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WSFS names Steven Kochie director of wealth client management

November 20, 2017

WSFS Bank, a division of WSFS Financial Corp., announced that Steven G. Kochie is senior vice president and director of WSFS Wealth Client Management.

In this role, Kochie will leverage the company's expanded wealth management services to provide customized solutions tailored to the evolving needs of high-net-worth individuals. With more than 20 years in wealth and private banking experience, Kochie will lead a business group that will leverage WSFS's private banking offerings with the comprehensive solutions offered through WSFS Bank and WSFS subsidiaries, including WSFS Wealth Investments, Cypress Capital Management, West Capital Management, Powdermill Financial Solutions and Christiana Trust.

"As clients' needs evolve, WSFS Wealth Client Management is scaled to offer more personalized solutions that will better enable our clients to reach their financial goals," said Paul Geraghty, executive vice president and chief wealth officer. "Coupled with Steve's expertise in deposit and credit solutions, lending for estate planning, settlement liquidity, stock option execution, and investment portfolios, WSFS Wealth Client Management will allow us to deliver a higher level of personalized service from a menu of wealth offerings."

Kochie joins WSFS from Wilmington Trust where, for more than a decade, he led a team providing holistic financial solutions to high-net-worth individuals and to trust and commercial customers. From 1997 to 2007, he was a vice president and private banking relationship manager at Wachovia Bank.

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