Kevin is a Senior Vice President at Univest Financial Corporation where he leads the Private Bank. Univest Private Bank serves as a dedicated concierge for creators, owners and families across banking, investments and insurance needs while also providing insights and ideas on key topics such as family dynamics, estate planning, mergers and acquisitions, life events and liquidity creation. 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 completed the Certified Exit Planning Advisor® program through the Exit Planning Institute. 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 and a Board Member for the Austelle Foundation. 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, Wildlands Conservancy, and the Bradbury Sullivan Community Center in Allentown.