Contributor

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…

Lisa Brubaker is EVP and the Chief Human Resources Officer. Ms. Brubaker leads all Human Resources functions including Talent Acquisition, Total Rewards, Operations, Learning & Development, Associate Engagement, and Diversity, Equity & Inclusion. Ms. Brubaker was most recently EVP and Chief Information Officer (CIO), overseeing WSFS’ Technology Infrastructure, Application Development and Support, Information and Cybersecurity, Bank Operations,…

Justin Dunn serves as Senior Vice President, Chief Community Impact Officer where he leads WSFS Bank’s Community Strategy and Reinvestment efforts, volunteer initiatives, financial education programming, the WSFS CARES Foundation, sponsorships and events. He previously served as the Chief Marketing Officer. He has over two decades of experience in marketing and product development within the banking industry. He…

Maria Jameel is Vice President, Talent Acquisition Manager at WSFS Bank. She has over 10 years of experience in Talent Acquisition, Human Resources, and Client Management. Maria specializes in leading talent strategy and initiatives that drive organizational growth and success. She holds a bachelor’s degree in organizational leadership from Wilmington University. Beyond her professional role,…

Bobbie Miller is Vice President, Sponsorship and Events Manager at WSFS Bank with more than 25 years of experience in the marketing and banking sponsorship industry. She develops tailored sponsorship strategies that drive engagement and revenue. With skills in fostering relationships with sponsors and executing successful activation plans that align with organizational goals, Miller is…

Ashley Williamson is the Integrated Communications Manager at WSFS Bank. She has nearly a decade of experience in external communication. With a background in journalism, she is an Emmy-winning strategic storyteller. She holds a Bachelor of Arts in Multimedia Journalism and a Bachelor of Science in Sociology from Virginia Tech.

Salvatore Patti is Senior Vice President, Division Director of Commercial Banking in the Philadelphia, Pennsylvania and New Jersey region at WSFS Bank. Sal has more than 30 years’ experience in the Philadelphia market, delivering strong and consistent operating and financial results for the Commercial and Wealth divisions. He is an active member of the community,…

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.

Alison is one of the founding shareholders of a private equity group, Trade Supply Group, that owns and operates a portfolio of building material distribution companies as well as a specialty medical design-build firm, a manufacturing company, and the commercial real estate underpinning all these businesses. In the last 20 years, Alison has had day-to-day…

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…

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.

Kevin McKeown is Senior Vice President, Director of Healthcare Banking at WSFS Bank, where he leads the healthcare vertical within WSFS’ Commercial Banking Division. He has over 25 years’ experience specializing in providing financial services to healthcare organizations, and prior to joining WSFS, managed a team of relationship managers dedicated to banking the not-for-profit and…

Tricia Méroné is Social Media and Content Manager at WSFS Bank. She is a social media strategist with a background in brand marketing, strategic planning and integrated marketing communications.

John Heiser is a Senior Relationship Manager for WSFS Private Banking. He is responsible for meeting the complex financial needs of UHNW clients providing strategic advice, highly personalized service, and advisory lending and banking solutions. John graduated from Temple University with a B.A. in English and has a master’s in education from Cabrini College.

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.

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…

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.

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…

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….

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.

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.

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.

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…

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,…

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…

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.