Bryn Mawr Trust Welcomes Tony Lunger, Mark Gerstenschlager, and Pamela Opalach to Wealth Advisory Team
WSFS Financial (Nasdaq: WSFS), through its subsidiary Bryn Mawr Trust, has announced three key appointments to its wealth advisory team. Tony Lunger joins as Senior Vice President and Wealth Director, Mark Gerstenschlager as Senior Vice President and Senior Investment Advisor, and Pamela Opalach as Vice President and Senior Financial Associate.
All three professionals join from Wilmington Trust Company, bringing significant experience: Lunger with over 24 years in wealth management, Gerstenschlager with more than 23 years, and Opalach with over 20 years in client-focused tax, trust, and wealth management. They will be based in the Wilmington, Delaware office, focusing on serving high-net-worth individuals and providing comprehensive financial planning services.
WSFS Financial (Nasdaq: WSFS), attraverso la sua filiale Bryn Mawr Trust, ha annunciato tre nomine importanti per il suo team di consulenza patrimoniale. Tony Lunger entra come Vice Presidente Senior e Direttore Patrimoniale, Mark Gerstenschlager come Vice Presidente Senior e Consulente Investimenti Senior, e Pamela Opalach come Vice Presidente e Associato Finanziario Senior.
Tutti e tre i professionisti provengono da Wilmington Trust Company, portando con sé una significativa esperienza: Lunger con oltre 24 anni nella gestione patrimoniale, Gerstenschlager con più di 23 anni, e Opalach con oltre 20 anni nella gestione patrimoniale focalizzata sui clienti e nei servizi di tassazione e fiduciario. Saranno basati nell'ufficio di Wilmington, Delaware, concentrandosi sul servizio di individui ad alto patrimonio e sulla fornitura di servizi di pianificazione finanziaria completi.
WSFS Financial (Nasdaq: WSFS), a través de su subsidiaria Bryn Mawr Trust, ha anunciado tres nombramientos clave en su equipo de asesoría patrimonial. Tony Lunger se une como Vicepresidente Senior y Director de Patrimonio, Mark Gerstenschlager como Vicepresidente Senior y Asesor de Inversiones Senior, y Pamela Opalach como Vicepresidenta y Asociada Financiera Senior.
Los tres profesionales provienen de Wilmington Trust Company, aportando una experiencia significativa: Lunger con más de 24 años en gestión de patrimonios, Gerstenschlager con más de 23 años, y Opalach con más de 20 años en gestión patrimonial, tributaria y fiduciaria centrada en el cliente. Estarán basados en la oficina de Wilmington, Delaware, enfocándose en servir a individuos de alto patrimonio y proporcionando servicios integrales de planificación financiera.
WSFS Financial (Nasdaq: WSFS)는 그 자회사인 Bryn Mawr Trust를 통해 자산 자문 팀의 세 가지 주요 임명을 발표했습니다. Tony Lunger는 선임 부사장 및 자산 디렉터로, Mark Gerstenschlager는 선임 부사장 및 선임 투자 자문가로, Pamela Opalach는 부사장 및 선임 금융 협력자로 합류합니다.
세 전문가는 모두 Wilmington Trust Company에서 이전하여 상당한 경험을 가지고 있습니다: Lunger는 자산 관리 분야에서 24년 이상의 경력을, Gerstenschlager는 23년 이상의 경력을, Opalach는 고객 중심의 세금, 신탁 및 자산 관리에서 20년 이상의 경력을 가지고 있습니다. 이들은 델라웨어주 윌밍턴 사무소에 기반을 두고, 고액 자산가에게 서비스를 제공하고 종합적인 재무 계획 서비스를 제공합니다.
WSFS Financial (Nasdaq: WSFS), à travers sa filiale Bryn Mawr Trust, a annoncé trois nominations clés au sein de son équipe de conseil en patrimoine. Tony Lunger rejoint en tant que Vice-Président Sénior et Directeur de la Gestion de Patrimoine, Mark Gerstenschlager en tant que Vice-Président Sénior et Conseiller en Investissement Sénior, et Pamela Opalach en tant que Vice-Présidente et Associée Financier Sénior.
Les trois professionnels proviennent de Wilmington Trust Company et apportent une expérience significative : Lunger avec plus de 24 ans dans la gestion de patrimoine, Gerstenschlager avec plus de 23 ans, et Opalach avec plus de 20 ans dans la gestion patrimoniale axée sur le client et les services fiscaux et fiduciaires. Ils seront basés au bureau de Wilmington, Delaware, et se concentreront sur le service des particuliers fortunés et la fourniture de services de planification financière complets.
WSFS Financial (Nasdaq: WSFS) hat über ihre Tochtergesellschaft Bryn Mawr Trust drei wesentliche Ernennungen für ihr Vermögensberatungsteam bekannt gegeben. Tony Lunger tritt als Senior Vice President und Wealth Director, Mark Gerstenschlager als Senior Vice President und Senior Investment Advisor und Pamela Opalach als Vice President und Senior Financial Associate bei.
Alle drei Fachleute kommen von der Wilmington Trust Company und bringen umfassende Erfahrung mit: Lunger hat über 24 Jahre in der Vermögensverwaltung, Gerstenschlager mehr als 23 Jahre und Opalach über 20 Jahre in kundenorientierter Steuer-, Treuhand- und Vermögensverwaltung. Sie werden in der Niederlassung in Wilmington, Delaware, tätig sein und sich darauf konzentrieren, wohlhabende Privatkunden zu bedienen und umfassende Finanzplanungsdienstleistungen anzubieten.
- Strategic talent acquisition of three experienced professionals from competitor Wilmington Trust
- Expansion of wealth management capabilities with professionals having 20+ years of experience each
- None.
Mark Gerstenschlager, Pamela Opalach, and Tony Lunger join Bryn Mawr Trust's wealth advisory team. (Photo: Business Wire)
Lunger, Gerstenschlager, and Opalach join Bryn Mawr Trust after decades of success at Wilmington Trust Company.
“We are thrilled to welcome Tony, Mark, and Pam to the Bryn Mawr Trust team,” said Jamie P. Hopkins, Chief Wealth Officer, Bryn Mawr Trust. “Their deep expertise and long history of delivering outstanding Client service will add tremendous value to our growing wealth management team. As we continue to expand our offerings and grow our Client relationships, Tony, Mark, and Pam will play an instrumental role in helping us achieve our mission of providing exceptional financial strategies and solutions.”
As Wealth Director, Lunger will leverage his extensive knowledge to guide Clients through complex financial landscapes, ensuring their wealth is preserved and grown for future generations. He will report to Hopkins.
Lunger’s experience includes more than 24 years in wealth management with Wilmington Trust Company. For the last 10 years, he served as Managing Director working with high-net-worth individuals and families to develop comprehensive financial plans, investment strategies, and estate planning solutions in the Delaware Valley region.
“Bryn Mawr Trust is a firm that shares my commitment to the region and to providing Clients with thoughtful, customized financial solutions,” said Lunger. “I am eager to work alongside such a talented team.”
As Senior Investment Advisor, Gerstenschlager will be responsible for developing customized asset allocation strategies for high-net-worth individuals and not-for-profit Clients.
“I am proud to join an organization as reputable as Bryn Mawr Trust and one that is committed to providing personalized Client-focused wealth management services,” said Gerstenschlager.
Gerstenschlager previously spent more than 23 years at Wilmington Trust Company, most recently as Senior Investment Advisor, providing investment analysis and tailored diversification strategies for Clients.
Opalach joins as a Senior Financial Associate and will be working directly with Clients and their planning. She has more than 20 years of experience in client-focused tax, trust, and wealth management.
Lunger, Gerstenschlager, and Opalach will be based in Bryn Mawr Trust’s
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
View source version on businesswire.com: https://www.businesswire.com/news/home/20241210376379/en/
Media Contact:
Andrew Davison
(215) 309-1064
adavison@wsfsbank.com
Source: WSFS Financial Corporation
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