Profile
Mr. Nils L.
Berglund is Senior Vice President at Pennsylvania Trust Co. His principal responsibilities are as a portfolio manager and as a member of the investment team that develops and implements investment policy, strategy and security selection.
He serves on the boards of the ZPT Foundation, Inc., and the Tredyffrin Township Library Foundation and is past president of both.
Mr. Berglund began his investment management career in 1975 as a registered representative.
In 1977, he joined Girard Bank’s (now Bank of NY Mellon) Trust Department where he served as an equity trader, an investment advisor to outside trust departments and a senior investment officer and portfolio manager.
Mr. Berglund subsequently worked at Janney Montgomery Scott and then at Fidelity Bank (now Wells Fargo) where he was an Assistant Vice President in the Special Accounts Group and co-manager of the firm’s Special Equity Fund.
He received his undergraduate degree from Lafayette College and an MBA from the University of Denver.
Former positions of Nils Lawrence Berglund
| Companies | Position | End |
|---|---|---|
Fiduciary Trust Company International of Pennsylvania
Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments. | Portfolio Manager-Equities | 01/05/2020 |
Fidelity Bank (Dearborn, Michigan)
Fidelity Bank (Dearborn, Michigan) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Nils Lawrence Berglund
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
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Executives
Linked companies
| Private companies | 6 |
|---|---|
Fiduciary Trust Company International of Pennsylvania
Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Lafayette College
Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Denver
University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fidelity Bank (Dearborn, Michigan)
Fidelity Bank (Dearborn, Michigan) Regional BanksFinance State chartered commercial bank | Finance |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
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