Lauren Turner, Profile Photo

Lauren Turner

Lauren Turner oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2025.

Roshni Rao, Profile Photo

Roshni Rao

Roshni Rao oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2025.

Nowocin Bio Profile

Tricia Nowocin

Tricia Nowocin supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2003.

A dark blue silhouette in the shape of a bust, from the shoulders up.

Malcolm Brown

Malcolm Brown supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. He joined the company in 1999.

Dixon Bio Profile

Oonagh Dixon

Oonagh Dixon supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2012.

A dark blue silhouette in the shape of a bust, from the shoulders up.

Nancy Martin

Nancy Martin supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2014.

Sewell Bio Profile

Bridget Sewell

Bridget Sewell supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2021.

Dowd Bio Profile

Cynthia Dowd

Cynthia Dowd supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2010.

Ciber Bio Profile

Kyle Ciber

Kyle Ciber focuses on delivering tailored financial solutions and a high standard of client service to support comprehensive wealth management strategies. He joined the company in 2023.

A dark blue silhouette in the shape of a bust, from the shoulders up.

Dustin McCabe

Dustin McCabe supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. He joined the company in 2016.

A dark blue silhouette in the shape of a bust, from the shoulders up.

Nora Sarkahian

Nora Sarkahian supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2007.

A dark blue silhouette in the shape of a bust, from the shoulders up.

Ashley Williamson

Ashley Williamson is the AVP, Integrated Communications Manager at WSFS Bank. She has nearly a decade of experience in external communication. With a background in journalism, she is an Emmy-winning strategic storyteller. She holds a Bachelor of Arts in Multimedia Journalism and a Bachelor of Science in Sociology from Virginia Tech.

Caroline C. Lee Profile image

Caroline C. Lee

Caroline Lee leads research initiatives that inform the firm’s asset allocation strategy. She analyzes macroeconomic trends, market conditions and investment opportunities to provide insight that guide portfolio construction and risk management. Caroline joined the company in 2025.