Company Description
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in the United States.
It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment offers a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations.
Its Wealth Management segment provides investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships.
The Insurance segment offers commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services.
The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019.
The company was founded in 1876 and is headquartered in Souderton, Pennsylvania.
| Country | United States |
| Founded | 1876 |
| IPO Date | Nov 3, 1989 |
| Industry | Banks - Regional |
| Sector | Financials |
| Employees | 979 |
| CEO | Jeffrey Schweitzer |
Contact Details
Address: 14 North Main Street Souderton, Pennsylvania 18964 United States | |
| Phone | 215 721 2400 |
| Website | univest.net |
Stock Details
| Ticker Symbol | UVSP |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0000102212 |
| CUSIP Number | 915271100 |
| ISIN Number | US9152711001 |
| Employer ID | 23-1886144 |
| SIC Code | 6022 |
Key Executives
| Name | Position |
|---|---|
| Jeffrey M. Schweitzer CPA | Chairman, President and Chief Executive Officer |
| Michael S. Keim CPA | Senior Executive Vice President and Chief Operating Officer |
| Megan Duryea Santana Esq. | Senior EVice President, Chief Risk Officer, General Counsel and Corporate Secretary |
| Patrick C. McCormick | Senior Executive Vice President and Chief Commercial Banking Officer of Univest Bank and Trust Co. |
| Nicole Heverly | Senior Vice President of Corporate Communications |
| M. Theresa Fosko | Executive Vice President and Chief Human Resources Officer |
| Karen Elizabeth Tejkl | Senior Vice President |
| Annette D. Szygiel | Chief Experience Officer and Executive Vice President |
| Craig Portner | Senior Vice President and Relationship Manager |
| Peter J. Miklos | Executive Vice President and Group Leader |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 14, 2024 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| Oct 29, 2024 | 10-Q | Quarterly Report |
| Oct 24, 2024 | 8-K | Current Report |
| Sep 18, 2024 | 144 | Filing |
| Sep 18, 2024 | 144 | Filing |
| Sep 17, 2024 | 144 | Filing |
| Sep 17, 2024 | 144 | Filing |
| Sep 5, 2024 | 144 | Filing |
| Sep 4, 2024 | 144 | Filing |
| Sep 4, 2024 | 144 | Filing |