Bill van Sant
Fortune : 174 201 $ au 31/07/2026
Fortune : 174 201 $ au 31/07/2026
William F.
van Sant is currently the Executive Director at Univest Foundation.
Previously, he worked as the Senior Vice President & Managing Director at Univest Investments, Inc. from 2005 to 2015.
He obtained his undergraduate degree from Ursinus College in 2001.
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
Citizens & Northern Corp.
Citizens & Northern Corp. Regional BanksFinance Operates as a bank holding company with interest in providing commercial banking services 0,04 % | 19/06/2026 | 6 861 ( 0,04 % ) | 174 201 $ | 31/07/2026 |
| Sociétés | Poste | Début |
|---|---|---|
Univest Foundation
Univest Foundation Services to the Health IndustryHealth Services Operates charitable organization to promote philanthropy and to provides financial support services | Directeur Général | - |
| Sociétés | Poste | Fin |
|---|---|---|
Univest Investments, Inc.
Univest Investments, Inc. Investment ManagersFinance Univest Investments determines asset allocation based on each client's income needs, risk tolerance and tax implications. Mutual funds and Unit Investment Trusts (UITs) are often used as core holdings to a well-balanced portfolio. Individual securities such as CDs, stocks and bonds are used to customize portfolios for individual investors. Fixed-income investments such as US Savings Bonds, GNMAs, CDs and corporate bonds are used to provide portfolios with income, stability and decreased risk. Stocks are held to generate long term capital gains and growth within a portfolio. Dividend paying stocks add an income element to a portfolio and are often used in conjunction with fixed-income securities to lower volatility and increase cash flow. Univest also offers fixed and variable annuities which provide the benefit of tax deferred accumulation of wealth. | Gestionnaire de Portefeuille-Actions | 31/12/2015 |
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Sociétés cotées
Entreprise privées
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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| Entreprise privées | 3 |
|---|---|
Univest Investments, Inc.
Univest Investments, Inc. Investment ManagersFinance Univest Investments determines asset allocation based on each client's income needs, risk tolerance and tax implications. Mutual funds and Unit Investment Trusts (UITs) are often used as core holdings to a well-balanced portfolio. Individual securities such as CDs, stocks and bonds are used to customize portfolios for individual investors. Fixed-income investments such as US Savings Bonds, GNMAs, CDs and corporate bonds are used to provide portfolios with income, stability and decreased risk. Stocks are held to generate long term capital gains and growth within a portfolio. Dividend paying stocks add an income element to a portfolio and are often used in conjunction with fixed-income securities to lower volatility and increase cash flow. Univest also offers fixed and variable annuities which provide the benefit of tax deferred accumulation of wealth. | Finance |
Ursinus College
Ursinus College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Univest Foundation
Univest Foundation Services to the Health IndustryHealth Services Operates charitable organization to promote philanthropy and to provides financial support services | Health Services |
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