“Kaplan & Associates did an outstanding job in both positioning my experience and in aligning my personal goals with the right opportunity. In the final outcome, K&A found a position that was finely tuned to my personal and professional objectives.”

- Eric Foster
VP--Technology, Maxwell Systems

news

03/09/11
Kaplan Joins AESC Board more >

Press Releases

09/18/08
WSFS Names Wealth Leader

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, announced today that it has named Richard J. Immesberger as Executive Vice President to lead the WSFS Wealth Strategies Group. Mr. Immesberger brings more than 20 years of private banking and wealth management experience to WSFS Bank.

In his new role at WSFS, Mr. Immesberger will assume overall direction for the WSFS Wealth Strategies business line and lead a seasoned team of associates to provide investment management and trust solutions to WSFS customers. Prior to joining WSFS, Mr. Immesberger was Senior Vice President at U.S. Trust Bank of America Private Wealth Management in Charlotte, NC, leading a team that delivered investment and trust services to a nationwide client base.

Mr. Immesberger graduated with a Bachelor of Business Administration in Finance and Investments from Baruch College, City University of New York. In addition, he graduated with honors from the Stonier Graduate School of Banking at the University of Delaware. Over his career, he has served on many not-for-profit boards including the McCarter Theatre in Princeton, NJ and the Charlotte Trolley. Mr. Immesberger is relocating to Delaware with his family.

"As banks and brokerage firms grow in size, there is a trend toward servicing large segments of clients through web- and call center-based delivery models. I believe there are many of these exact clients that would benefit from a high touch boutique with a world-class investment platform. That is what WSFS will deliver,'' said Mr. Immesberger.

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