WSFS Financial Corporation Announces Key Leadership Promotions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 15 2026
0mins
Source: Newsfilter
- Leadership Changes: WSFS Financial Corporation has promoted Brandon McFadden to Managing Director, where he will lead Bryn Mawr Trust Advisors' advisory services, aiming to enhance client-focused wealth management strategies and foster market growth and collaboration.
- Investment Strategy Leadership: Andrew Davis has been appointed Head of Investment Strategy, tasked with developing U.S. macroeconomic and market analysis to inform investment decisions and serve as the Chief Investment Office's primary spokesperson, thereby increasing the firm's influence in investment strategy.
- Regional Wealth Management: David Navarro has been promoted to Wealth Director, overseeing a team of advisors in the Philadelphia market to deliver comprehensive solutions, further solidifying the company's market position in the region.
- Delaware Market Leadership: Michael Paregian has been named Wealth Director for Delaware markets, leveraging his nine years of experience as a Senior Financial Advisor to lead advisory and client support teams, enhancing the firm's service capabilities in Delaware.
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Analyst Views on WSFS
Wall Street analysts forecast WSFS stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 78.470
Low
62.00
Averages
64.25
High
67.00
Current: 78.470
Low
62.00
Averages
64.25
High
67.00
About WSFS
WSFS Financial Corporation is a savings and loan holding company. The Company operates through its subsidiary, Wilmington Savings Fund Society, FSB (WSFS Bank or the Bank). Its segments include WSFS Bank, Cash Connect and Wealth and Trust. The WSFS Bank segment provides loans and leases, deposits and other financial products to commercial and consumer clients. It also offers a variety of consumer loan products, retail securities and insurance brokerage services through its branches. The Cash Connect segment provides automated teller machine (ATM) vault cash, smart safe and cash logistics services in the United States, servicing non-bank ATMs and smart safes nationwide and supporting ATMs for WSFS Bank Clients. The Wealth and Trust segment provides an array of planning and advisory services, investment management, personal and institutional trust services, and credit and deposit products to individuals, corporate, and institutional clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
WSFS Financial Corporation Announces Key Leadership Promotions
- Leadership Changes: WSFS Financial Corporation has promoted Brandon McFadden to Managing Director, where he will lead Bryn Mawr Trust Advisors' advisory services, aiming to enhance client-focused wealth management strategies and foster market growth and collaboration.
- Investment Strategy Leadership: Andrew Davis has been appointed Head of Investment Strategy, tasked with developing U.S. macroeconomic and market analysis to inform investment decisions and serve as the Chief Investment Office's primary spokesperson, thereby increasing the firm's influence in investment strategy.
- Regional Wealth Management: David Navarro has been promoted to Wealth Director, overseeing a team of advisors in the Philadelphia market to deliver comprehensive solutions, further solidifying the company's market position in the region.
- Delaware Market Leadership: Michael Paregian has been named Wealth Director for Delaware markets, leveraging his nine years of experience as a Senior Financial Advisor to lead advisory and client support teams, enhancing the firm's service capabilities in Delaware.
See More
WSFS Bank Extends Partnership with Philadelphia Union
- Partnership Extension: WSFS Bank announced the extension of its naming rights partnership with the Philadelphia Union, allowing the WSFS Bank Sportsplex to retain its name through the 2030-2031 MLS season, reflecting a shared commitment to community development.
- Facility Investment Scale: Since its opening in July 2025, the WSFS Bank Sportsplex, a state-of-the-art $100 million, 170,000-square-foot sports and recreation complex, has become a premier hub for all levels of soccer, attracting over 700,000 visitors.
- Community Contribution: WSFS Bank donates over 365 hours of field and facility time annually to local organizations, with plans to increase this figure in the coming years to support community development and youth growth.
- Future Development Plans: Upcoming renovations led by Keystone Outdoor Living will enhance the sportsplex with upgraded seating, lounge areas, and a bar, expanding event-hosting capabilities and solidifying its status as a premium tailgate destination ahead of Union matches.
See More
WSFS Financial Corporation Celebrates 40 Years on Nasdaq
- Milestone Celebration: On June 2, 2026, WSFS Financial Corporation rang the Nasdaq closing bell to commemorate its 40th anniversary as a publicly traded company, highlighting its nearly 200-year history and ongoing growth.
- Financial Strength Showcase: As of March 31, 2026, WSFS Financial Corporation reported $22.1 billion in assets and $97.6 billion in assets under management and administration, underscoring its robust position in the financial services sector.
- Employee Recognition: CEO Rodger Levenson emphasized that the company's success is rooted in the dedication of its employees and cultural development, as he celebrated alongside associates with over 40 years of service, reflecting the company's commitment to its workforce.
- Regional Leadership Position: As the largest locally headquartered bank in the Greater Philadelphia and Delaware region, WSFS Financial Corporation operates 114 offices, providing comprehensive financial services that reinforce its market leadership in the area.
See More
Small Businesses Show Strong Resilience Amid Economic Challenges
- Optimistic Business Performance: Despite inflation and tariff uncertainties, 92% of small business owners report meeting or exceeding their performance expectations, demonstrating strong operational resilience amid economic volatility.
- Growth Expectations Ahead: The survey reveals that 66% of respondents are optimistic about business growth over the next 12 months, with 77% of decision-makers from newer firms and those with 100 to 499 employees expressing confidence in their future operations.
- Economic Challenge Responses: In light of economic uncertainties, 52% of business owners cite inflation as the primary cause of decreased performance, with over half implementing measures such as reducing non-essential spending and switching suppliers to safeguard cash flow.
- High Banking Satisfaction: The overall satisfaction rate between small businesses and their banking partners stands at 84%, indicating that small enterprises, particularly newer and lower-revenue ones, may benefit from deeper banking relationships to access additional resources and expertise.
See More
WSFS Financial Q1 Earnings Beat Expectations
- Significant Revenue Growth: WSFS Financial reported Q1 2026 revenue of $277.2 million, an 8.1% year-over-year increase that surpassed analyst expectations of $268.9 million, indicating strong performance in its Wealth & Trust division.
- Earnings Exceed Expectations: The adjusted EPS of $1.68 exceeded analysts' forecast of $1.50 by 11.9%, reflecting successful strategies in fee income expansion and prudent deposit management.
- Capital Return Strategy: The company returned $94 million to shareholders, including $85 million in buybacks and an 18% dividend increase, with a new share repurchase authorization potentially allowing for buybacks of 19% of outstanding shares, demonstrating confidence in future growth.
- Improved Loan and Asset Quality: Commercial and industrial lending showed strong momentum, while residential mortgage originations rose sharply, with asset quality improving as delinquencies and problem assets declined significantly, indicating effective credit management.
See More
WSFS Financial Reports Strong Q1 2026 Earnings
- Core Earnings Growth: WSFS Financial achieved a core EPS of $1.68 in Q1 2026, reflecting growth compared to both the previous quarter and the same period last year, demonstrating the strength of the company's franchise and diverse business model.
- Fee Revenue Increase: Core fee revenue grew by 11% year-over-year, with Wealth & Trust leading at a 25% increase, which not only enhances the company's revenue structure but also boosts market share, showcasing its competitive advantage in a challenging market.
- Capital Return Strategy: The company repurchased $85 million in shares, equating to 2.5% of outstanding shares, and raised its quarterly dividend by 18% to $0.20 per share, indicating a strong commitment to shareholder returns and effective capital management.
- Outlook Adjustment: Management revised the annual net charge-off outlook to 25 to 35 basis points due to a $15.7 million loan recovery, while acknowledging increased deposit competition, yet maintaining confidence in future performance.
See More
WSFS Financial Corporation Announces Key Leadership Promotions
- Leadership Changes: WSFS Financial Corporation has promoted Brandon McFadden to Managing Director, where he will lead Bryn Mawr Trust Advisors' advisory services, aiming to enhance client-focused wealth management strategies and foster market growth and collaboration.
- Investment Strategy Leadership: Andrew Davis has been appointed Head of Investment Strategy, tasked with developing U.S. macroeconomic and market analysis to inform investment decisions and serve as the Chief Investment Office's primary spokesperson, thereby increasing the firm's influence in investment strategy.
- Regional Wealth Management: David Navarro has been promoted to Wealth Director, overseeing a team of advisors in the Philadelphia market to deliver comprehensive solutions, further solidifying the company's market position in the region.
- Delaware Market Leadership: Michael Paregian has been named Wealth Director for Delaware markets, leveraging his nine years of experience as a Senior Financial Advisor to lead advisory and client support teams, enhancing the firm's service capabilities in Delaware.
See More
WSFS Bank Extends Partnership with Philadelphia Union
- Partnership Extension: WSFS Bank announced the extension of its naming rights partnership with the Philadelphia Union, allowing the WSFS Bank Sportsplex to retain its name through the 2030-2031 MLS season, reflecting a shared commitment to community development.
- Facility Investment Scale: Since its opening in July 2025, the WSFS Bank Sportsplex, a state-of-the-art $100 million, 170,000-square-foot sports and recreation complex, has become a premier hub for all levels of soccer, attracting over 700,000 visitors.
- Community Contribution: WSFS Bank donates over 365 hours of field and facility time annually to local organizations, with plans to increase this figure in the coming years to support community development and youth growth.
- Future Development Plans: Upcoming renovations led by Keystone Outdoor Living will enhance the sportsplex with upgraded seating, lounge areas, and a bar, expanding event-hosting capabilities and solidifying its status as a premium tailgate destination ahead of Union matches.
See More
WSFS Financial Corporation Celebrates 40 Years on Nasdaq
- Milestone Celebration: On June 2, 2026, WSFS Financial Corporation rang the Nasdaq closing bell to commemorate its 40th anniversary as a publicly traded company, highlighting its nearly 200-year history and ongoing growth.
- Financial Strength Showcase: As of March 31, 2026, WSFS Financial Corporation reported $22.1 billion in assets and $97.6 billion in assets under management and administration, underscoring its robust position in the financial services sector.
- Employee Recognition: CEO Rodger Levenson emphasized that the company's success is rooted in the dedication of its employees and cultural development, as he celebrated alongside associates with over 40 years of service, reflecting the company's commitment to its workforce.
- Regional Leadership Position: As the largest locally headquartered bank in the Greater Philadelphia and Delaware region, WSFS Financial Corporation operates 114 offices, providing comprehensive financial services that reinforce its market leadership in the area.
See More
Small Businesses Show Strong Resilience Amid Economic Challenges
- Optimistic Business Performance: Despite inflation and tariff uncertainties, 92% of small business owners report meeting or exceeding their performance expectations, demonstrating strong operational resilience amid economic volatility.
- Growth Expectations Ahead: The survey reveals that 66% of respondents are optimistic about business growth over the next 12 months, with 77% of decision-makers from newer firms and those with 100 to 499 employees expressing confidence in their future operations.
- Economic Challenge Responses: In light of economic uncertainties, 52% of business owners cite inflation as the primary cause of decreased performance, with over half implementing measures such as reducing non-essential spending and switching suppliers to safeguard cash flow.
- High Banking Satisfaction: The overall satisfaction rate between small businesses and their banking partners stands at 84%, indicating that small enterprises, particularly newer and lower-revenue ones, may benefit from deeper banking relationships to access additional resources and expertise.
See More
WSFS Financial Q1 Earnings Beat Expectations
- Significant Revenue Growth: WSFS Financial reported Q1 2026 revenue of $277.2 million, an 8.1% year-over-year increase that surpassed analyst expectations of $268.9 million, indicating strong performance in its Wealth & Trust division.
- Earnings Exceed Expectations: The adjusted EPS of $1.68 exceeded analysts' forecast of $1.50 by 11.9%, reflecting successful strategies in fee income expansion and prudent deposit management.
- Capital Return Strategy: The company returned $94 million to shareholders, including $85 million in buybacks and an 18% dividend increase, with a new share repurchase authorization potentially allowing for buybacks of 19% of outstanding shares, demonstrating confidence in future growth.
- Improved Loan and Asset Quality: Commercial and industrial lending showed strong momentum, while residential mortgage originations rose sharply, with asset quality improving as delinquencies and problem assets declined significantly, indicating effective credit management.
See More
WSFS Financial Reports Strong Q1 2026 Earnings
- Core Earnings Growth: WSFS Financial achieved a core EPS of $1.68 in Q1 2026, reflecting growth compared to both the previous quarter and the same period last year, demonstrating the strength of the company's franchise and diverse business model.
- Fee Revenue Increase: Core fee revenue grew by 11% year-over-year, with Wealth & Trust leading at a 25% increase, which not only enhances the company's revenue structure but also boosts market share, showcasing its competitive advantage in a challenging market.
- Capital Return Strategy: The company repurchased $85 million in shares, equating to 2.5% of outstanding shares, and raised its quarterly dividend by 18% to $0.20 per share, indicating a strong commitment to shareholder returns and effective capital management.
- Outlook Adjustment: Management revised the annual net charge-off outlook to 25 to 35 basis points due to a $15.7 million loan recovery, while acknowledging increased deposit competition, yet maintaining confidence in future performance.
See More
