Christopher Williams, CFP®, EA, CEPA®
Christopher Williams collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2024.
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Michael Mendelson
Michael Mendelson partners with leadership to drive strategic growth, operational excellence, and financial performance across the private wealth management group. He joined the company in 2025.
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Maria Jameel
Maria Jameel is Vice President, Talent Acquisition Manager at WSFS Bank. She has over 10 years of experience in Talent Acquisition, Human Resources, and Client Management. Maria specializes in leading talent strategy and initiatives that drive organizational growth and success. She holds a bachelor’s degree in organizational leadership from Wilmington University. Beyond her professional role,…
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Colton Steele
Colton Steele assists with fixed-income trading and portfolio management. He joined the company in 2025.
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Denise Iemolo, MBA
Denise Iemolo collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. She joined the company in 2025.
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Steve Nguyen
Steve Nguyen collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
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Ron Templeton
Ron Templeton is a dedicated trust officer and team lead, serving high-net-worth individuals and families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. He joined the firm in 2012.
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Tracey Stegemeier
Tracey Stegemeier is a dedicated trust officer and team lead, serving high-net-worth individuals and families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. She joined the firm in 2018.
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Andrew Rankin
Andrew Rankin is a dedicated trust officer and team lead, serving high-net-worth individuals and families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. He joined the firm in 2016.
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Sandra Martine
Sandra Martine is a dedicated trust officer and team lead, serving high-net-worth individuals and families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. She joined the firm in 2015.
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Sherry Dorsey
Sherry Dorsey is a dedicated trust officer and team lead, serving high-net-worth individuals and families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. She joined the firm in 2012.
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Rob Coppock
Rob Coppock is a dedicated trust officer and team lead, serving high-net-worth individuals and families. Providing sophisticated fiduciary oversight and complex trust administration, all while delivering discretion, regulatory rigor, and strategic collaboration to preserve multigenerational wealth and execute legacy objectives. He joined the firm in 2015.
