Banking & Finance
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Philadelphia’s Big Banks Subject of Two New Books That Look at Their Rise and Fall, and Survivor That Has Grown in Vacuum They Created
Philadelphia’s big banks — including Girard and Fidelity, Provident and PSFS, and PNB and First Pennsylvania — thrived for generations and financed factories, transportation, and trade in the region, writes Joseph N. DiStefano for The Philadelphia Inquirer. But all of them vanished in the merger craze of the 1980s and 1990s, with many employees losing…
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CCWMG’s Fred Hubler Shares Stock Market Expertise During Financial News Appearance
Fred Hubler Jr., the President and founder of Creative Capital Wealth Management Group in Chester Springs, was recently featured on a network to share his expertise on the stock market. Hubler noted on Ameritrade Network about the coming of a new regime of greater macro and market volatility. In addition to this appearance, he has…
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SEC Inaction on Ardmore Whistleblower’s Reports Begins to Mute Her Enthusiasm
Janice Shell, an Ardmore retiree, was a hunter. Her prey was not game; rather, it was fraudulent stock valuations that harm unwitting investors. John Holland’s Bloomberg story described her unusual calling — and its associated frustrations. Shell uses the fraud reporting program of the SEC’s Office of the Whistleblower. It’s a 2010 resource from President…
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WSFS CARES Foundation Provides Fourth-Quarter Grants to Local Community Organizations
The WSFS CARES Foundation, the charitable giving arm of WSFS Bank, has provided grants to two community organizations located in Delaware and New Jersey as part of its continuing series of philanthropic activities. The grants will support the following organizations: “For nearly 200 years, WSFS has been committed to providing vital support to our communities,”…
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Malvern Bank to Be Acquired By New Jersey-Based First Bank
First Bank and Malvern Bancorp, Inc., the parent company of Malvern Bank have announced that they have entered into a definitive merger agreement pursuant to which First Bank will acquire Malvern Bancorp, Inc. and Malvern Bank in a transaction valued at approximately $149.5 million. The merger has been unanimously approved by the boards of directors…
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2023 Montgomery County Budget Relies on Real Estate Tax Hike
Faced with a $18.6 million deficit, Montgomery County officials seek an eight percent real estate tax hike for their 2023 budget. Further, they look to raise funds to hire more employees, filling vacancies that have reached historically high levels. Emily Rizzo reported the numbers for WHYY. The proposed property tax increase, eight percent, would yield…
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Giving the Gift of Donations: A Guide to Maximize Year-End Charitable Giving and Tax Deductions
Six out of 10 American households are charitable, according to The Philanthropy Roundtable, and December is the month Americans make more charitable gifts than any other.* So how to make the most of your generosity? Here’s what to consider as giving season draws near. Check Your List Most people give to the same charities annually.…
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School Sleuths: Methacton School District Deepens STEM Courses with Donation from Ambler Savings Bank
Methacton School District students looking to launch a crime scene investigation career, à la television’s CSI and its many spinoffs, can now prep for it in a STEM-centric onsite forensic lab. The new educational asset was made possible in part by a donation from Ambler Savings Bank. The lab widens the roster of coursework the…
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Renowned Meridian Bank CEO Chris Annas Featured in Online Investment Guide
Meridian Bank CEO Chris Annas, who has been a prominent leader and positive force in Chester County for years, was recently featured in Capital Analytics: Invest Philadelphia magazine. The annual business guide covers metro areas through data, in-depth analysis, and interviews with local business and political leaders like Annas. Labeled in the article as a…
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Attested by Attendees, Malvern Bank’s Gainful Giving Seminar Solidifies Philanthropic Ways of Aiding Others
Earlier this month, Malvern Bank hosted Laura Fredricks, an international consultant, speaker, and best-selling author, for its “Gainful Giving: A Charitable Giving Seminar.” Attendees included nonprofits, donors, and clients who wanted to learn more about different philanthropic giving vehicles, and how these vehicles can be used to make charitable gifts that may help for family…
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Lower Providence Wells Fargo Shuts Doors on Feb. 22 Amid Rise in Digital Banking
As more customers go digital, brick-and-mortar banks are closing their doors across the country. This trend is no exception for Wells Fargo’s Lower Providence Branch at 2740 W. Ridge Pike. The location will close Feb. 22 at noon, writes Jeff Ward for WFMZ 69 News. Luckily, for customers who still want to get that…
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C&N Banked on Community Creativity for 2023 Calendar Images; Result Was an Artistic Windfall
The 2023 C&N Bank calendar, whose stunning monthly images were taken by amateur photographers in the communities it serves, is now available at branches throughout the region. Submitting and Judging The competition launches in the spring, giving local shutterbugs the opportunity to submit for judging their best shots. The 12 best would serve as the…
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Meridian Bank Appoints Christine Helmig to Board of Directors
Meridian Corporation has appointed Christine M. Helmig, CPA, to an open position on the Board of Directors of Meridian Corporation and its principal subsidiary, Meridian Bank, effective immediately. “Ms. Helmig is a great addition to our Board of Directors,” said Chris Annas, Chairman. “Chrissy has been a long-standing friend of Meridian. Her experience and dedication…
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Bryn Mawr Trust Exec Explains How to Maximize Your Generosity, What to Consider as Giving Season Arrives
Six out of 10 American households are charitable, according to The Philanthropy Roundtable, and December is the month Americans make more charitable gifts than any other. Elizabeth B. Wagner, the Director of Institutional Wealth Management at Bryn Mawr Trust, a WSFS company, explains how to make the most of your generosity and what to consider as…
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Montgomery County Leadership: Denise Lindsay, Executive Vice President and Chief Financial Officer, Meridian Bank
Denise Lindsay, Executive Vice President and Chief Financial Officer at Meridian Bank, spoke with MONTCO Today about growing up in Carmel, N.Y., her love of sports, and her close-knit Italian family that gathered for Sunday dinner every week. Lindsay also discussed her first job at a bank as a teenager and how Villanova University’s internship…
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Firstrust Evaluators of Credit Risk Undertake Risky Venture for Charity: Climbing Mount Kilimanjaro
Post-Thanksgiving, Firstrust Bank professionals are getting back to work after a long weekend. Two, however, are still away from their desks. And they’re about to get farther, as they depart today for a fundraising trek up Mount Kilimanjaro in Tanzania, Africa. The intrepid adventurers are Michael Dinda, executive vice president and commercial banking division manager,…
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Wealth Management Exec at WSFS Bank Subsidiary Offers Tips to Ensure You Have a Solid Plan for Financial Success
Even the most ardent savers question whether they are doing enough to achieve financial success. Regardless of where you are on the spectrum of planning and saving for your financial future, now is a great time to focus on your finances. According to Garrett Spangler, the Director of Wealth Planning at West Capital Management, a…
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Thankful for Teachers? Nominate a Local Teacher for the Citadel Heart of Learning Award
Now through Jan. 15, Citadel Credit Union is accepting nominations for its prestigious teaching excellence award, the Citadel Heart of Learning Award. If you know a teacher who goes above and beyond the call of duty and truly makes a difference in the lives of students, please submit a nomination. Nominate a few ways: Citadel Credit…
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