Experienced Advisors
Trust Administrators
Darlene E. Grafton, CTFA
Vice President and Senior Trust OfficerWealth Management & Trust Group
graftond@univest.net
215-721-2584
Darlene Grafton, a Vice President and Senior Trust Officer in Univest’s Wealth Management & Trust Group, has been with Univest for nearly 30 years and is responsible for trust and estate administration. She graduated with honors from the Central Atlantic School of Trust at Bucknell University and recently completed the ABA National Graduate Trust School at Northwestern University. Darlene has obtained her series 7 license and the Certified Trust Financial Advisor designation. She is a Board Member of Habitat for Humanity, Montgomery County, serving on their Family Selection Committee. She is also a member of the School Board at Grace Christian School.
John C. Kazary, Esquire, CTFA
Vice President and Senior Financial AdvisorWealth Management & Trust Group
kazaryj@univest.net
215-799-2959
John Kazary brings 27 years of experience as a licensed Pennsylvania attorney and business owner to his position of vice president and senior financial advisor in Univest’s Wealth Management & Trust Group. He is responsible for trust business development in the Bucks County region. John earned his Juris Doctorate degree at Ohio Northern University School of Law and his BA at Bucknell University. In addition to his law license John also holds NASD licenses 6 and 63. John has 16 years of manufacturing experience and was an owner and President of Cotner Manufacturing Company. He is a member of the Bucks County Bar Association, Bucks County Estate Planning Council and the Central Bucks Chamber of Commerce. John, an alumnus of the Rhode Island School of Music, is a past president of the Doylestown Art League and is an active member of the Bucks County arts community.
Michael A. Kerns
Trust OfficerWealth Management & Trust Group
kernsm@univest.net
215-721-2444
Michael, a trust officer in Univest’s Wealth Management & Trust Group, has been with Univest since 1996. He handles trust/estate administration. Michael is a graduate of Messiah College with a Bachelor of Science degree in marketing. He also has completed the Central Atlantic School of Trust/Relationship Management. Michael is an active member of the Art’s/Worship Team at the Calvary Church in Souderton.
Timothy E. Mininger, CSA
Vice President and Senior Financial AdvisorWealth Management & Trust Group
miningert@univest.net
215-721-2423
Tim, a vice president and senior financial advisor in Univest’s Wealth Management & Trust Group, has over 30 years of experience in the financial services industry, where he served the financial needs of seniors, including investment services, insurance services, and estate planning. Tim holds the designation of Certified Senior Advisor. He is a graduate of Goshen College in Indiana and is a graduate of the National Graduate Trust School at Northwestern University. He has obtained his insurance and securities licenses. Tim is a member of the Indian Valley Public Library’s Capital Development Committee and sits on the Board of Directors of Souderton Mennonite Homes.
Laura S. Reichner
Trust OfficerWealth Management & Trust Group
reichnerl@univest.net
215-721-8389
Laura, a trust officer in Univest’s Wealth Management & Trust Group, has been with Univest for ten years; four of these years, she has been working with personal trust and estate administration customers. She is a graduate of Bucknell University and received a Bachelor of Arts degree in psychology. Laura has completed a three-year program of the Pennsylvania Bankers Association Central Atlantic School of Trust, Investments and Relationship Management. She currently holds the Series 6 & 63 licenses.
Janet Reilly
Trust OfficerWealth Management & Trust Group
reillyj@univest.net
215-721-2443
Janet Reilly brings over 30 years of industry experience to her position as a Trust Officer with Univest’s Wealth Management & Trust Group. Janet is responsible for handling the administration of trusts for individuals and institutions. Prior to joining Univest, Janet worked as a Trust Officer and an Estate Administrator for two large financial institutions. Janet has attended numerous courses at the American Institute of Banking and the Pennsylvania Bar Association on Trusts and Estate Planning.
Julianna Van Duyne J.D., LL.M.
Trust OfficerWealth Management & Trust Group
vanduynej@univest.net
215-721-2414
Julianna Van Duyne brings over 7 years of industry experience to her position as a Trust Officer with Univest’s Wealth Management and Trust Group. She is responsible for managing investment portfolios for individuals and institutions, and is responsible for trust business development in the Montgomery County region. Prior to joining Univest, Julianna worked as an associate attorney in a litigation practice concentrating in trusts and estates. She also served as a staff attorney for the Montgomery County Orphans’ Court. Julianna earned her Juris Doctorate degree from Villanova University School of Law and her BA degree from Penn State University. In addition, she received her Master of Laws (LL.M.) in Taxation from Villanova University School of Law. Julianna is a member of the Pennsylvania and Montgomery County Bar Associations.
Trust Investment Officers
Thomas C. Cassidy III, CFP®
Vice President, Senior Trust Investment OfficerPortfolio Manager
cassidyt@univest.net
215-799-2943
Tom Cassidy, vice president and senior trust investment officer in Univest’s Wealth Management & Trust Group, provides direction to the trust investment officers and is responsible for managing investment portfolios for individuals and institutions. He has over 13 years of experience in financial and investment planning for individuals and corporations. Prior to joining Univest, Tom worked as investment management consultant and manager for PricewaterhouseCoopers and with The Vanguard Group in retirement, estate and investment planning. He earned a BSBA degree in finance from Shippensburg University, and is a Certified Financial Planner (CFP®). Tom also holds NASD licenses 7, 63 and 65.
Peter J. Conte
Vice President and Trust Investment OfficerWealth Management & Trust Group
contep@univest.net
215-721-2558
Pete Conte, a Vice President and Trust Investment Officer in Univest’s Wealth Management & Trust Group, has been with Univest Corporation for over 15 years. Pete is responsible for managing investment portfolios for individuals and institutions. His more than 15 years in the financial services industry also include comprehensive consumer and commercial lending experience. He is a graduate of Villanova University with a degree in finance. He graduated with honors from the Pennsylvania Bankers Association School of Trust at Bucknell University. He is a past member of the faculty at PBA (formerly American Institute of Banking) and currently serves as a member of the finance committee at Saint Mary’s Church.
Bruce K. Freeston, CFA, CFP®
Vice President, Trust Investment OfficerWealth Management & Trust Group
freestonb@univest.net
215.721.2482
Bruce Freeston, a Vice President and Trust Investment Officer in Univest’s Wealth Management & Trust Group, joined Univest with 14 years of experience in the financial services industry. Prior to Univest, he worked as a senior manager of the investment analyst team for Vanguard. In his new role, Freeston is responsible for managing corporate clients’ portfolios and investment development. He earned a bachelor’s degree in psychology from Denison University. Bruce is an active member of the CFA Society of Philadelphia and has earned CFP and CFA designations.
J. Matthew Holliday
Senior Vice President and Senior Trust OfficerWealth Management & Trust Group
hollidaym@univest.net
215-721-2466
Matt Holliday, a senior vice president and senior trust officer in Univest’s Wealth Management & Trust Group, has over 15 years of experience in the financial services industry. He is responsible for managing the trust department which currently has approximately $1 billion under management. Matt is a graduate of Shippensburg University, where he earned degrees in finance and accounting. He graduated with honors from the Pennsylvania Bankers Association School of Trust at Bucknell University and has obtained his insurance and securities licenses. He serves as a board member for the North Penn YMCA and as a committee member of the Investment Advisory Committee at Wentz’s United Church of Christ.
Barry L. Stoltzfus, CFP®
Executive Vice President and ManagerWealth Management & Trust Group
stoltzfusb@univest.net
215-721-2441
Barry, an executive vice president and manager of Univest’s Wealth Management & Trust Group, earned the designation of Certified Financial Planner (CFP®) at the College of Financial Planning. He is a graduate of the Central Atlantic School of Trust at Bucknell University, the National Graduate Trust School at Northwestern University and earned a Bachelor’s degree from Goshen College. With over twenty years of trust and wealth management experience, Barry’s role involves coordinating the various departments comprising the Wealth Management & Trust Group.
Gary Wolfer
Senior Vice President and Chief EconomistWealth Management & Trust Group
wolferg@univest.net
215-721-2430
Gary Wolfer, a senior vice president & chief economist in Univest’s Wealth Management & Trust Group, has been with the Univest Corporation for more than 15 years. He is responsible for managing individual and institutional portfolios with assets of over $2 million. Prior to joining Univest, Gary worked in financial services for a Fortune 500 company and for a regional banking company. He earned his MBA specializing in finance from Lehigh University. He is a graduate of the National Trust School at Northwestern University and Shippensburg University, and is a member of the Philadelphia Securities Association.