Univest News

Welcome Marc Balcer, CFA®

Get to know Marc:

Name: Marc Balcer
Current title: Senior Vice President and Director, Investment Strategy, Girard, a Univest Wealth Division

What is your specialty or area of focus?
As Director of Investment Strategy, I partner with advisors to help clients and prospects understand the appropriate investment tools and strategies to help achieve their financial goals and live their values. I do this by meeting clients where they are and listening deeply.

Tell us about your professional experience.
I have more than 15 years of experience in the financial services industry. Previously, I was co-founder and portfolio manager at Bluefin Investment Management, a long-short equity hedge fund and have served as an analyst at Redstone Investment Management and Miller, Anderson and Sherrard, LLP. Most recently, I coached and taught Social-Emotional Learning at The Shipley School.

I received a bachelor’s degree in economics and growth and structure of cities from Haverford College and a master’s degree in nonprofit leadership from the University of Pennsylvania. I earned the CFA Charterholder designation in 2000.

Are you actively involved in your community?
I have served as a member of the Board of Trustees at The Woodlynde School, a K-12 college prep school for students with learning differences and continue to serve on their external relations and audit committees. I also serve as a mentor for both CFA of Philadelphia’s Inve$t in Her Future and Clarifi’s financial counseling programs.

What do you like to do outside of work?
I enjoy spending time with my wife, Ellie, and our children. I am a huge fan of stand-up comedy. I also enjoy teaching mindfulness and meditation with a particular focus on men, middle age and the workplace.

Do you have a favorite quote or motto that you live by?
“Be kind, for everyone you meet is fighting a great battle.”

Personal details – spouse, children, area of residence?
I live in Wayne, PA with my wife and children.

 

Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA and SIPC, and a licensed insurance agency, and (4) investment management and related products and services for Pennsylvania municipal entities through Girard Pension Services, LLC. Investment products and services are not FDIC insured, not a bank deposit, not bank guaranteed, not insured by any federal government agency and are subject to risks, including possible loss of any principal amount invested.