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Univest Financial UVSP

US equityMarket cap rank #3153Banks - Regional
$40.89 −$0.48 (-1.16%)
Pre-market · Oct 8, 7:00 am ET · After hours $40.89 0.00%
Open$40.97
Prev close$41.37
Day range$40.74 – $41.15
Volume167.4K
Market cap$1.13B
P/E (TTM)11.8
Dividend yield2.18%
Founded1876
CEOMr. Jeffrey M. Schweitzer
Employees960
HeadquartersSouderton, United States of America
Websitewww.univest.net

Revenue per employee

$252.9K$284.7K$316.5K$348.3KDec '18Dec '21Dec '25

960 employees as of 2025/FY (+1.2% YoY). Revenue per employee is total revenue divided by headcount — a rough productivity gauge, not a per-worker pay figure.

Management team

Jeffrey M. Schweitzer President; Chief Executive Officer and Chairman of the Board of the Company and the Bank
Age 52 · Total comp. $2,097,674.00 · As of 12 Mar 2026

Jeffrey M. Schweitzer currently serves as Chair of the Board, President and Chief Executive Officer of the Corporation and Chair of the Board and Chief Executive Officer of the Bank. Mr. Schweitzer has over 25 years of experience in the financial services industry. Mr. Schweitzer served as the Corporation's Chief Financial Officer from 2007 until his promotion to President and Chief Operating Officer in 2013 and to Chief Executive Officer in 2014. He assumed the Chair position in 2024. As Chair, President and Chief Executive Officer, Mr. Schweitzer has extensive knowledge of our daily operations and management. Mr. Schweitzer serves on non-profit boards in the Corporation's market, providing Mr. Schweitzer the necessary knowledge of the local economy and needs of the community. Additionally, Mr. Schweitzer serves on the Board of Directors of the Pennsylvania Bankers Association. From 2019 to 2024, Mr. Schweitzer served as the Federal Reserve Bank of Philadelphia's representative on the Federal Advisory Council.

Michael S. Keim Senior Executive Vice President and Chief Operating Officer; President of the Bank
Age 58 · Total comp. $1,239,159.00 · As of 12 Mar 2026

Mr. Michael S. Keim, Senior Executive Vice President and Chief Operating Officer of the Corporation, President and Director of the Bank (Has been employed by the Corporation since 2008, most recently as Senior Executive Vice President and Chief Financial Officer of the Corporation and Bank, prior to his current position).

Brian J. Richardson Principal Accounting Officer; Senior Executive Vice President and Chief Financial Officer of the Company and the Bank
Age 43 · Total comp. $929,009.00 · As of 12 Mar 2026

Brian J. Richardson, Senior Executive Vice President and Chief Financial Officer of the Corporation and the Bank (Has been employed by the Corporation since 2016, most recently as Director of Finance prior to his current position).

Megan Duryea Santana Senior Executive Vice President, General Counsel and Chief Risk Officer of the Corporation and the Bank
Age 50 · Total comp. $802,621.00 · As of 12 Mar 2026

Megan D. Santana, Senior Executive Vice President, General Counsel and Chief Risk Officer of the Corporation and the Bank (Had been employed by the Corporation since 2016 as General Counsel prior to her current position).

Patrick C. McCormick Senior Executive Vice President and Chief Commercial Banking Officer of the Bank
Age 48 · Total comp. $760,106.00 · As of 12 Mar 2026

Mr. Patrick C. McCormick, Senior Executive Vice President and Chief Commercial Banking Officer of the Bank. (Has been employed by the Bank since 2022 as Executive Vice President and Chief Credit Officer prior to his current position. Prior to joining the Bank, he was Chief Credit Officer at WSFS Bank from 2015-2022).

Thomas M. Petro Independent Director
Age 67 · Total comp. $129,766.00 · As of 12 Mar 2026

Thomas M. Petro is currently Managing Partner of 1867 Capital Partners, a venture investor in early-stage life sciences, fintech and tech-enabled business services. Mr. Petro served as President and Chief Executive Officer of Fox Chase Bank from 2005 and Fox Chase Bancorp, Inc. (NASDAQ: FXCB) from its founding and initial public offering in 2006 until its acquisition by the Corporation in 2016. Mr. Petro was President and Chief Executive Officer of Northeast Pennsylvania Financial Corporation (NASDAQ: NEPF) from 2003 until its acquisition in 2005. He served as Chairman of the Board of BizEquity from 2017 until its acquisition by American City Business Journals in 2019 and of OrthogenRx, Inc. from 2016 until its acquisition by Avanos Medical, Inc. (NYSE: AVNS) in 2022. Mr. Petro also serves on the board of directors of Fintegra LLC and Derstine's Foodservice, Inc. and serves on the board of directors of USA Nordic Sport, the national leadership organization for the ski jumping Olympic program. He is a past-chairman of the Pennsylvania Bankers Association and former board member of the American Bankers Association. He is a National Association of Corporate Directors (NACD) Board Leadership Fellow and is NACD Directorship Certified.

Joseph P. Beebe Lead Independent Director
Age 67 · Total comp. $128,766.00 · As of 12 Mar 2026

Joseph P. Beebe currently serves as Lead Independent Director of the Board, a position he assumed in 2024. He retired in 2020 as Managing Director and Co-Head of the Insurance and Asset Management Investment Banking Group of Keefe, Bruyette & Woods, a Stifel Company. He previously held management positions at Fox-Pitt Kelton, Inc. and Midlantic Corporation. Mr. Beebe is currently a member of the President's Advisory Council as well as the Institute for Innovation and Entrepreneurship Advisory Council at Villanova University. Mr. Beebe previously served as an Advisory Board Member of Patriot Financial Partners LP. He also serves on a number of non-profit boards. Mr. Beebe holds a Bachelor of Arts Degree in Economics from Villanova University and an MBA with a concentration in Finance from Pace University.

Suzanne Keenan Independent Director
Age 61 · Total comp. $113,766.00 · As of 12 Mar 2026

Suzanne Keenan is a member of the Board of Trustees of North American Electric Reliability Corporation (NERC), where she holds the position of Chair (former chair of its Corporate Governance & Human Resources Committee and Technology & Security Committee), whose mission is to assure the effectiveness and the reliability and security of the electric grid. Ms. Keenan has experience as a member of several advisory and volunteer boards and was a founding board member of Women in Tech Leadership, a Philadelphia-based networking organization. Ms. Keenan previously held the position of Chief Information Officer and Senior Vice President of Wawa, Inc., where she led and executed on IT strategy, IT security and process improvement methodology. She also held leadership positions at Comcast Cable, which included oversight of Comcast University and the establishment of Comcast's first talent management program focused on increasing diversity, and at PECO Energy Company, which included leading customer service, operations and marketing through deregulation. Ms. Keenan holds a Bachelor of Science Degree in Nuclear Engineering from Penn State University and a Master's Degree in Health Physics from the University of Pittsburgh.

Dr. Charles H. Zimmerman, III Independent Director
Age 67 · Total comp. $111,266.00 · As of 12 Mar 2026

Charles H. Zimmerman currently serves as teaching pastor at Calvary Church in Souderton, a role he has held for over 30 years. Dr. Zimmerman served as Lead Director for the Clemens Family Corporation from 2004 to 2023. Dr. Zimmerman works with numerous family and private companies to develop advisory boards and move advisory boards to fiduciary boards. Dr. Zimmerman leads a network of CEO Peer Groups designed to connect owners and leaders in confidential, challenging collaboration.

Todd S. Benning Independent Director
Age 65 · Total comp. $104,516.00 · As of 12 Mar 2026

Todd S. Benning has over forty years of experience in public accounting and is a Principal of DunlapSLK, PC, a full-service certified public accounting firm located in Chalfont, Pennsylvania, where he serves in the firm's Accounting Services Department. Previously, Mr. Benning was a founding stockholder of Dunlap & Associates, PC, a certified public accounting and business consulting firm. Mr. Benning was formerly a Director of Fox Chase Bank and Fox Chase Bancorp, Inc. (NASDAQ: FXCB), positions he held from 2005 until their acquisition by the Corporation in 2016. He served on the Fox Chase Bancorp, Inc. Audit Committee, Finance Committee, Nominating and Governance Committee and Compensation Committee.

Natalye Paquin Independent Director
Age 65 · Total comp. $103,516.00 · As of 12 Mar 2026

Natalye Paquin has served as the Chief Operating Officer of The Rockefeller Foundation since 2022, overseeing the global organization's Operations, Finance, Human Resources, Information Technology, Legal and Connected Leaders teams as well as its operations at offices in the United States, Latin America, Italy, Asia and Africa. Ms. Paquin previously served as the President and Chief Executive Officer of Points of Light Foundation from 2017 to 2022, a global organization that supports non-profits, corporations, and individuals focused on volunteerism and social good. Ms. Paquin also currently serves on the Board of Directors for Bloomerang, which develops community-focused non-profit donor management software. Ms. Paquin spent more than 15 years of her career as a lawyer in the private and education sectors before joining the non-profit space as an executive. From 2006 to 2016, Ms. Paquin was an Independent Director of National Penn Bancshares, Inc. From 2010 to 2015, Ms. Paquin served as Chief Executive Officer of the Girl Scouts of Eastern Pennsylvania.

Michael L. Turner Independent Director
Age 69 · Total comp. $100,266.00 · As of 12 Mar 2026

Michael L. Turner has been a partner in the law firm of Marshall, Dennehey, Warner, Coleman & Goggin since 2007, is a past member of the firm's Board of Directors, and currently serves on the firm's Diversity, Equity and Inclusion Committee. Mr. Turner was a founder of Valley Green Bank and served on its board of directors from 2005 until its acquisition by the Corporation in 2015. Mr. Turner was a founder and member of the Philadelphia law firm of Kelly, Jasons, McGuire & Spinelli from 1989 to 2007, serving as managing partner for five years. Mr. Turner specializes in the preparation and trial of complex personal injury, product liability and criminal cases. Mr. Turner was an Assistant District Attorney for the City of Philadelphia from 1981 to 1986. Mr. Turner is a member of the Pennsylvania Bar.

Martin P. Connor Independent Director
Age 61 · Total comp. $96,016.00 · As of 12 Mar 2026

Martin P. Connor currently serves as a member of the Board of Directors for Essent Group Ltd., which offers private mortgage insurance, reinsurance, and title insurance and settlement services to serve the housing finance industry. Mr. Connor served as the Chief Financial Officer of Toll Brothers, Inc. (NYSE: TOL) from 2010 until his retirement in 2025. Prior to that, Mr. Connor was the CFO and Director of Operations for O'Neill Properties, a diversified commercial real estate development company in the Mid-Atlantic region. Prior to that position, Mr. Connor was an Audit and Advisory Business Services Partner for Ernst & Young. Mr. Connor is a two-time recipient of the Homebuilder CFO of the Year award from Institutional Investor Magazine. Mr. Connor previously served on the Federal Reserve Bank of Philadelphia Economic and Community Advisory Council. Mr. Connor previously served as the Chairman of the Board of Trustees at Holy Ghost Preparatory School and was an executive board member at Business Leaders Organized for Catholic Schools. Mr. Connor holds a BBA in Accountancy from the University of Notre Dame and is a Certified Public Accountant.

Robert C. Wonderling Independent Director
Age 64 · Total comp. $96,016.00 · As of 12 Mar 2026

Robert C. Wonderling is currently the Lead Executive for Arena Strategic AI, LLC. Mr. Wonderling served as the Executive Director of the American Bible Society's Faith and Liberty Initiative, the museum operated by the American Bible Society on Independence Mall in Philadelphia, Pennsylvania from 2022 until 2025. Mr. Wonderling served as President and Chief Executive Officer of the Chamber of Commerce for Greater Philadelphia from 2009 to 2022, a business advocacy organization of member companies that promotes growth and economic development in the 11-county Greater Philadelphia region, leading the Chamber's Diversity, Equity and Inclusion initiatives. In recognition of his leadership, Mr. Wonderling was recognized in 2017 with the Anti-Defamation League's Americanism Award. From 2002 to 2009, Mr. Wonderling served in the Pennsylvania State Senate, where he served as Chairman of the Communications and Technology Committee and the Transportation Committee. He also served in the executive branch of state government administration as Deputy Secretary of Transportation. In 2025, Mr. Wonderling was nominated and confirmed to serve as a member of the Pennsylvania Council on Aging. Additionally, Mr. Wonderling serves on the boards of numerous businesses and non-profit organizations within the Philadelphia region. Mr. Wonderling previously served as Chairman of the Board of Trustees at Ursinus College. In addition to his public service, Mr. Wonderling worked for Lehigh Valley-based Air Products & Chemicals, Inc. He also served as an Executive Officer for Bentley Systems, Inc. (NASDAQ: BSY), a software company in Exton, Pennsylvania.

Anne Vazquez Independent Director
Age 45 · Total comp. $89,266.00 · As of 12 Mar 2026

Anne Vazquez was previously a General Partner at NewSpring Capital, LLC and NewSpring Mezzanine Capital. NewSpring Capital LLC partnered with high-performing companies in the lower middle market in dynamic industries to catalyze new growth and seize compelling opportunities. Ms. Vazquez served NewSpring Capital, LLC for over 17 years. During Ms. Vazquez's tenure, NewSpring Mezzanine Capital raised and invested over $1 billion in lower middle market companies. Ms. Vazquez served on the board of various NewSpring Capital portfolio companies. Ms. Vazquez was previously a Senior Analyst on the Financial Analysis Compliance Team for a private equity and global asset management firm. Ms. Vazquez also held various positions for KPMG, LLP, including Senior Associate in the Assurance Practice. Ms. Vazquez currently serves on the Board of Holy Child School at Rosemont. Ms. Vazquez previously served as the Chair of the Board and a Board of Trustees for Notre Dame Academy de Namur and the Association of Corporate Growth Philadelphia Chapter. Ms. Vazquez holds a Masters of Accounting Degree from Villanova University and a Bachelor's of Science Degree from the University of Rhode Island.

Domenick A. Cama Independent Director
Age 69 · Total comp. $87,599.00 · As of 12 Mar 2026

Domenick A. Cama serves on the boards of Catholic Charities of Brooklyn and Queens and the Cathedral Club of Brooklyn. Mr. Cama previously served as the President of the NYC Metro and New Jersey Market for Citizens Financial Group until his retirement in 2024. Prior to its acquisition by Citizens Financial Group in 2022, Mr. Cama served as the President and Chief Operating Officer of Investors Bancorp and Investors Bank (beginning in 2008) and a member of the Board of Directors of Investors Bancorp and Investors Bank (beginning in 2011). Mr. Cama also served as Investors Bank's Chief Financial Officer from 2003 to 2008. Mr. Cama holds a Bachelor's of Art Degree in Economics and a Master's Degree in Finance from Pace University.

From SEC filings, via Futu. Compensation is total reported pay for the most recent fiscal year on file, not base salary alone.

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