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Tim Chubb

Tim Chubb has been named chief investment officer of Souderton, Pa.-based Univest Wealth Management, a $900-million-AUM registered investment advisor.

Chubb began his career with Univest in 2014, following its acquisition of King-of-Prussia, Pa.-based Girard Partners Ltd., where he'd served as a financial advisor.

Founded in 1876, Univest Corp. of Pennsylvania, including its wholly-owned subsidiary, Univest Bank and Trust Co., has approximately $4.4 billion in assets and $3.5 billion in assets under management and supervision through the Univest Wealth Management lines of business as of Sept. 30.

“We’re excited for Tim to take on his new role as CIO,” said Kevin Norris, president of Univest Wealth Management, in a statement. “His analytical and strategic skill set will allow him to excel in this role and oversee the $3.5 billion in assets under management and supervision. Tim’s energy and passion for investing will propel the division forward and further support Univest’s mission.”

Previously, Chubb worked at SEI Investments in Oaks, Pa. and Diversified Financial Group LLC in West Chester, Pa. He is a member of the CFA Institute and CFA Society of Philadelphia and earned his BS in finance from West Chester University.



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