Kevin Brian Norris
Corporate Officer/Principal chez Univest Bank & Trust Co.
Profil
Kevin Brian Norris is currently the President of Wealth Management at Univest Bank & Trust Co. Prior to this, he was the President of Girard Advisory Services LLC from 1996 to 2020.
He also held the position of Vice President at Fairfield Group, Inc. and Black Rock Capital Corp.
Additionally, he was a Principal at Beneficial Bank.
Mr. Norris obtained his undergraduate degree from LaSalle University.
Postes actifs de Kevin Brian Norris
| Sociétés | Poste | Début |
|---|---|---|
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 company is based in Souderton, PA. Jeffrey M. Schweitzer has been the CEO of the company since 2007. | Corporate Officer/Principal | - |
Anciens postes connus de Kevin Brian Norris
| Sociétés | Poste | Fin |
|---|---|---|
Girard Advisory Services LLC
 Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | President | 01/04/2020 |
Black Rock Capital Corp.
 Black Rock Capital Corp. Finance/Rental/LeasingFinance Part of Red Mountain Resources, Inc., Black Rock Capital Corp. provides commercial equipment financing services. The company is based in Bridgeport, CT. Black Rock Capital was acquired by Red Mountain Resources, Inc. on June 22, 2011 for $33.48 million. | Corporate Officer/Principal | 31/12/1995 |
Beneficial Bank
 Beneficial Bank Savings BanksFinance Beneficial Bank provides banking services. Its services include personal banking, mortgages and loans, wealth management, business services and insurance services. The company was founded in 1853 and is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - |
Fairfield Group, Inc.
 Fairfield Group, Inc. Investment Banks/BrokersFinance Part of Franklin Resources, Inc., Fairfield Group, Inc. is a financial services concern. The company is based in Horsham, PA. Fairfield Group was acquired by Legg Mason, Inc., part of Franklin Resources, Inc. from August 03, 2020 on April 21, 1993. | Gestionnaire de Portefeuille-Actions | - |
Formation de Kevin Brian Norris
| LaSalle University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Girard Advisory Services LLC
Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |
Fairfield Group, Inc.
Fairfield Group, Inc. Investment Banks/BrokersFinance Part of Franklin Resources, Inc., Fairfield Group, Inc. is a financial services concern. The company is based in Horsham, PA. Fairfield Group was acquired by Legg Mason, Inc., part of Franklin Resources, Inc. from August 03, 2020 on April 21, 1993. | Finance |
Beneficial Bank
Beneficial Bank Savings BanksFinance Beneficial Bank provides banking services. Its services include personal banking, mortgages and loans, wealth management, business services and insurance services. The company was founded in 1853 and is headquartered in Philadelphia, PA. | Finance |
Black Rock Capital Corp.
Black Rock Capital Corp. Finance/Rental/LeasingFinance Part of Red Mountain Resources, Inc., Black Rock Capital Corp. provides commercial equipment financing services. The company is based in Bridgeport, CT. Black Rock Capital was acquired by Red Mountain Resources, Inc. on June 22, 2011 for $33.48 million. | 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 company is based in Souderton, PA. Jeffrey M. Schweitzer has been the CEO of the company since 2007. | Finance |
