges III, CFA®

Chief Executive Officer

Relationship Manager

Felix B. Davidson

Chief Operating Officer

Operations

Michael McCarthy

Co-Chairman

Leadership

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