WSFS Financial Corporation to Engage Investors at the 2024 Stephens Bank Forum
WSFS Financial Corporation (Nasdaq: WSFS) will participate in the 2024 Stephens Bank Forum on September 17–18. The forum is designed to bring WSFS management and investors together for direct conversation—updates, questions, and a clear read on priorities—so both sides leave with a better understanding of the business.
Who You’ll Hear From
WSFS leaders will host investor-focused discussions throughout the event. Rodger Levenson, Chairman, President, and CEO, will be joined by David Burg, Executive Vice President and Chief Financial Officer, and Arthur Bacci, Executive Vice President and Chief Operating Officer. Their participation underscores WSFS’s emphasis on transparency, regular communication, and a steady cadence of engagement with stakeholders.
Presentation Materials
Attendees and interested readers can access WSFS’s current Investor Presentation through the company’s Investor Relations section. It’s a concise way to review the firm’s operations, financial performance, and areas of focus ahead of the forum—or to revisit after the event for context.
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, WSFS reported $20.7 billion in balance sheet assets and $84.9 billion in assets under management and administration, reflecting the scale of its banking and wealth businesses.
Operations and Services
WSFS operates 114 offices, including 88 banking locations across Pennsylvania, Delaware, New Jersey, Florida, Nevada, and Virginia. The company offers commercial and consumer banking, treasury management, and wealth management services. It also provides services through subsidiaries such as Arrow Land Transfer and Bryn Mawr Trust, bringing specialized capabilities to clients who need them.
Legacy and Community Impact
Founded in 1832, WSFS Bank is among the ten oldest banks in the United States to operate continuously under the same name. That longevity speaks to a consistent, community-centered approach to banking. The firm’s holistic model—connecting day-to-day banking with longer-term planning—aims to meet a wide range of client needs without losing sight of the local communities it serves.
Focused on Strength and Stability
WSFS continues to emphasize strong leadership and disciplined execution. During investor discussions, stakeholders can expect steady updates on the company’s direction and financial health, along with context for how decisions are being made. As WSFS prepares for the Stephens Bank Forum, the focus remains on openness with investors and building durable, informed relationships that support long-term growth.
Frequently Asked Questions
Why does WSFS’s participation in the Stephens Bank Forum matter?
It gives investors a direct line to management to hear how the company is performing, where it’s focused next, and how leadership thinks about opportunities and challenges—without filters.
Who will be speaking on behalf of WSFS?
Rodger Levenson (Chairman, President, and CEO), David Burg (Executive Vice President and Chief Financial Officer), and Arthur Bacci (Executive Vice President and Chief Operating Officer) will lead the discussions.
When and where can I review the investor materials?
The current Investor Presentation is available in the Investor Relations section of WSFS’s website. Reviewing it before or after the September 17–18 forum can help frame the conversation.
What services does WSFS provide to customers?
WSFS offers commercial and consumer banking, treasury management, and wealth management, with additional capabilities provided through subsidiaries such as Arrow Land Transfer and Bryn Mawr Trust.
What’s notable about WSFS Bank’s history?
Established in 1832, WSFS Bank is one of the ten oldest U.S. banks to operate continuously under the same name—an indicator of staying power and a long-standing commitment to the communities it serves.
