WSFS

WSFS CARES Foundation Provides More Than $185K in First Quarter Grants to Community Organizations

Retrieved on: 
Wednesday, March 27, 2024
Professional Services, Philanthropy, Environmental, Social and Governance (ESG), Socially Responsible Investing, Finance, Foundation, Banking, Delaware State University, DLC, Altruism, Organization, University, Science, Education, WSFS, Temple University, NJCC, Research, Economic development, Acquisition, WSFS Bank, Volunteering, CDFI, STEMM, Engineering, Ecosystem, DPP, Distance, Rehabilitation, Medicine, Nursing

The WSFS CARES Foundation, the charitable giving arm of WSFS Bank (Nasdaq: WSFS), announced it has provided grants to five organizations as part of its continuing series of philanthropic activities by WSFS and the Foundation.

Key Points: 
  • The WSFS CARES Foundation, the charitable giving arm of WSFS Bank (Nasdaq: WSFS), announced it has provided grants to five organizations as part of its continuing series of philanthropic activities by WSFS and the Foundation.
  • “The mission of the WSFS CARES Foundation is to support nonprofits that are invested in improving communities and fostering a spirit of inclusion and diversity,” said Patrick J.
  • Ward, Executive Vice President, Pennsylvania Market President at WSFS Bank and Chairman of the WSFS CARES Foundation.
  • We are grateful to WSFS for their investment in the revitalization of this Wilmington, Delaware community.”

Reverse Mortgages Can Provide Needed Cash Flow and Flexibility, But Educational Opportunities Still Exist, WSFS Mortgage Study Reveals

Retrieved on: 
Tuesday, March 19, 2024
Professional Services, Residential Building & Real Estate, Finance, Construction & Property, Banking, Personal Finance, Tax, Learning, Education, Ageing, WSFS, Knowledge, Sale, Wealth management, Long-term care, WSFS Bank, Life, Insurance, Senior, Housing, Retirement, Opinium Research, Real estate

According to a new study from WSFS Mortgage, a division of WSFS Bank (Nasdaq: WSFS), most homeowners with knowledge of reverse mortgages agree they can allow you to stay in your home longer (79%) and provide needed cash flow (76%) in retirement.

Key Points: 
  • According to a new study from WSFS Mortgage, a division of WSFS Bank (Nasdaq: WSFS), most homeowners with knowledge of reverse mortgages agree they can allow you to stay in your home longer (79%) and provide needed cash flow (76%) in retirement.
  • “A reverse mortgage could be a good option for those seeking to strengthen their cash flow in retirement.”
    The nationwide study, which surveyed 750 homeowners aged 60 years or older, gauged respondents’ financial stability, knowledge and attitudes toward reverse mortgages.
  • Lack of knowledge around reverse mortgages may be driving homeowners to overlook them as a viable option for their financial situation.
  • “Cash flow from a reverse mortgage can be an alternative source to a traditional investment portfolio.

WSFS Announces Jamie Tranfalia as Senior Vice President and Senior Middle Market Team Leader

Retrieved on: 
Thursday, March 14, 2024
Banking, Asset Management, Professional Services, Finance, American Heart Association, Organization, Liberty, Humanity, Business administration, WSFS, USO, WSFS Bank, Senior, KeyBank, Biology, United States Air Force, Commerce, Capital market, Master of Business Administration, Community, Citizens Bank, Wells Fargo, Colorado State University

WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce the hire of Jamie Tranfalia as Senior Vice President and Senior Middle Market Team Leader, reporting to Jim Gise, Senior Vice President, Middle Market, Syndications and Capital Markets.

Key Points: 
  • WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce the hire of Jamie Tranfalia as Senior Vice President and Senior Middle Market Team Leader, reporting to Jim Gise, Senior Vice President, Middle Market, Syndications and Capital Markets.
  • In his role, Tranfalia will support and develop a team of Middle Market Relationship Managers to retain and deepen existing Middle Market relationships, acquire new relationships, and in general promote the WSFS Middle Market brand.
  • “We are excited for the experience and expertise Jamie brings to the Middle Market Team and our Customers,” said Gise.
  • “I look forward to helping grow WSFS’ market share and serving our Customers and their evolving needs.”
    Prior to joining WSFS, Tranfalia was Market President and Middle Market Team Leader at KeyBank, where he oversaw customer service and business development throughout Eastern Pennsylvania and Southern New Jersey.

WSFS Names 10 Associates to Senior Leadership Positions

Retrieved on: 
Thursday, March 7, 2024
Banking, Asset Management, Professional Services, Finance, Senior, WSFS Bank, Community, WSFS, SVP, Management

WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce that the following 10 Associates from across the organization have been appointed to Senior Vice President (SVP) positions:

Key Points: 
  • WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce that the following 10 Associates from across the organization have been appointed to Senior Vice President (SVP) positions:
    “These Associates embody our mission of ‘We Stand for Service’ by consistently excelling in their support of our Customers, Communities and Company,” said Lisa Brubaker, Executive Vice President, Chief Human Resources Officer.
  • “They earned these appointments through their professional growth, embrace of challenges and dedication to their roles.
  • These appointments also demonstrate the continued success of our efforts to attract, retain and develop talent.”

Bryn Mawr Trust Announces Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors

Retrieved on: 
Tuesday, February 20, 2024
Banking, Professional Services, Finance, A. G. Edwards, Truist, Senior, Fidelity Investments, J. P. Morgan, Lincoln University, Growth, Temple University, Social, TD Ameritrade, MBA, Security, Social Security, History, WSFS, Wealth management, Penn Mutual, TIAA, Client, Drexel University, Management

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors in Berwyn, Pa.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors in Berwyn, Pa.
  • In their roles, Lyons and Wagner will lead the Berwyn team of advice-driven, cross-functional advisors, including investment advisors and wealth trust advisors.
  • They will be responsible for delivering on the Client experience, business results, community visibility and brand development in the market.
  • “We’re thrilled to continue our growth with the appointment of Don to his new role and the hire of Angela,” said Jamie P. Hopkins, Senior Vice President, Director of Private Wealth Management.

Women Are Feeling Financially Prepared For Retirement Thanks To Hands-On Planning, According To A New Study From Bryn Mawr Trust

Retrieved on: 
Thursday, February 15, 2024
Women, Personal Finance, Finance, Asset Management, Consulting, Banking, Professional Services, Consumer, Social media, Senior, Woman, Trust, Thought, Retirement, Hobby, Opinium Research, Learning, WSFS, Wealth management

Among women who are currently not retired, only 38% are anxious or overwhelmed when thinking about retirement planning.

Key Points: 
  • Among women who are currently not retired, only 38% are anxious or overwhelmed when thinking about retirement planning.
  • While emotional readiness plays a huge role in money management and financial planning, the majority (87%) of women feel financially well prepared for retirement.
  • More specifically, 87% feel well prepared or moderately prepared, while only 13% report feeling not prepared financially for retirement.
  • Beyond feeling financially well prepared for retirement, most of these women are also confident in their ability to sustain and enjoy themselves in retirement.

WSFS Management to Hold Meetings with Investors at the 2024 KBW Winter Financial Services Conference

Retrieved on: 
Thursday, February 8, 2024
Professional Services, Communications, Other Professional Services, Finance, Banking, Public Relations, Investor Relations, KBW, Conference, WSFS Bank, Interim, WSFS

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, will participate at the 2024 KBW Winter Financial Services Conference on February 15, 2024, in Boca Raton, Florida.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, will participate at the 2024 KBW Winter Financial Services Conference on February 15, 2024, in Boca Raton, Florida.
  • Rodger Levenson, WSFS’ Chairman, President and Chief Executive Officer, and Arthur J. Bacci, Executive Vice President, Interim Chief Financial Officer and Chief Wealth Officer will host discussions with investors.
  • Presentation Materials: WSFS will present its current Investor Presentation, which is available on the Investor Relations section of WSFS’ website.

WSFS CARES Foundation Provided $2.7 Million in Charitable Grants and Contributions in 2023

Retrieved on: 
Monday, February 5, 2024
Finance, Banking, Professional Services, Philanthropy, Socially Responsible Investing, Social Services, Fund Raising, Foundation, Environmental, Social and Governance (ESG), Other Philanthropy, Partnership, PAI, Meal, WSFS, Food, Food drive, Pastor, Breakfast, Investment, WSFS Bank, Volunteering, Education, Bank, Sunday Breakfast Mission, Associate, Student, Service, Community, Organization, Woman, Management

The WSFS CARES Foundation, the charitable giving arm of WSFS Bank (Nasdaq: WSFS), announced it provided grants and donations totaling more than $2.7 million to more than 390 community organizations located across Delaware, New Jersey and Pennsylvania in 2023.

Key Points: 
  • The WSFS CARES Foundation, the charitable giving arm of WSFS Bank (Nasdaq: WSFS), announced it provided grants and donations totaling more than $2.7 million to more than 390 community organizations located across Delaware, New Jersey and Pennsylvania in 2023.
  • WSFS also made a $2.0 million contribution to the WSFS CARES Foundation in 2023 to support future investments in its Communities.
  • In addition to the grants, Team WSFS, the WSFS corporate volunteer program, volunteered more than 18,000 hours during 2023.
  • “In 2023, the WSFS CARES Foundation provided grants to more than 390 community organizations who have a shared focus with the Foundation’s key pillars,” said Patrick J.

WSFS Announces Nara Lilly as Senior Vice President, Privacy Officer

Retrieved on: 
Thursday, January 18, 2024
Banking, Asset Management, Professional Services, Finance, Senior, ISO, WSFS Bank, Privacy, Lilly, Computer security, Data science, NIST, Information security, WSFS, Confidentiality, University College, Oxford, Data wrangling, Fintech, Information privacy, Medical device

WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce the hire of Nara Lilly as Senior Vice President, Privacy Officer, reporting to Patrick Killeen, Chief Compliance Officer.

Key Points: 
  • WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce the hire of Nara Lilly as Senior Vice President, Privacy Officer, reporting to Patrick Killeen, Chief Compliance Officer.
  • “We are thrilled to have Nara join us to partner with various teams to lead our privacy framework within WSFS,” said Killeen.
  • Prior to joining WSFS, Lilly was Senior Data Privacy and Protection Analyst at RD Station.
  • She is also ISO certified as a lead implementer for privacy management systems as well as compliance management systems.

WSFS Financial Corporation Announces Fourth Quarter and Full-Year 2023 Earnings Release Date and Conference Call

Retrieved on: 
Thursday, January 11, 2024
Banking, Professional Services, Finance, WSFS, Interest, WSFS Bank

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, expects to report its fourth quarter and full-year earnings at the end of business Thursday, January 25, 2024.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, expects to report its fourth quarter and full-year earnings at the end of business Thursday, January 25, 2024.
  • Management will conduct a conference call to review this information at 1:00 p.m. Eastern Time (ET) on Friday, January 26, 2024.
  • Interested parties can register in advance here or access the conference call live at investors.wsfsbank.com .
  • For those who cannot access the live conference call, a replay will be accessible shortly after the event concludes through the links above.