David J. Lorditch, CFP®

Investment Advisor Representative

Dave Lorditch is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER® with Blue Bell Private Wealth Management. He manages investment portfolios for high-net-worth families and aligns the firm’s best thinking and strategies with the needs of his clients.

Prior to joining BBPWM in 2025, Dave spent nearly nine years and Bryn Mawr Trust in a similar role as an Investment Advisor and Planner. Before BMT, he spent eight years at the Glenmede Trust Company. Dave stated as an Equity Trader and then moved on to become a Relationship Manager and Investment Officer.

Dave received his B.A. from LaSalle University, with a double major in Criminal Justice and Sociology. Following his graduation, he worked for the LaSalle University Football Team as a Wide Receiver coach, Film Coordinator and Recruiting Assistant. While in this role, he also earned his MBA from LaSalle, with a concentration in accounting.

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As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

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