Chuck Posnecker Cypress Capital Management
Chuck Posnecker is a Director at Cypress Capital Management, a wholly-owned subsidiary of WSFS Bank. Cypress is a Registered Investment Adviser with approximately $1.1 billion in assets under management. At Cypress, he is responsible for portfolio management and trading. As part of a team, he works directly with individual clients, foundations, and trusts in managing their investments to help them realize their goals. He is also a member of the Investment Policy Committee responsible for setting future investment strategies and works with the trading group in the buying and selling of securities to implement said strategies.
Previously he was with Christiana Trust, a division of WSFS Bank, where he was a Vice President working in trust administration and investments. At Christiana, he oversaw a group administering roughly 250 trust accounts, varying from small family relationships to larger, more complex structures, while collaborating with internal and external legal counsel.
Chuck is originally from Las Vegas, Nevada, and received Bachelor’s and Master’s degrees from the University of Nevada, Las Vegas. He is also a CFA charterholder, CFP® professional, and CTFA. He moved to the east coast in 2012 with his wife Lisa and dog Baines. Chuck is passionate about teaching and inspiring younger generations about the importance of savings and investment. His personal interests include reading, cooking, traveling, and music.