WSFS Bank

WSFS Bank has convenient branch offices in all three Delaware counties—New Castle County, Kent County, Sussex County—and southeastern Pennsylvania and Virginia. WSFS provides competitive rates and a full range of financial products and services that include checking accounts, savings accounts, money markets, CDs, consumer lending (home equity loans and home equity lines), mortgages and trust & investment management services. WSFS Bank also meets the needs of large and small businesses across the Delaware Valley with a full array of customized business loans, construction loans, cash management services and very competitive business checking accounts and business savings accounts.

Alyson Beasley Bradley

Senior Vice President, Chief Auditor

Frank McGrane

Senior Vice President, Deputy Chief Credit Officer

Brooke Moyer

SVP and Director of Loan Syndications

10 past transactions

PIDC

Grant in 2023
PIDC is a government administration firm specializing in financing programs and real estate products.

MRA Group

Debt Financing in 2023
MRA Group is a real estate management company in Pennsylvania.

Figure

Debt Financing in 2019
Figure Technologies, Inc. is a financial technology company based in San Francisco, California, established in 2018. It specializes in consumer financial solutions that include home equity lines of credit, home improvement loans, home buy-lease back offerings, mortgage refinancing, and student loan refinancing. Using its proprietary blockchain platform, Provenance, Figure aims to streamline the borrowing process, allowing customers to access capital in as few as five days. The company's services are designed to assist individuals with home improvement, debt consolidation, and retirement planning, leveraging advanced technologies such as artificial intelligence and analytics to enhance operational efficiency and customer experience.

Beneficial Mutual Bancorp

Acquisition in 2018
Beneficial Mutual Bancorp, Inc. operates as a holding company for Beneficial Bank that provides consumer and commercial banking services to individuals, businesses, and nonprofit organizations in the Philadelphia, and southern New Jersey area.

West Capital Management

Acquisition in 2016
West Capital Management was founded in 1994 based upon the principles of objective research, fee-only investment management, complete disclosure and superior client service. West Capital Management is an SEC-Registered Investment Advisor and we do not sell any in-house or proprietary products. West Capital Management is committed to making our clients’ lives easier by taking care of all of the intricacies that wealth requires. We understand that wealth is more than money.

Powdermill Financial Solutions

Acquisition in 2016
Powdermill Financial Solutions LLC (“Powdermill”), established in 2003, is located in Wilmington, Delaware and serves an affluent clientele in the local community and throughout the United States. The firm specializes in providing unique, independent solutions to high net worth individuals, families and corporate executives through a coordinated, centralized approach. The firm simplifies the complex financial lives of their clients through services which include: estate and business succession planning, bill paying, tax planning and preparation, investment tracking and philanthropy management.

Penn Liberty Bank

Acquisition in 2015
Penn Liberty Bank was founded by experienced Pennsylvania bankers in 2004 to serve the local community by offering a wide array of financial products and services to small and mid-size businesses, professional real estate developers and investors, and retail customers throughout the western suburban Philadelphia marketplace.

Array Financial Group

Acquisition in 2013
Array Financial Group is a mortgage banking company, specializing in a variety of residential mortgage and refinancing solutions.

Christiana Bank & Trust

Acquisition in 2010
Christiana Bank & Trust offers personal and business banking, custody, investment management, and trust services.
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