Joseph Beebe
Director/Board Member at UNIVEST FINANCIAL CORPORATION
Net worth: 189 670 $ as of 2024-03-30
Profile
Joseph P.
Beebe is currently the Lead Independent Director at Univest Financial Corp., a Managing Director at KBW LLC, and a Director at Univest Bank & Trust Co. He previously worked as a Managing Director & Head-Insurance at Keefe, Bruyette & Woods, Inc. Mr. Beebe obtained an undergraduate degree from Villanova University and an MBA from Lubin School of Business.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2024-02-08 | 9,110 ( 0.03% ) | 189 670 $ | 2024-03-30 |
Joseph Beebe active positions
Companies | Position | Start |
---|---|---|
UNIVEST FINANCIAL CORPORATION | Director/Board Member | 2021-07-31 |
KBW LLC
KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
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 private company is based in Souderton, PA. Jeffrey M. Schweitzer has been the CEO of the company since 2007. | Director/Board Member | 2021-07-31 |
Former positions of Joseph Beebe
Companies | Position | End |
---|---|---|
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Corporate Officer/Principal | - |
Training of Joseph Beebe
Villanova University | Undergraduate Degree |
Lubin School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
UNIVEST FINANCIAL CORPORATION | Finance |
Private companies | 3 |
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KBW LLC
KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | 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 private company is based in Souderton, PA. Jeffrey M. Schweitzer has been the CEO of the company since 2007. | Finance |
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