Walter L. Tillman, Jr.

Vantage Point Bank Chairman and CEO Walt Tillman possesses three decades of experience in the financial services industry. A native Philadelphian, Mr. Tillman’s banking background in the Delaware Valley region is substantial.

Early in his career, Mr. Tillman served as the Controller at Cheltenham Bank, and then undertook the position of Asset/Liability Manager at Independence Bancorp. He subsequently became the Executive Vice President and Chief Operating Officer of Prime Bank, helping it to transform from a small thrift institution into a large community bank prior to its eventual sale to Summit Bank. Most recently, he served as the President and CEO of Earthstar Bank, a successful start-up bank.

While at the helm of Earthstar, Mr. Tillman solidified his reputation as a financial visionary by boldly moving banking into a new and untried frontier. As one of the first institutions to embrace advances in technology, Earthstar achieved a clear competitive advantage and unprecedented success by blending traditional branch banking with the then-revolutionary concept of Internet banking.

At Vantage Point Bank, Mr. Tillman is again leading banking in a new direction, with a business model unique to the industry. His vision is twofold: to combine traditional banking functions with financial services and wealth management; and to make these services available to a wide spectrum of customers, including individuals and businesses at all levels. According to Mr. Tillman, this is the means by which Vantage Point intends to deliver on its promise of banking from “a new perspective.”

“Our bank is trying to accomplish a lot of things. David and I believe that the financial world is not where it should be and that we can make banking better. We put together an organization to provide for people’s needs. Our goal is not only to do it well, but along the way also to provide a strong rate of return for our investors. We think we can do both — providing “better” for both our customers and our shareholders.”

Mr. Tillman is a 1973 graduate of the Virginia Military Institute, where he earned a degree in Economics, and received an ROTC commission as a 2nd Lieutenant in the U.S. Army. He received an M.B.A. from Wake Forest University in 1975.

David Bezar

Vantage Point Bank President David Bezar realized early in his career that he was “an entrepreneur, not an employee.” His first business venture was as the owner of a retail operation in Philadelphia; years later, he found his true calling in the financial services industry. In this field, Mr. Bezar achieved career success but in addition, he uncovered a way to satisfy a compelling personal objective as well.

In 1989, Mr. Bezar started in the financial service industry. In 1996 formed and was President of Wealth Partners, Inc., a financial holding company. When he left Wealth Partners after 12 years, the company had grown to serve over 9000 clients, with eight branch offices, over 400 licensed agents, 73 registered representatives and six licensed Principals.

While building Wealth Partners into a successful enterprise, Mr. Bezar learned a few personal truths: First, that for him, one of the most rewarding aspects of the business was in helping people to understand and gain control of their finances. He discovered, too, that bringing an educational approach to financial planning was one of the reasons his company was successful. His past business dealings also demonstrated that the middle-market consumer was grossly under-served when it came to financial services. He states, “I wanted to bring these consumers the same level of services that the affluent customer usually receives, but I also wanted to educate them about all aspects of financial planning.”

Vantage Point Bank reflects Mr. Bezar’s vision of a financial institution where people can feel comfortable discussing their finances and where they can come for individualized advice and attention — a “safe haven” that can provide whatever help or assistance they need. His ultimate goal is for the Bank to become a true community resource, one that changes the face of banking and financial services and the perspective of people regarding the both industries.

“We are on our way to becoming the model for community banks in our region. We have all of the services of the banking behemoths but we are much more nimble. We don’t want to be small; we want to be big in the lives of the people we touch.”

Mr. Bezar attended Villanova University from 1982 to 1985. He is currently pursuing a graduate degree at the Stonier Graduate School of Banking at the University of Pennsylvania.

Suzanne Weisberg

Suzanne Weisberg is the Bank’s Regulatory Compliance Officer and Human Resources Director.  She has a diverse banking background, including over 20 years of experience in retail bank operations and compliance.  Ms. Weisberg joined Vantage Point in June of 2006 during the Bank’s organizational phase.

Dan O’Brien

Daniel O’Brien, Chief Financial Officer, joined Vantage Point Bank in December 2008. Formerly the CFO of a multi-national public company in the financial services industry where he was responsible for SEC reporting, Sarbanes-Oxley compliance, and capital markets activity, Dan has over twenty-five years of experience in community banking.  He has also served in leadership capacity related to asset underwriting, origination, loan operations, servicing, management, and disposition of impaired assets.  A lifelong resident of the Greater Philadelphia area, Dan continues to be involved with various community organizations.

Andy Cohen

Andrew J. Cohen, a Senior Vice President and Financial Advisor with Vantage Point Financial Services since its inception in January of 2008, has been providing unbiased comprehensive financial advice and services to individuals, families, and small businesses for the past 13 years.  These services include; financial and retirement planning, insurance (long-term care and life) analysis, and college planning, as well as portfolio review. Andy believes that a successful financial relationship is built on integrity, trust, and a complete understanding of his client’s objectives so they may set realistic and reasonable financial goals.

Elizabeth Marquart

Elizabeth Marquart joined the Bank in December 2007 and was promoted to the position of Branch Manager in early 2010. Ms. Marquart and her team are responsible for business development, fostering relationships with our clients, and can always be relied upon to deliver world class customer service.

Staci Hymanson

Staci Hymanson joined the Bank in 2009. She has over 8 years of experience in consumer and mortgage lending. In addition to her role as Consumer Loan Officer, Ms. Hymanson works closely with the mortgage lending department to assist with loan processing.