SVP, Managing Director

ODNB Wealth Management

Wealth Advisor, Osaic Institutions

Dave.Wilson@ODNBwealth.com

D 610-871-0002

David P. Wilson Jr., AIF^®

David Wilson is Senior Vice President and Managing Director at ODNB Wealth Management. With over 30 years of industry experience, he primarily focuses on providing investment strategies and portfolio management services for high-net-worth individuals, executives of publicly held companies and small business owners. David understands the complex financial needs and the pressures his clients face as they pursue their careers. He provides his clients with a macro perspective to oversee the entirety of their financial pictures, both personal and professional, and works to craft suitable financial decisions on their behalf.

David utilizes a full-service business model, delivering strategies on both sides of the balance sheet. He offers hands-on, tailored portfolios, using his knowledge and capabilities to help mitigate risk and uncertainty. He completes the business model by assisting clients with strategies related to credit, lending, and residential and commercial mortgages, employing the world-class array of financial services available through ODNB Wealth Management and Osaic Institutions.

David is positioned to present such a range of services, having worked in capital markets prior to private wealth management. His trading backgrounds with a global macro hedge fund and international bank have afforded him insight into the ways in which the financial markets interact. Perhaps more importantly, he gained invaluable experience trading in stressful environments and turbulent markets. Additionally, he differentiates himself through his in-depth knowledge of private equity and real estate, catering to the needs of the high-net-worth investor.

Prior to joining ODNB Wealth Management in 2024, David accepted a Managing Director position with J.P. Morgan Advisors in 2015 and was an Executive Director, Senior Portfolio Management Director and private equity/real estate professional at Morgan Stanley, prior to that. Before Morgan Stanley, he was a Portfolio Manager, Investment Specialist and Senior Vice President at Lehman Brothers and a Vice President at Merrill Lynch. David began his investment career as a trader at the Union Bank of Switzerland and Moore Capital Management, a hedge fund in New York.

David graduated from Princeton University with an A.B. in Economics, and is active in the Jason Garrett Starfish Charities and the Princeton Football Association.

Vice President

ODNB Wealth Management

Wealth Advisor, Osaic Institutions

Matt.fry@ODNBwealth.com

D 610-871-0007

Matthew Fry, CFP^®, AIF^®

With nearly two decades of experience in the financial services industry, he primarily works with high-net-worth individuals, corporate executives, small business owners and retirees

His team provides tailored investment portfolios rather than outsourcing to third-party investment managers. He feels such an approach is more efficient, cost-effective and personalized to the client, providing insight into the group's philosophy and thought process.
Prior to joining ODNB Wealth Management, Matt was a portfolio manager in the J.P. Morgan Wealth Management Portfolio Manager Program, Matt stands among a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. He conducts analytical and trading due diligence on the group's equity and fixed income portfolios along with stress testing using historical periods of elevated volatility. Leveraging J.P. Morgan's intellectual capital accompanied by quantitative and qualitative analysis, he contributes to the group's overall investment process and portfolio strategy.

To help clients pursue long- and short-term goals, Matt delves deeply to fact find and understand a client's risk tolerance. He creates a wealth plan that helps fit their risk appetite and guides them to their goals. Matt believes this individualized approach, coupled with consistent client contact and personal service, provides value for the team's clients. He is a CERTIFIED FINANCIAL PLANNER™ professional and has completed extensive training in this field.

Born and raised in Philadelphia, PA, Matt received his B.S. in Business Administration from the University of Richmond in 2005. He earned an M.B.A. from Villanova University in 2012.

Matt began his investment career in 2006 when he joined Delaware Investments. Soon after, he accepted a position with Lincoln Financial Group in Radnor, PA, where he garnered substantial experience in variable and fixed annuities, and insurance. Matt joined Morgan Stanley Wealth Management in 2012, transitioned to J.P. Morgan Advisors in 2015 and accepted a position as Vice President at ODNB Wealth Management in 2024.