ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

WSFS Financial Corporation Expands into Collateralized Loan Obligations Market, Adds New Team Members

WSFS Financial Corporation (NASDAQ: WSFS) (“WSFS” or “the Company”) today announced its Global Capital Markets team’s expansion into the Collateralized Loan Obligations (CLO) market. To support this expansion, the Company is adding new team members with expertise in CLOs.

"We are excited to expand into the CLO market and welcome our new Associates as we broaden our services and capabilities with competitive products for our Clients," said Patrick Healy, Senior Vice President, WSFS Global Capital Markets. "This is a growing and dynamic market with a lot of potential as we continue to grow our Wealth business and generate fee income for WSFS on a national scale.”

WSFS Global Capital Markets is a premium provider of global services to the leveraged loan and capital markets, with capitalization in excess of $1 billion. Utilizing a commercial approach and highly experienced staff, WSFS Global Capital Markets’ services include loan agency services, project finance administration, investment grade and high yield debt offerings, special purpose entity services, default and bankruptcy services, and more.

Joining the WSFS Global Capital Markets team are Samuel Fatoki, Relationship Manager, and Anita Patel, CLO Analyst.

About WSFS Financial Corporation

WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of June 30, 2023, WSFS Financial Corporation had $20.4 billion in assets on its balance sheet and $67.9 billion in assets under management and administration. WSFS operates from 114 offices, 88 of which are banking offices, located in Pennsylvania (59), Delaware (39), New Jersey (14), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. For more information, please visit www.wsfsbank.com.

Contacts

Recent Quotes

View More
Symbol Price Change (%)
AMZN  221.09
+0.00 (0.00%)
AAPL  259.58
+0.00 (0.00%)
AMD  234.99
+0.00 (0.00%)
BAC  51.76
+0.00 (0.00%)
GOOG  253.73
+0.00 (0.00%)
META  734.00
+0.00 (0.00%)
MSFT  520.56
+0.00 (0.00%)
NVDA  182.16
+0.00 (0.00%)
ORCL  280.07
+0.00 (0.00%)
TSLA  448.98
+0.00 (0.00%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.