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Firstrust Financial Advisors
FIRSTRUST FINANCIAL ADVISORS is an SEC-registered investment adviser in CONSHOHOCKEN, PA. It has 5 employees and 4 investment advisers. The firm is based in...
Firstrust Financial Advisors
FIRSTRUST FINANCIAL ADVISORS is an SEC-registered investment adviser in CONSHOHOCKEN, PA. It has 5 employees and 4 investment advisers. The firm is based in Pennsylvania.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Conshohocken
Corporate office
Philadelphia, PA, United States
Principals
Richard J. Green
Chairman and CEO, Firstrust Bank
Timothy Abell
President, Firstrust Bank
Sector focus
Frequently asked questions
How is Firstrust Financial Advisors related to Firstrust Bank?
Firstrust Financial Advisors is the family office for the Green family, who own and operate Firstrust Bank. The bank was founded by Samuel A. Green in 1934 as a Philadelphia savings and loan. The family office and the bank share a common ownership structure, with Richard J. Green serving as Chairman and CEO of the bank and directing family investment activities. The family office leverages the bank's origination network for proprietary deal flow.
Who controls the Green family's investment decisions?
Richard J. Green, the third-generation Chairman and CEO of Firstrust Bank, directs the family's investment office. Timothy Abell, President of the bank, is also involved in strategic decision-making. The governance structure appears to integrate family office oversight with the bank's executive leadership team, rather than maintaining a separate CIO or investment committee structure typical of large standalone family offices.
What asset classes does the Green family office invest in?
The family office concentrates on real estate, private credit, and direct investments, predominantly in the Mid-Atlantic region. Real estate exposure includes commercial and multifamily properties in Pennsylvania, New Jersey, and Maryland. Private credit positions are structured through senior and mezzanine lending, often aligned with the bank's own credit appetite but targeting different risk-return profiles.
Does Firstrust accept outside capital or co-investors?
No. Firstrust Financial Advisors operates as a single-family office managing exclusively Green family capital. There is no indication of a multi-family office conversion, external fundraising, or third-party co-investment programs. The office's investment activity remains private and does not solicit outside capital.
What is the origin of the Green family's wealth?
The wealth originates from banking and real estate. Samuel A. Green founded Firstrust Bank in 1934 as a Philadelphia-based savings and loan. The bank has grown organically and through acquisitions across three generations of family control, generating compounding returns from its loan portfolio and associated real estate holdings. The family's wealth remains tied to the bank's balance sheet performance.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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