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First Bank

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FY2018 Annual Report · First Bank
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Spreading Our Roots.
Staying True to Our Values.

2 O 1 8   A N N U A L   R E P O R T

Spreading our Roots Our central New Jersey market area has an affluent economy, 

a strong, diverse array of employers and ties to New York City’s well-paying financial 

industries. In fact, the New York City to Philadelphia corridor is one of the more 

desirable banking markets in the country. We grow our business organically by 

providing a superior customer experience, including access to our decision makers. 

We also continue to consider opportunities to  

grow our business through acquisitions of whole banks,  

SUSSEX

business lines or branches that complement our  

growth strategy and market expansion objectives.

WARREN

MORRIS

NYC

HUNTERDON

SOMERSET

MIDDLESEX

BUCKS 

MERCER

MONMOUTH

MONTGOMERY

PHILADELPHIA

CHESTER

OCEAN

DELAWARE

BURLINGTON

GLOUCESTER

CAMDEN

FIRST BANK   
REGIONAL STRUCTURE

NORTHERN NEW JERSEY

CENTRAL NEW JERSEY

SOUTHERN NEW JERSEY 

EASTERN PENNSYLVANIA 

★

HEADQUARTERS AND FIRST BANK BRANCH

FIRST BANK BRANCH

CO NT ENTS

STAYING TRUE TO OUR VALUES    

LETTER TO SHAREHOLDERS 

5-YEAR PERFORMANCE CHARTS   

SELECTED FINANCIAL INFORMATION 

OPERATIONS REVIEW – NORTHERN NEW JERSEY  

OPERATIONS REVIEW – CENTRAL NEW JERSEY 

OPERATIONS REVIEW – SOUTHERN NEW JERSEY 

OPERATIONS REVIEW – PENNSYLVANIA 

1

2

8

9

10

12 

14

16

FIRST BANK PROFILE                         

FIRST BANK LOCATIONS 

BOARD OF DIRECTORS  

EXECUTIVE MANAGEMENT 

BANK OFFICERS 

INVESTOR PROFILE  

CORPORATE AND SHAREHOLDER INFORMATION 

18

19

20

22

23

24

25

Staying True to Our Values  Our goal is to create a high-performing,  

truly-differentiated community bank that delivers an exceptional customer 

experience, superior shareholder returns and a unique and rewarding  

work environment for our employees.

There is a sizable and underserved market niche of customers looking for  

a direct and meaningful relationship with their banker. We provide  

direct and easy access to personal bankers that solve problems and meet 

customer needs. Everything we do works to facilitate this goal.

Our customer value proposition: Life is better with a personal banker. 

ON THE COVER

ON THIS PAGE

The Eolith  
at Grounds for Sculpture

Footbridge and Lily Pond  
at Grounds for Sculpture

H A M I LT O N,   N J 

H A M I LT O N,   N J 

1

TO  OUR SHAREHOLDERS, STA KEHOLD ERS,   

EM P LOYEES AN D FRIENDS:

2018: ANOTHER GOOD YEAR OF CONTINUED, PROFITABLE GROWTH      

Strategic and operating results were very good in 2018. After a year of strong 
growth and profitability in 2017, we followed that with an even better performance 
in 2018. Loan and deposit growth continued, net income and earnings per share 
improved, return on assets (ROA) and return on equity (ROE) moved higher, and we 
successfully integrated two acquisitions.  

We earned record profits in 2018. A better federal tax rate certainly helped, but 
make no mistake, 2018 would have been a record year under the old or the new 
tax system. To help illustrate this point, pre-tax profit was up over $7 million in 2018 
compared to 2017, an increase of 50%. Net income for the year was $17.6 million 
compared to $7.0 million in the prior year. If 2017 income is adjusted for the one-time 
adjustment to our deferred tax asset and certain merger-related items, we would 
have earned $10.5 million in 2017. That equates to a $7.1 million increase in earnings 
year over year, an increase of 67%. Adjusted diluted earnings per share in 2018 were 
$0.95, a 32% increase over adjusted diluted earnings per share of $0.72 in 2017.  

As we sit here today, we have sixteen branches across nine counties, $1.8 billion in 
assets, a legal lending limit exceeding $30 million, almost $200 million in equity 
capital, over 180 employees, and teams operating in four distinct and attractive 
markets: Central NJ, Northern NJ, Southern NJ, and Eastern PA. To put that in context, 
just five short years ago, we had eight branches, under $500 million in assets, a legal 
lending limit of $9 million, about $53 million in equity capital, 59 FTE employees, 
and one regional team in Central NJ.

Growth by itself does not necessarily create value. Importantly, over that same time 
period, we’ve seen core or adjusted ROA improve from 0.43% to 1.10%, core ROE 
has improved from 4.97% to 9.78%, tangible book value per share has increased 
from $6.16 to $9.50, annual pre-provision earnings per share have grown from  
$0.55 to $1.08, and core diluted earnings per share have increased from $0.33 to 
$0.95. Asset quality metrics have also improved and our annual cash dividend of 
$0.12 per share reflects a 50% increase over the prior year cash dividend. Our stock 
price has almost doubled over this five-year period of significant growth. In short, 
we have a lot to be proud of.  

Even with our significant growth and geographic expansion, we’ve been extremely 
focused on maintaining our community bank roots and culture. In fact, it is so 
important to who we are as an organization, we’ve chosen it as the theme for this 
year’s annual report: Spreading Our Roots. Staying True to Our Values.

Every year brings new challenges and we believe our team is well equipped to deal 
with what the rapidly changing business environment hands us. The stock market 
correction and the flattening yield curve in the second half of 2018, along with  
the ongoing uncertain corporate tax environment in New Jersey are presenting  
new challenges that we will work to address in 2019. These challenges require further 
discussion and I’ll revisit them in the discussion that follows.

FIRST, I’D LIKE TO PROVIDE SOME ADDITIONAL  
DETAILS REGARDING OUR PROGRESS IN 2018.      

KEY ADDITIONS TO THE TEAM  Early in 2018 we further enhanced our 
senior management strength with the addition of John Shepardson as our Chief 
Administrative Officer. John hit the ground running, working closely with the 
department managers in Human Resources (Kimberly Cerasi), Compliance (Michelle 
Mack), and BSA/Anti-Money Laundering (Brendan Ryan). Thanks to their collective 

Our top-line  
growth continued  
at a double-digit pace 
and flowed through  
to strong earnings  
improvement 

2 

great efforts, we received positive feedback from the regulators during our 
Compliance and Safety and Soundness exams during the year. Later in the year, 
we brought in Emilio Cooper to be our Chief Deposits Officer. Building off the 
investment we made in 2017 with the creation of our Commercial Deposits Division, 
Emilio is working closely with the team to help enhance our product and service 
offerings and drive core, low-cost funding growth. He is also working closely with 
Susan Paglione (Chief Retail Operations Officer) on the branch side to expand our 
growth initiatives in that area. Lastly, we opened new branch locations and added 
great new teams in Pennington, NJ and West Chester, PA during the year. Both new 
branches are off to strong starts.

OPERATIONS AND TECHNOLOGY ACCOMPLISHMENTS  2018 was a very  
big year for our Technology and Operations teams. The group, with support  
from all parts of the organization, successfully completed not one, but two system 
integrations related to acquisitions (Bucks County Bank and Delanco Federal 
Savings). Then, without much time to rest, they quickly shifted gears to an  
incredibly important strategic project: the selection of a new IT core vendor.  
After a painstakingly thorough diligence process, we entered into a new technology 
contract with Fiserv. In the end, we felt very comfortable that we selected the 
right partner, with the best technology and most efficient cost structure to meet 
our growth needs. And, if that wasn’t enough, we successfully completed several 
improvements to our internal management information systems giving us better 
visibility into real-time performance and results by geographic region. I can’t say 
enough good things about the amazing job done by our Chief Technology Officer 
(Dave Lidster), and his entire team. 

In hindsight, it was truly a year of great strategic and operational progress, leaving us 
well positioned for 2019 and beyond.

BEFORE WE DISCUSS OUR PROSPECTS FOR 2019, I’D LIKE TO PROVIDE  
A LITTLE MORE DETAIL REGARDING OUR FINANCIAL RESULTS FOR 2018

Our strong financial performance in 2018 was driven by several factors: high-quality 
loan growth, strategic deposit pricing, and controlled expense growth.   

Patricia Schofield

C i n n a m i n s o n 
B r a n c h   O p e r a t i o n s   M a n a g e r
S o u t h e r n   N J   R e g i o n

LOAN GROWTH  The loan portfolio grew $235 million in 2018. About three quarters 
of that growth came from internally-generated organic loan growth. The remainder 
of the growth came from the merger with Delanco, which closed in April of 2018.  
We also made continued progress toward our goal of diversifying our loan portfolio, 
as investor CRE loans declined from 52.7% of the loan portfolio at the end of 2017  
to 50.6% at the end of 2018.  

Not only did our loan portfolio grow at a nice clip during the year, our average yield 
on loans improved nicely as well. During the year, our yield on loans was 5.02%, an 
increase over the 4.72% loan yield during 2017.  

Our asset quality profile remained strong throughout the year. By year-end, our  
non-performing loans were 0.44% of total loans, basically flat compared to 0.43% 
at year-end 2017. Net charge-offs during the year were negligible, amounting to 
$9,000. Our allowance for loan losses had risen to 238% of non-performing loans  
by year end, a level that compares favorably to local and national peers.  

DEPOSIT GROWTH  Our total deposits increased by $226 million, or 19% during 
2018. Importantly, our non-interest bearing (NIB) deposits increased to $219 million 
at the end of 2018, up from $199 million at the end of 2017, an increase of $20 million. 
While this is respectable growth, we are focused on our three-year goal of having 
NIB deposits equal 20% of total deposits, up from 15.7% at the end of 2018.  

3

Average earning  
assets grew by  
$365.3 million, or  
31.1%, in 2018

Strategically, with the close of the Delanco acquisition in April of 2018, we gained 
some excess liquidity that allowed us to effectively manage deposit price increases 
for much of the year. As such, despite a rising interest rate environment, our deposit 
costs were well controlled for much of the year and only moved up later in the year 
when a return of some promotional pricing cut into our margin a bit. Overall for the 
year, our cost of interest bearing deposits increased 0.25%, compared to a 0.30% 
increase in the yield on our loans discussed above. Considering the flattening yield 
curve during the year, maintaining the relationship between deposit costs and loan 
yields was a better outcome than we might have expected.  

Most of our deposit growth during the year came from our commercial deposit 
product categories. This was consistent with our expectations, given the early stages 
of development for our commercial deposits group. In 2018 the group focused on 
shifting the culture and working closely with Lending Relationship Managers to help 
drive additional deposit business with existing borrowers. Heading into 2019, we are 
looking for our new direct sales group to help drive bigger deposit growth numbers. 

NET INTEREST MARGIN  As a result of rising loan rates and disciplined deposit 
pricing, our tax equivalent net interest margin for the year in 2018 was 3.57%, up 
from 3.39% in 2017. These improvements in 2018 came despite our expectation of 
a more competitive and lower-margin operating environment. As I’ve indicated in 
the past, we want to make sure we can produce solid profitability in difficult margin 
environments. And, of course, if the environment turns out better than expected, we 
want to be positioned to benefit from it, as happened in 2018.     

ADDITION OF DELANCO FEDERAL SAVINGS BANK  Our merger with 
Delanco closed on April 30, 2018. The conversion took place over the summer, and 
our two newest Southern NJ locations have assimilated nicely. Customer attrition has 
been limited and we’ve fully executed our cost-savings plan. Former Delanco CEO 
Jim Igo will be retiring in March, but we’re lucky to have had his guidance during this 
transition period. The process has certainly worked much smoother thanks to his 
hard work and dedication to the bank and our customers.

SO, HOW DID THOSE DEVELOPMENTS IMPACT PROFITABILITY IN 2018?

NET INCOME AND EARNINGS PER SHARE  As mentioned earlier, we delivered 
record profitability in 2018. Net income was $17.6 million, and adjusted diluted 
earnings per share were $0.95, a 32% increase over adjusted diluted earnings per 
share of $0.72 in 2017.

P R E - P R OV I S I O N ,   N E T   R E V E N U E   ( P P N R )   This is a metric we follow to see 
how we’re progressing when you extract some of the non-operating components 
of profitability. The metric is calculated by taking our net interest income (before 
the provision for loan losses), adding non-interest income excluding non-recurring 
items (gains or losses on sales or securities, bargain purchase gains, and gains on 
recovery of acquired loans), and subtracting non-interest expense excluding  
non-recurring items (merger-related expenses). We look at this non-GAAP 
measure on a quarterly basis to get a sense of our core operating earnings 
trends. You will find each of the components listed above broken out in our 
audited financial statements. 

PPNR of $25.3 million in 2018 increased $6.7 million (36%) compared to PPNR 
of $18.5 million in 2017. The strong growth in this metric relates to core profit 
improvement and the inclusion of the Bucks County Bank and Delanco franchises.

4

Terrance Howard

S V P/ M a r k e t   E x e c u t i v e
C e n t r a l   N J   R e g i o n

BOOK VALUE  We closed the year with book value of $10.43 per share, an increase 
of $1.07, or 11.4%, compared to year-end 2017. Tangible book value per share reached 
$9.50 at the end of 2018, an increase of $0.80, or 9.2%, compared to year-end 2017. 
Continued growth of book value will be an important driver of future value creation 
for our shareholders. Over the past five years, book value per share has increased 
$4.27 (69%), and tangible book value per share has increased $3.34 (54%).  
We believe that tangible book value per share growth should continue to improve 
as the benefits of the Bucks County Bank and Delanco acquisitions are fully realized. 

ROA AND ROE  Our core or adjusted ROA for 2018 was 1.10%, up from 0.86% in 
2017 and 0.43% in 2013. Our core ROE was 9.78% in 2018, up from 8.42% in 2017 and 
4.97% in 2013. We are pleased by the steady progress and improvement of these 
ratios over the years and we’re working hard to keep moving them higher. 

2019: PUSHING THROUGH HEADWINDS TO CREATE ADDITIONAL VALUE

After a few years of strong asset growth, margin expansion, operating efficiencies 
and tax savings leading to significant earnings growth, we expect the sledding 
to get a bit tougher in 2019. Specifically, a flattening yield curve will pressure our 
margin and uncertainty regarding tax policy in New Jersey could create potential 
headwinds. Nevertheless, opportunities remain, we’ll just need to pedal a little harder 
to get up that hill.

CONTINUED GROWTH IN OUR CORE MARKETS As we make acquisitions  
and enter new markets, we need to make sure we maintain a strong core.  
Our regional structure, with dedicated teams in each market, is one way to 
accomplish this. Throughout the remainder of this year’s annual report you’ll be 
hearing and seeing more about our great teams in each of our markets. We are 
fortunate to be operating in some of the largest, densest and most affluent  
markets in the country. We have just started to scratch the surface of market share 
gains within our New York City to Philadelphia corridor.

COMMERCIAL DEPOSIT GROWTH  Having achieved some early success with 
the first phase of our growth plan with the commercial deposits group, 2019 will 
be a year focused on our direct sales effort. We can, and will, continue to expand 
borrowing relationships into full banking relationships. In addition, our direct deposits 
sales force will be targeting deposit-rich industries and other non-borrowing bank 
customers to tap into new opportunities. This group will be critical in helping us meet 
our deposit growth goals, improving our deposit mix, controlling our cost of funds, 
and working toward our goal of having non-interest bearing deposits at 20% of  
total deposits.    

CONTINUED REBALANCING OF THE LOAN PORTFOLIO We intend to make 
continued progress in 2019 on our goal of modestly expanding business lending 
in our loan portfolio. We made good progress last year and our pipelines show the 
potential to continue with our success toward this goal.

PRUDENT EXPENSE MANAGEMENT  We have always been focused on the 
bottom line through smart growth and by carefully managing non-interest expenses. 
With a tougher NIM environment for banks, we intend to remain extremely cost 
conscious. To that end, we recently announced the consolidation of two branches. 
One branch closed in October of 2018, and the second will be closing in March of 
2019. Consolidations are never easy, but the trends in banking are undeniable: while 
the branch remains an important factor when choosing a bank, reduced usage of 
physical locations reduces the need for a branch to be right around the corner. In 
the past, many banks won customers based upon the number of locations and 
the convenience that created. Going forward, we believe quality technology in an 
“omni-channel” distribution environment together with access to personal bankers 
providing superior service will be the winning formula for community banks. 

The cash  
dividend for First 
Bank common  
stock was increased 
by 50% in 2018,  
reflecting the Bank’s 
continued strong 
performance 

5

Total loans of $1.5 billion at yearend,  

a 19.2% increase from 2017

19.2

2018 Performance Highlights

Net income for 2018  

1.7

Total assets reach $1.7 billion,   

of $17.6 million, or $0.95  

per diluted share

0.95

39.8

Total net revenue (net interest 

up $258.8 million, or 17.8%,   

income + non-interest income)  

from 2017 yearend

grew 39.8% to $58.4 million

19.4
50.0

Pretax earnings  

Total deposits grew  
by 19.4% to $1.4 billion  
at 2018 yearend

Continued strong asset  

quality metrics with  

nonperforming loans to total  

0.44

increased by 50.0%

loans of 0.44% at 12-31-18

6

Therefore, we want our investments to focus on people and technology rather than 
bricks and mortar. Thankfully we have access to many great technology solutions 
(customer facing solutions and tech that drives internal operating efficiencies) from a 
vast universe of high-quality vendors. This helps with our cost structure by reducing 
the need for a large and expensive technology research and development team.  

One key measure of expense control is our efficiency ratio (non-interest expense 
divided by revenue), which came in at 56% for 2018. That was up slightly from 55% 
in 2017, but still down significantly from 68% in 2014. For those not familiar with this 
ratio, a lower number is better since you have fewer expense dollars at work to earn 
your revenue. Another key measure of expense control is our non-interest expense 
to our average assets (NIE/AA). Our NIE/AA ratio was 2.06% in 2018, down from  
2.65% in 2014. Both our efficiency ratio and NIE/AA ratios compare favorably to  
peer averages.  

SPREADING OUR ROOTS. STAYING TRUE TO OUR VALUES.

Our continued success will come from a variety of factors: grassroots growth in 
each region, continued quality loan growth, enhanced low-cost deposit generation, 
and prudent acquisitions. Growth will drive continued operating leverage and 
efficiencies, quality loans will help protect us if there is an economic downturn,  
low-cost deposit growth will help margins and enhance franchise value, and 
accretive M&A can drive EPS growth.  

The shape of the yield curve and federal and state tax systems are outside of our 
control. But there are still many factors that we do control. We must remain focused 
on improving and optimizing the factors we can influence.  

Ten years ago, we created a bank that we hoped would provide great customer 
service, an enjoyable and rewarding work environment, and a good return for 
shareholders. I am confident that we’ve built an organization that is delivering and 
will continue to deliver on those objectives. We have a tremendous opportunity in 
front of us, and we have the management team and Board of Directors capable of 
seizing the opportunity.  

Before closing, I’d like to take a minute to thank two amazing directors that will be 
stepping down in April – Sam Marrazzo and Raymond Nisivoccia. Sam, a founding 
shareholder and director, has been an outstanding customer, shareholder, booster, 
and director from the very beginning. We will miss his business acumen, sense of 
humor, and muffins! Ray joined us after the merger with Heritage Community Bank, 
and boy are we lucky that he stayed with us. Ray has helped open doors in Northern 
New Jersey for the past five years, and his insights have been invaluable, especially 
as a critical member of our Audit Committee. It’s with deep gratitude and respect 
that I say thank you to Sam and Ray.  

Lastly, a special thanks to our customers, employees, and shareholders. Without all 
three working together the Bank cannot be successful. We appreciate your support 
and dedication and we look forward to sharing more good news with you as we 
move forward.

Sincerely,

Thomas Fehn, Jr.

S V P/ R e t a i l   M a r k e t   M a n a g e r
C e n t r a l / N o r t h e r n   
N J   R e g i o n s

Patrick L. Ryan
President and CEO

7

After a year of 

strong growth and 

profitability in  

2017, we followed 

that with an even 

better performance 

in 2018. Loan and 

deposit growth 

continued, net 

income and  

earnings per share 

improved, and we  

successfully 

integrated two 

acquisitions. 

Total Assets
AT 12-31, $ IN BILLIONS

Total Loans
AT 12-31, $ IN BILLIONS

Total Deposits
AT 12-31, $ IN BILLIONS

1.71

1.45

1.46

1.23

1.39

1.17

1.07

0.86

0.68

0.90

0.69

0.55

0.89

0.74

0.60

14

15

16

17

18

14

15

16

17

18

14

15

16

17

18

  5-YEAR CAGR = 29.7%

  5-YEAR CAGR =33.9% 

  5-YEAR CAGR = 28.4%  

Total Stockholders’
Equity 
AT 12-31,  
$ IN MILLIONS

194.8

Net Interest  
Income
FOR YEAR ENDED 12-31,  
$ IN MILLIONS

54.9

Net Income
FOR YEAR ENDED 12-31,  
$ IN MILLIONS

17.6

163.3

88.8

68.8 

64.8 

39.7

28.9

23.8 

21.2 

7.0

6.4

5.8

3.9

14

15

16

17

18

14

15

16

17

18

14

15

16

17

18

  5-YEAR CAGR = 30.0%

  5-YEAR CAGR = 33.0%

  5-YEAR CAGR = 59.4%

Book Value 
Per Share   
AT 12-31

Return on  
Average Assets  
% FOR YEAR ENDED 12-31

Return on   
Average Equity  
% FOR YEAR ENDED 12-31 

Diluted Earnings 
Per Share    
FOR YEAR ENDED 12-31 

$10.43

$9.36 

0.98

1.09

9.48

9.70

8.08

$0.95

$7.78  

$7.26  

$6.88 

0.66

0.57

0.51

5.74

5.60

$0.63 

$0.61  

$0.48 

$0.41  

14

15

16

17

18

14

15

16

17

18

14

15

16

17

18

14

15

16

17

18

  5-YEAR CAGR = 11.1%

  5-YEAR CAGR = 20.5%

  5-YEAR CAGR = 14.1%

  5-YEAR CAGR = 23.6%

8

Note: 5-year CAGR calculated based on year end 2013 and 2018 numbers.

SELECTED FINANCIAL INFORMATION  
IN THOUSANDS, EXCEPT COMMON SHARE DATA

AT OR FOR THE YEAR ENDED DECEMBER 31,   

2018  

2013 

   5-YEAR CAGR

Efficiency Ratio2  

Selected Balance Sheet Data 
Total assets  
Total loans        
Allowance for loan losses 
Total deposits  
Total borrowings 
Total subordinated debentures  
Total stockholders’ equity  
Average total assets  
Average stockholders’ equity 

$ 

1,711,159 
 1,462,516 
15,135 
1,393,204 
 93,351 
 21,856 
194,836 
 1,617,614 
 181,273 

Selected Income Statement Data
Interest and dividend income 
Interest expense  

$ 

Net interest income  
Provision for loan losses 

Net interest income after provision for loan losses 
Non-interest income    
Non-interest expense 

Income before income taxes 
Income tax expense 

 72,738 
17,794 

54,944 
3,447 

 51,497 
 3,452 
 33,314 

21,635 
 4,046 

$ 

$    

466,792 
339,975 
4,675 
399,113 
14,000 
— 
52,507 
396,974 
 34,107 

16,620 
3,414 

13,206 
1,543 

11,663 
512 
9,388 

2,787 
1,079 

29.7% 
33.9% 
26.5%  
28.4%   
46.2%

N/M  
30.0% 
32.4%  
39.7%  

34.4%   
39.1 %  

33.0%  
17.4% 

34.6%  
46.5% 
28.8%  

50.7%  
30.3%

Net income 

$    

17,589 

$     

1,708 

59.4%   

Common Share Data
Diluted earnings per share  
Cash dividends paid 
Diluted weighted average common  
  shares outstanding 
Book value per common share 

$ 

 0.95   
 0.1 2  

$ 

  0.33   
 —  

18,571,537 
10.43 

$    

5,172,233  
 6.16  

$     

Common shares outstanding 

   18,676,056 

  8,520,299 

Selected Performance Ratios
Return on average assets 
Adjusted return on average assets1 
Return on average equity 
Adjusted return on average equity1 
Net interest margin, tax equivalent2 
Efficiency ratio2 

1.09% 
1.10% 
9.70% 
9.78% 
3.57% 
56.1 3% 

Selected Asset Quality Ratios
Nonperforming loans to total loans3 
0.44% 
Allowance for loan losses to nonperforming loans  237.90% 
0.00% 
Net loan charge offs to average loans 

Capital Ratios
Stockholders’ equity to assets 
Tier 1 leverage capital 
Common equity tier 1 capital4 
Tier 1 risk-based capital 
Total risk-based capital 

11.39% 
10.40% 
10.85% 
10.85% 
13.12% 

0.43% 
0.43% 
 5.01% 
4.97% 
3.47% 
67.88%   

0.98% 
140.14% 
0.32% 

11.25% 
11.89% 
 —  
14.1 1% 
15.35% 

71.73% 

68.46%

61.20%

55.27%

56.13%

14

15

16

17

18

Nonperforming  
Loans / Total Loans  
AT 12-31

1.30%

0.66%

0.43% 0.44%

0.57%

14

15

16

17

18

Net Loan Charge-Offs/  
Average Loans 
AT 12-31

0.22%

0.14% 

0.10%

0.08%

14

15

16

17

18

0.00%

1  This measure is not recognized under U.S. GAAP and is therefore a non-U.S. GAAP financial measure. See our annual report  
  on Form 10-K for a reconciliation of the 2018 calculation.
2  The tax equivalent adjustment is calculated using a federal income tax rate of 21% in 2018 and 34% in 2013.
3  Nonperforming loans consist of nonaccrual loans and loans past due 90 days or more and still accruing.
4  New regulatory capital measure calculated under Basel III rules which became effective January 1, 2015.

9

 
 
 
 
    
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
   
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
    
 
 
 
    
 
 
 
     
 
  
 
    
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
   
 
 
 
 
 
 
 
MARKET SUMMARY

MARKET AREA 

POPULATION 

BUSINESS UNITS 

1,380 sq. miles

772,000

73,000+

ANNUAL BUSINESS REVENUES  $128 billion+

TOTAL MARKET AREA DEPOSITS  $30.5 billion

COUNTIES

Warren, Sussex and Morris 

High Point Monument

WA N TA G E   A N D   M O N TA G U E 

T O W N S H I P S,   N J 

10

Our flat organizational 

structure means  

our clients have access  

to local decision makers 

who can respond in  

real time. This efficiency  

is mutually beneficial  

and key to our ability to 

develop full banking  

relationships. 

David DiStefano

FSVP/ Regional President 

LEFT TO RIGHT 

Dan McAdams

V P / D e n v i l l e 
B r a n c h   S a l e s   M a n a g e r

David DiStefano

F S V P/ N o r t h e r n   N J 
R e g i o n a l   P r e s i d e n t

Finding Opportunities  
in Northern New Jersey 

First Bank’s size and enterprising approach enables us to provide 
personalized banking services which satisfy the needs of both individual 
and business customers. Our relationship-oriented approach is key to 
the Bank’s organic growth and reflected in the success we have realized 
in positioning our business for long-term growth and profitability.

In addition to planned organic growth, we believe that it’s important 
to consider opportunities to grow our business through acquisitions 
that provide scale, market expansion and that bolster our talent pool. 
Our acquisition of Heritage Community Bank in 2014 had all of these 
characteristics. This transaction expanded our service area into affluent 
Morris County, provided a solid market presence with two locations in 
larger municipalities — Randolph and Denville — and added staffing 
with a shared customer service culture. These Morris County locations 
also help to expand our commercial banking market reach into 
neighboring Warren and Sussex counties.

All three of these counties have compelling demographics and offer 
the opportunity for significant organic growth. Morris County’s median 
household income of $114,700 is roughly twice the average for the 
whole U.S. There are 33 Fortune 500 businesses that have headquarters, 
offices or a major facility in Morris County reflecting its proximity to 
New York City which is 25 miles to the east. Its strategic location in 
relation to New York has attracted companies from a wide variety of 
industries including: pharmaceuticals, health services, research and 
development, technology, finance, insurance and real estate.

While Morris County is more economically vibrant, Sussex and Warren 
counties offer interesting potential for growth. Sussex County, with 
a population of nearly 150,000, is the northernmost county in the 
state but still only about 40 miles from New York City, and its 12,000+ 
businesses generate more than $5 billion in revenues annually. The 
more rural Warren County shares a border with the Lehigh Valley 
of Pennsylvania, has a population of 108,000 and estimated annual 
business activity of $10.8 billion.

11

Lower Trenton Bridge

T R E N T O N ,   N J 

A N D   M O R R I S V I L L E ,   PA

MARKET SUMMARY

MARKET AREA 

POPULATION 

BUSINESS UNITS 

1,294 sq. miles

1.6 million

144,000+

ANNUAL BUSINESS REVENUES  $307 billion+

TOTAL MARKET AREA DEPOSITS  $69.5 billion

COUNTIES

Mercer, Hunterdon, Somerset  
and Middlesex 

12

Our size uniquely  

positions us in Central  

New Jersey – we are  

small enough to provide 

a high-touch, personal 

approach to banking and 

large enough to support 

our commercial clients  

through the lifecycle of 

their business. 

Gene McCarthy

FSVP/Regional President 

Deep Roots in  
Central New Jersey 

Though First Bank first opened its doors in 2007, we have made 
effective use of this time by creating a growing, profitable and solid 
institution. An important first step was selecting a financially vibrant 
market and developing a highly productive business model that 
facilitates growth. Central New Jersey has an affluent economy, with  
a strong and diverse array of employers, a highly educated labor force 
and reasonable business costs by East Coast standards. These factors 
provide an excellent environment for growing a strong business over 
the long term, which First Bank is thriving in.

The largest concentration of First Bank branches is located in the four 
counties that make up our Central New Jersey region. These affluent 
counties — Mercer, Middlesex, Somerset and Hunterdon — have median 
household incomes ranging from 26% greater than the U.S. median 
income to more than 90% greater. Coupled with a total population of 
1.6 million for the region — larger than the population of 11 U.S. States — 
the economic strength and potential business opportunity of this area 
is undeniable.

The seven First Bank branches located in these four counties are de 
novo locations that we developed using a low-cost strategy of entering 
previously-occupied bank locations and re-opening with minimal cost and 
capital investment. The hub of our banking franchise is Mercer County, 
where our corporate headquarters and four retail locations service  
the county’s more than 366,000 residents. With one branch in each of  
the other counties, we have a foothold in three additional markets 
offering compelling demographics and significant growth potential.

The region is home to approximately 144,000 businesses with estimated 
annual revenues that exceed $307 billion, and the four county area is 
home to more than $69 billion in bank deposits. Monmouth and Ocean  
counties offer intriguing opportunities to expand our Central Region 
with a combined population of more than 1.2 million, nearly 109,000 
businesses and annual business revenues of more than $80 billion. 

With consolidation of other local community banks in recent years 
by larger financial institutions, we see opportunity to out-maneuver 
competitors that are not intimately familiar with the needs of individuals 
and businesses in our service areas. 

LEFT TO RIGHT 

Gregory Kay

V P/ H a m i l t o n   
B r a n c h   S a l e s   M a n a g e r

Gene McCarthy

F S V P/ C e n t r a l   N J 
R e g i o n a l   P r e s i d e n t

13

MARKET SUMMARY

MARKET AREA 

POPULATION 

BUSINESS UNITS 

1,384 sq. miles

1.2 million

87,000+

ANNUAL BUSINESS REVENUES  $127 billion+

TOTAL MARKET AREA DEPOSITS  $27.9 billion

COUNTIES

Burlington, Gloucester and Camden 

Keystone Watch Case Co.

R I V E R S I D E ,   N J 

14 

First Bank is well  

positioned for growth in  

our Southern New Jersey  

region because of the  

investments we’ve made  

in experienced and  

capable local bankers.  

We are ready to capitalize  

on the tremendous  

opportunity we see in  

this market.  

Emilio Cooper

EVP & Chief Deposits Officer 

An Improved  
Southern Exposure 

Looking out in any direction from our Mercer County headquarters, 
we see potential for market expansion, earning-asset growth and 
demand for high-touch personalized banking services. The southern 
portion of New Jersey is no exception. Recent demographic trends 
in New Jersey are better than many other Mid-Atlantic markets and 
are strongly influenced by our ties to the New York and Philadelphia 
metropolitan areas. New Jersey is one of the country’s richest states, 
with median annual income of more than $80,000; in fact, only 
Maryland and the District of Columbia have higher median incomes. 
In addition, one in eight New Jersey households have income equal 
to or greater than $200,000 annually. Clearly, there are strong 
demographics in every direction. 

With access to capital for expansion and another attractive market 
conveniently located to the south, 2018 was the perfect time for 
First Bank to build scale in its Southern Region. In April 2018, we 
acquired Delanco Bancorp, Inc., which expanded our banking 
footprint into Burlington County through the addition of two quality 
full-service locations in Delanco and Cinnaminson, New Jersey.  
This transaction expanded and strengthened our Southern Region 
service footprint and bridged the gap between Mercer County 
and our single Gloucester County location. The acquisition also 
immediately increased our funding base and strengthened our 
liquidity profile, consistent with our deposit strategy of continuously 
generating deposits sufficient to fund loan growth.

Similar to the counties that make up our other New Jersey  
banking regions, Burlington, Gloucester and Camden counties  
have attractive market demographics and business activity.  
The median household income for Burlington and Gloucester  
counties is above the statewide average, and businesses in  
the three-county region have payrolls of approximately  
$22 billion and generate annual revenues in excess  
of $127 billion. 

LEFT TO RIGHT 

Susan Okun

V P/ D e l a n c o 
B r a n c h   S a l e s 
M a n a g e r

John Pettit

V P/ W i l l i a m s t o w n 
B r a n c h   S a l e s 
M a n a g e r

15

MARKET SUMMARY

MARKET AREA 

POPULATION 

BUSINESS UNITS 

2,201 sq. miles

4.0 million

347,000+

ANNUAL BUSINESS REVENUES  $523 billion+

TOTAL MARKET AREA DEPOSITS  $126.7 billion

COUNTIES

Bucks, Chester, Montgomery,  
Philadelphia and Delaware 

Longwood Gardens 

K E N N E T T   S Q U A R E ,   PA 

1 6 

In a market with  

many financial institutions  

to choose from, our  

customers appreciate  

that they can call  

First Bank and speak  

to a banker who is well  

established in this market  

and cares just as much  

about this community 

as they do.    

Joseph Calabro 

FSVP/PA Regional President   

Our Values Drive  
Opportunity in Pennsylvania

A market with more than $125 billion in deposits, nearly 350,000 
businesses generating over $520 billion in annual revenue and 
exceptional customer demographics, just 50 miles from the front  
door, is simply too compelling to ignore. This was the case with the 
five-county Metropolitan Philadelphia area, which would become  
First Bank’s Eastern Pennsylvania Region. 

In May 2015, we entered Eastern Pennsylvania through a de novo 
branch location in Trevose, Pennsylvania in Bucks County. Trevose was  
First Bank’s 10th customer location and targeted the area’s vibrant 
business community and individual customers in the affluent 
surrounding municipalities. This move into Eastern Pennsylvania was 
consistent with other new branch and merger activity that First Bank 
used to propel asset growth of 140% from second quarter 2012  
through the same period in 2015.    

In September 2017, First Bank completed the acquisition of Bucks 
County Bank, adding significant scale to its presence in this market.  
This transaction added locations in other affluent suburban communities  
northeast of Philadelphia along with just under $200 million in assets 
and $155 million in deposits. Later that year, First Bank added a team of 
senior lenders focused on expanding our commercial lending presence 
in the southeastern Pennsylvania counties of Chester, Delaware and 
Philadelphia. This team brought more than 90 combined years of 
commercial banking experience, providing a clear demonstration of 
the Bank’s elevated commitment to driving business activity in the 
Philadelphia metropolitan area. In the second half of 2018 we opened  
a new retail branch location in West Chester to complement the Bank’s 
commercial lending activity.  

First Bank’s comprehensive set of lending, deposit and other financial  
   products and services with an emphasis on commercial real estate  
     and commercial and industrial loans to small to mid-sized businesses  
      and individuals, continues to drive our growing presence in this  
      and other markets. 

LEFT TO RIGHT 

Joe Calabro

F S V P/ PA   R e g i o n a l 
P r e s i d e n t

Scott Civil

S V P/ M a r k e t 
E x e c u t i v e

17

New Jersey state-chartered bank 
(Headquarters – Hamilton, NJ)

Bauer Financial 5-Star  
rated bank (Top Ranking) 
★ ★ ★ ★★

SNL Top 100 Community Bank Award

Three-time NJ Biz Fast 

50 Award Recipient 3

First Bank Profile 

Complete range of deposit  
and loan products and services

16

full-service  
branches in  
New Jersey and 
Pennsylvania

Market area — New York City  
to Philadelphia corridor

Population 
Businesses 
Annual Sales/Revenues 
Total Bank Deposits 

7.7 million
 653,000+
$1.1 trillion 
$294.5 billion

firstbanknj.com

firstbankpa.com

Sandra Ryan

V P / R a n d o l p h   B r a n c h   S a l e s   M a n a g e r
N o r t h e r n   N J   R e g i o n

1 8 

PENNINGTON 

3 Tree Farm Road 

Pennington, NJ 08534 

609.281.5808

RANDOLPH 

1206 Sussex Turnpike 

Randolph, NJ 07869 

973.895.5800

SOMERSET 

225 DeMott Lane 

Somerset, NJ 08873 

732.649.1999

WILLIAMSTOWN 

1020 North Black Horse Pike 

Williamstown, NJ 08094 

856.728.3400 

PENNSYLVANIA

DOYLESTOWN 

200 South Main Street  

Doylestown, PA 18901  

215.230.7533 

WARMINSTER 

356 York Road  

Warminster, PA 18974  

215.441.4118 

TREVOSE 

4956-66 Old Street Road 

Trevose, PA 19053 

267.984.4537

WEST CHESTER 

121 N. Walnut Street 

Suite 320  

West Chester, PA 19380 

484.881.3800

FIRST BANK LOCATIONS

ADMINISTRATIVE

2465 Kuser Road 

Hamilton, NJ 08690 

877.821.2265

1395 Yardville-Hamilton Square Road 

Hamilton, NJ 08691 

877.821.2265

NEW JERSEY

CINNAMINSON 

506 US Route 130 North 

Suite #1 

Cinnaminson, NJ 08077 

856.303.8899

CRANBURY 

2664 US Route 130 

Cranbury, NJ 08512 

609.642.1064

DELANCO 

615 Burlington Avenue 

Delanco, NJ 08075 

856.461.0611

DENVILLE 

530 East Main Street (Route 53) 

Denville, NJ 07834 

973.625.1407

EWING 

1340 Parkway Avenue 

Ewing, NJ 08628 

609.643.0470

FLEMINGTON 

334 Highway 31 North 

Flemington, NJ 08822 

908.751.0318

HAMILTON 

2465 Kuser Road 

Hamilton, NJ 08690 

609.528.4400

LAWRENCE 

590 Lawrence Square Boulevard South 

Lawrence, NJ 08648 

609.587.3111

Brent Cronnell

S V P/ R e t a i l   M a r k e t   M a n a g e r 
S o u t h e r n   N J / PA   R e g i o n s

19

BOARD OF DIRECTORS

PATRICK M. RYAN 
CHAIRMAN

Owner of North Buffalo Advisors, LLC;  
former President and Chief Executive 
Officer of Yardville National Bank

D IRE CTO R  S INCE  2 01 1

BOA RD  CO MMI TTEE S 
Asset/Liability, Compliance,  
Information Technology

LESLIE E. GOODMAN  
VICE CHAIRMAN 
LEAD INDEPENDENT DIRECTOR

Principal of The Eagle Group of Princeton, Inc.;  
Director of Wawa, Inc.

D IRE CTO R  S INCE  2 008

BOA RD  CO MMI TTEE S 
Compensation and Personnel (Chair),  
Asset/Liability (Chair)

PATRICK L. RYAN 
President and Chief Executive Officer  
of First Bank 

D IRE CTO R  S INCE  2 008

BOA RD  CO MMI TTEE S 
Asset/Liability, Compliance,  
Information Technology

DOUGLAS C. BORDEN 
Partner of Borden Perlman  
Insurance Agency

DI R ECTO R SIN CE  2 01 7

B OA RD  CO MMI TTEES 
Compensation and Personnel,  
Nominating and Governance (Chair), 
Information Technology

CHRISTOPHER B. CHANDOR 
Chief Executive Officer of Penn’s Grant  
Corporation; former Vice Chairman  
of Bucks County Bank

DI R ECTO R SIN CE  2 01 7

B OA RD  CO MMI TTEES 
Audit and Risk Management,  
Compliance

GARY S. HOFING
Principal of The Eagle Group of Princeton, Inc;  
former Vice President of Hofing 
Management, LLC

DI R ECTO R SIN CE  2 01 6

B OA RD  CO MMI TTEES 
Asset/Liability, Compliance,  
Information Technology

ELBERT G. BASOLIS, JR.   
President and Owner of Garrison 
Enterprises Inc.

DEBORAH PAIGE HANSON 
Principal, Executive Vice President and  
Fund Manager of The Hampshire Companies

D IRE CTO R  S INCE  2 008

DI R ECTO R SIN CE  2 01 6

BOA RD  CO MMI TTEE S 
Nominating and Governance, 
Compensation and Personnel,  
Information Technology (Chair) 

B OA RD  CO MMI TTEES 
Asset / Liability, Nominating and 
Governance, Compensation and Personnel, 
Information Technology

20 

All directors also serve on the Strategic Planning and 
Board Loan Committees.

GLENN M. JOSEPHS 
Partner of Friedman, LLP; former Partner, 
Bagell, Josephs, Levine and Company, LLC

D IRE CTO R  S INCE  2 008

BOA RD  CO MMI TTEE S 
Audit and Risk Management (Chair),  
Nominating and Governance, 
Compensation and Personnel 

MICHAEL E. SALZ
President of Linden Bulk  
Transportation Co., LLC

DIRECTOR SINCE 2017

BOA RD  CO MMI TTEE S 
Audit and Risk Management,  
Asset / Liability, Compensation  
and Personnel

JOHN E. STRYDESKY
Certified Public Accountant;  
Owner of Strydesky & Company,  
CPAs /Business Consultants

D IRE CTO R  S INCE  2 01 0

BOA RD  CO MMI TTEE S 
Audit and Risk Management,  
Asset/Liability, Compliance (Chair)

The Board of Directors would like to 

express its thanks and appreciation to two 

retiring directors, Mr. Samuel D. Marrazzo  

and Mr. Raymond F. Nisivoccia, for 

their dedicated service and valuable 

guidance to First Bank. Mr. Marrazzo, who 

is President and Founder of Marrazzo’s 

Thriftway and Serenity Point, LLC, joined 

the Board in 2011 and most recently served 

on its nominating and governance and 

compliance committees. Mr. Nisivoccia is 

the founding partner of Nisivoccia LLP. 

He joined First Bank’s board in 2014 and 

recently served on the audit and risk 

management, nominating and governance, 

and information technology committees.      

21

EXECUTIVE MANAGEMENT TEAM

PATRICK L. RYAN

PRESIDENT | CHIEF EXECUTIVE OFFICER 

Pat Ryan has served as President and Chief Executive Officer of First Bank since 2013.  
In 2008, Mr. Ryan worked with the investor group that recapitalized the Bank, joined the Bank’s 
Board of Directors and was appointed Chief Operating Officer. Prior to this time he was First 
Senior Vice President, Emerging Markets Manager for Yardville National Bank. Mr. Ryan joined 
Yardville National Bank in 2005 as head of Strategic Planning and Corporate Development, 
responsible for strategy, mergers and acquisitions, branch expansion, investor relations,  
research and analysis.

PETER J. CAHILL

EXECUTIVE VICE PRESIDENT | CHIEF LENDING OFFICER 

Peter Cahill has served as Chief Lending Officer of First Bank since 2008, when he joined  
the Bank, and was appointed an Executive Vice President in December 2013. Prior to joining 
First Bank he served as Senior Vice President/Sales Manager for PNC Financial Services Group 
from October 2007 to October 2008. In addition, Mr. Cahill held senior level positions  
with Midlantic National Bank, Fleet Boston and Yardville National Bank. Mr. Cahill has almost  
40 years of banking experience.

STEPHEN F. CARMAN

EXECUTIVE VICE PRESIDENT | CHIEF FINANCIAL OFFICER

Steve Carman has served as Chief Financial Officer of First Bank since 2008, when he joined  
the Bank, and was appointed an Executive Vice President in December 2013. Mr. Carman  
served as Executive Vice President and Chief Financial Officer of Yardville National Bank from 
1992 until 2007. Mr. Carman spent his entire 30-year banking career prior to joining First Bank  

at Yardville National Bank. Mr. Carman has 40 years of banking experience. 

EMILIO COOPER

EXECUTIVE VICE PRESIDENT | CHIEF DEPOSITS OFFICER

Emilio Cooper has served as Chief Deposits Officer of First Bank since joining the Bank 
in October 2018. He is responsible for leading the Retail and Commercial Deposit areas 
and accelerating the Bank’s core deposit growth. Mr. Cooper has over 20 years of banking 
experience, both locally and in the Midwest. Most recently, he was the Head of Sales and 
Distribution for US Retail Banking at BMO Harris Bank, a $110 billion asset bank with over  
500 locations. Prior to BMO, he held the role of Retail Director for Citizens Bank in the  
Greater Philadelphia area and Community Bank President for Wells Fargo/Wachovia. 

22 

BANK OFFICERS

FIRST SENIOR VICE PRESIDENTS

Joseph R. Calabro 
Pennsylvania Regional President 

David J. DiStefano 
Northern New Jersey Regional President 

Andrew L. Hibshman 
Chief Accounting Officer 

David D. Lidster 
Chief Technology Officer

Gene C. McCarthy 
Central New Jersey Regional President 

Susan M. Paglione 
Chief Retail Operations Officer

John F. Shepardson 
Chief Administrative Officer

SENIOR VICE PRESIDENTS

Belinda L. Blazic 
Loan Administration Manager 

Kimberly Cerasi 
Human Resources

Scott W. Civil 
Market Executive

Michael B. Cook 
Commercial Lending Relationship Manager

Brent Cronnell 
Retail Market Manager

Marianne E. DeSimone 
Lending Group Manager

Gabriel K. Dragos 
Head of Operations

Thomas P. Fehn, Jr. 
Retail Market Manager 

Nancy C. German 
Deposit Operations Officer

Terrance R. Howard 
Market Executive

Mark E. Kabakow 
Construction Lending Manager

Karen J. Conway 
Business Banker 

Kimberly Dargay 
Branch Operations Manager – Ewing

Ryan D. Earley 
Business Banker

Jason Fischer 
Commercial Lending Relationship Manager

J. Michael Fischer, Jr.  
Commercial Lending Relationship Manager

Robert Goldzman 
Commercial Lending Relationship Manager

Robert C. Gossenberger 
Branch Sales Manager – Trevose

Philip M. Heberling 
Commercial Lending Relationship Manager

Gregory S. Kay 
Branch Sales Manager – Hamilton

Christopher M. Kelly 
Commercial Lending Relationship Manager II

Todd C. Kelly 
Branch Sales Manager – Ewing

Brett Lawrence 
Commercial Lending Relationship Manager

Larry F. Lee 
Loan Workout Manager

Michelle Mack 
Compliance & CRA Officer

Daniel C. McAdams 
Branch Sales Manager – Denville

Tina Middleton 
Commercial Lending Relationship Manager

Carol Monaghan 
Branch Sales Manager – Somerset

James F. Monaghan III 
Senior Financial Projects Manager

James T. Muller 
Branch Sales Manager – Flemington

David Hill Marx 
Commercial Lending Relationship Manager

Thao P. Nguyen 
Credit Officer

Maria E. Mayshura 
Internal Audit & Risk Officer

Gregorio Perri, Jr. 
Consumer Lending Manager

Donald Theobald, Jr. 
Controller 

Richard Tocci 
Commercial Lending Relationship Manager

VICE PRESIDENTS

Joseph F. Browarski 
Loan Workout Officer

Jeremy M. Bucci 
Commercial Lending Relationship Manager I

Richard L. Burzynski 
Commercial Lending Relationship Manager

Michael P. Cahill 
Commercial Lending Relationship Manager I

Elizabeth F. Camishion 
Systems Application Administrator

Edward Caporellie, Jr. 
Branch Sales Manager - West Chester

Joseph Cavalchire 
Commercial Lending Relationship Manager II

Susan K. Okun 
Branch Sales Manager – Delanco

John C. Pettit 
Branch Sales Manager – Williamstown

Frank P. Puleio 
Business Development Officer

Katherine M. Rowley 
Branch Operations Manager – Lawrence

Brendan P. Ryan 
Bank Secrecy Act Officer

Sandra K. Ryan 
Branch Sales Manager – Randolph 

Joseph Sandoli 
Credit Manager

Casi L. Smith 
Treasury Management Sales Officer

Kyle Smith 
Commercial Lending Relationship Manager

Jared E. Utz 
Commercial Lending Relationship Manager

Gregory Weckel 
Information Technology Manager

Mark F. Wrobel 
Commercial Lending Relationship Manager

ASSISTANT VICE PRESIDENTS

Alexandra Acevedo 
Treasury Management Sales Support

Brian W. Ballentine 
Branch Operations Manager – Flemington

Sharon E. Bokma 
Branch Operations Manager – Hamilton

Michael R. Borkowski 
Branch Sales Manager – Warminster

Jo Ann W. Cackowski 
Commercial Real Estate Loan Administrator

Joan S. Costa 
Commercial Loan Administrator

Cori Cubberley 
Loan Accounting Manager

Brent Gardner 
Consumer Loan Officer

Jonathan O. Jacobs 
Private Banker

Veena Jain 
Branch Operations Manager – Somerset

Keith M. Jolliffe 
Senior Credit Analyst

Jason M. Koenigsberg 
Branch Sales Manager – Cranbury

Ruth Powell 
Branch Sales Manager – Pennington

Patricia L. Schofield 
Branch Operations Manager – Cinnaminson

Stacy L. Schwartz 
Deposit Operations Supervisor

Traci L. Sundberg 
Financial Investigations & AML Manager

Sharon A. Unger 
Deposit Operations Analyst II

Andrew K. Varsallona 
IT Support Specialist

Jennifer Wallace-Dressner 
Assistant Controller

Marie G. Wanat 
Branch Sales Manager – Doylestown

Caryn Wilson 
Retail Administrative Assistant and Training 
Administrator

ASSISTANT TREASURERS

Donna Bencivengo 
Executive Assistant and Corporate Secretary

Samantha K. Dayton 
Loan Accounting Assistant Manager

Gwendelyn C. Fisher 
Marketing Coordinator

Cynthia Huber 
Branch Operations Manager

Maria A. Tramo 
Branch Operations Manager II

Kelly L. Valenza 
Benefits and Payroll Coordinator

Carrie M. Walchko 
Bank Secrecy Act Specialist

Michelle Zimmerman 
Branch Operations Manager

23

 
 
INVESTMENT PROFILE AT 2-28 -19

Closing Share Price 

Market Capitalization 

Price/Earnings (LTM) 

Price/Tangible Book 

Forward Dividend Yield 

52-week High 

52-week Low 

$11.57

$216.1M

12.2 X

1.22 X

1.04%

$15.00

$10.95

Average daily trading volume 3 MO AVG  68,700

Shares Outstanding 

Float 

18.7M

14.8M

Stock Ownership     
AT 12-31-18

Institutional  47%

Retail 

Inside 

41%

12%

Market 
Capitalization   
FOR YEAR ENDED 12-31,  
$ IN MILLIONS

241.1 

226.4

132.4 

58.7

62.6 

14

15

16

17

18

INVESTMENT RATIONALE 

A track record of growth 
coupled with improved  
profit metrics

Recent investments will drive 
core deposit improvement

Our Board and management 
team thinks and manages  
like owners

Strong balance sheet —  
excellent asset quality  
and bank acquisitions with 
conservative credit marks

One of only a few, strong 
community banks in the high 
wealth, densely-populated  
New York to Philadelphia 
corridor

Continued M&A opportunities 
should drive significant  
future growth; moving FRBA  
into the highly valued  
$2B-$5B asset segment

Attractive entry point  
for investors

Russell 3000 Index  
component

24 

CORPORATE AND SHAREHOLDER INFORMATION 

CO RPO RAT E   
HE ADQUA RTERS

FIRST BANK 

2465 Kuser Road 

Hamilton, NJ 08690 

877.821.2265 

firstbanknj.com

SHAREHOLD ER   
ACCOUNT INQUI RI ES

Shareholders who wish to change  

the name, address or ownership of their 

stock or replace lost certificates or require 

additional services should contact our  

Stock Registrar and Transfer Agent.

ANN UA L SHAREHOLDER   
MEET IN G INFORM ATION

STOCK REGISTR AR   
AND TRANSFER  AGENT

The Annual Shareholders’ Meeting  

FIRST CLASS/REGISTERED/CERTIFIED MAIL: 

will be held at 10:00 a.m. 

Computershare Investor Services 

on April 23, 2019 at: 

The Stone Terrace 

2275 Kuser Road 

Hamilton, NJ 08690

IN VESTOR RELATIONS

Shareholders seeking information  

P.O. Box 505000 

Louisville, KY 40233-5000

COURIER SERVICES: 

Computershare Investor Services 
462 South 4th Street, Suite 1600 
Louisville, KY 40202

about us may obtain press releases and 

SHAREHOLDER SERVICES NUMBER:  

FDIC filings by visiting firstbanknj.com.  

1.800.368.5948

Additional inquiries can be directed to:

Chief Financial Officer 

1395 Yardville-Hamilton Square Road 

Hamilton, NJ 08691 

or by calling 609.643.0136

INVESTOR CENTRE PORTAL: 

computershare.com/investor

STOCK LISTING

First Bank’s common stock  

is traded on the NASDAQ Global  

Market under the symbol FRBA.

S A F E - H A R B O R   S TAT E M E N T

Note: The foregoing material contains forward-looking statements concerning the financial condition, results of 
operations and business of the Bank. We caution that such statements are subject to a number of uncertainties, 
including but not limited to those set forth under the caption “Item 1A – Risk Factors” in the accompanying annual 
report on Form 10-K, as well as changes in economic activity in our markets, changes in interest rates and changes 
in regulation and the regulatory environment. If one or more events related to these or other risks or uncertainties 
materialize, or if First Bank's underlying assumptions prove to be incorrect, actual results may differ materially 
from what First Bank anticipates. Accordingly, you should not place undue reliance on any such forward-looking 
statements. Any forward-looking statement speaks only as of the date on which it is made, and First Bank does not 
undertake any obligation to publicly update or review any forward-looking statement, whether as a result of new 
information, future developments or otherwise. All forward-looking statements, expressed or implied, included in 
this communication are expressly qualified in their entirety by this cautionary statement. This cautionary statement 
should also be considered in connection with any subsequent written or oral forward-looking statements that First 
Bank or persons acting on First Bank's behalf may issue.

First Bank is a member of the FDIC, an Equal  
Opportunity Employer and an Equal Housing Lender.

Jim Muller

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