• 10 Ways This Man and His Malvern Company Changed the Way Ordinary Americans Invest

    10 Ways This Man and His Malvern Company Changed the Way Ordinary Americans Invest

    A company founded at Valley Forge manages more than $12 trillion in assets, owns major stakes in nearly every major American corporation, and quietly helped reshape the way millions of people save for retirement. You may drive past its campus on Route 202 without giving it a second thought. That would be a mistake. Recently,…

  • Meridian Bank Supports Former Broadcast Journalist’s Successful Pivot Into Construction

    Meridian Bank Supports Former Broadcast Journalist’s Successful Pivot Into Construction

    After nearly two decades as an Emmy-winning Broadcast Journalist, Rosemary Connors made a bold and unexpected career shift: trading the newsroom for the construction industry. Today, as founder and owner of Rosette Specialty Trades, she is leading a rapidly growing business that is making its mark across the region. Connors’ transition was fueled by both…

  • WSFS Bank Survey Finds Mid-Atlantic Small Businesses Show Resilience as Cost Pressures, AI Reshape the Local Landscape

    WSFS Bank Survey Finds Mid-Atlantic Small Businesses Show Resilience as Cost Pressures, AI Reshape the Local Landscape

    Small businesses across the Greater Philadelphia region and Mid-Atlantic — from neighborhood retailers to local service providers — are demonstrating remarkable resilience in an economic environment defined by persistent cost pressures and ongoing uncertainty. Despite inflation, rising cost-of-living expenses, and tariff-related disruptions, the vast majority of business owners report that they are not just holding…

  • Aramark Bets on AI Infrastructure Boom With New Data Center Services Strategy

    Aramark Bets on AI Infrastructure Boom With New Data Center Services Strategy

    Aramark is expanding into the rapidly growing data center market with a new strategy centered on its Aramark Nexus platform, designed to support hyperscale AI infrastructure and campus operations, writes Emma Dooling for the Philadelphia Business Journal.  The Philadelphia-based facilities, food, and hospitality giant is betting on “human infrastructure” at a moment when billions of…

  • Montgomery County Leadership: Andrew Storti, Chief Investment Officer, Brumbaugh Wealth Management

    Montgomery County Leadership: Andrew Storti, Chief Investment Officer, Brumbaugh Wealth Management

    Andrew Storti, Chief Investment Officer of Brumbaugh Wealth Management, spoke with MONTCO Today about growing up in Phoenixville.  He recalled playing baseball in his local youth leagues and ice hockey for his small Catholic school and proudly working weekends and summers at his family’s restaurant. Wanting to continue his education in a similarly close-knit Catholic…

  • Citadel Wealth Management to Discuss Long-Term Care Planning During Upcoming Webinar

    Citadel Wealth Management to Discuss Long-Term Care Planning During Upcoming Webinar

    For many families, long-term care planning is one of those conversations that gets pushed off until it suddenly becomes urgent. But on Wednesday, June 10, Citadel Wealth Management is giving people an opportunity to approach it proactively instead of reactively. Citadel Wealth Management will host “Future Care: Building a Sustainable Long-Term Care Plan,” a virtual…

  • The Long Run: How Ultramarathon Discipline Shapes One Meridian Banker’s Approach to Everything

    The Long Run: How Ultramarathon Discipline Shapes One Meridian Banker’s Approach to Everything

    There’s a moment in every ultramarathon — somewhere past mile 60, when the trail is dark, and the finish line still feels impossibly far — where discipline becomes the only currency that matters. Michael Dectis knows that moment well. On April 24 and 25, the Meridian Bank Mortgage Loan Officer completed a 100-mile ultramarathon. Not…

  • Governor Shapiro at the PGA: Billions In, More Coming

    Governor Shapiro at the PGA: Billions In, More Coming

    While most eyes at Aronimink Golf Club were tracking scorecards, Governor Josh Shapiro was working the gallery with a different kind of pitch, writes Ryan Mulligan for The Philadelphia Business Journal. Shapiro, an Abington native, used his time at the PGA Championship in Delaware County as something of an impromptu economic press conference. He rattled…

  • Susquehanna International Group, Jeff Yass, and the Prediction Market Gold Rush

    Susquehanna International Group, Jeff Yass, and the Prediction Market Gold Rush

    Wall Street’s newest prediction markets gold rush is increasingly being shaped by Bala Cynwyd’s Susquehanna International Group. Founded by local billionaire Jeff Yass, Susquehanna International Group has quietly become one of the most influential players in the space. Prediction markets are platforms where users trade contracts tied to real-world outcomes, from elections and economic data…

  • Citadel Credit Union Celebrates First Philadelphia Branch with Community Block Party, Announces Second Location

    Citadel Credit Union Celebrates First Philadelphia Branch with Community Block Party, Announces Second Location

    Citadel Credit Union recently celebrated the opening of its first Philadelphia branch with a ribbon-cutting ceremony, followed by a community block party in Overbrook Park. Located at 7557 Haverford Avenue, the Overbrook Park branch marks Citadel’s 25th location and represents the credit union’s first physical branch within the City of Philadelphia. The ribbon cutting brought…

  • Longtime Banking Leader Kelley Cwiklinski Retires from C&N After Decades of Service

    Longtime Banking Leader Kelley Cwiklinski Retires from C&N After Decades of Service

    Kelley Cwiklinski, C&N’s Chief Commercial Lending Officer, will retire after a 41-year career that made a lasting impact on the company, its customers, and the communities it serves. Kelley Cwiklinski joined C&N on July 1, 2020, through the Covenant Bank merger as Senior Vice President, Director of Commercial Lending and was promoted to Executive Vice…

  • From ‘Best-Kept Secret’ to Bold New Identity: Trumark Credit Union Unveils Rebrand

    From ‘Best-Kept Secret’ to Bold New Identity: Trumark Credit Union Unveils Rebrand

    For years, TruMark Financial Credit Union had something many financial institutions strive for: deeply loyal members who valued the service they received. The challenge, according to CEO Kelly Botti, was that not enough people knew about it. That realization became the starting point for a rebrand effort that has been over three years in the…

  • How to Use Your Home Equity Wisely: Six Benefits of a HELOC

    How to Use Your Home Equity Wisely: Six Benefits of a HELOC

    If you own your home, you probably have access to more capital than you think, thanks to a little something called a home equity line of credit. A HELOC is not a home equity loan. Though the two may sound similar, and both allow you to borrow against the equity you’ve built up in your home,…

  • Meridian Bank Shares Top 3 Ways to Strengthen Financial Literacy

    Meridian Bank Shares Top 3 Ways to Strengthen Financial Literacy

    Financial literacy is one of the most important tools for building long-term financial stability and confidence. Understanding how to manage money, avoid fraud, and make informed decisions can have a lasting impact at every stage of life. Meridian Bank is committed to helping individuals and families stay informed and protected. Here are three practical ways…

  • Wealth Management Consultant Buys West Chester’s Meradia, Moving HQ to Borough 

    Wealth Management Consultant Buys West Chester’s Meradia, Moving HQ to Borough 

    West Chester-based Meradia was acquired by F2 Strategy, a portfolio company of Renovus Capital Partners in Wayne, and selected the borough as the headquarters for the combined company, writes Jeff Blumenthal for the Philadelphia Business Journal.  Following a relocation from Chicago, the new owner plans to expand the company’s local headcount. F2 already maintains several employees in the Philadelphia region, including Chief Financial Officer…

  • Conshohocken Data Center Fight Reignites with New Application

    Conshohocken Data Center Fight Reignites with New Application

    The debate over a proposed Conshohocken data center is heating up again, as a familiar project returns in Plymouth Township. Township officials confirmed a new application has been filed with the Zoning Hearing Board for a Conshohocken data center at the former Cleveland-Cliffs steel mill site. The property sits in a Heavy Industrial district, but…

  • Ambler’s Nextgres Scores Major Win with Comcast Accelerator Selection

    Ambler’s Nextgres Scores Major Win with Comcast Accelerator Selection

    Ambler startup Nextgres is stepping into the national spotlight after earning a coveted spot in Comcast NBCUniversal LIFT Labs Accelerator, writes Ryan Mulligan for The Philadelphia Business Journal. The company is one of just six startups chosen from more than 1,300 applicants, marking a notable win for Montgomery County’s growing tech presence.  Founded by industry…

  • Check Your Change: This 1982 Dime Could Be Worth $2,000

    Check Your Change: This 1982 Dime Could Be Worth $2,000

    A series of dimes bearing the face of Franklin Roosevelt but missing a mint mark released in 1982 by the U.S. Mint in Philadelphia could be worth thousands of dollars each, writes Robert Higgs for cleveland.com. These so-called No-P Dimes miss a small P that should have been shown to the right of the date. According to Jaime Hernandez, the price guide editor…