WSFS appoints David Burg as CFO effective Aug 15, promotes Bacci to COO and Hopkins to Wealth Officer

WSFS FINANCIAL CORP

David Burg named EVP and CFO, effective August 15, 2024; previously Citigroup executive.
Burg receives base salary of $575,000, sign-on bonus of $575,000, and RSU/PSU grants totaling over $1.4M.
Arthur J. Bacci promoted to EVP and COO, succeeding interim CFO role; base salary raised to $597,000.
Jamie P. Hopkins promoted to EVP and Chief Wealth Officer, leading Wealth management segment.
Leadership changes aim to support next phase of growth and succession planning.

item 5.02 item 7.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Role change

Arthur J. Bacci

Executive Vice President, Chief Operating Officer

WSFS · WSFS FINANCIAL CORP

Effective: 2024-08-15
Filed: May 21, 2024, 7:59 PM ET

On May 21, 2024, the Company announced the appointment of Arthur J. Bacci, who currently serves as the Company’s Executive Vice President, Chief Wealth Officer and Interim Chief Financial Officer, as the Company’s Executive Vice President, Chief Operating Officer.

Appointed

David Burg

Executive Vice President and Chief Financial Officer

WSFS · WSFS FINANCIAL CORP

Effective: 2024-08-15
Filed: May 21, 2024, 7:59 PM ET

On May 21, 2024, WSFS Financial Corporation (the “Company”) announced its appointment of David Burg as the Company’s Executive Vice President and Chief Financial Officer.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Arthur J. Bacci was appointed as Executive Vice President, Chief Operating Officer at WSFS FINANCIAL CORP.

Action: appointed
Role: Executive Vice President, Chief Operating Officer

Exact text from the filing

On May 21, 2024, the Company announced the appointment of Arthur J. Bacci, who currently serves as the Company’s Executive Vice President, Chief Wealth Officer and Interim Chief Financial Officer, as the Company’s Executive Vice President, Chief Operating Officer.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

David Burg was appointed as Executive Vice President and Chief Financial Officer at WSFS FINANCIAL CORP.

Action: appointed
Role: Executive Vice President and Chief Financial Officer

Exact text from the filing

On May 21, 2024, WSFS Financial Corporation (the “Company”) announced its appointment of David Burg as the Company’s Executive Vice President and Chief Financial Officer.

View on SEC.gov

WSFS FINANCIAL CORP filing history →

Source: SEC EDGAR

accession 0001628280-24-024544

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