David Geibel

President at

Girard Advisory Services LLC

Finance

Consumer Services

Technology Services

Profile

Mr. David W.
Geibel is a President at Girard Advisory Services LLC and at Girard Investment Services LLC.
He is focused on building a client-centric culture and team of friendly and informed professionals who appreciate the importance of taking a person-to-person approach.
He drives continued growth at Girard while upholding its legacy of providing comprehensive planning, advice and wealth solutions.
Before being appointed president, he served as senior vice president and managing director at Girard Advisory Services, LLC, the investment advisory firm within the division.
Mr. Geibel earned his bachelor's degree in finance and accounting from Drexel University and is a graduate of the Executive Regional Leadership Forum and Cannon Trust School.

David Geibel active positions

Companies	Position	Start
Girard Advisory Services LLC Girard Advisory Services LLC Investment ManagersFinance Girard seeks out individual securities with attractive fundamentals and utilizes premier investment managers globally to span diverse asset classes. Their in-depth analysis focuses on understanding the factors influencing their sustained performance both individually and within an optimized portfolio framework.	President	2020-03-31

All active positions of David Geibel

Former positions of David Geibel

Companies	Position	End
Univest Investments, Inc. Univest Investments, Inc. Investment ManagersFinance Univest Investments determines asset allocation based on each client's income needs, risk tolerance and tax implications. Mutual funds and Unit Investment Trusts (UITs) are often used as core holdings to a well-balanced portfolio. Individual securities such as CDs, stocks and bonds are used to customize portfolios for individual investors. Fixed-income investments such as US Savings Bonds, GNMAs, CDs and corporate bonds are used to provide portfolios with income, stability and decreased risk. Stocks are held to generate long term capital gains and growth within a portfolio. Dividend paying stocks add an income element to a portfolio and are often used in conjunction with fixed-income securities to lower volatility and increase cash flow. Univest also offers fixed and variable annuities which provide the benefit of tax deferred accumulation of wealth.	President	-
The Sycamore Group, Inc. The Sycamore Group, Inc. Packaged SoftwareTechnology Services Provides high-end software architecture and development outsourcing services	Corporate Officer/Principal	2004-12-30

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Linked companies

Private companies	4
Girard Advisory Services LLC Girard Advisory Services LLC Investment ManagersFinance Girard seeks out individual securities with attractive fundamentals and utilizes premier investment managers globally to span diverse asset classes. Their in-depth analysis focuses on understanding the factors influencing their sustained performance both individually and within an optimized portfolio framework.	Finance
Univest Investments, Inc. Univest Investments, Inc. Investment ManagersFinance Univest Investments determines asset allocation based on each client's income needs, risk tolerance and tax implications. Mutual funds and Unit Investment Trusts (UITs) are often used as core holdings to a well-balanced portfolio. Individual securities such as CDs, stocks and bonds are used to customize portfolios for individual investors. Fixed-income investments such as US Savings Bonds, GNMAs, CDs and corporate bonds are used to provide portfolios with income, stability and decreased risk. Stocks are held to generate long term capital gains and growth within a portfolio. Dividend paying stocks add an income element to a portfolio and are often used in conjunction with fixed-income securities to lower volatility and increase cash flow. Univest also offers fixed and variable annuities which provide the benefit of tax deferred accumulation of wealth.	Finance
Drexel University Drexel University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Sycamore Group, Inc. The Sycamore Group, Inc. Packaged SoftwareTechnology Services Provides high-end software architecture and development outsourcing services	Technology Services