WSFS Financial names Charles Mosher chief audit executive
The appointments specify reporting lines to the WSFS Audit Committee chair and CEO, the CFO, and the chief risk officer.
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Form Type
8-K
Rhea-AI Filing Summary
WSFS Financial Corporation appointed Charles Mosher as Executive Vice President, Chief Audit Executive, and Michael Thompson as Senior Vice President, Interim Chief Accounting Officer, and promoted Lisa Washington to Executive Vice President, Chief Legal Officer and Corporate Secretary, effective October 6, 2026.
Mosher most recently served as Interim Chief Auditor and previously served as Chief Accounting Officer. Thompson most recently led Business Performance and Analysis; he previously held CFO and COO roles in Bryn Mawr Trust’s banking division and has nearly 30 years of banking experience. Washington has served as Chief Legal Officer since joining WSFS in 2019 and Corporate Secretary since 2023. Mosher will lead Internal Audit, and Washington will continue leading the Legal department.
8-K Event Classification
3 items: 5.02, 7.01, 9.01
3 items
Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers
Governance
Key personnel changes including departures, elections, or appointments of directors and executive officers.
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Key Figures
Banking experience: Nearly 30 years
Time at WSFS: Over 25 years
Professional experience: More than 25 years
+2 more
5 metrics
Banking experience
Nearly 30 years
Michael Thompson
Time at WSFS
Over 25 years
Charles Mosher
Professional experience
More than 25 years
Lisa Washington’s legal, governance, and compliance work
Assets on balance sheet
$22.7 billion
As of June 30, 2026
Assets under management and administration
$101.7 billion
As of June 30, 2026
Key Terms
Chief Audit Executive, Internal Audit, assets under management and administration
3 terms
Chief Audit Executive technical
"appointed as Executive Vice President, Chief Audit Executive"
Internal Audit technical
"Mosher will lead Internal Audit"
An internal audit is a company-run review that checks its own books, procedures and risk controls to make sure financial statements are accurate, rules are followed, and operations run efficiently. Think of it as a routine health check or home inspection that aims to spot weaknesses or mistakes before they become big problems; for investors, a strong internal audit program increases confidence in reported results and lowers the risk of unexpected losses or regulatory trouble.
assets under management and administration financial
"$101.7 billion in assets under management and administration"
Assets under management and administration is the total market value of investments a firm actively manages on behalf of clients (assets under management) plus the assets it administers or services without discretionary control (assets under administration). Think of one person making decisions and paying bills for a household (management) while another simply keeps records and performs chores (administration). Higher totals signal larger business scale and potential fee revenue, which investors use to gauge growth and profitability.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
Who will the newly appointed WSFS executives report to?
Charles Mosher will report to David Turner, a WSFS Board Member and Chair of the WSFS Audit Committee, and Rodger Levenson, WSFS Chairman, President and CEO. Michael Thompson will report to David Burg, Executive Vice President and Chief Financial Officer. Lisa Washington will continue reporting to Christine Davis, Executive Vice President and Chief Risk Officer.
What experience do WSFS’s new executive leaders have?
Charles Mosher has worked at WSFS for over 25 years and most recently served as Interim Chief Auditor. Michael Thompson has nearly 30 years of banking experience and previously served as Chief Financial Officer and Chief Operating Officer of Bryn Mawr Trust’s banking division. Lisa Washington has more than 25 years of experience advising public and private companies on legal, governance, and compliance matters.
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report
(Date of Earliest Event Reported)
(Exact Name of Registrant as Specified in its Charter)
| (State or Other Jurisdiction of Incorporation) | (SEC Commission File Number) | (IRS Employer Identification Number) | ||||||||||||
(Address of Principal Executive Offices) (Zip Code)
Registrant’s Telephone Number, including Area Code: (302 ) 792-6000
Not Applicable
(Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
| Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |||||
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | |||||
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) | |||||
| Securities registered pursuant to Section 12(b) of the Act: | ||||||||
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered | ||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR 230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR 40.12b-2).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
On October 6, 2026, WSFS Financial Corporation (“WSFS” or the “Company”) announced the appointment of Michael Thompson as Senior Vice President, Interim Chief Accounting Officer of the Company effective October 6, 2026.
Mr. Thompson, age 55, has nearly 30 years of banking experience and came to WSFS as part of the acquisition of Bryn Mawr Trust. Mr. Thompson has most recently served as Senior Vice President, Head of Business Performance and Analysis. From January 2023 to January 2026, Mr. Thompson’s role was as Senior Vice President, Finance Strategic Initiatives. From January 2020 through December 2022, he was Chief Financial Officer and Chief Operating Officer of Bryn Mawr Trust’s banking division, and prior to that, he spent six years as the Chief Financial Officer and four years as the Chief Accounting Officer at Royal Bancshares of Pennsylvania, Inc., a publicly traded bank that was acquired by Bryn Mawr Trust.
Mr. Thompson does not have any family relationships with any of the Company’s directors or executive officers and is not party to any transactions that would require disclosure under Item 404(a) of Regulation S-K. Further, no arrangement or understanding exists between Mr. Thompson and any other person pursuant to which Mr. Thompson was appointed as Interim Chief Accounting Officer of the Company.
Item 7.01 Regulation FD Disclosure
On October 6, 2026, the Company issued a press release announcing the appointment of Mr. Thompson as Senior Vice President, Interim Chief Accounting Officer, along with the appointment of Charles Mosher as Executive Vice President, Chief Audit Executive, and the promotion of Lisa Washington to Executive Vice President, Chief Legal Officer and Corporate Secretary. A copy of the press release is furnished within this Form 8-K as Exhibit 99.1.
This information (including Exhibit 99.1) is being furnished under Item 7.01 hereof and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and such information shall not be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits.
99.1 Press release, dated October 6, 2026
104 Cover Page Interactive Data File (Embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.
| WSFS FINANCIAL CORPORATION | ||||||||||||||
| Date: | October 6, 2026 | By: | /s/ David Burg | |||||||||||
| David Burg Executive Vice President, Chief Financial Officer | ||||||||||||||
FOR IMMEDIATE RELEASE Media Contact: Connor Peoples October 6, 2026 (215) 864-5645 CPeoples@wsfsbank.com WSFS Announces Executive Leadership Appointments Charles Mosher Named Executive Vice President, Chief Audit Executive; Michael Thompson Appointed Senior Vice President, Interim Chief Accounting Officer; Lisa Washington Promoted to Executive Vice President, Chief Legal Officer and Corporate Secretary WILMINGTON, Del. – WSFS Financial Corporation (Nasdaq: WSFS), today announced the appointment of Charles “Chuck” Mosher as Executive Vice President, Chief Audit Executive, and the promotion of Lisa Washington, to Executive Vice President, Chief Legal Officer and Corporate Secretary, effective today. Mosher and Washington are both experienced members of the WSFS senior leadership team and will continue to lead two critical areas of the company’s governance and risk management framework. Mosher is a Certified Public Accountant and joined WSFS over 25 years ago and has served in a variety of leadership positions in the Finance and Accounting groups. Most recently, Mosher served as Interim Chief Auditor, providing leadership and continuity for the Internal Audit function. Prior to that, he served as Senior Vice President, Chief Accounting Officer, overseeing the company’s accounting, financial reporting, and related control functions. In his role, Mosher will lead Internal Audit and report to David Turner, WSFS Board Member and Chair of the WSFS Audit Committee, and to Rodger Levenson, WSFS Chairman, President, and Chief Executive Officer. “As a long-tenured leader, Chuck has consistently demonstrated a deep understanding of financial reporting, internal controls, and risk management,” said Levenson. “His broad knowledge of WSFS, combined with his proven leadership, most recently as Interim Chief Auditor, make him exceptionally well suited to lead our Internal Audit function.” Succeeding Mosher, Michael “Mike” Thompson has been appointed Senior Vice President, Interim Chief Accounting Officer reporting to David Burg, Executive Vice President, Chief Financial Officer. Thompson has nearly 30 years of banking experience and came to WSFS as part of the acquisition of Bryn Mawr Trust where he was the Chief Financial Officer and Chief Operating Officer of the company’s banking division. Prior to that, he spent six years as the Chief Financial Officer and four years as the Chief Accounting Officer at Royal Bancshares of Pennsylvania, Inc., a publicly traded bank that was acquired by Bryn Mawr Trust. Washington has served as Senior Vice President and Chief Legal Officer since joining WSFS in 2019 and assumed the role of Corporate Secretary in 2023. She has more than 25 years of experience counselling public and private companies on legal, governance, and compliance matters. In her role, she’ll continue leading the company’s Legal department, serve as Corporate Secretary, advise the WSFS Board of Directors and Executive Leadership Team, and continue reporting to Christine Davis, Executive Vice President, Chief Risk Officer. Exhibit 99.1
“Since joining WSFS, Lisa has been a trusted advisor, strategic partner, and exceptional leader who has helped guide the company through an increasingly complex legal and regulatory environment,” said Davis. “Her contributions have been instrumental to our growth, and her promotion reflects the value she continues to bring across our organization.” “Chuck, Lisa, and Mike have each demonstrated an exceptional record of accomplishments, and their advancement reflects our belief that investing in our people is how we build a stronger WSFS,” Levenson continued. “As one of the top workplaces in the region, WSFS will continue to be a place where our Associates can build meaningful, long-term careers.” 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 wealth management franchise in the Greater Philadelphia and Delaware region. As of June 30, 2026, WSFS Financial Corporation had $22.7 billion in assets on its balance sheet and $101.7 billion in assets under management and administration. WSFS operates from 114 offices, 87 of which are banking offices, located in Pennsylvania (58), Delaware (38), 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 Trust Advisors, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, WSFS Wealth® Management, LLC, WSFS Institutional Services®, and WSFS Mortgage®. 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.