Banking & Finance
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Jill L. Duncan Joins United Way of Greater Philadelphia and Southern New Jersey as Controller
United Way of Greater Philadelphia and Southern New Jersey (UWGPSNJ) has named Jill L. Duncan controller, overseeing all day-to-day financial operations and lead United Way’s finance team. She joined the leadership team officially in July. Duncan brings 20 years of nonprofit expertise. “Joining United Way’s team was a natural step for me and allows me…
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Philadelphia Magazine: Royersford Financial Specialist Balances Work, Fitness Instruction
Royersford’s Kailin Vollmuth balances her job at Oaks-based SEI Investments with working as a spin instructor at StRIDE Spin and Fitness Studio in Phoenixville, writes Laura Brzyski for the Philadelphia Magazine. The 26-year-old financial specialist has been active and into sports since childhood. This made her realize all the benefits of actively working towards staying…
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Two Local School Districts Likely Owe Millions to Bankers Over Market Hedging Attempt
An attempt to hedge the market backfired on two local school districts, which will most likely have to pay millions of dollars to Wall Street bankers next summer, writes Joseph N. DiStefano for The Philadelphia Inquirer. Last year, Upper Merion and Colonial districts took the advice of Public Financial Management advisers and purchased so-called interest-rate…
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Seven Ways for Business Owners to Stay Ahead of the Curve
By John Duerksen, Executive Vice President, Commercial Banking, Univest Bank and Trust Co. Early in my banking career, I met with a business owner who expressed interest in moving his company’s banking relationship to Univest. Business revenue was in steady decline and several key employees had left over the years, both of which were due…
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Brian Westbrook shares lessons that helped him become venture capitalist at Conshohocken’s Seventy Six Capital
During the keynote address at the Philadelphia Alliance for Capital and Technologies’ annual capital conference, Brian Westbrook took the opportunity to share the lessons that helped him go from NFL star to venture capitalist at Conshohocken’s Seventy Six Capital, writes Michelle Caffrey for the Philadelphia Business Journal. The former Eagles running back emphasized the importance…
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After Phillies, Ryan Howard keeps busy with Conshohocken-based SeventySix Capital
After retiring from Philadelphia Phillies three years ago, Ryan “The Big Piece” Howard has been keeping busy with several new endeavors, including Conshohocken-based SeventySix Capital, writes Lindsay Berra for the Philadelphia Business Journal. The new ESPN baseball analyst joined the venture capital fund as a partner in 2017. Since then, he has become involved in…
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Fort Washington-based Trumark Financial Credit Union opens 24th branch
Fort Washington-based TruMark Financial Credit Union increased its presence in Chester County by opening a new branch on Morehall Road in East Whiteland. The East Whiteland branch is the credit union’s 24th overall branch, and fifth in Chester County. “We are proud to debut this new branch in Chester County and remain committed to providing…
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Blackstone Group co-founder, Abington native explains ‘What It Takes’ to be successful In new book
Huntingdon Valley native Stephen Allen Schwarzman, chairman and co-founder of Blackstone Group, has published a new book called What It Takes, writes Amanda Gordon of Bloomberg for Yahoo!Finance. The book focuses primarily on the time he spent building and expanding Blackstone. Its success has turned him into a billionaire over the years. He also talks…
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American Heritage Credit Union celebrates grand opening of its new Horsham branch
With a flurry of meet-and-greets with the public and local dignitaries, American Heritage Credit Union (“American Heritage”) celebrated the grand re-opening of its newly renovated Horsham Branch on Thursday, September 5, 2019. The facility is located at 339 Maple Avenue, Horsham, Pennsylvania. The grand opening also featured tours before the ribbon cutting ceremony. American Heritage…
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Malvern Bank makes a difference, donates school supplies to local children in need
Malvern Bank, National Association has donated a substantial amount of school supplies to the Domestic Violence Center of Chester County (DVCCC) as the culmination of its Back to School Drive. The DVCCC is a charitable organization that supports the community by providing housing, counseling, and assistance with life skills to women (and their children) who…
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Pennsylvania Among Top Ten States With Highest Credit Card Debt
Pennsylvania is in the top ten states with the highest credit card debt in the nation, according to a recently published study by WalletHub. Americans started the year owing more than $1 trillion in credit card debt. While the first quarter of the year seemed promising, with consumers repaying around $38.2 billion, the second quarter…
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Whitemarsh’s Firstrust Bank’s Chairman and CEO working hard to preserve family legacy
Richard Green, chairman and CEO of Whitemarsh-based Firstrust Bank, is working hard to preserve the family legacy started by his immigrant father, writes Michael Bradley for the Main Line Today. Samuel A. Green, originally Zoldag, arrived in Philadelphia from Hungary in 1905 with seven dollars in his pocket. He began his career as a salesman,…
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Univest Financial one of 15 Montco-based companies among region’s fastest-growing
Univest Financial Corporation is one of 15 companies based in Montgomery County that have qualified for the Philadelphia Business Journal’s Soaring 76 list of the fastest-growing companies in the region. To compile the list, the Philadelphia Business Journal first asked for nominations of companies that generated at least $750,000 in revenue in 2016 and at…
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Building a financial plan for a child with special needs
By Alex Magid, Esquire, Vice President and Trust Officer at Univest Bank and Trust Co. For parents of children with special needs, creating a sound, long-term financial plan is not only critical, but often complex. The basic idea behind planning for a child with special needs is to design a way to provide for your…
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Phoenixville Federal Bank’s lending footprint visible throughout the region
With 110 years of combined lending experience, Phoenixville Federal Bank & Trust’s commercial lending team has played a key role in the revitalization of Phoenixville, while also funding significant business expansion in surrounding areas. Since 1912, Phoenixville Federal Bank & Trust has remained an integral part of the communities it serves, and has offices in…
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Get organized! A checklist for Human Resources
By Kris Morrell, Univest HR Consulting It’s easy for HR professionals to get caught up in managing the day-to-day action items and overlook some of the routine maintenance necessary. Over time, policies and processes get “dusty” as regulations change, staff turns over and technology is updated. Consider tackling this list once a year to get…
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Why choose a PIDA loan for your business?
By Leslie Rylke There are so many different ways to use a loan from the PA Industrial Development Authority or PIDA. PIDA is not a substitute for conventional bank lending but works in conjunction with banks or other lenders to provide as much as 50 percent of the project cost to a maximum of $2,000,000.…
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Tompkins Vist Bank looking to increase business development
Tompkins VIST Bank announced that it has made staff changes in the TriCounty area to enhance coverage in the market and increase business development. [uam_ad id=”54865″] Lisa Lightcap, of Pottstown, has joined the bank as the vice president of Commercial Banking and Relationship Manager serving the TriCounty area. Lightcap is responsible for providing conventional and…
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