Courtney Covelens was appointed executive vice president, chief retail officer and chief business banking officer at QNB Bank in January, the bank announced May 16.
She is responsible for the oversight of QNB Retail Banking Branches and the Customer Service Call Center. She also leads the Business Banking Team, overseeing small business development and performance standards. Previously, she served as senior vice president, commercial lending officer in QNB’s Commercial Lending Department.
Covelens has 22 years of experience in the banking industry, with a strong background in team management. She earned both her Bachelor and Master of Business Administration from Strayer University. Covelens is also active in the community.
LPL Financial recently announced that Amwell Ridge Wealth Management, led by Managing Partner David Johnston, CFP, has joined LPL Financial’s broker-dealer, corporate (RIA) and custodial platforms, aligning with Bleakley Financial Group, an existing firm serving LPL-affiliated advisors.
Johnston reported having served approximately $180 million in advisory, brokerage and retirement plan assets. He joins from Cetera Financial Group.
Located in Flemington, N.J., Johnston opened Amwell Ridge Wealth Management in 1996 driven by the fundamental belief that a proper financial plan begins with risk management, then infuses innovative, enhanced diversification within an investment portfolio. He and his team of four specialize in working with people age 55 and older who are looking for the planning and guidance to ensure a smooth transition into and through their retirement.
The decision to join Bleakley Financial Group and LPL was based on Johnston’s desire to address the shifting needs of his business.
Fox Rothschild has announced the following attorneys from its Warrington office have been elevated to partner: Karl C. Helgerson, partner, litigation; Michael J. Robinson IV, partner, litigation; Andrew R. Stoll, partner, real estate.
Thrivent, a Fortune 500 diversified financial services organization based in Minneapolis, announced recently it crossed a significant generosity milestone, successfully raising $1 billion in funds for communities across the country through one million client-led volunteer teams, also known as Thrivent Action Teams.
Thrivent Action Teams began in 2014 to provide Thrivent’s clients with funding, tools and resources to support the causes and programs most important to them and their communities.
As the local Thrivent financial advisor in Perkasie, Vicki Lilley has seen the impact of Thrivent Action Teams firsthand.
“Thrivent clients have a passion for community giving that is truly unmatched,” said Lilley. “In my 20 years in Perkasie, I’ve seen so many amazing acts of generosity and kindness from our clients, who’ve been able to pursue the volunteer projects they are most passionate about with Thrivent’s continuous support. It’s an honor to celebrate this milestone with our clients and see our impact grow year over year.”
The Independent Community Bankers of America (ICBA) has selected Clinton, N.J.-based Unity Bank for its Best-Performing Banks 2023 list, which annually ranks the top community banks in the country.
Unity, the only New Jersey headquartered bank selected for the honor, was listed at number 25 out of 352 ICBA member banks with assets of $1 billion or higher. Unity holds about $2.5 billion in assets and $1.8 billion in deposits.
ICBA compiles the rankings by recognizing community banks who are high performers over several years. A bank must have a rating of C or higher by Kroll Bond Ratings (formerly LACE) to be considered for ranking.