Upper Perkiomen Valley News


Date ArticleType
12/6/2017 Member News
Timothy Chubb Appointed as Chief Investment Officer of Univest Wealth Management

Timothy Chubb Appointed as Chief Investment Officer of Univest Wealth Management

Chubb, Tim

SOUDERTON, Pa., December 6, 2017 – Univest Corporation of Pennsylvania (Nasdaq: UVSP), parent company of Univest Bank and Trust Co. and its insurance, investment and equipment finance subsidiaries, recently announced that Timothy Chubb was appointed as the Chief Investment Officer (CIO) of Univest Wealth Management*. Chubb will oversee the investment process across all lines of business within Univest Wealth Management, while promoting the Univest Wealth Management brand.
“We’re excited for Tim to take on his new role as CIO,” said Kevin Norris, president of Univest Wealth Management. “His analytical and strategic skillset will allow him to excel in this role and oversee the $3.5 billion in assets under management and supervision. Tim’s energy and passion for investing will propel the division forward and further support Univest’s mission.”
Chubb began his career with Univest in 2014 following the acquisition of Girard Partners, Ltd., where he served as a wealth advisor. He has served as an integral part of the Investment Committee which he will now lead as it develops investment policies for the division.
“I’m eager to take on new challenges at Univest as the landscape of our industry evolves quickly,” said Chubb. “I’ve always been committed to helping clients explore a better way to achieving their financial goals. That starts and ends with a continuous education on the financial markets, economy and how that impacts their long term aspirations. In this new role, I look forward to providing this thought leadership for Univest and translating that into effective investment strategies for our valued clients. This is an exciting new chapter in my career, and I look forward to having a hand in building upon the success of the firm.”
Chubb previously worked at SEI Investments and Diversified Financial Group, LLC. He is a member of the CFA Institute and CFA Society of Philadelphia. He earned his Bachelor of Science in finance from West Chester University.
About Univest Corporation of Pennsylvania
Univest Corporation of Pennsylvania (UVSP) (“Univest”), including its wholly-owned subsidiary, Univest Bank and Trust Co. (“Univest Bank”), Member FDIC, has approximately $4.4 billion in assets and $3.5 billion in assets under management and supervision through the Univest Wealth Management lines of business as of September 30, 2017. Headquartered in Souderton, Pa. and founded in 1876, Univest and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. These services are delivered through a network of more than 50 offices in southeastern Pennsylvania extending to the Lehigh Valley and Lancaster, as well as in New Jersey and Maryland and online at www.univest.net.
*Univest uses the marketing name Univest Wealth Management to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank, (2) specific fiduciary and investment advisory services through Girard Partners, Ltd., (3) securities products, insurance products and brokerage services through Univest Investments, Inc., a registered broker-dealer and member of FINRA and SIPC, and (4) investment management and related products and services to Pennsylvania municipal entities through TCG Advisory, Inc. Investment products and services are not FDIC insured, and are not a deposit of Univest Bank or bank guaranteed, and are subject to risks, including possible loss of any principal amount invested.