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Contributor

  • Scott Swingle

    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.

  • Ross McLaren

    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…

  • Rob Forney, CPA

    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.

  • Trevor Conlon

    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…

  • Vernita Dorsey

    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

    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

    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.

  • Patrick Fisher

    Patrick Fisher is Senior Vice President, Philadelphia Team Lead, Commercial Banking at WSFS Bank. For more than 20 years, Patrick has been recognized as a highly qualified commercial banking manager, including more than a decade building, coaching and leading successful client portfolio teams and generating annual loan growth and revenue increases. He is a veteran…

  • JC Fernandez-Seoane

    JC Fernandez-Seoane is WSFS Director of Foreign Exchange. His main goal at WSFS is to design and deliver foreign exchange risk management solutions to the Bank’s Clients. JC has always worked for international banks in the foreign exchange and financial derivatives markets, first in Europe (London, Paris and Madrid), and later in New York City….

  • Donald Lyons, CFP®, NSSA®

    Donald Lyons is a Wealth Strategist with Bryn Mawr Trust. With 20 years of experience in wealth management, he provides high-net-worth clients with fiduciary and investment management services. Donald provides comprehensive financial planning focused on income replacement, asset management, incapacity, and estate planning. He also has experience working with endowments, foundations, and other nonprofit institutions….

  • T. Michelle Jones CFP®

    Michelle Jones is an Investment Advisor at Bryn Mawr Trust. She works closely with individuals and families to develop and implement wealth planning strategies to help clients meet their financial goals. Michelle specializes in asset allocation strategies and investment management for both short-term income needs and long-term growth objectives.

  • Elizabeth Baran Wagner

    Elizabeth Baran Wagner is Senior Vice President and Director of Institutional Wealth Management for Bryn Mawr Trust. She has over two decades of experience advising long-term charitable solutions for high-net-worth individuals, families, and nonprofit institutions.

  • David Stork

    David Stork is a Wealth Director with Bryn Mawr Trust serving the Central Pennsylvania team based in Hershey. David leads an advice-driven cross-functional group of wealth advisors, investment advisors, and relationship managers to deliver extraordinary client experiences. David’s career in the financial services industry spans more than 20 years. He has a high level of…

  • Charles O. Posnecker, IV CFA, CFP®, CTFA®, AEP®, CAP®

    Charles O. Posnecker, IV CFA, CFP®, CTFA®, AEP®, CAP® is a Senior Wealth Advisor at Bryn Mawr Capital Management, having joined the firm in 2017 after working twelve years in trust administration. Chuck helps individuals, trusts, and institutions achieve their goals by providing guidance on investing, portfolio management, and financial planning. Chuck is a Chartered…

  • John Ventura

    John Ventura is Senior Vice President, Senior Private Banking Relationship Manager for WSFS Wealth Private Banking and Bryn Mawr Trust, a division of WSFS Bank. His primary focus is developing and supporting Client relationships, providing financial strategies and solutions, assisting Clients with loans, lines of credit and other banking products and services. He has more…

  • Shari Kruzinski

    Shari Kruzinski is Executive Vice President and Chief Consumer Banking Officer at WSFS Bank. Her career spans more than 30 years in the banking industry at WSFS. In her current position, Shari leads the Consumer Banking division including the Retail network, Small Business banking, WSFS Mortgage, and the Contact Center.

  • Shelly Kavanagh

    Shelly Kavanagh is Senior Vice President, Director of Retail Delivery for WSFS Bank. Prior to her current role, Kavanagh served WSFS as Director of Retail Strategy, Regional Manager, Retail Program Manager, and Small Business Relationship Manager. She brings more than 16 years of experience in banking.