WSFS金融 WSFS

Rodger Levenson has been Chairman of our Board of Directors since January 1, 2020. President and Chief Executive Officer of WSFS (2019 to present); Executive Vice President and Chief Operating Officer of WSFS (2017 to 2018); Executive Vice President and Chief Corporate Development Officer of WSFS (2016 to 2017); Executive Vice President and Interim Chief Financial Officer of WSFS (2015 to 2016); Executive Vice President and Chief Commercial Banking Officer of WSFS (2006 to 2015); Senior Vice President and Manager at Citizens Bank (2003 to 2006). Board Service and Memberships: Board of Directors, Executive Committee and Member of CEO Council for Growth of The Chamber of Commerce for Greater Philadelphia; Co-chair of the Board of Directors and Member of the Executive Committee of the Delaware Prosperity Partnership; Member of the U.S Federal Reserve Board's Federal Advisory Council (FAC); Member of the Children's Hospital of Philadelphia Corporate Council; Member of the Corporate Council and Executive Committee of the Satell Institute for Corporate Social Responsibility; Member of the Executive Committee of the Delaware Business Roundtable; Member of Penn Medicine Corporate Council; Former director of the Delaware Chamber of Commerce; Former chairman and director of the Delaware Bankers Association. Education: Bachelor of Business Administration in Finance from Temple University; Master of Business Administration from Drexel University; Leadership courses at the Wharton School of Business, Center for Creative Leadership, and Harvard University School of Business.

David Burg has served as Executive Vice President and Chief Financial Officer since August 2024. Prior to WSFS, Mr. Burg spent nearly 17 years at Citigroup, most recently as Head of Strategy and Execution for Legacy Franchises. He also served as Chief Financial Officer for the entire Latin America region from 2021 to 2023 and as Chief Financial Officer of Citigroup's Treasury and Trade Solutions businesses from 2017 to 2021. In these roles, he was responsible for financial reporting, financial planning and analysis, treasury management and strategy. Prior to Citigroup, he was an Engagement Manager at McKinsey & Company and also held various roles at General Electric. Mr. Burg holds an MBA in finance from Columbia Business School, as well as a master's degree in materials science and engineering from Columbia University. He earned his bachelor's degree in applied science and engineering from Rutgers University.

Arthur J. Bacci, has served WSFS as Executive Vice President and Chief Operating Officer Since August 15, 2024. From August of 2023 through August of 2024 Mr. Bacci assumed the additional role of interim Chief Financial Officer as well as serving as Chief Wealth Officer, the role he held since joining the executive team at WSFS in 2018. Prior to joining WSFS, Mr. Bacci was a Vice President at Principal Financial Group, a diversified global investment management firm, where he served as head of Principal's Hong Kong business from 2013 to 2018. He joined Principal in 2002 as Chief Financial Officer of Principal Trust Company (in Delaware). Prior to Hong Kong, Mr. Bacci served as CEO/President of the trust company beginning in 2007 as well as for Principal Bank beginning in 2009. Mr. Bacci served on the Board of GreenSky, Inc. Currently, he serves on the Delaware Business Roundtable Education Committee. Mr. Bacci received his bachelor's degree in finance from San Jose State and an MBA from Santa Clara University. He has also participated in leadership and management programs at the University of Pennsylvania Wharton School.

Lisa Brubaker, has served as Executive Vice President and Chief Human Resources Officer of WSFS Financial Corporation since January 1, 2024. Ms. Brubaker served in the role of Chief Information Officer from August 2020 through November 2024. From May 2018 to August 2020, Ms. Brubaker served as Executive Vice President and Chief Technology Officer. She joined WSFS in 1987 and has held a variety of leadership roles with increasing responsibilities throughout her WSFS career. Ms. Brubaker serves on the Board of the Brandywine Red Clay Alliance, a watershed conservation organization in Southeastern Pennsylvania and New Castle County, Delaware, and volunteers for the Delaware Nature Society, Girls Inc. of Delaware and the Delaware Humane Association. She earned her bachelor's degree in biology from the University of Delaware. Ms. Brubaker is a current Aresty Scholar at the Wharton School's Aresty Institute of Executive Education where she has completed several programs under the Certificate of Professional Development curriculum in the areas of leadership, finance, and technology.

Shari Kruzinski, has served as Executive Vice President and Chief Consumer Banking Officer since January 2023. Previously, she served as Executive Vice President and Chief Customer Experience Officer from October 2021 to January 2023 and as Executive Vice President and Director of Retail Delivery from May 2021 until October 2021. Prior to that, from 2008 until May 2021 she was Senior Vice President and Regional Manager of WSFS Bank's Southeastern Pennsylvania market. Her responsibilities included heading WSFS Bank's retail operations, and consumer and small business banking in Chester, Delaware and Montgomery Counties. Ms. Kruzinski joined WSFS in 1989 and has held many leadership positions within the Retail Division throughout her 35+ years with the Company. Ms. Kruzinski serves on the Board of the Greater Philadelphia Market Board of the March of Dimes. She attended Wilmington University and is a graduate of ABA Stonier Graduate School of Banking.

Christopher T. Gheysens, Chairman and Chief Executive Officer of Wawa, Inc. (2024 to present); Vice-Chair and Chief Executive Officer of Wawa, Inc. (2023 to 2024); President and Chief Executive Officer of Wawa, Inc. (2013 to 2023); Chief Financial and Administrative Officer of Wawa, Inc. (2007 to 2012). Board Service and Memberships: Chairman of the Children's Hospital of Philadelphia's Board of Trustees and former member of the Children's Hospital of Philadelphia Board of Overseers; Former Trustee on Villanova University's Board of Trustees and former chairperson of the Dean's Advisory Council for the Villanova School of Business; Former director of the National Association of Convenience Stores (NACS); Former member of the Economic and Community Advisory Committee for the Federal Reserve Bank of Philadelphia. Education: Bachelor of Science in Accountancy from Villanova University School of Business; Master of Business Administration from Saint Joseph's University; Former Certified Public Accountant in New Jersey.

David G. Turner, Managing Partner, IBM Consulting Americas (June 2019 to present); Vice President and Partner, Service Line Leader for North America Global Business Services for IBM (2010 to 2019); Former Global Industry Leader, Financial Services Big Data, Analytics and Cognitive Industry Platforms in the Global Services Division for IBM (2010 to 2013); Founder of Sovereign Partners Consulting, LLC working with key major banking clients worldwide focusing on strategy and IT consulting (2009 to 2010); Served in various capacities with MBNA and its successor, Bank of America as Senior Executive Vice President, Group Executive tasked with creating MBNA's Research and Development Department, and Chief Data Officer (2003 to 2009). Board Service and Memberships: Distinguished Industry Leader-Banking/Financial Markets-IBM's Industry Academy; Former Chairman of the Board of Trustees of Delaware State University; Former Director of the US Chamber of Commerce; Adjunct Professor at the University of Delaware; Recognized as a 2024 Most Influential Corporate Director by Savoy Magazine. Education: Bachelor of Science in Computer Science/Mathematics from Delaware State University; Master of Science in MIS from Fairleigh Dickinson University; Dartmouth-Amos Tuck Executive Masters of Business Administration Education Program.

Francis B. Brake, President and Co-Founder of Epic Research, LLC (2007 to present); Managing Director and Chief Marketing Officer for Juniper Bank/Barclaycard US (2000 to 2007); Various positions including Executive Vice President, Marketing at First USA Bank (1994 to 2000). Board Service and Memberships: Former Chairperson of the Board of Directors of The Chester Fund Foundation; Former director of Barclays Bank Delaware. Education: Bachelor of Arts in Government from The College of William and Mary; Master of Business Administration from The Darden Graduate School of Business, University of Virginia.

Ms. Jennifer W. Davis, Executive Vice President and Chief Operating Officer at the University of Virginia overseeing the areas of finance, human resources, accounting, treasury, facilities, audit, compliance, enterprise risk management, technology, public safety, and auxiliary services (2018 to present); Senior Vice President and Chief Financial Officer at George Mason University (2013 to 2018); Vice President for Finance and Administration of the University of Delaware (2008 to 2013); Cabinet Secretary-Director of the Office of Management and Budget for the State of Delaware (2005 to 2008); Budget Director, Deputy Secretary of Education and Associate Secretary of Education for policy and administrative services for the State of Delaware (2002 to 2005). Education: Bachelor's degree in Political Science from Pennsylvania State University; Master's degree in Policy Analysis from Pennsylvania State University.

Eleuthere I. du Pont served as our Lead Independent Director from 2016 to 2021.President of the Longwood Foundation, a private foundation principally supporting charitable organizations (2008 to present); Senior Vice President, Operations and Chief Financial Officer of drugstore.com (2007 to 2008). Board Service and Memberships: Director of E.I. du Pont de Nemours and Company (serving as an ex-officio member of the Board during the merger of equals with Dow Chemical Company). Education: Bachelor of Science degree in Mechanical Engineering from Stanford University; Master's degree in Business Administration from Stanford University.

Ms. Anat Bird, Chairman and CEO of The Bird Group, LTD (1994 to present); President and Chief Executive Officer of SCB Forums, LTD, Division of ProSight Financial Association (1994 to present); President and CEO of California Community Bancshares (March 2001 to November 2001); Executive Vice President of Wells Fargo Bank (1997 to 2001); Senior Executive Vice President, Chief Operating Officer of Norwest Bank (1997 to 2001); Group Head and Executive Vice President of Norwest Bank (1995 to 1997). Board Service and Memberships: Board of Directors for MidFirst Bank in Oklahoma City, Oklahoma (2003 to present); Former member of the Boards of Sterling Bank (2002 to 2011), Sun Bancorp, Inc. (2008 to 2009), First Indiana Bank (2002 to 2007) and AmTrust Bank (2008 to 2009). Education: Bachelor of Arts in International Relations and Master's degree in International Relations and Psychology from Hebrew University in Jerusalem; Masters of Business Administration in Finance from American University; Diploma in Corporate Strategic Planning from the Wharton School of Business.

Mr. Michael J. Donahue, Principal, Donahue Consulting, Inc. (2015 to present); Advisor to NewSpring Capital (2015 to present); Group Executive Vice President and Chief Operating Officer of KPMG Consulting, Inc. following its spin-off led by Mr. Donahue (2000 to 2005); Managing Partner, Consulting of KPMG Consulting, Inc. (1991 to 2000). Board Service and Memberships: Independent director of Symphonic (2022 to present); Former member of the Provost's Board of Villanova University (2017 to 2025); Former independent director of Gluware (2021 to 2024); Former independent director of SiteSpect (2015 to 2025); Former independent director of Mobiquity (2014 to 2020); Trustee and then director of Beneficial Bancorp Inc. (2015 to 2019); Former member of the Board of Directors of KPMG LLP (US), KPMG Consulting KK (Japan) and Chairman of the Supervisory Board of KPMG Consulting AG (Germany, Austria and Switzerland). Education: Bachelor's degrees in Economics and History from the University of Pennsylvania; International Management Program at the Wharton School of Business.

James Jim Wechsler has served as Executive Vice President and Chief Commercial Banking Officer since January 2025. Prior to his current role, he served as Chief Operating Officer of Commercial Banking. He has also held various senior positions at WSFS, including leading Corporate Development, Strategic Planning, Consumer Lending and Small Business Banking. He serves on the Board of Bryn Mawr Hospital Foundation and JFCS of Greater Philadelphia, and previously served on the board of SpringEQ until its sale in 2023. Mr. Wechsler earned his bachelor's degree in finance from the University of Delaware and his MBA in finance and strategic management from Villanova University.

Christine E. Davis has served as Executive Vice President and Chief Risk Officer since March 2022. Ms. Davis has been with WSFS for over 25 years, holding many different roles within Internal Audit. In her prior role as Chief Auditor, she directed and oversaw the continuous development and implementation of a comprehensive and effective Internal Audit Program throughout the organization, including its subsidiary companies, and previously served as the Deputy Chief Auditor. Ms. Davis serves on the Boards of the Delaware Bankers Association and Delaware Financial Education Alliance. Ms. Davis holds a Certified Public Accountant (CPA) certificate in Delaware and a bachelor's degree in accounting from Pennsylvania Western University.

Jamie Hopkins has served as Executive Vice President and Chief Wealth Officer since August 2024. Prior to his current role, Mr. Hopkins was Director of Private Wealth Management for Bryn Mawr Trust. Prior to joining WSFS, he was Managing Partner at Carson Group, where he was responsible for the growth of their private wealth management business and contributed to their retirement planning initiatives. Mr. Hopkins is the Founder of FinServ Foundation, a nonprofit dedicated to coaching and developing the next generation of financial professionals. He serves on the FinServ Foundation Board, along with the Wealth.com, C2P Enterprises, Focal, and Wing.app Advisory Boards and previously served as national trustee member of the National Association of Insurance and Financial Advisors (NAIFA). Mr. Hopkins holds an LLM from Temple University Beasley School of Law, a JD from Villanova University Charles Widger School of Law, a master's degree in financial planning from the American College of Financial Services and an MBA from Villanova University.

Allan Matyger, has served as Executive Vice President and Chief Information Officer since May 2025. Previously, he served as Senior Vice President and Chief Technology Officer for Cash Connect, a division of WSFS Bank and a leading national provider of ATM cash management, remote cash capture solutions, and optimized cash logistics. He joined Cash Connect in 2001 and has served in various senior roles during his nearly twenty-five years with the Company. Mr. Matyger received a Bachelor of Science degree in Computer and Information Science from the University of Delaware.

Charles K. Mosher, Senior Vice President and Chief Accounting Officer.