Bruce Freeston, CFA®, CFP®
SENIOR VICE PRESIDENT AND SENIOR TRUST INVESTMENT OFFICER
As a senior vice president and senior trust investment officer, Bruce oversees the trust investment team. He has more than 27 years of experience in the financial services industry. Bruce and his team provide ongoing portfolio management for clients’ assets held by Univest Bank and Trust Co. Additionally, Bruce is a member of the Girard Investment Committee and serves as Chairman of the Equity Subcommittee. He received his bachelor’s degree from Denison University. Bruce is also a Chartered Financial Analyst (CFA®) and has his Certified Financial Planner (CFP®) designation. When he’s not managing the investment and portfolio process in the trust area, he enjoys spending time with his family, traveling and golfing. Bruce resides in Lower Gwynedd with his wife.
HAVE AT IT! CALL ME OR MESSAGE ME
Please be advised that trade requests or other time sensitive account requests should not be made via the website as no assurance can be provided that the requests will be received or processed.