公司概覽
業務類別 Banks - Regional
業務概覽 Univest Financial Corp is engaged in domestic banking services for individuals, businesses, municipalities and non-profit organizations. The bank has three operating segments; Banking segment provides financial services including a full range of banking services such as deposit taking, loan origination, and servicing, mortgage banking, other general banking services, and equipment lease financing, Wealth Management segment offers investment advisory, financial planning, trust and brokerage services, and The Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefits solutions, personal insurance lines and human resources consulting. It generates majority of its revenue from the banking segment.
公司地址 14 North Main Street, Souderton, PA, USA, 18964
電話號碼 +1 215 721-2400
傳真號碼 +1 267 382-2738
公司網頁 https://www.univest.net
員工數量 960
 
公司高管 / 董事會成員
公司高管
高管 職務 年薪 更新日期
Mr. Jeffrey M. Schweitzer President; Chief Executive Officer and Chairman of the Board of the Company and the Bank -- 23/02/2026
Mr. Michael S. Keim Senior Executive Vice President and Chief Operating Officer; President of the Bank -- 23/02/2026
Ms. Eleni S. Monios Executive Vice President and Chief Credit Officer of the Bank -- 23/02/2026
Ms. Megan Duryea Santana Senior Executive Vice President, General Counsel and Chief Risk Officer of the Corporation and the Bank -- 23/02/2026
Mr. Patrick C. McCormick Senior Executive Vice President and Chief Commercial Banking Officer of the Bank -- 23/02/2026
Mr. Brian J. Richardson Principal Accounting Officer; Senior Executive Vice President and Chief Financial Officer of the Company and the Bank -- 23/02/2026
 
董事會成員
董事會 職務 更新日期
Mr. Jeffrey M. Schweitzer President; Chief Executive Officer and Chairman of the Board of the Company and the Bank 23/02/2026
Ms. Natalye Paquin Independent Director 23/02/2026
Mr. Domenick A. Cama Independent Director 23/02/2026
Mr. Thomas M. Petro Independent Director 23/02/2026
Mr. Todd S. Benning Independent Director 23/02/2026
Mr. Martin P. Connor Independent Director 23/02/2026
Mr. Michael L. Turner Independent Director 23/02/2026
Dr. Charles H. Zimmerman, III Independent Director 23/02/2026
Mr. Robert C. Wonderling Independent Director 23/02/2026
Ms. Suzanne Keenan Independent Director 23/02/2026
Mr. Joseph P. Beebe Lead Independent Director 23/02/2026
Ms. Anne Vazquez Independent Director 23/02/2026
 
所屬ETF (更新日期: 07/03/2026 03:40)
代號 名稱 佔比% 持有日期
AVUVAvantis US Small Cap Value ETF2.21%28/02/2026
IWNiShares Russell 2000 Value ETF0.88%28/02/2026
DFATDimensional US Targeted Value ETF0.67%27/02/2026
SCHASchwab US Small-Cap ETF™0.50%28/02/2026
VTWOVanguard Russell 2000 ETF0.48%31/01/2026
DFSVDimensional US Small Cap Value ETF0.48%27/02/2026
BSVOEA Bridgeway Omni Small-Cap Value ETF0.46%27/02/2026
KREState Street® SPDR® S&PRgnllBkgETF0.44%27/02/2026
DFASDimensional US Small Cap ETF0.31%27/02/2026
IWCiShares Micro-Cap ETF0.27%28/02/2026
DFACDimensional US Core Equity 2 ETF0.25%27/02/2026
FSMDFidelity Small-Mid Multifactor ETF0.23%27/02/2026
AVSCAvantis US Small Cap Equity ETF0.23%28/02/2026
VFHVanguard Financials ETF0.17%31/01/2026
ITOTiShares Core S&P Total US Stock Mkt ETF0.14%28/02/2026
PSCPrincipal US Small Cap ETF0.12%28/02/2026
DESWisdomTree US SmallCap Dividend ETF0.12%27/02/2026
SEISSEI Select Small Cap ETF0.11%27/02/2026
DFUVDimensional US Marketwide Value ETF0.08%27/02/2026
VFMFVanguard US Multifactor ETF0.08%31/12/2025
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