Joseph D. Blair
Director/Board Member at Financial House, Inc.
Profile
Joseph D.
Blair is currently a Director & Senior Advisor at Financial House, Inc. and a Senior Vice President at Univest Bank & Trust Co. He previously worked as an Executive Director at Univest Foundation, Director at The Academy of Vocal Arts, President-MWM Division & Executive Vice President at Harleysville National Corp., and Executive Vice President at Harleysville National Bank & Trust Co. Mr. Blair received his undergraduate and graduate degrees from Harvard University and an MBA from Stanford University.
Joseph D. Blair active positions
Companies | Position | Start |
---|---|---|
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 | - |
Financial House, Inc.
Financial House, Inc. Investment ManagersFinance Part of LPL Financial Holdings, Inc., Financial House, Inc. is a wealth management company that offers comprehensive services to individuals, families, and successful professionals. The company is based in Wilmington, DE. Financial House is valued for its diverse clientele in the Brandywine Valley and around the country. The company's planners are among the most knowledgeable and respected professionals in the industry. Financial House prioritizes its relationships with clients and measures its success based on their satisfaction. The company offers investment planning services and helps clients assess and secure the coverage they need. Financial House was acquired by LPL Financial LLC on December 05, 2022. | Director/Board Member | 01/02/2016 |
Former positions of Joseph D. Blair
Companies | Position | End |
---|---|---|
Harleysville National Corp.
Harleysville National Corp. Major BanksFinance Harleysville National Corp. is a bank holding company of Harleysville National Bank and Trust Company. The bank provides banking services, which include loans & deposits, investment management, and trust & investment advisory services to individual & corporate customers. The bank engages in the commercial banking and trust business, including accepting time & demand deposits, making secured & unsecured commercial & consumer loans, financing commercial transactions, making construction & mortgage loans, performing corporate pension, and personal investment & trust services. The company was incorporated on June 1, 1982 and is headquartered in Harleysville, PA. | Corporate Officer/Principal | 10/06/2013 |
Harleysville National Bank & Trust Co. | Corporate Officer/Principal | 10/06/2013 |
Univest Foundation
Univest Foundation Services to the Health IndustryHealth Services Univest Foundation supports individual donors and non-profits in the Greater Delaware Valley Region with gift planning needs. The company was founded in 2002 and is headquartered in Souderton, PA. | Director/Board Member | - |
The Academy of Vocal Arts
The Academy of Vocal Arts Miscellaneous Commercial ServicesCommercial Services The Academy of Vocal Arts (AVA) provides tuition-free vocal and opera training and financial support to singers who have potential for international stature, and to present them in professional performances that are accessible to a wide community. The company was founded in 1934 by Helen Corning Warden and is headquartered in Philadelphia, PA. | Director/Board Member | - |
Training of Joseph D. Blair
Harvard University | Graduate Degree |
Stanford University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
---|---|
Harleysville National Corp.
Harleysville National Corp. Major BanksFinance Harleysville National Corp. is a bank holding company of Harleysville National Bank and Trust Company. The bank provides banking services, which include loans & deposits, investment management, and trust & investment advisory services to individual & corporate customers. The bank engages in the commercial banking and trust business, including accepting time & demand deposits, making secured & unsecured commercial & consumer loans, financing commercial transactions, making construction & mortgage loans, performing corporate pension, and personal investment & trust services. The company was incorporated on June 1, 1982 and is headquartered in Harleysville, PA. | Finance |
Harleysville National Bank & Trust Co. | 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 |
Univest Foundation
Univest Foundation Services to the Health IndustryHealth Services Univest Foundation supports individual donors and non-profits in the Greater Delaware Valley Region with gift planning needs. The company was founded in 2002 and is headquartered in Souderton, PA. | Health Services |
The Academy of Vocal Arts
The Academy of Vocal Arts Miscellaneous Commercial ServicesCommercial Services The Academy of Vocal Arts (AVA) provides tuition-free vocal and opera training and financial support to singers who have potential for international stature, and to present them in professional performances that are accessible to a wide community. The company was founded in 1934 by Helen Corning Warden and is headquartered in Philadelphia, PA. | Commercial Services |
Financial House, Inc.
Financial House, Inc. Investment ManagersFinance Part of LPL Financial Holdings, Inc., Financial House, Inc. is a wealth management company that offers comprehensive services to individuals, families, and successful professionals. The company is based in Wilmington, DE. Financial House is valued for its diverse clientele in the Brandywine Valley and around the country. The company's planners are among the most knowledgeable and respected professionals in the industry. Financial House prioritizes its relationships with clients and measures its success based on their satisfaction. The company offers investment planning services and helps clients assess and secure the coverage they need. Financial House was acquired by LPL Financial LLC on December 05, 2022. | Finance |
- Stock Market
- Insiders
- Joseph D. Blair