Univest Financial Corporation (UVSP)
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 Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides 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.
The Wealth Management segment offers 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 provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services.
It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices.
The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.
| Country | United States |
| Founded | 1876 |
| IPO Date | Nov 3, 1989 |
| Industry | Banks |
| Sector | Financials |
| Employees | 920 |
| 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 | US Dollars |
| CIK Code | 0000102212 |
| CUSIP Number | 915271100 |
| ISIN Number | US9152711001 |
| Employer ID | 23-1886144 |
| SIC Code | 6022 |
Key Executives
| Name | Position |
|---|---|
| Jeffrey M. Schweitzer CPA | President, Chief Executive Officer and Director |
| Brian J. Richardson | Senior Executive Vice President and Chief Financial Officer |
| Michael S. Keim CPA | Senior Executive Vice President and Chief Operating Officer |
| Megan Duryea Santana Esq. | Senior Executive Vice President, Chief Risk Officer, General Counsel and Corporate Secretary |
| Eric W. Conner | Senior Executive Vice President and Chief Information Officer |
| Nicole Heverly | Senior Vice President of Corporate Communications |
| M. Theresa Fosko | Executive Vice President and Chief Human Resources Officer |
| George D. Terry | Executive Vice President |
| Karen Elizabeth Tejkl | Senior Vice President |
| John W. Duerksen | Executive Vice President of Corporate Banking - Montgomery County |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Aug 5, 2022 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| Aug 2, 2022 | 10-Q | Quarterly Report |
| Aug 1, 2022 | 8-K | Current Report |
| Jul 28, 2022 | 8-K | Current Report |
| May 17, 2022 | 8-K | Current Report |
| May 5, 2022 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| May 3, 2022 | S-3D | Filing |
| May 3, 2022 | 10-Q | Quarterly Report |
| May 2, 2022 | 8-K | Current Report |
| Apr 27, 2022 | 8-K | Current Report |