Firstrust Financial Resources Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Firstrust Financial Resources is a financial services firm focusing on wealth management strategies and corporate benefits for individuals, businesses, and nonprofit entities. It is located at 15 East Ridge Pike, Conshohocken, Pennsylvania 19428, United States, and employs 51-200 people. In 2006, FFR became a wholly owned subsidiary of Firstrust Bank, and in 2016 it aligned with the Equitable Philadelphia branch, Karr Barth Associates. Duly registered representatives offer securities through Equitable Advisors, LLC; Firstrust Financial Resources and Karr Barth Associates are not registered investment advisers and are not owned or operated by Equitable Advisors or Equitable Network. Insurance, annuity, and investment products are offered through Equitable Network, LLC and related entities and are not FDIC insured, not deposits or obligations of a bank, and not guaranteed by any federal agency; such products may go down in value. The firm notes its professionals bring backgrounds in tax-efficient investing, legal, financial, and business disciplines to provide customized guidance and practical financial programs.

Find Firstrust Financial Resources employees' phone numbers or email addresses

Firstrust Financial Resources Global Highlights

Location
Employees

North America
79

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  • United States Of America
    79

Firstrust Financial Resources's Leadership

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    W. B.
    Vice President / Financial Advisor
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    R. C.
    Vp Of Operations And Finance
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    T. G.
    Vice President Of Operations
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    D. F.
    President And Co-Founder
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    M. C.
    Partner
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    P. M.
    Executive Vice President, Partner
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  • Stylized image of a person
    C. K.
    Vice President, Financial Advisor
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  • Stylized image of a person
    E. M.
    Vice President
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Firstrust Financial Resources Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Entertainment
  • Other
  • Film & Video
  • Recruiting

Contact profiles from Firstrust Financial Resources

Name
Title
Contact Info
Location
Last Update
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    M. C.
    Partner
    Phone icon
    United StatesMississippi
    Apr 14, 2026
  • Stylized image of a person
    D. F.
    President And Co-Founder
    Phone icon
    United StatesMississippi
    May 28, 2026
  • Stylized image of a person
    P. M.
    Executive Vice President, Partner
    Phone icon
    United StatesPennsylvania
    Aug 11, 2025
  • Stylized image of a person
    C. K.
    Vice President, Financial Advisor
    Phone icon
    United StatesPennsylvania
    Jun 01, 2026
  • Stylized image of a person
    E. M.
    Vice President
    Phone icon
    United StatesPennsylvania
    May 28, 2026
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    R. R.
    Vice President
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    United StatesOregon
    Apr 16, 2026
  • Stylized image of a person
    W. B.
    Vice President / Financial Advisor
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    May 29, 2026
  • Stylized image of a person
    C. G.
    Senior Vice President Of Sales
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    United StatesMississippi
    Apr 14, 2026
  • Stylized image of a person
    K. B.
    Senior Vice President, Head Of Portfolio Management
    Phone icon
    United StatesPennsylvania
    Apr 27, 2026
  • Stylized image of a person
    J. D.
    Senior Vice President
    Phone icon
    United StatesPennsylvania
    Dec 04, 2025

Frequently Asked Questions

What is Firstrust Financial Resources known for?

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Firstrust Financial Resources was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 15 East Ridge Pike Conshohocken, Pennsylvania 19428 United States. Explore Firstrust Financial Resources's company overview page for more information.

What is Firstrust Financial Resources's most common email format?

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Firstrust Financial Resources employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Firstrust Financial Resources email formats with LeadIQ.

How many employees does Firstrust Financial Resources have currently?

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Firstrust Financial Resources has approximately 63 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Firstrust Financial Resources's key employees and leadership?

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As of June 2026, Firstrust Financial Resources's key employees include:

  • Vice President / Financial Advisor: W. B.
  • Vp Of Operations And Finance: R. C.
  • Vice President Of Operations: T. G.
  • President And Co-Founder: D. F.
  • Partner: M. C.

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