FIRSTSERVICE FINANCIAL, INC.
COLLEGEVILLE, PA

FIRSTSERVICE FINANCIAL, INC., founded in 1998, epitomizes a comprehensive financial service provider specializing in supporting condominiums, cooperatives, homeowner associations, and commercial properties overseen by FirstService Residential. Leveraging the extensive resources of the FirstService global network, it delivers unparalleled value to its clientele. The firm's unique selling proposition lies in melding capital market knowledge with robust treasury management expertise—akin to a specialized banking institution—with an intimate understanding of real estate and insurance. This synthesis cultivates bespoke financial solutions and distinguished advisory services that have set industry benchmarks. With an experienced leadership and professional team, each member bringing at least two decades of industry-specific experience in realms such as real estate, banking, and insurance, FIRSTSERVICE FINANCIAL boasts a sophisticated and seasoned operational capability across North America. The firm's commitment to its clients is underscored by optional participation programs curated for FirstService Residential clients, fostering widespread engagement due to their intrinsic value. Key figures steering the organization include Marina Capobianco, who oversees the firm's accounting and finance functions since joining in 2014, and David Read, who manages legal affairs such as corporate compliance and risk management. Annette Kenney, Vice President of Insurance Programs and Products, spearheads initiatives to provide top-tier insurance solutions at competitive rates. The organizational matrix is enriched by professionals like Sean Kent in brokering commercial property and casualty insurances, Jordan Muchnick who expertly manages significant debt placements, Karla Chung offering banking advisory services across western regions, John Lee orchestrating banking and insurance operations primarily in the Southern region, and Drew Ahrensdorf facilitating cash management solutions on the East Coast. As a subsidiary of FirstService Corporation and part of its subsidiaries alongside FS Insurance Brokers, FIRSTSERVICE FINANCIAL operates under a framework that may include receiving fees or commissions for program development from treasury and insurance counterparts. Headquartered at 400 Campus Drive in Collegeville, Pennsylvania, with its official Florida filing number F08000002851, the corporation maintains an active presence registered since June 26, 2008. The company's leadership features distinguished professionals such as D. Scott Patterson and Andrew C Lester, alongside Marina Capobianco in a pivotal Treasurer role.