Contributor

John Walters is a Vice President, Wealth Strategist, Senior Investment Advisor at Bryn Mawr Trust. He focuses on client relationships, and financial planning for clients. He joined the company in 2024.

M. Scott Baylis is SVP, Co-Director of Commercial Banking for WSFS Bank. He has been with WSFS since September 2001. Focused on the greater Delaware region, he and his team support businesses that have $5 million to $50 million in revenue and credit exposure of more than $3 million. Scott earned his undergraduate degree from…

Andrew Davis leads a team that analyzes broad economic trends and factors that impact global and national economies. He joined the company in 2019.

Mark Bradford is the Director of Wealth Planning, where he leads the wealth planning team. He collaborates closely with advisors to develop and implement the company’s long-term vision for wealth planning, which focuses on enhancing client relationships by providing an exceptional client experience through comprehensive and personalized planning.

Jacqueline Reeves provides a foundation of research and analysis for retirement planning. She operates a central repository for research, process, and monitoring by developing a risk-adjusted return analysis that is used throughout the client base. She joined the company in 2023.

Christian Gil is SVP, Director of Trade Finance Sales for WSFS Bank. He joined WSFS in June 2024 and brings more than 25 years of experience in international finance, including approximately 17 years in investment banking and Trade Finance-related roles. His background includes deal origination, financial and credit analysis, and client coverage across North and…

Glen Reyburn is Vice President and Senior Private Banking Relationship Manager for WSFS Private Banking. Her primary focus is developing and supporting client relationships, providing financial strategies and solutions, and assisting clients with loans, lines of credit, and other banking products and services.

Andrew Davison is Vice President, Internal Communications Manager at WSFS Bank. He has over 10 years of writing and corporate communications experience across diverse industries and organizations.

Hamza Kikula is the Vice President and CFO of H&MCare Inc, which provides families in greater Philadelphia with expert, compassionate, cost-effective, and comprehensive home care.

Patrick Best is Vice President, Manager of Talent Acquisition at WSFS Bank. In his role, Patrick is responsible for all talent acquisition activities spanning WSFS Bank, with a focus on Delaware, Pennsylvania and New Jersey. He earned his B.S. in Human Resources from Wilmington University and is currently pursuing his MBA with a focus in…

James G. Everlof is a financial advisor with WSFS Wealth Investments and offers securities and advisory services as a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®. He graduated from the University of Pittsburgh with a Bachelor of Arts in History & Political Science.

Kevin Harris, CRPC® is Vice President, Financial Advisor at WSFS Wealth Investments, where he guides clients in all areas of wealth management, including, but not limited to, retirement and education planning, portfolio construction, liability management, and insurance needs. Kevin holds the Chartered Retirement Planning CounselorSM (CRPC®) designation as awarded by the College of Financial Planning….

Marco Freudman has been the CEO of QuotePro since 2001. He and his team help businesses sell online and in-store through custom mobile applications, cashiering payment kiosks, showroom kiosks, website solutions and call center services. Before running QuotePro, Marco worked in computer science, international banking, commercial lending, and options trading. He holds an MBA from…

Michael G. Paregian, CFP®, CTFA, Senior Wealth Planning Strategist for Bryn Mawr Trust. Michael has over 26 years of financial planning and investment experience. Michael graduated from the University of Maryland and is a Certified Financial Planner and Certified Trust and Fiduciary Advisor.

Maureen McAleer is a community banker with more than 25 years of banking experience and managing relationships in the commercial banking space. Her expertise in cash management solutions and local knowledge have forged strong relationships with business partners and have helped her clients grow their businesses.

George Bednar is vice president of sales at NewLane Finance Co. He has worked in the equipment finance industry for over 35 years. Over the past two decades, he has focused on the veterinary market, working with the largest suppliers, manufacturers and distributors of capital equipment to create financial plans that have helped veterinary practices…

Gary Crawford is VP of Sales, Training & Development at NewLane Finance, a subsidiary of WSFS Bank, and has been in the commercial lending industry for 16 years. He is an expert in providing equipment financing solutions to small businesses, equipment dealers, manufacturers, and distributors.

Gabrielle Widenor is the Business Development Executive for Cash Connect, a division of WSFS Bank. She is responsible for the growth of several product lines and channel partner relationships nationally. Prior to joining WSFS in 2015, Gabrielle held various leadership roles and cultivated invaluable sales and marketing experience over the course of 10+ years. She…

Ellen T. Jordan is an investment advisor providing comprehensive financial planning services to clients of Bryn Mawr Trust. She works collaboratively with all divisions of the Bank to ensure that each client’s financial needs are fully addressed and met. Ellen is a CERTIFIED FINANCIAL PLANNER™ professional.

Brian Tait Sr. started B. Tait Builders 40 years ago. He did so on the foundation that he was not only building state-of-the-art commercial properties, he was also building longstanding relationships with his client base. These days, he works closely alongside his son, Chris, who joined the company in 2002 and now serves as co-owner….

Matthew Thornton is an Investment Advisor at Bryn Mawr Trust. He is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. Matthew holds the Chartered Financial Analyst® designation.

Perry M. Sutton, AIF®, CRC® is a Financial Advisor with over 10 years’ experience specializing in advanced financial planning and investment management strategies for high-net worth individuals. He is a 2008 graduate of Seton Hall University with a bachelor’s degree in Accounting and Finance.

Joseph Walker is Senior Vice President, Director Real Estate Lending, Commercial Real Estate at WSFS Bank. He has more than 30 years of experience in banking and financial services for commercial real estate.

Steve Dunn is a Financial Advisor with WSFS Wealth Investments and has been in the financial services industry for 10 years. He graduated from West Chester University with a B.S. in Business Management and has his M.B.A. from Wilmington University. He holds FINRA Series 6, 7, 63, and 65 securities registrations and is appointed to…

Lisa Chorlton is Senior Vice President and Senior Private Banking Relationship Manager for WSFS Private Banking. Her primary focus is developing and supporting client relationships, providing financial strategies and solutions, and assisting clients with loans, lines of credit, and other banking products and services.

David Navarro is the Director of Research and also serves on the Investment Committee. David is responsible for investment due diligence on managers/strategies, portfolio construction, and portfolio implementation. David has 18 years of industry experience, joining our organization from a wealth management firm where he was a Portfolio Manager and Analyst responsible for designing and…

Ray Abbott is Senior Vice President, Head of Cash Management at WSFS Bank. He is a Community Banker local to the Greater Delaware Valley with an exemplary record of driving commercial and municipal deposit growth and the related non-interest revenue, profit and client loyalty.

Phil DiAngelo is Vice President, Director of Operational Risk at WSFS Bank. He has more than 25 years of experience in the financial services industry and is responsible for all aspects of operational risk, business continuity, disaster recovery, information security and electronic fraud monitoring.

Susan List is Senior Vice President, Director of Consumer Lending for WSFS Bank, holding various leadership roles with the Bank for nearly 23 years.

Ted Quillen is a financial advisor with WSFS Wealth Investments and offers securities and advisory services as a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®. He graduated from the State University of New York at Cortland and is a CERTIFIED FINANCIAL PLANNER™ Professional. WSFS Wealth Investment, 3801 Kennett Pike, Suite C200, Greenville,…

John Clatworthy is Senior Vice President, Chief Customer & Strategy Officer at Cash Connect®, a division of WSFS Bank, which is a premier provider of ATM vault cash and related services in the United States. He has more than 20 years of experience in the financial services field.

Garrett Spangler is a Senior Wealth Strategist who also leads the Planning Committee. In his role, Garrett works with clients on a variety of planning areas such as trust and estate planning, wealth preservation, income taxes, and liability exposure. Prior to joining Bryn Mawr Capital Management, Garrett practiced trust and estate, tax, and corporate law…

Kelly has spent her entire career in wealth management most recently serving as President at Cypress Capital Management. Prior to being named President of Cypress, Kelly served as Senior Vice President of Operations and Chief Compliance Officer. During her 30-year career with the firm, her responsibilities have included management of all business operations, compliance monitoring,…

Trevor Conlon has over 20 years of experience as a Financial Advisor. His main concentrations are on individual asset and portfolio management, income generation, retirement planning, and 401(k) plan advisor services for businesses. He is an alumnus of LaSalle University in Philadelphia. WSFS Wealth Investments, WSFS Wealth Investments, 3801 Kennett Pike, Suite C200, Greenville, DE…

James T. Barnes CFA, CIPM, is Senior Vice President, Director of Fixed Income for Bryn Mawr Trust. He brings more than 20 years of financial services and investing experience and is a regular author and commentator on economic and financial market matters.

Steve Clark joined WSFS Bank in 2002 and has served as Executive Vice President and Chief Commercial Banking Officer since May 2016. He received his MBA in Finance from Widener University and his Bachelor of Science Degree in Business Administration (Marketing) from the University of Delaware.

Lisa Borrelli is a Wealth Planner at Bryn Mawr Capital Management. In her role, Lisa works with clients on a variety of planning areas such as income tax and liability exposure, business planning, and trust and estate planning. Prior to joining our organization, Lisa was a Senior Tax Associate at BDO USA, LLP in the…

Remzi Savas, CTP, is Vice President, Treasury Management Product Manager at WSFS Bank. He brings more than 30 years of experience in cash management and treasury services, and holds a Certified Treasury Professional (CTP) designation. Savas earned his bachelor’s degree in Economics from Rutgers University and his MBA in Finance from William Paterson University of…

Rob Forney, CPA, is a Staff Auditor II, Internal Audit at WSFS Bank. He has a passion for leveraging the latest technology and techniques to streamline workflows while fighting fraud and producing top-quality Customer deliverables.

As Partner of HLI Rail and Rigging and Mars Transformers, Ross McLaren brings over 40 years of experience in the transportation and lifting of heavy equipment, particularly in the oil, gas, and power plant sectors. In addition, he holds a Bachelor’s degree in Mechanical Engineering from Manchester University and multiple related courses and certifications. With…

Scott Swingle is the Senior Vice President, Team Lead of WSFS Bank’s Southern Group Business Banking Team, covering Sussex/Kent Counties in Delaware and adjoining Counties in Maryland. Scott has been in banking for 33 years in various leadership roles including Commercial and Retail Banking.

Vernita Dorsey is Senior Vice President, Director of Community Strategy at WSFS Bank. She has more than 40 years of experience as a community banker and has actively served her community throughout her career.

Robert Eastwood is Senior Vice President, Chief Information Security Officer at WSFS Bank. He has more than 25 years of experience in the information security field, including 20 years at WSFS, most recently as Vice President, Information Security Officer, where he developed and executed a multi-year strategic plan for Information Security. He also holds a number…

Bob Juliano is Vice President, Director of Corporate Giving & Financial Literacy at WSFS Bank. He is a financial education expert for the Bank and has taught K-12 financial literacy to thousands of children.