WSFS Expands Private Banking Team with Hire of Andrea Kelly as Senior Vice President, Senior Private Banking Relationship Manager
October 07 2024 - 2:30PM
Business Wire
WSFS Bank, the primary subsidiary of WSFS Financial Corporation
(Nasdaq: WSFS), is pleased to announce the hire of Andrea Kelly as
Senior Vice President, Senior Private Banking Relationship Manager,
reporting to Lisa Chorlton, Senior Vice President, Senior Private
Banking Relationship Manager Team Leader.
As an addition to the Private Banking team, she will manage
Private Wealth Management relationships for high-net-worth Clients,
supporting their needs through credit, deposit, and wealth
management services in the Main Line, Greater Philadelphia, and New
Jersey markets.
“Andrea brings more than 30 years of banking experience as a
trusted advisor,” said Chorlton. “As we continue to grow our
Private Banking business, her comprehensive expertise regarding
investment, trust services, financial planning, lending, insurance,
tax, and banking needs will be invaluable to our Clients.”
“I am excited to bring my experience to this dynamic team,” said
Andrea Kelly. “I look forward to contributing to its continued
success by adding value through my expertise and passion for
delivering exceptional financial solutions.”
Before joining WSFS, she spent most of her career in Wealth
Management at Wells Fargo, Citizens Wealth Management, and most
recently, BNY Mellon.
About WSFS Financial Corporation
WSFS Financial Corporation is a multibillion-dollar financial
services company. Its primary subsidiary, WSFS Bank, is the oldest
and largest locally headquartered bank and trust company in the
Greater Philadelphia and Delaware region. As of June 30, 2024, WSFS
Financial Corporation had $20.7 billion in assets on its balance
sheet and $84.9 billion in assets under management and
administration. WSFS operates from 114 offices, 88 of which are
banking offices, located in Pennsylvania (57), Delaware (39), New
Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides
comprehensive financial services including commercial banking,
consumer banking, treasury management and trust and wealth
management. Other subsidiaries or divisions include Arrow Land
Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The
Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane
Finance®, Powdermill® Financial Solutions, WSFS Institutional
Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving
the Greater Delaware Valley since 1832, WSFS Bank is one of the ten
oldest banks in the United States continuously operating under the
same name. For more information, please visit www.wsfsbank.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20241007122544/en/
Media: Andrew Davison (215) 309-1064
adavison@wsfsbank.com
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