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Barbara S. Wood, CPA

Drexel University, BS, Accounting

Mrs. Wood is Senior Vice President, Chief Financial Officer and Treasurer of Pennsylvania Trust. Additionally, she serves as Chief Compliance Officer of The Penn Series Funds and as Senior Vice President, Treasurer and Chief Compliance Officer of Independence Capital Management, Inc., an institutional money management firm.

Mrs. Wood has over 30 years of financial accounting experience, having begun her career at Deloitte, Haskins & Sells in 1974, where she was a manager in the Philadelphia office and handled a wide variety of auditing engagements. From 1985 through 1989, Mrs. Wood was Senior Vice President and Treasurer of Meritor Group Investments Corporation as well as treasurer of its family of mutual funds.

In addition to being a Certified Public Accountant, Mrs. Wood is registered with the Financial Industry Regulatory Authority (formerly National Association of Securities Dealers) as a financial and operations principal. She is an active member of the Investment Company Institute's Accounting/Treasurers and Chief Compliance Officers Committees and a frequent speaker at its annual mutual funds conference. She is also a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

610-975-4328
bwood@penntrust.com

 

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