WSFS Expands Private Banking Team with Hire of Andrea Kelly as Senior Vice President, Senior Private Banking Relationship Manager
WSFS Bank, the primary subsidiary of WSFS Financial (Nasdaq: WSFS), has announced the hire of Andrea Kelly as Senior Vice President, Senior Private Banking Relationship Manager. Kelly will report to Lisa Chorlton, Senior Vice President, Senior Private Banking Relationship Manager Team Leader.
In her new role, Kelly 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. 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.
Prior to joining WSFS, Kelly held positions in Wealth Management at Wells Fargo, Citizens Wealth Management, and BNY.
WSFS Bank, la principale controllata di WSFS Financial (Nasdaq: WSFS), ha annunciato l'assunzione di Andrea Kelly come Senior Vice President e Senior Private Banking Relationship Manager. Kelly riporterà a Lisa Chorlton, Senior Vice President e Team Leader del Senior Private Banking Relationship Manager.
Nel suo nuovo ruolo, Kelly gestirà le relazioni di Private Wealth Management per clienti ad alto patrimonio netto, supportando le loro necessità attraverso servizi di credito, depositi e gestione della ricchezza nei mercati Main Line, Greater Philadelphia e New Jersey. Kelly porta con sé oltre 30 anni di esperienza bancaria come consulente fidato, con competenze in investimenti, servizi fiduciari, pianificazione finanziaria, prestiti, assicurazioni, tasse e bisogni bancari.
Prima di unirsi a WSFS, Kelly ha ricoperto ruoli nella Wealth Management presso Wells Fargo, Citizens Wealth Management e BNY.
WSFS Bank, la subsidiaria principal de WSFS Financial (Nasdaq: WSFS), ha anunciado la contratación de Andrea Kelly como Vicepresidenta Senior y Gerente de Relaciones de Banca Privada Senior. Kelly reportará a Lisa Chorlton, Vicepresidenta Senior y Líder del Equipo de Gerentes de Relaciones de Banca Privada Senior.
En su nuevo rol, Kelly gestionará las relaciones de Gestión de Patrimonio Privado para clientes de alto patrimonio, apoyando sus necesidades a través de servicios de crédito, depósitos y gestión de patrimonio en los mercados de Main Line, Greater Philadelphia y New Jersey. Kelly aporta más de 30 años de experiencia bancaria como asesora de confianza, con experiencia en inversiones, servicios fiduciarios, planificación financiera, préstamos, seguros, impuestos y necesidades bancarias.
Antes de unirse a WSFS, Kelly ocupó puestos en Gestión de Patrimonio en Wells Fargo, Citizens Wealth Management y BNY.
WSFS 은행은 WSFS Financial (Nasdaq: WSFS)의 주요 자회사로, Andrea Kelly를 선임 부사장 및 선임 사모 은행 관계 관리자 직책으로 채용한다고 발표했습니다. Kelly는 선임 사모 은행 관계 관리자 팀 리더인 Lisa Chorlton에게 보고할 예정입니다.
새로운 역할에서 Kelly는 Main Line, Greater Philadelphia 및 New Jersey 시장을 대상으로 고액 자산 고객의 프라이빗 웰스 매니지먼트 관계를 관리하고, 신용, 예금 및 자산 관리 서비스를 통해 그들의 필요를 지원할 것입니다. Kelly는 투자, 신탁 서비스, 재무 계획, 대출, 보험, 세금 및 은행업무 요구 사항에 대한 전문성을 가진 신뢰받는 상담자로서 30년 이상의 은행 경험을 가지고 있습니다.
WSFS에 합류하기 전, Kelly는 Wells Fargo, Citizens Wealth Management 및 BNY에서 자산 관리 분야의 직책을 역임했습니다.
WSFS Bank, la filiale principale de WSFS Financial (Nasdaq: WSFS), a annoncé l'embauche de Andrea Kelly en tant que Vice-présidente senior et Gestionnaire de relations de Banque Privée Senior. Kelly fera rapport à Lisa Chorlton, Vice-présidente senior et Responsable de l'équipe des Gestionnaires de relations de Banque Privée Senior.
Dans son nouveau rôle, Kelly gérera les relations de Gestion de Patrimoine Privé pour des clients à fort patrimoine, soutenant leurs besoins à travers des services de crédit, de dépôt et de gestion de patrimoine sur les marchés de Main Line, Greater Philadelphia et New Jersey. Kelly apporte plus de 30 ans d'expérience bancaire en tant que conseillère de confiance, avec une expertise en investissement, services fiduciaires, planification financière, prêts, assurance, fiscalité et besoins bancaires.
Avant de rejoindre WSFS, Kelly a occupé des postes dans la Gestion de Patrimoine chez Wells Fargo, Citizens Wealth Management et BNY.
WSFS Bank, die Haupttochtergesellschaft von WSFS Financial (Nasdaq: WSFS), hat die Einstellung von Andrea Kelly als Senior Vice President und Senior Private Banking Relationship Manager bekannt gegeben. Kelly wird an Lisa Chorlton, Senior Vice President und Teamleiterin des Senior Private Banking Relationship Manager berichten.
In ihrer neuen Rolle wird Kelly die Private Wealth Management-Beziehungen für wohlhabende Kunden verwalten und ihre Bedürfnisse durch Kredit-, Einlagen- und Vermögensverwaltungsdienste auf den Märkten Main Line, Greater Philadelphia und New Jersey unterstützen. Kelly bringt über 30 Jahre Bankerfahrung als vertrauenswürdige Beraterin mit Expertise in den Bereichen Investment, Treuhanddienste, Finanzplanung, Kreditvergabe, Versicherung, Steuern und Bankbedürfnisse.
Vor ihrem Eintritt bei WSFS hatte Kelly Positionen im Wealth Management bei Wells Fargo, Citizens Wealth Management und BNY inne.
- Expansion of Private Banking team with experienced hire
- Addition of expertise in high-net-worth client management
- Potential for growth in Private Banking business
- None.
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,
“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
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Media:
Andrew Davison
(215) 309-1064
adavison@wsfsbank.com
Source: WSFS Financial Corporation
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