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WSFS Announces John Heiser as Senior Vice President, Senior Private Banking Relationship Manager

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WSFS Bank, a subsidiary of WSFS Financial (Nasdaq: WSFS), has announced the appointment of John Heiser as Senior Vice President and Senior Private Banking Relationship Manager. Heiser, who brings over 20 years of experience in wealth management, will manage Private Wealth Management relationships for high-net-worth clients, focusing on credit, deposit, and wealth management services.

Prior to joining WSFS, Heiser spent 12 years with Wilmington Trust, including nine years as a Senior Private Banker. He holds a master's degree in education from Cabrini College and a bachelor's degree in English from Temple University. This strategic hire reflects WSFS's commitment to strengthening its Wealth Management business in its target markets.

WSFS Bank, una filiale di WSFS Financial (Nasdaq: WSFS), ha annunciato la nomina di John Heiser a Vicepresidente Senior e Senior Private Banking Relationship Manager. Heiser, che porta con sé oltre 20 anni di esperienza nella gestione patrimoniale, gestirà le relazioni di Private Wealth Management per clienti ad alto patrimonio netto, concentrandosi su servizi di credito, deposito e gestione patrimoniale.

Prima di unirsi a WSFS, Heiser ha trascorso 12 anni con Wilmington Trust, inclusi nove anni come Private Banker Senior. Ha conseguito un master in educazione presso il Cabrini College e una laurea in inglese presso la Temple University. Questa assunzione strategica riflette l'impegno di WSFS a rafforzare il proprio business di Wealth Management nei mercati target.

WSFS Bank, una subsidiaria de WSFS Financial (Nasdaq: WSFS), ha anunciado el nombramiento de John Heiser como Vicepresidente Senior y Gerente de Relaciones de Banca Privada Senior. Heiser, que aporta más de 20 años de experiencia en gestión de patrimonio, gestionará las relaciones de Private Wealth Management para clientes de alto patrimonio, centrándose en servicios de crédito, depósito y gestión de patrimonio.

Antes de unirse a WSFS, Heiser pasó 12 años en Wilmington Trust, incluidos nueve años como banquero privado senior. Tiene una maestría en educación del Cabrini College y una licenciatura en inglés de la Temple University. Esta contratación estratégica refleja el compromiso de WSFS con el fortalecimiento de su negocio de Wealth Management en los mercados objetivo.

WSFS 은행, WSFS Financial의 자회사 (Nasdaq: WSFS),는 John Heiser를 수석 부사장 및 수석 프라이빗 뱅킹 관계 관리자 직으로 임명했다고 발표했습니다. 20년 이상의 자산 관리 경험을 보유한 Heiser는 고액 자산 고객을 위한 프라이빗 웰스 관리 관계를 관리하며, 신용, 예금 및 자산 관리 서비스에 집중할 것입니다.

WSFS에 합류하기 전에, Heiser는 윌밍턴 트러스트에서 12년을 보냈으며, 이중 9년은 수석 프라이빗 뱅커로 일했습니다. 그는 카브리니 대학에서 교육학 석사 학위를 취득했으며, 템플 대학교에서 영어 학사 학위를 보유하고 있습니다. 이 전략적 채용은 WSFS가 목표 시장에서 자산 관리 사업을 강화하겠다는 의지를 반영합니다.

La WSFS Bank, une filiale de WSFS Financial (Nasdaq: WSFS), a annoncé la nomination de John Heiser au poste de Vice-Président Senior et Responsable des Relations en Banque Privée Senior. Heiser, qui apporte plus de 20 ans d'expérience dans la gestion de patrimoine, gérera les relations de Private Wealth Management pour des clients fortunés, en se concentrant sur les services de crédit, de dépôt et de gestion de patrimoine.

Avant de rejoindre WSFS, Heiser a passé 12 ans chez Wilmington Trust, dont neuf en tant que Banquier Privé Senior. Il est titulaire d'une maîtrise en éducation du Cabrini College et d'une licence en anglais de l'Université Temple. Cette embauche stratégique reflète l'engagement de WSFS à renforcer son activité de Wealth Management sur ses marchés cibles.

Die WSFS Bank, eine Tochtergesellschaft von WSFS Financial (Nasdaq: WSFS), hat die Ernennung von John Heiser zum Senior Vice President und Senior Private Banking Relationship Manager bekannt gegeben. Heiser bringt über 20 Jahre Erfahrung im Vermögensmanagement mit und wird die Private Wealth Management-Beziehungen für vermögende Kunden leiten, wobei er sich auf Kredit-, Einzahlungs- und Vermögensverwaltungsdienste konzentriert.

Vor seinem Wechsel zu WSFS verbrachte Heiser 12 Jahre bei Wilmington Trust, darunter neun Jahre als Senior Private Banker. Er hat einen Master-Abschluss in Pädagogik vom Cabrini College und einen Bachelor-Abschluss in Englisch von der Temple University. Diese strategische Einstellung spiegelt das Engagement von WSFS wider, sein Vermögensverwaltungsgeschäft in den Zielmärkten zu stärken.

Positive
  • Appointment of experienced professional John Heiser to strengthen the Private Banking team
  • Heiser brings over 20 years of experience in wealth management
  • Strategic move to enhance WSFS's Wealth Management business
Negative
  • None.

WILMINGTON, Del.--(BUSINESS WIRE)-- WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), is pleased to announce the hire of John Heiser as Senior Vice President and Senior Private Banking Relationship Manager, reporting to Cheryl Vaughan, Senior Vice President, Private Banking Relationship Manager Team Lead.

As an addition to the Private Banking team, John Heiser will manage Private Wealth Management relationships for high-net-worth Clients, supporting their needs through credit, deposit, and wealth management services.

“We are excited to add John to our Private Wealth Management team,” said Harrison Gelber, Senior Vice President and Director of Private Banking. “His deep expertise in credit, deposit, and wealth management services will be an asset to our team and Clients. His hire reflects our continuing commitment to build the premier Wealth Management business for the markets we serve.”

“I’m excited to join a dynamic team of seasoned professionals during this time of extreme growth for the organization,” said Heiser.

Heiser brings more than 20 years of experience in customizing wealth management solutions to meet even the most complex financial needs. Prior to joining WSFS, Heiser spent the last 12 years with Wilmington Trust, nine of those as a Senior Private Banker. Earlier in his career at Wilmington Trust, he was a mortgage advisor to ultra-high-net-worth Clients. He is a member of the Irish American Business Chamber.

In addition to continuing education courses from Cannon Financial Institute, Heiser earned a master’s degree in education from Cabrini College and a bachelor’s degree in English from Temple University. He resides in West Chester, Pa.

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.

Media:

Andrew Davison

(215) 309-1064

adavison@wsfsbank.com

Source: WSFS Financial Corporation

FAQ

Who is John Heiser and what is his new role at WSFS Bank?

John Heiser has been appointed as Senior Vice President and Senior Private Banking Relationship Manager at WSFS Bank. He will manage Private Wealth Management relationships for high-net-worth clients, focusing on credit, deposit, and wealth management services.

What experience does John Heiser bring to his new position at WSFS Bank?

John Heiser brings over 20 years of experience in wealth management. He previously spent 12 years with Wilmington Trust, including nine years as a Senior Private Banker, and has expertise in customizing wealth management solutions for complex financial needs.

How does John Heiser's appointment align with WSFS Bank's strategy?

Heiser's appointment reflects WSFS Bank's commitment to building the premier Wealth Management business in its target markets. His expertise in credit, deposit, and wealth management services is expected to strengthen the bank's Private Wealth Management team.

What educational background does John Heiser have?

John Heiser holds a master's degree in education from Cabrini College and a bachelor's degree in English from Temple University. He has also completed continuing education courses from Cannon Financial Institute.

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