Back/WSFS Financial Expands Wealth Management Team with Experienced New Hires
wealth·December 11, 2024·wsfs

WSFS Financial Expands Wealth Management Team with Experienced New Hires

ED
Editorial
Cashu Finance·2 min read
TL;DR
  • WSFS Financial enhances its wealth management team with key hires from Wilmington Trust, bringing over 67 years of experience.
  • New Senior Vice President Tony Lunger will focus on high-net-worth clients, boosting WSFS Financial's competitive position.
  • The strengthened team aims to deliver tailored financial strategies, reinforcing WSFS Financial's commitment to client service and growth.

WSFS Financial Strengthens Wealth Management Team with Key Hires

WSFS Financial Corporation, the parent company of Bryn Mawr Trust, enhances its wealth management division with the recent appointments of Tony Lunger, Mark Gerstenschlager, and Pamela Opalach. These seasoned financial professionals, who collectively bring over 67 years of experience, join the firm from Wilmington Trust Company. Their addition signifies WSFS Financial's commitment to expanding its client service capabilities and offering sophisticated financial strategies tailored to high-net-worth individuals and families, as well as not-for-profit organizations.

Tony Lunger steps into the role of Senior Vice President and Wealth Director, armed with 24 years of wealth management expertise. His decade-long tenure at Wilmington Trust as Managing Director focused on high-net-worth clients in the Delaware Valley positions him uniquely to spearhead the firm’s efforts in this competitive sector. Mark Gerstenschlager, also a Senior Vice President and Senior Investment Advisor, will leverage his 23 years of experience at Wilmington Trust to develop customized asset allocation strategies. His focus on both high-net-worth clients and not-for-profits aligns with Bryn Mawr Trust's strategic objective to deliver tailored wealth management solutions. Meanwhile, Pamela Opalach joins as Vice President and Senior Financial Associate, bringing over 20 years of client-focused experience in tax, trust, and wealth management, directly enhancing client engagement in financial planning.

Jamie P. Hopkins, Chief Wealth Officer of Bryn Mawr Trust, expresses enthusiasm for the new hires, highlighting their deep expertise and commitment to client service. He believes their collective experience will significantly enrich the wealth management offerings of the firm, further establishing WSFS Financial as a trusted partner for clients seeking comprehensive financial strategies. All three professionals will be based in the Wilmington, Delaware office, reinforcing the company's strong local presence in the Greater Philadelphia and Delaware regions.

In addition to these strategic hires, WSFS Financial continues to uphold its reputation as the oldest and largest locally headquartered bank and trust company in its service area. The firm’s focus on enhancing its wealth management capabilities reflects a broader trend within the financial services industry, where personalized client service and tailored financial solutions are increasingly essential for growth and client retention. With its enhanced wealth management team, WSFS Financial is well-positioned to meet the evolving needs of its clients, ensuring long-term success and stability in a competitive marketplace.