Bernard Allen Francis
President at Brandywine Benefits Corp.
Profile
Mr. Bernard A.
Francis, Jr., is President at Brandywine Benefits Corp.
He is on the Board of Directors at Tyler Wealth Counselors, Inc.
Mr. Francis was previously employed as Chief Executive Officer, President & Manager by Valley Forge Asset Management LLC, Senior Vice President & Director-Wealth Management by Susquehanna Bancshares, Inc., Founder by Rittenhouse Asset Management, Inc., Chief Investment Officer by Susquehanna Trust & Investment Co., and President by Widmann, Siff & Co., Inc.
He received his undergraduate degree from Temple University (Pennsylvania).
Bernard Allen Francis active positions
Companies | Position | Start |
---|---|---|
Tyler Wealth Counselors, Inc.
Tyler Wealth Counselors, Inc. Investment ManagersFinance Part of Truist Financial Corp., Tyler Wealth Counselors, Inc. is a company that provides wealth management services. The company is based in West Chester, PA. Tyler Wealth Counselors was acquired by Patriot Bank (Pottstown, Pennsylvania) on September 05, 2003. | Director/Board Member | 2004-05-31 |
Brandywine Benefits Corp.
Brandywine Benefits Corp. Investment ManagersFinance Part of Truist Financial Corp., Brandywine Benefits Corp. is a company that provides financial planning, consulting, and administration services for retirement. The company is based in Wilmington, DE. Brandywine Benefits was acquired by Susquehanna Bancshares, Inc. on February 02, 2005. | President | 2005-01-31 |
Former positions of Bernard Allen Francis
Companies | Position | End |
---|---|---|
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Chief Executive Officer | 2016-02-29 |
SUSQUEHANNA BANCSHARES INC | Corporate Officer/Principal | 2015-07-30 |
Susquehanna Trust & Investment Co.
Susquehanna Trust & Investment Co. Investment ManagersFinance Founded in 1982, Susquehanna Trust & Investment Co. provides personal trust, employee benefit and investment management services. The firm is affiliated with First Susquehanna Bank & Trust and their ultimate parent is Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). They are located in Lititz, Pennsylvania with an additional office in Sunbury, Pennsylvania | Chief Investment Officer | 2015-06-30 |
Widmann, Siff & Co., Inc.
Widmann, Siff & Co., Inc. Investment ManagersFinance Founded in 1970, Widmann, Siff & Co. is an investment advisory firm that manages investment accounts for individuals, pension and profit sharing plans, corporations, family trusts, IRAs, 401(k)s and 403(b)s and Taft Hartley plans. The firm is based in Exton, Pennsylvania. They are a subsidiary of Valley Forge Asset Management Corp. Their ultimate parent is Susquehanna Bancshares, Inc. (NasdaqGS: SUSQ). | President | 2008-11-29 |
Rittenhouse Asset Management, Inc.
Rittenhouse Asset Management, Inc. Investment ManagersFinance Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC. | Corporate Officer/Principal | - |
Training of Bernard Allen Francis
Temple University (Pennsylvania) | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
Private companies | 7 |
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Widmann, Siff & Co., Inc.
Widmann, Siff & Co., Inc. Investment ManagersFinance Founded in 1970, Widmann, Siff & Co. is an investment advisory firm that manages investment accounts for individuals, pension and profit sharing plans, corporations, family trusts, IRAs, 401(k)s and 403(b)s and Taft Hartley plans. The firm is based in Exton, Pennsylvania. They are a subsidiary of Valley Forge Asset Management Corp. Their ultimate parent is Susquehanna Bancshares, Inc. (NasdaqGS: SUSQ). | Finance |
Rittenhouse Asset Management, Inc.
Rittenhouse Asset Management, Inc. Investment ManagersFinance Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC. | Finance |
Susquehanna Trust & Investment Co.
Susquehanna Trust & Investment Co. Investment ManagersFinance Founded in 1982, Susquehanna Trust & Investment Co. provides personal trust, employee benefit and investment management services. The firm is affiliated with First Susquehanna Bank & Trust and their ultimate parent is Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). They are located in Lititz, Pennsylvania with an additional office in Sunbury, Pennsylvania | Finance |
Tyler Wealth Counselors, Inc.
Tyler Wealth Counselors, Inc. Investment ManagersFinance Part of Truist Financial Corp., Tyler Wealth Counselors, Inc. is a company that provides wealth management services. The company is based in West Chester, PA. Tyler Wealth Counselors was acquired by Patriot Bank (Pottstown, Pennsylvania) on September 05, 2003. | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Finance |
Brandywine Benefits Corp.
Brandywine Benefits Corp. Investment ManagersFinance Part of Truist Financial Corp., Brandywine Benefits Corp. is a company that provides financial planning, consulting, and administration services for retirement. The company is based in Wilmington, DE. Brandywine Benefits was acquired by Susquehanna Bancshares, Inc. on February 02, 2005. | Finance |
Susquehanna Bancshares, Inc.
Susquehanna Bancshares, Inc. Major BanksFinance Susquehanna Bancshares, Inc. is a financial holding company that provides a wide range of retail and commercial banking and financial services through its subsidiaries in the mid-Atlantic region. The company also operates a trust and investment company, an asset management company, a property and casualty insurance brokerage company and a vehicle leasing company. It offers personal, business and corporate banking. The company's services include checking, savings and club accounts, check cards, debit cards, money market accounts, certificates of deposit, individual retirement accounts, home equity lines of credit, residential mortgage loans, home improvement loans, automobile loans, personal loans and internet banking services. It also provides a wide range of commercial banking services, including business checking accounts, cash management services, money market accounts, land acquisition and development loans, commercial loans, floor plan, equipment and working capital lines of credit, small business loans, and internet banking services. Susquehanna Bancshares was founded in 1982 and is headquartered in Lititz, PA. | Finance |
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