Fraudulent calling attempts are on the rise. Scammers are posing as WSFS Associates – using fake caller IDs and personal details to gain your trust. NEVER share your account passwords or verification codes on unsolicited calls. Verify the call by hanging up and notifying us directly at 888.973.7226 7am-7pm ET (M-F) and 9am-3pm ET (on weekends).

WSFS Private Banking

Kristen Katz

Senior Relationship Manager
    Katz profile image

    Kristen Katz is a Senior Relationship Manager for WSFS Private Banking. With more than 20 years of experience in lending, she provides customized lending and deposit solutions for individuals and businesses offering financial solutions such as residential mortgages, stock-secured loans, home equity loans and lines, unsecured lines of credit as well as investment real estate loans. She also provides commercial financing solutions to Private Banking clients.

    Read Articles by Kristen Katz

    • A man and a woman on vacation.

      Financial Planning

      Navigating Summer Travel Abroad: Tips for Maximizing Your Experience with Foreign Currency

      As the busy summer travel season gets underway, many of us are planning travel abroad. Whether it’s a European getaway,…

      • Article
      | 2 min read
    • A private banker reviewing mortgage documents with their client.

      Financial Planning

      A Personal Touch: Benefits of a Private Banker in Today’s Mortgage Climate

      In today’s ever-evolving real estate landscape, choosing who to trust with your homebuying process is key to a successful process.…

      • Article
      | 3 min read