WSFS Expands Private Banking Team with Hire of Andrea Kelly as Senior Vice President, Senior Private Banking Relationship Manager

WILMINGTON, Del.--(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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Media:

Andrew Davison

(215) 309-1064

adavison@wsfsbank.com

Source: WSFS Financial Corporation

FAQ

Who is Andrea Kelly and what is her new role at WSFS Bank?

Andrea Kelly has been hired as Senior Vice President, Senior Private Banking Relationship Manager at WSFS Bank. She will manage Private Wealth Management relationships for high-net-worth clients in the Main Line, Greater Philadelphia, and New Jersey markets.

What experience does Andrea Kelly bring to WSFS Bank?

Andrea Kelly brings over 30 years of banking experience as a trusted advisor, with expertise in investment, trust services, financial planning, lending, insurance, tax, and banking needs. She previously worked in Wealth Management at Wells Fargo, Citizens Wealth Management, and BNY.

How might Andrea Kelly's hire impact WSFS Bank's Private Banking business?

Andrea Kelly's extensive experience and expertise are expected to contribute to the growth of WSFS Bank's Private Banking business by providing comprehensive financial solutions to high-net-worth clients in key markets.

What markets will Andrea Kelly serve in her new role at WSFS (Nasdaq: WSFS)?

In her new role at WSFS Bank, Andrea Kelly will serve the Main Line, Greater Philadelphia, and New Jersey markets, managing Private Wealth Management relationships for high-net-worth clients.