Our Associates

Senior Philanthropic Trust Advisory Specialist, Executive Director Philanthropic Services

Ashley Cook is a senior philanthropic trust advisory specialist and executive director with Wells Fargo Bank’s Wealth & Investment Management division. She serves the following states in the Northeast division: Pennsylvania and Delaware. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.

Ms. Cook works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Ashley collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.

Prior to joining Wells Fargo Bank, Ms. Cook worked as a senior fiduciary advisor where she managed both charitable and personal trusts held by Wells Fargo’s Fiduciary Management Services division. Previously, Ms. Cook specialized in real estate law consulting with Fortune 500 companies on their commercial lease holdings, advantageous timing to exercise purchase options, renew leases, and renegotiate terms within the merger process.

Ms. Cook earned her Bachelor of Arts in Political Science and Master of Business Administration in Organizational Management from Eastern University. She earned her Juris Doctor from Temple University’s Beasley School of Law. Ms. Cook holds the Certified Trust and Fiduciary Advisor (CTFA) designation, as well as the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services. She is a member of the Philadelphia Bar Association (not currently practicing). Ms. Cook is a Philadelphia native and actively partners with nonprofit and community outreach organizations throughout the tristate area, including serving on the board of Sharing Excess and as a professor for College Unbound. In addition, she previously served on the board of Philanthropy Delaware.

Senior Wealth Strategist, Executive Director
Northeast Division


Dan Mandel is a senior wealth strategist with Wells Fargo Bank in the Wealth & Investment Management Division in Radnor, PA with over fifteen years of experience in financial services and planning. Dan focuses on wealth and charitable planning strategies for clients, helping them pursue their personal and family financial goals as well as providing guidance on how they can use wealth to create a lasting legacy.

Prior to joining Wells Fargo Bank, Dan worked as an estate planning consultant at another large financial institution. He also previously practiced law with regional firms in Philadelphia focusing his practice on transactional law and drafting estate plans.

While no longer practicing law, Dan obtained his Juris Doctor from Rutgers School of Law, and a Masters of Law in Taxation from Temple University Beasley School of Law. He is a member of the Pennsylvania and New Jersey State Bar Associations and a member of the Philadelphia Estate Planning Council.

Dan currently serves on the Board of Directors and Finance Committee of Congregation Adath Israel. He and his wife Rory have two children and reside in suburban Philadelphia.

Vanessa Paparone is a client-focused financial services professional with a strong background in banking and customer support. She began her career at Wells Fargo Bank in 2017 and moved into her current role as a Registered Client Associate with Wells Fargo Advisors in 2023. Known for her attention to detail, reliability, and approachable nature, Vanessa is dedicated to building genuine relationships and helping clients feel confident in their financial decisions.

Each day Vanessa takes pride in getting to know clients on a personal level and creating meaningful connections. Whether solving a problem, answering questions, or simply being a steady, supportive presence, Vanessa is committed to putting clients first in every interaction.

Originally from Long Island, New York, Vanessa relocated to Pennsylvania in 2017 with her husband, Joshua. Outside of work, she enjoys spending time with family, playing board games, and visiting Ryerss Home for Aged Equine, a favorite local sanctuary for retired and rescued horses.

Credentials:
FINRA Series 7 & 66 Securities Registrations

Professional:
Wells Fargo Bank 2017–2023
Wells Fargo Advisors 2023–present

Senior Fiduciary Strategist, Managing Director
Northeast Division, Greater Philadelphia Market

David Lamberg is a senior fiduciary strategist, managing director with Wells Fargo Bank’s Wealth & Investment Management division located in Logan Square, Philadelphia office with more than 25 years of experience in financial services. David focuses on assisting clients in structuring and implementing wealth planning, and administering trust services to help fulfill clients’ lifetime, generational and philanthropic wealth goals.

Previous Experience:

• Merrill Lynch
• MetLife
• Joined Wells Fargo Bank in 2005

Education and Credentials:

• Bachelor’s Degree – Boston University
• Juris Doctor – Widener University School of Law (not currently practicing)
• Member of the Pennsylvania and New Jersey Bar Association

Personal Interests:

• Spending time with family
• Cheering for Philly sports teams

Senior Lead Wealth Management Banker
Executive Director
Northeast Division, Greater Pennsylvania Market
NMLSR ID: 773948

Jonathan Diamond is a senior lead wealth management banker with Wells Fargo Bank Wealth & Investment Management located in Wayne, PA office with more than 15 years of experience in financial services. As a senior lead wealth management banker, Jon delivers lending, cash management and deposit solutions, while also providing access to highly structured credit facilities. An integral part of the relationship team, he starts by understanding a client’s unique needs and overall financial goals, and then leverages the vast resources within Wells Fargo & Company to offer full balance sheet solutions that help achieve those goals.

Prior to his current role, Jonathan worked as a premier banker in the Wells Fargo Community Bank for 8 years, where he served affluent family relationships.

Jonathan earned a Bachelor of Arts in Marketing and Management from Bloomsburg University.

Jonathan resides in Glen Mills, Pennsylvania with his wife and two daughters.