John Heiser has been appointed as senior vice president and senior private banking relationship manager by WSFS Bank, the main division of WSFS Financial Corporation.
He will be reporting to Cheryl Vaughan, senior vice president, and team lead for private banking relationships.
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Heiser is a new member of the private banking team, and he will oversee the relationships in private wealth management for high-net-worth clients, providing credit, deposit, and wealth management services to meet their needs.
Moreover, he has over two decades of expertise in tailoring wealth management solutions to satisfy the most intricate financial requirements. Heiser worked for Wilmington Trust for the last 12 years, nine of them as a senior private banker, before joining WSFS.
Heiser has advised ultra-high-net-worth clients on mortgages earlier in his career at Wilmington Trust and is a member of the Irish American Business Chamber.
Furthermore, he holds a master’s degree in education from Cabrini College as well as a bachelor’s degree in English from Temple University, and currently resides in West Chester, Pennsylvania.
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By GlobalDataWSFS Financial Corporation is a multibillion-dollar financial services organisation. Its main subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and trust institution in the Greater Philadelphia and Delaware area.
As of 30 June 2024, WSFS Financial Corporation has $20.7bn in assets on its balance sheet and $84.9bn in assets under management and administration.
It manages from 114 offices, 88 of which are banking offices, in Pennsylvania (57), Delaware (39), New Jersey (14), Florida (2), Nevada (1), and Virginia (1), and offers a full range of financial services such as commercial banking, consumer banking, treasury management, trust and wealth management.
The company has various subsidiaries and divisions, including Arrow Land Transfer, Bryn Mawr Capital Management, Bryn Mawr Trust, Cash Connect, NewLane Finance, Powdermill Financial Solutions, and WSFS Wealth Investments.
