Joseph Beebe
Director/Board Member chez UNIVEST FINANCIAL CORPORATION
Fortune : 189 670 $ au 31/03/2024
Profil
Joseph P.
Beebe is currently the Lead Independent Director at Univest Financial Corp., a Managing Director at KBW LLC, and a Director at Univest Bank & Trust Co. He previously worked as a Managing Director & Head-Insurance at Keefe, Bruyette & Woods, Inc. Mr. Beebe obtained an undergraduate degree from Villanova University and an MBA from Lubin School of Business.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 09/02/2024 | 9 110 ( 0,03% ) | 189 670 $ | 31/03/2024 |
Postes actifs de Joseph Beebe
| Sociétés | Poste | Début |
|---|---|---|
| UNIVEST FINANCIAL CORPORATION | Director/Board Member | 01/08/2021 |
KBW LLC
 KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Univest Bank & Trust Co.
 Univest Bank & Trust Co. Regional BanksFinance Part of Univest Financial Corp., Univest Bank & Trust Co. operates as a state chartered commercial bank. The private company is based in Souderton, PA. Jeffrey M. Schweitzer has been the CEO of the company since 2007. | Director/Board Member | 01/08/2021 |
Anciens postes connus de Joseph Beebe
| Sociétés | Poste | Fin |
|---|---|---|
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Corporate Officer/Principal | - |
Formation de Joseph Beebe
| Villanova University | Undergraduate Degree |
| Lubin School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| UNIVEST FINANCIAL CORPORATION | Finance |
| Entreprise privées | 3 |
|---|---|
KBW LLC
KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Finance |
Univest Bank & Trust Co.
Univest Bank & Trust Co. Regional BanksFinance Part of Univest Financial Corp., Univest Bank & Trust Co. operates as a state chartered commercial bank. The private company is based in Souderton, PA. Jeffrey M. Schweitzer has been the CEO of the company since 2007. | Finance |
