Dakota Live! Podcast: Legacy and Leadership with the CIO of Girard

As Chief Investment Officer, Timothy Chubb oversees Girard’s investment process and creates strategies that are designed to meet the unique financial needs of every client. Tim passionately shares his knowledge of financial markets and the economy in the latest episode of the Dakota Live! Podcast.

In this special edition release, Tim takes the Dakota Live! team through Girard’s approach to manager research and selection and what a potential client partnership looks like with their firm. Join us as we come to better understand Girard and their allocation to various asset classes and investment strategies.

Legacy and leadership capture the essence of Girard’s rich history, inspired by the legacy of Stephen Girard, founder of Girard Bank and the firm’s evolution into a comprehensive wealth advisory practice under Univest Financial Corporation. The conversation highlights the journey from its roots in the early 19th century to its current position as a leader in providing innovative financial solutions. With a continuity of core values and dedication to serving clients' needs through changing times, Tim shares both the historical depth and forward-thinking approach of Girard.

Girard is a comprehensive wealth advisory practice backed by the strength and stability of Univest Financial Corporation. Girard is made up of multiple affiliated entities including two investment advisor firms, a broker/dealer and the Trust Department of Univest Bank and Trust Co. With $4.5 billion in assets under management and $7.8 billion in total assets, Girard and Univest Trust Company advise clients that include private wealth, investment management, and consulting relationships for municipal pension, retirement, non-profit, and foundation assets.