We are excited to welcome Kevin Leigh who joins as Senior Vice President of Private Banking. In this role, Kevin leads the Private Banking group which brings the comprehensive financial solutions provided by Univest together in a personalized approach to service, advice and execution. The team is committed to serving wealth creators and family businesses for whom a strategic, solutions-oriented mindset is relevant and valued. The Private Banking group serves as a dedicated concierge for clients across personal, business, and wealth needs while also providing insights and ideas on key topics such as family dynamics, estate planning, mergers and acquisitions, life events and liquidity creation.
Univest Private Banking clients are:
- Wealth creators and family businesses;
- Who desire a concierge approach to their personal and professional financial needs – across everything they own and owe including the people and organizations important to them – whether that be in personal, business, trust or foundation accounts or entities; and
- Have nexus to the Mid-Atlantic region
Univest Private Banking clients value:
- Advice and implementation
- Expertise to handle situations and scenarios ranging the full spectrum of complexity
- Efficient path to a decision and execution
- A corporate culture that is welcoming, solution-oriented and assumes positive intent
With a background in investment banking and capital markets, Kevin brings more than 25 years of experience addressing the complex wealth needs of private families and individuals across their entire balance sheet.
He attended The Wharton School, University of Pennsylvania Aresty Institute of Executive Education, completing coursework in mergers and acquisitions and client psychology, and Villanova University, completing coursework in organizational leadership, financial accounting, international studies, and economics. Kevin also holds a Certified Exit Planning Advisor® designation.
True to Univest’s core value of community and philanthropic spirit, Kevin is actively involved in the communities he serves. He is a Board Member of Kids Smiles, a Board Member for the Austelle Foundation, and on the Advisory Board of the Social Innovation Institute. He is also a member of the Philadelphia Estate Planning Council, Philadelphia Chapter of Association for Corporate Growth, The Union League of Philadelphia, and Tocqueville Society of the United Way of Greater Lehigh Valley. He actively supports community organizations including the Alliance of Women Entrepreneurs, YMCA Camp Tockwogh, Lehigh Valley Charter High School for the Arts, and the Bradbury Sullivan Community Center in Allentown.
Investment advisory services are offered through Girard Advisory Services, LLC. Securities and insurance products are offered through Girard Investment Services, LLC., member FINRA and SIPC. Trust services are offered through Univest Bank and Trust Co. These affiliated companies are licensed subsidiaries of Univest Financial Corporation. Products and services offered are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of any principal amount invested.
Univest Bank and Trust Co is Member FDIC, Equal Housing, Opportunity and SBA Preferred Lender.