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Contributor

  • 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.

  • 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.

  • 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.

  • 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…

  • 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…

  • 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…

  • 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.

  • Bobbie Miller

    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…

  • Maria Jameel

    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,…

  • Lisa Brubaker

    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

    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…

  • Ashley Williamson

    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.

  • John Heiser

    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.

  • Kevin McKeown

    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…

  • Kristen Katz

    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…

  • Salvatore Patti

    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,…

  • Alison Murray

    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…