| Name | Title | Contact Details |
|---|---|---|
Julie Altman |
VP, Information Security Officer | Profile |
Mid-Southern Savings Bank, FSB is a Salem, IN-based company in the Financial Services sector.
Florida Citizens Bank is a Gainesville, FL-based company in the Financial Services sector.
Commercial Loan Corporation is a Oak Brook, IL-based company in the Financial Services sector.
WSFS Financial Corporation is a multi-billion dollar financial services company. Its principal subsidiary, WSFS Bank, is the oldest and largest bank and trust company headquartered in the Delaware Valley. WSFS has 77 offices located in Delaware, Pennsylvania, Virginia and Nevada, and provides comprehensive financial services including commercial banking, cash management, retail banking and trust and wealth management. Serving our communities since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. How do you get to be over 180 years old in a world that`s constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving our Customers and the community, and success will follow. We strive to meet our Customers` ever-changing banking needs and promise to exceed their expectations each and every day. As we serve, we strengthen, and as we strengthen, we have more opportunities to serve. It`s a virtuous cycle that enriches our organization and our community.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.