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First Bank

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Ticker frba
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Industry Banks - Regional
Employees 315
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FY2019 Annual Report · First Bank
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F O C U S E D   O N

P E R F O R M A N C E

2 0 1 9   A N N U A L   R E P O R T

R E C O R D   O F   G R O W T H

Four Whole Bank  
Acquisitions Completed 

S IN CE  2 014

Total Asset  
Growth Rate of 197%

S IN CE  2 014   

Loan Growth  
of 215% 

S IN CE  2 014

175% Increase  
in Deposits

S IN CE  2 014

Net Income  
Up 130%

S IN CE  201 4

C O N T E N T S   MARKET OVERVIEW 1    LETTER TO SHAREHOLDERS 2     
2019 PERFORMANCE 8    SELECTED FINANCIAL INFORMATION 9    OPERATIONS REVIEW 10     
COMPANY PROFILE 18     FIRST BANK LOCATIONS 19    BOARD OF DIRECTORS 20    
EXECUTIVE MANAGEMENT / BANK OFFICERS 22    INVESTMENT PROFILE 24     
CORPORATE AND SHAREHOLDER INFORMATION 25

P L A Y I N G   T O   A   B R O A D   A U D I E N C E

Our primary banking service area is the New York City to Philadelphia corridor, one of the more 

desirable banking markets in the country. The region has an affluent economy, with a strong, diverse 

array of employers and ties to New York City’s well-paying financial industries. We offer a full range 

of deposit and loan products to individuals and businesses through 18 full-service branches in 

Cinnaminson, Cranbury, Delanco, Denville, Ewing, Flemington, Hamilton, Hamilton Square, Lawrence, 

Mercerville, Pennington, Randolph, Somerset and Williamstown, New Jersey,  

and Doylestown, Trevose, Warminster and West Chester, Pennsylvania. 

Headquartered in Hamilton, New Jersey, we service Mercer, Hunterdon,  

SUSSEX

Middlesex, Monmouth and Ocean counties in central New Jersey.  

Our locations in northern New Jersey service Somerset, Morris, Warren,  

Sussex, Essex, Union and Hudson counties. Our Eastern Pennsylvania  

WARREN

MORRIS

region services Bucks, Montgomery, Philadelphia, Delaware and  

Chester counties in Pennsylvania, and also includes the southern  

New Jersey counties of Burlington, Gloucester and Camden. 

ESSEX
ESSEX

UNION

NYC

HUNTERDON

HUDSON

SOMERSET

MIDDLESEX

BUCKS 

MERCER

MONMOUTH

FIRST BANK   
REGIONAL STRUCTURE

NORTHERN NEW JERSEY REGION

CENTRAL NEW JERSEY REGION

EASTERN PENNSYLVANIA REGION 

★

HEADQUARTERS AND FIRST BANK BRANCH

FIRST BANK BRANCH

MONTGOMERY

PHILADELPHIA

CHESTER

OCEAN

DELAWARE

BURLINGTON

GLOUCESTER

CAMDEN

I N V E S T M E N T   R A T I O N A L E 

Preeminent community bank in central NJ with strong growth potential via further  
expansion throughout NJ and eastern PA

Focus on non-interest expense control to generate stronger operating leverage

Focus on improved funding mix through growth of lower cost, core commercial deposits

Opportunity for valuation enhancement as bank moves into larger asset category

Russell 3000 Index component

1

T O   O U R   S H A R E H O L D E R S ,   S T A K E H O L D E R S ,   

E M P L O Y E E S   A N D   F R I E N D S :

2019: A YEAR OF UNDERLYING PROGRESS DESPITE CHALLENGES 

As we suspected one year ago, 2019 proved to be a challenging year. We knew margin compression and tax 

changes would work against us, and they did. Nevertheless, we accomplished quite a bit. We also came up short 

in a couple of important areas. The year started strong with solid first quarter earnings and a successful core  

IT systems conversion. I can’t say enough good things about the great teamwork involved with this project.  

Overall, we kept the customer issues to a minimum and we worked tirelessly to resolve the issues that did 

materialize. Thanks to this conversion and upgrade, our bank is much better positioned for the future, but the 

energy and man-hours required by this project cannot be overstated. The time spent internally for six solid 

months certainly impacted our business development efforts and new business pipeline.  

Not long after we completed the conversion, the team was hard at work on our fourth bank acquisition.  

Once again, we were faced with a strategically important project that required a reallocation of resources.  

Our due diligence and M&A conversion teams did a great job bringing the Grand Bank team into the First Bank 

family. As a result of our organic growth and Grand Bank merger, we eclipsed the $2.0-billion-asset-threshold  

by the end of the third quarter.  

While we were making progress in important areas, we also had some challenges during the second and  

third quarters. The interest rate environment during the year created a scenario where for a relatively short period 

of time, our liability costs remained high while our asset yields started to move lower. By the end of the year,  

we were able to move our deposit costs lower and improve the margin in Q4, but our full year results were 

certainly impacted by the lower margin for the year. The relatively flat (and sometimes inverted) yield curve did 

not help either. Like most banks, we perform better when the yield on longer term assets exceeds shorter  

term assets. Because the typical spread was lower in 2019, our margin came down. For example, our margin in  

Q3 of 2018 was 3.60%. In Q3 2019, it had moved down to 3.15%. Hard work reducing our deposit pricing brought 

our margin back up over 3.30% by Q4.  

We also endured a changing tax environment in New Jersey. For example, our income tax expense in 2019  

was over $1.5 million higher compared to 2018, despite having a lower level of pre-tax income in 2019.  

Additional New Jersey tax expense included a one-time charge related to the valuation of our NJ deferred tax 

asset. Going forward we anticipate an effective tax rate that should be closer to 25%, lower than the 29%  

rate we experienced in 2019.  

We also had elevated credit costs in 2019 that cut into our profitability. Our provision for loan losses in 2019 was  

$537 thousand higher compared to 2018, despite slower loan growth. After several years of minimal charge-offs, 

we dealt with some credit issues during 2019. We understand that credit costs won’t be near zero every year.  

That said, it is our job to keep credit costs low and we will be working hard to keep them low going forward.

Despite these challenges, had our margin or our tax rate been in line with 2018 levels, we would have  

enjoyed another year of earnings growth. Even with the lower margin and higher tax rate, we still earned over  

$13 million during the year (and that’s after one-time expenses related to the merger and the tax changes).  

Nevertheless, our goals for organic growth and earnings for the year were higher than we achieved and we take 

that responsibility seriously. To that end, we made several adjustments during 2019 to help ensure we’re able  

to meet our 2020 goals — we adjusted staff; we modified our organizational structure in a few key areas; and we 

revised our goals and incentives to make sure we’re rewarding the right activities. As a result of these changes, 

we’re leaner and more focused than we’ve ever been. As you can see from the cover of this annual report,  

we’re laser “Focused on Performance.”

2 

Before we discuss our prospects for 2020, I’d like to provide a little more detail  

regarding our financial results for 2019.

LOAN GROWTH The loan portfolio grew $261 million in 2019, an increase of almost 18%. A little more than half  
of that increase came from the Grand Bank merger and the remainder was organically generated. Our loan  

mix remained relatively stable, with Investor CRE loans increasing slightly to 52.1% of total loans. That was up from 

50.6% at the end of 2018. Our goal remains to have Investor CRE loans equal to 45 to 50% of total loans.   

During the year, our yield on loans was 5.04%, a slight increase over the 5.02% loan yield during 2018. We feel 

pretty good about that result given the declining interest rate environment  in the second half of the year.

At year-end, our non-performing loans came to 1.32% of total loans, up from 0.44% at year-end 2018.   

Net charge-offs during the year were $1.9 million, up from the prior year, when we experienced net charge-offs  

of only $9,000. Our allowance for loan losses was 76% of non-performing loans by year end, down from a  

high of 238% at the end of 2018. Challenges during the year came primarily from our C&I portfolio. The Investor 

CRE portfolio continued to perform very well. 

DEPOSIT GROWTH Our total deposits increased by $248 million, or 18%, during 2019. Importantly, our  
non-interest bearing (NIB) deposits increased to $276 million at the end of 2019, up from $219 million at the end 

of 2018, an increase of $57 million. We were pleased with the growth in this area, as our ratio of NIB to total 

deposits increased from 15.7% to 16.8% in 2019. We are moving forward toward our goal of 20% NIB deposits.

Another goal we set during the year was to reduce the difference between our cost of interest bearing liabilities 

compared to peer banks in our markets. For the fourth quarter of 2018, our cost was nine basis points higher than 

the peer median. By the time we reached the fourth quarter of 2019, that differential had come down to zero.  

I’m proud of our team for the great work and discipline required to reach this goal so quickly. In our early years, 

we paid up for deposits so that we wouldn’t lose the opportunity to bring on quality loan customers.  

Our hope and expectation was that we could work those costs down over time as customers became more 

familiar with our locations and great service. I’m very pleased to report that we’re seeing that strategy come to 

fruition. In 2020, as we moderate our loan growth aspirations, thereby reducing some of the pressure on our 

funding sources, we believe we can continue to see improvements in our funding costs.  

Commercial deposit growth is one area where we fell short of plan. Commercial deposits did grow during the 

year, just not to the level we had targeted. Some of that variance to plan can be attributed to the core system 

conversion during the first part of the year. As I mentioned earlier, we spent a lot of time managing the transition, 

which took away from our ability to drive new business. As the result of a great team effort, we’ve established  

a nice pipeline of commercial deposit customers and I’m optimistic about our growth potential in this category  

in 2020.

NET INTEREST MARGIN The good news regarding the margin in 2019 is that we were able to reverse the 
compression we experienced through the first three quarters of 2019. Our margin declined from 3.44% during 

the fourth quarter of 2018 to 3.15% during the third quarter of 2019. That reduction of almost 30 bps makes 

a big impact when you’ve got a $2 billion balance sheet. Our efforts to control and improve funding costs 

helped reverse that trend in the fourth quarter as our margin improved to 3.34%. Inevitably, changes in the rate 

environment or the shape of the yield curve can have short term impacts on profitability, both positive as  

we saw in 2018, or negative as we saw in 2019. It takes time to make adjustments based upon the new rate 

environment. But, if the interest rate position of the bank is well managed, as ours is, adjustments can and do  
get made to bring profitability back to better levels.

3

ADDITION OF GRAND BANK Our merger with Grand Bank closed on September 30, 2019. The conversion took 
place in early December and our two newest Mercer County NJ locations are up and running on the First Bank 

systems. With six branch locations in Mercer County, we have further solidified our position as the preeminent 

community bank in the county. We also brought over some great people and great new customers that will help 

us continue to build and grow our presence in Central NJ.  

I’d like to take a moment to thank our new Board member and former Grand Bank Chairman, Peter Pantages, for 

all his hard work during the past year — getting the merger agreement finalized and helping with the transition  

of staff and customers. These projects always require hard work and extra effort and cooperation from both sides 

is critical. Thank you, Peter.  I’d also like to thank the members of the Grand Bank staff. Change is never easy,  

but our newest team members worked hard and kept an open mind, which helped to facilitate a good transition.

So, how did those developments impact profitability in 2019?

NET INCOME AND EARNINGS PER SHARE Net income was $13.4 million and diluted EPS was $0.69 compared 
to $17.6 million and $0.95 per diluted share in 2018. These bottom line results reflect a reduced net interest 

margin, one-time merger-related costs, higher taxes, and elevated credit costs.  

PRE-PROVISION, NET REVENUE (PPNR)  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 $25.9 million in 2019 was up slightly from $25.3 million in 2018. Because this metric excludes  

the provision for loan losses, non-recurring expenses and tax changes, it gives a closer look at just the impact  

from growth and the changing margin. It shows that much of the benefit of growth during the year was  

offset by declines in the margin.   

BOOK VALUE We closed the year with book value of $11.07 per share, an increase of $0.64, or 6.1%, compared 
to year-end 2018. Tangible book value per share reached $10.17 at the end of 2019, an increase of $0.67, or 7.1%, 

compared to year-end 2018. 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 $4.19, or 60.9%, and tangible 

book value per share has increased $2.94, or 41%. We believe that tangible book value per share growth should 

continue to improve as the benefits of our prior acquisitions get fully realized.  

ROA AND ROE Our ROA was 0.99% for the first quarter of 2019; it dipped down to 0.64% and 0.23% in the 
second and third quarters, but bounced back to 1.02% in the fourth quarter. Adjusted ROA, primarily excluding 

the impact of the NJ DTA revaluation, moved up to 1.13% in the fourth quarter. As our cover for this annual report 

clearly highlights, we’re focused on performance and ROA is probably our most important metric. In 2020 we 

plan to show that we’ve built a great bank with strong earnings power. Strong ROA performance will be the best 

indicator of whether we’re meeting our goals.

ROE followed a similar trend to ROA in 2019 — 8.79% in the first quarter, 5.64% and 2.11% in quarters two and 

three, and back up to 9.17% in quarter four. Adjusted ROE reached 10.18% in the fourth quarter. Given the presence 

of intangible assets on our balance sheet from prior acquisitions, we also look at ROATCE, return on average 

tangible common equity. That ratio reached 11.18% for the fourth quarter of 2019. Strong earnings coupled with 

stock repurchase activity in 2020 will help us push these key ratios even higher.

4

2020: Continued Growth with a Greater Focus on Profitability

We have progressed from a start-up venture to a high growth and solidly profitable community bank over the past 

eleven years, as we’ve worked effectively to balance growth and profitability. Early on, we knew scale would be 

important given the changing competitive and regulatory landscape. That drive to scale helped us reach  

$2.0 billion in assets in a relatively short period of time. It also drove a significant amount of reinvestment back 

into the franchise. Going forward, we plan to rebalance the scales — with more focus on current operating profit 

while still making important strategic investments. We don’t consider this a binary or “black and white” proposition.  

Rather, it’s like gradations on a scale. In the very early days, we needed to grow to build a strong base for future 

earnings. As we’ve matured as a company, we’ve been gradually rebalancing the scales. That process will continue 

into 2020. Our strong profitability metrics in the fourth quarter of 2019 give us reason for optimism that our  

efforts to improve near-term profitability are working. We want 2020 to be a year where we can show the true 

potential of the excellent franchise we’ve created. We expect to drive earnings growth in three ways — lower 

funding costs to protect the margin, continued expense management, and incremental additional fee income.

A FOCUS ON LOWER FUNDING COSTS AND MORE MODERATE ASSET GROWTH We continue to generate 
significant lending opportunities, with robust activity in our loan pipeline. In 2020, we plan to focus on margin 

protection rather than net interest income dollar growth. The pace at which we generate core deposits will also 

influence our loan funding. Our commercial deposit pipeline has been building nicely since the conversion and we 

appear poised to drive solid growth in this category. We believe that this will provide greater flexibility in how  

we set CD rates in 2020, and help to drive down our funding costs. We had success with this strategy in the  

latter part of 2019 and we have significant opportunities to continue to move CD costs down in 2020. The overall 

level of CD retention at lower rates will also impact our asset growth levels during the first half of 2020.  

The bottom line is that we will be more focused on earnings growth over asset growth in 2020.

CONTINUED EXPENSE MANAGEMENT There are two basic levers available to grow earnings — increase revenues 
and control expenses. Given that we’re planning to moderate asset growth, and that will constrain revenue  

growth to some degree, we will continue to actively manage expenses to drive earnings growth. I believe our 

track record on expense management has been good, but our efforts to control spending will continue in  

earnest in 2020. In fact, we’ve already made some changes in that direction over the past couple of months:  

we streamlined and centralized our investor real estate lending group; we rebalanced our lending and deposit 

teams to reduce costs at the higher end of the pay scale with lower-priced support staff; and we effectively 

achieved our cost cutting goals from the Grand Bank merger. Our efficiency ratio reached a low of 53.2%  

in the fourth quarter of 2019. While that number might be artificially low given some higher than normal fee 

income results in that quarter, we will certainly be working to keep the efficiency ratio below the 60% level that  

we realized during most of 2019.

IMPROVED NON-INTEREST INCOME Fee income will continue to remain a smaller component of our overall 
revenue mix. That said, outside of major business line shifts, we still have opportunities to drive additional income 

to the Bank. We’re anticipating that non-interest income from SBA loan sales and loan interest rate swaps will  

help drive improvement in this area. We expect that this will be a continuation of a modest trend where non-interest  

income, not including gains on recovery of acquired loans, as a percentage of net revenues improved from  

3.6% in 2015 to 5.2% in 2019. We have opted to not chase dollars in businesses where we don’t have knowledge, 

expertise or competitive advantage. SBA and loan swaps are good examples of opportunities for increased  

fee income where we can leverage our core strengths as a commercial lender.

5

Focused on Performance

People often debate the virtues of quantity versus quality. 

For First Bank, this debate must be framed in the context of  

company life cycle and business conditions. In the early 

stages of our development, when the drive for scale was 

so critical, quantity was a primary focus. In the current 

UPDATE ON NOVEL CORONAVIRUS 

The current international public health issue 

related to the novel coronavirus, COVID-19, has 

the potential to impact business activity for 

financial institutions generally and for First Bank. 

Although there is no way to accurately estimate 

how large an impact this will have on the  

economic environment, and given our much-improved size 

Bank’s customers, demand for our products and 

and scale, quality will take on even more importance. 

services or the Federal Reserve’s potential to  

While we’re disappointed with the market’s current valuation  

of First Bank, we believe that we have the appropriate 

strategy in place to improve our bottom line performance, 

along with continuing to build long-term enduring value. 

We have assembled a strong and very competitive 

franchise in a relatively brief period of time, and  

demonstrated an ability to generate strong organic growth. 

We continue to attract the top banking talent available  

take action to mitigate the economic impact,  

we continue to monitor market conditions and  

are preparing to respond to a range of scenarios. 

We believe that the near-term operating  

strategy described in this report is appropriate 

for the economic conditions which now appear 

likely for some portion or all of 2020. We are 

also actively evaluating what precautions are 

in our region. We’re working to create a high-performing, 

necessary to reduce the possibility that our 

truly-differentiated community bank that delivers an 

customers or employees could be exposed to the 

exceptional customer experience. We believe we’re on the  

virus and will take all appropriate measures.

right path to building an engine that drives superior 

shareholder returns. Famous investor Benjamin Graham 

once said: “In the short run, the market is a voting machine but in the long run it is a weighing machine.”  

One of my jobs is to try and help the market stop voting and start weighing the real intrinsic value of the First Bank 

franchise. The most important thing we can do to make that happen is to “Focus on Performance.”  

The other thing I need to do is help raise awareness and visibility regarding First Bank and the strong and  

valuable franchise we’ve created. Those will be my top priorities in 2020.  

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,

Patrick L. Ryan
President and CEO

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, and actual results could differ materially, and, therefore, readers should not place undue reliance on any forward-looking statements. 
The Bank does not undertake, and specifically disclaims, any obligation to publicly release the results of any revisions that may be made to any forward-looking 
statements to reflect the occurrence of anticipated or unanticipated events or circumstances after the date of such statements.

6

2 0 1 9   P E R F O R M A N C E   H I G H L I G H T S

Net income for 2019 of $13.4 million,  
or $0.69 per diluted share

Total net revenue*  
increased to $62.4 million 

Total loans of $1.7 billion at yearend,  
a 17.8% increase from 2018

Total deposits grew by 17.8% to  
$1.6 billion at 2019 yearend

Total assets reach $2.0 billion,  
up $300.4 million, or 17.6% from 12-31-2018

Successful integration  
of Grand Bank merger  

Completion of core IT system  
conversion to Fiserv  

* Total net revenue is the sum of net interest income  
and non-interest income.

7

Total Assets 

 AT 12-31, $ IN BILLIONS

Total Loans 

 AT 12-31, $ IN BILLIONS

0.86

1.07

1.45

1.71

2.01

0.74

0.89

1.17

1.39

1.64

23.8

28.9

39.7

54.9

58.4

25.5

30.5

41.8

58.4

62.4

2015

2016

2017

2018

2019

5-YEAR CAGR = 25.8%  

Total Stockholders’ Equity

 AT 12-31, $ IN MILLIONS

2015

2016

2017

2018

2019

5-YEAR CAGR = 28.4%  

Net Income

 FOR YEAR ENDED 12-31, $ IN MILLIONS

2015

2016

2017

2018

2019

5-YEAR CAGR = 18.2%  

Book Value Per Share 

 $ AT 12-31

2015

2016

2017

2018

2019

0.69

0.90

1.23

1.46

1.72

68.8

88.8

163.3

194.8

226.4

3.9

6.4

7.0

17.6

13.4

7.26

7.78

9.36

10.43

11.07

2015

2016

2017

2018

2019

5-YEAR CAGR = 24.3%  

Total Deposits

 AT 12-31, $ IN BILLIONS

2015

2016

2017

2018

2019

5-YEAR CAGR = 22.4%  

Net Interest Income

 FOR YEAR ENDED 12-31, $ IN MILLIONS

2015

2016

2017

2018

2019

5-YEAR CAGR = 22.4%  

Total Net Revenue

 FOR YEAR ENDED 12-31, $ IN MILLIONS

2015

2016

2017

2018

2019

8

5-YEAR CAGR = 18.8%  

5-YEAR CAGR = 10.0%  

Selected Financial Information  
 IN THOUSANDS, EXCEPT COMMON SHARE DATA

AT OR FOR THE YEAR ENDED DECEMBER 31, 

2019    

2014    

5-YR CAGR

Efficiency Ratio1

 % FOR YEAR ENDED 12-31 

71.7

61.2

55.3

56.1

58.0

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 
Selected Income Statement Data
Interest and dividend income 
$ 
Interest expense  

$  2,011,587 
 1,723,574 
17,245 
1,640,867 
 105,476 
 21,964 
226,393 
1,858,291  
 207,338 

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 

$ 

$    

677,458 
547,759 
6,104 
596,482 
14,000 
— 
64,759 
597,811 
61,530 

25,350 
4,137 

21,213 
2,438 

18,775 
5,099 
15,820 

8,054 
2,218 

 84,170 
25,804 

58,366 
3,984 

 54,382 
 3,995 
 39,364 

19,013 
 5,568 

Net income 

$    

13,445 

$     

5,836 

Common Share Data
Diluted earnings per share  
Cash dividends paid 
Book value per common share 
Tangible book value per common share1 
Common shares outstanding 

Selected Performance Ratios
Return on average assets 
Adjusted return on average assets1 
Return on average equity 
Adjusted return on average equity1 
Adjusted return on average tangible  

common equity1 

Net interest margin, tax equivalent2 
Efficiency ratio1 

Selected Asset Quality Ratios
Nonperforming loans to total loans3 
Allowance for loan losses  
to nonperforming loans 

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 

$ 

 0.69   
 0.12  
11.07 
$    
10.17 
  20,458,665 

$ 

  0.63   
 —      
 6.88   
$     
 6.84   
  9,408,491   

0.72% 
0.88% 
6.48% 
7.93% 

8.67% 
3.32% 
58.00% 

0.98%
0.54% 
9.48%
5.23% 

5.26%
3.75%
68.46%  

1.32% 

1.30% 

75.82% 
0.12% 

11.25% 
10.27% 
10.74% 
10.74% 
12.79% 

85.83% 
0.22%

9.56% 
9.72% 
 —  
10.96% 
12.00%

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 2019 calculation.
2  The tax equivalent adjustment is calculated using a federal income tax rate of 21% in 2019 and 34% in 2014.
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.

24.3% 
25.8% 
23.1%  
22.4%   
49.8%
N/M  
28.4% 
2 5.5%  
2 7.5%  

2 7.1%   
44.2%  

22.4%  
10.3% 

23.7%  
(4.8%) 
20.0%  

18.7%  
20.2%

18.2%   

1.8%  
N/M
10.0%   
8.3%   
16.8%

2015

2016

2017

2018

2019

Net Charge-Offs/Average Loans 

 % AT 12-31

0.14

0.10

0.08

0.00

0.12

2015

2016

2017

2018

2019

Return on Average Assets

 % FOR YEAR ENDED 12-31

0.51

0.66

0.57

1.09

0.72

2015

2016

2017

2018

2019

Return on Average Equity 

 % FOR YEAR ENDED 12-31

5.74

8.08

5.60

9.70

6.48

2015

2016

2017

2018

2019

9

 
 
 
     
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
    
     
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
OUR SUCCESS IS BUILT  

ON OUR CORE VALUES OF 

 INTEGRITY, CUSTOMER  

FOCUS AND A DESIRE TO  

GET THINGS DONE.   

WE PROVIDE OUR  

CUSTOMERS REAL  

RELATIONSHIPS WITH  

PERSONAL BANKERS THAT  

OFFER QUICK AND  

THOUGHTFUL ADVICE.

10

F I N E - T U N I N G   O U R   S O U N D

Delivering  
High Quality  
Service  

We are working to enhance the value contained in the 18-branch banking franchise we’ve assembled 
throughout New Jersey and eastern Pennsylvania, in highly desirable markets characterized by very strong 
income and business activity demographics. Although we have an abundance of banking competitors, there 
are relatively few strong community banks in the high wealth and densely populated New York City  
to Philadelphia corridor. With a full range of bank products and services, we are strongly positioned to target 
business from individuals, businesses, and governmental entities located in our primary service areas.

We are successfully expanding our brand into communities located in the New York City to Philadelphia 
corridor by providing a superior customer experience, including access to our decision makers, along  
with competitive interest rates and fees. We hire, develop and retain quality employees who seek to be part  
of a dynamic and growing institution with a rising market profile throughout New Jersey and  
eastern Pennsylvania. Our service area is economically and geographically diverse with an abundance of 
customers with sophisticated banking needs and a desire for the personalized service we provide.  
Our philosophy of relationship banking and our in-market expertise are the key differentiating factors that 
drive our ability to attract and retain new customers. 

Our decision to expand our service footprint into eastern Pennsylvania was driven by similar market 
demographics including household income, business activity and population density. The eastern 
Pennsylvania and central New Jersey region is more urbanized than the nation as a whole, and studies by  
the Philadelphia Federal Reserve Bank (PFRB) cite evidence that community banks in this area tend  
to be larger. PFRB research also found that area community banks have a comparative advantage in lending 
to the region’s small businesses because they maintain relationships that rely on soft information about  
firms and their business environment developed over a long history of doing business with the firm.  
This finding is consistent with the results that First Bank has realized during the last five years, as we grew 
our loan portfolio by an average of nearly 26% per year by focusing on building strong relationships with our 
clients. This approach enables our associates to anticipate the needs of our customers and react quickly,  
a strong competitive advantage over the region’s larger institutions.    

The economic strength and business activity level of our market area has made it possible for us to grow to  
a size that allows us to better leverage economies of scale for both organic and acquired expansion.  
We see no shortage of customers that prefer our personalized relationship approach to banking.  
This preference for service, combined with a continuation of economic studies that indicate relatively robust 
activity for the region in the foreseeable future, indicates that 2020 offers considerable opportunity and 
promise for First Bank.

11

A   B I G   B A N D   H I T T I N G   B I G   N O T E S

Accretive  
M&A Complements  
Organic Growth   

We opened our doors for business in April 2007 and had total assets of just $20.0 million at 
December 31, 2007. In just 13 years, First Bank has grown to more than $2 billion in total assets with 
bottom line profitability of more than $13.4 million in 2019. The Bank’s expansion is a reflection of  
our early focus on organic growth within our targeted service area. More recently we have employed 
a balance of organic growth and targeted acquisitions to expand our service area or strengthen  
our position within an existing market. The Bank’s growth was dramatic in the early years, reflecting 
our smaller asset size, an effective and targeted strategy and a vibrant market area with  
attractive demographics. 

An effective operating strategy and strong commitment to growth resulted in the quadrupling of  
our asset size from 2010 to 2015, with most of the increase coming from organic activities.  
With our ongoing commitment to profitable growth, it’s not surprising that the Bank’s asset size  
more than doubled since 2015, reflecting continued strong organic growth initiatives along with 
acquisitions located in and around our original central New Jersey market area. Our strategy involves 
evaluating opportunities to acquire whole banks, business lines or branches that complement  
our market expansion objectives. Our approach to acquisitions is always disciplined and effective  
and with four successful transactions during the last five years we consider this activity to be  
a core competency of our team. 

The first of our four transactions closed during the first quarter of 2014 when we acquired  
Heritage Community Bank. This transaction immediately accelerated our growth trajectory creating  
a $600 million asset institution with eight branch locations throughout New Jersey. Seeking to 
maintain a balance between organic and acquired growth we crossed the Delaware River in  
2015 and opened a de novo location in Trevose, Pennsylvania, our 10th customer service location.  
We complemented the Trevose branch opening and attained additional scale in Pennsylvania in 2017 
with the acquisition of Bucks County Bank, which added approximately $200 million in assets  
along with additional service locations in the desirable northeast suburbs of Philadelphia.

We increased our market presence in southern New Jersey in second quarter 2018 by acquiring 
Delanco Bancorp, which added two branches in Burlington County, our 16th and 17th locations.  
During 2019 we had the opportunity to enhance First Bank’s market presence in Mercer County and  
add a diversified, high-yielding loan portfolio through the acquisition of Grand Bank N.A.,  
which closed in the third quarter. The combination of strong organic loan growth and acquisition 

activity resulted in a five-year compound annual growth rate  
of 25.8% through December 31, 2019, driven by our strong 
commercial lending presence.

First Bank’s M&A team is led by Andrew L. Hibshman, FSVP/ Chief Accounting Officer;  
John F. Shepardson, FSVP/Chief Administrative Officer; and, Stephen F. Carman,  
EVP/Chief Financial Officer.

12

COMBINATION OF ORGANIC  

AND ACQUIRED GROWTH

DISCIPLINED AND EFFECTIVE  

APPROACH TO ACQUISITIONS

M&A IS A CORE COMPETENCY  

OF OUR TEAM

13

WE COMPLETED AN IMPORTANT INFRASTRUCTURE STRATEGIC INITIATIVE IN 2019,   

BY CONVERTING TO A NEW INFORMATION TECHNOLOGY CORE SYSTEM.

14 

A N   A C O U S T I C A L L Y   S O U N D   A P P R O A C H

An Infrastructure  
for Profitable Growth     

During the last three years we have continuously invested in building an infrastructure capable of handling  
our double-digit organic growth, as well as multiple whole-bank acquisitions that expanded our banking 
footprint and added scale to our operations. While we have made some bricks and mortar investments during 
that time, our primary focus has been on people and technology. We have strengthened our back-office 
support to enable our regional teams to more effectively originate new loans and attract core deposits.  
We have evaluated and invested in enhanced technology that drives internal operating efficiencies for all of 
our customer-facing associates. We have put in place the infrastructure necessary to support our  
$2 billion institution, as well as the growth we expect to generate over the next several years.  

Our service footprint has expanded significantly in recent years, reflecting a growth strategy that utilizes 
whole bank acquisitions and targeted de novo locations which complement the existing coverage area.  
Our market area now covers 15 counties throughout New Jersey, as well as another five counties in eastern 
Pennsylvania, resulting in a total area of approximately 7,840 square miles. To effectively handle an area of this 
size with varied demographics, we established regional lending teams to make sure we have a solid core  
of relationship managers in each market who are focused on commercial and industrial (C&I) relationships 
and the deposits that come with them. We have also developed specialty lending teams to service focus 
areas such as investor real estate, which has long been an important part of our commercial lending activity.  
With the 2019 acquisition of Grand Bank, we acquired an SBA lending team that we intend to leverage to 
grow this part of our business and to support SBA borrowing activity across our market area.   

During 2019, we completed an important strategic initiative related to our infrastructure by converting to  
a new information technology core system. We had conducted a detailed evaluation of potential  
options and determined that Fiserv had the best combination of technology and the most efficient cost 
structure to meet our growth needs for the foreseeable future. We believe that new technology improves 
the effectiveness of our customer-facing associates, as well as providing better visibility into real-time 
performance and results by geographic region.  

During 2020, we plan to advance some additional profitability and growth initiatives which include:  
banker business development training to attract new C&I customers to First Bank; the launch of an online 
account opening platform; digital marketing campaigns to increase the reach of our brand beyond the 
geographic footprint of our physical locations; staff mix optimization to increase the number of proactive 
business development team members in the marketplace; and, improved reporting to track individual  
sales goals versus monthly production.

Our IT system conversion was led by Gabriel K. Dragos,  
SVP/Head of Operations; Gregory Weckel, VP/Information Technology Manager; 
David D. Lidster, FSVP/Chief Technology Officer and Belinda L. Blazic,  
SVP/Loan Administration Manager (not pictured).

15

W E L L - O R C H E S T R A T E D   P L A N N I N G 

Strategic Focus   

With a five-year compound annual growth rate for total assets of more than 24%, First Bank has been one  
of the country’s fasting growing community banks during that period. While we intend to continue to  
grow our franchise in 2020 and beyond, we plan to enhance our focus on the Company’s bottom line through 
smart targeted growth and by carefully managing non-interest expenses. We believe that by leveraging our 
existing service footprint in 2020, we can obtain a more moderate level of growth with significantly  
improved profit metrics. 

The growth of First Bank staffing levels is expected to be modest in 2020 as we plan to add some additional 
support staff, such as portfolio managers, underwriters or loan administrators as needed to support our 
regional sales teams. We are focused on controlling costs throughout the Bank. Our efficiency ratio for 2019 
was a solid 58.00% and our objective for 2020 is to match or better this performance.  

An important strategic objective for 2020 is to lower the Bank’s cost of funding by focusing on lower cost 
core deposits. We made headway on this effort during the fourth quarter of 2019 by allowing some  
price-sensitive time deposits to run off, which was reflected in a 14 basis-point drop in the average rate  
for interest bearing deposits from the linked third quarter. This effort was also helped by a nearly $40 million 
increase in our average non-interest-bearing deposits balance compared to third quarter 2019, reflecting  
the positive impact of the Grand Bank acquisition and favorable results related to our commercial and  
non-interest bearing deposit gathering efforts. We expect to maintain a very disciplined pricing policy for 
time deposits in 2020, while at the same time working to retain these balances.

Our Commercial Deposits team is led by Emilio Cooper, EVP/Chief Deposits Officer and  
also includes Karen J. Conway, VP/Business Banker; Casi L. Tiernan, SVP/Head of Cash Management;  
Thomas P. Fehn, Jr., SVP/Retail & Business Banking Market Manager; and,  
Ryan D. Earley, VP/Business Banker (not pictured).

16 

Performance Accolades    

Our company’s substantial growth in recent years garnered recognition from two important regional business 
media organizations. Each year the Philadelphia Business Journal honors the 76 fastest growing companies  
in the Greater Philadelphia area in its Soaring 76 list. First Bank was included among the 2019 honorees, 
which are required to have a sustained revenue growth history from 2016 through the end of 2018.  
Similarly, in 2019 First Bank was once again named to the NJBIZ Fast 50, a list that celebrates the dynamic 
growth of New Jersey companies. Similar to the Soaring 76, the Fast 50 honorees were chosen based  
on an evaluation of revenue increases from the past three years. 

We received favorable deposit and debt ratings from Kroll Bond Rating Agency (KBRA) in 2019,  
a Nationally Recognized Statistical Rating Organization registered with the U.S. Securities and Exchange 
Commission. KBRA’s ratings and stable outlook cited our successful strategy utilizing both acquisitions and 
organic growth to build scale within our service footprint, resulting in improved operating leverage and 
enhanced profitability, as well as an enhanced capital position. We believe the favorable ratings may  
offer additional capital market flexibility and provides current and future customers additional assurance  
of our sound operating environment.

IN 2019, WE RECEIVED FAVORABLE 

DEPOSIT AND DEBT RATINGS  

FROM KROLL BOND RATING AGENCY,  

A NATIONALLY RECOGNIZED  

STATISTICAL RATING ORGANIZATION.

17

F I R S T   B A N K   P R O F I L E 

Bauer Financial 5-Star  
rated bank (top ranking) 

★★★★★

NEW JERSEY STATE-CHARTERED BANK 

HEADQUARTERS – HAMILTON, NJ

$2.0 billion in assets

AT 12-31-19

MARKET AREA
New York City to  
Philadelphia corridor

Investment grade ratings  
on deposit products and debt  

FROM KROLL BOND RATING AGENCY IN 2019

LOAN PORTFOLIO COMPOSITION 

COMMERCIAL REAL ESTATE 75.1% AND 

COMMERCIAL AND INDUSTRIAL 13.9%

Traditional range of deposit  
and loan products

18

full-service branches in  
New Jersey and Pennsylvania

18 

F I R S T   B A N K   L O C A T I O N S

ADMINISTRATIVE

2465 Kuser Road 

Hamilton, NJ 08690 

877 821 2265

1395 Yardville-Hamilton Square Road 

Hamilton, NJ 08691 

877 821 2265

2297 Route #33  

Hamilton Square, NJ 08690  

609 514 3900

FULL SERVICE BRANCHES

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

HAMILTON SQUARE 

2265 Route #33  

Hamilton Square, NJ 08690  

609 269 1619

LAWRENCE 

PENNSYLVANIA

DOYLESTOWN 

200 South Main Street  

Doylestown, PA 18901  

215 230 7533 

TREVOSE 

4956-66 Old Street Road 

Trevose, PA 19053 

267 984 4537

WARMINSTER 

356 York Road  

Warminster, PA 18974  

215 441 4118 

WEST CHESTER 

121 North Walnut Street 

Suite 320  

West Chester, PA 19380 

590 Lawrence Square Boulevard South 

484 881 3800

Lawrence, NJ 08648 

609 587 3111

MERCERVILLE 

1 Edinburg Road  

Mercerville, NJ 08619  

609 269 1616 

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

19

B O A R D   O F   D I R E C T O R S

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 
Asset/Liability (Chair), 
Compensation and Personnel  

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

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

D IRE CTO R  S INCE  2 008

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

2 0 

DOUGLAS C. BORDEN 
Partner of Borden Perlman  
Insurance Agency

DI R ECTO R SIN CE  2 01 7

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

PATRICIA A. COSTANTE
Chairman and Chief Executive Officer  
of MDAdvantage Insurance Company

DI R ECTO R SIN CE  2 01 9

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

SCOTT R. GAMBLE
Principal of Patriot Financial Partners, L.P.

DI R ECTO R SIN CE  2 020

B OA RD  CO MMI TTEES 
Asset/Liability,
Compensation and Personnel,
Audit and Risk Management,
Compliance 

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

D IRE CTO R  S INCE  2 01 6

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

PETER PANTAGES
Former Chairman, President and  
Chief Executive Officer of Grand Bank

DI R ECTO R SIN CE  2 01 9

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

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

D IRE CTO R  S INCE  2 01 6

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

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

DI R ECTO R SIN CE  2 01 7

B OA RD  CO MMI TTEES 
Audit and Risk Management,  
Asset/Liability, Compensation  
and Personnel

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

DI R ECTO R SIN CE  2 01 0

B OA RD  CO MMI TTEES 
Compliance (Chair),
Audit and Risk Management,
Asset/Liability

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

21

E X E C U T I V E   M A N A G E M E N T   T E A M

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 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 more than 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. 

2 2 

B A N K   O F F I C E R S

FIRST SENIOR VICE PRESIDENTS

Joseph R. Calabro 
Pennsylvania Regional President 
Marianne E. DeSimone  
Lending Group Manager 
David J. DiStefano 
Northern New Jersey Regional President 
Andrew L. Hibshman 
Chief Accounting Officer 
David D. Lidster 
Chief Technology Officer
Maria E. Mayshura 
Chief Risk Officer 
Gene C. McCarthy 
Central New Jersey Regional President 
Arlene S. Pedovitch 
Senior Credit Officer
John F. Shepardson 
Chief Administrative Officer

SENIOR VICE PRESIDENTS

Scott A. Bachman  
Commercial Lending Relationship Manager I 
Belinda L. Blazic 
Loan Administration Manager 
Kimberly Cerasi 
Human Resources Officer
Scott W. Civil 
Market Executive
Michael B. Cook 
Manager Investor Real Estate
Gabriel K. Dragos 
Head of Operations
Thomas P. Fehn, Jr. 
Retail Market Manager 
Lewis R. Fogg, Jr. 
Retail & Business Banking Market Manager 
Nancy C. German 
Deposit Operations Officer
Terrance R. Howard 
Market Executive
Sriramulu Krishnamurthy 
SBA Manager
Maria Leibowitz-Curry  
Chief Compliance Officer
Lauretta Lucchesi 
Team Leader
David Hill Marx 
Commercial Lending Relationship Manager I
Debra A. Morreale  
Business Systems 
Gregorio Perri, Jr. 
Consumer Lending Manager
Donald Theobald, Jr. 
Controller 
Casi L. Tiernan 
Head of Cash Management 
Richard Tocci 
Manager Investor Real Estate

VICE PRESIDENTS

Joseph F. Browarski 
Loan Workout Officer
Richard L. Burzynski 
Commercial Lending Relationship Manager I
Michael P. Cahill 
Commercial Lending Relationship Manager I
Marjorie A. Callahan 
Relationship Manager
Elizabeth F. Camishion 
Systems Application Administrator
Edward Caporellie, Jr. 
Branch Sales Manager
Joseph Cavalchire 
Commercial Lending Relationship Manager II

Louis A. Cialarante 
Commercial Lending Relationship Manager I
David A. Colby 
Branch Area Manager – Central New Jersey East 
Karen J. Conway 
Business Banker 
Joan S. Costa 
Loan Administration Assistant Manager
Cori Cubberley 
Loan Accounting Manager
Kimberly Dargay 
Branch Operations Manager
Ryan D. Earley 
Business Banker
Jason Fischer 
Commercial Lending Relationship Manager I
Brent Gardner  
Consumer Loan Officer
Denise Goetting 
Branch Area Manager - Nothern New Jersey
Robert Goldzman 
Commercial Lending Relationship Manager I
Robert C. Gossenberger 
Branch Sales Manager
Philip M. Heberling 
Commercial Lending Relationship Manager I
Paula Huergo 
Strategic Planning Officer
Kyle E. Johnson 
Head of Training,  
  Retail/Analytics Project Manager
Gregory S. Kay 
Branch Sales Manager
Christopher M. Kelly 
Commercial Lending Relationship Manager II
Amanda M. Kenny 
Internal Audit Manager
Brett Lawrence 
Commercial Lending Relationship Manager I
Larry F. Lee 
Loan Workout Manager
Michelle Mack 
Compliance Officer
Tina Middleton 
Commercial Lending Relationship Manager I
Carol Monaghan 
Branch Sales Manager
James F. Monaghan III 
Senior Financial Projects Manager
James T. Muller 
Branch Area Manager – Central New Jersey West
Sarah M. Pearson 
CRA Officer
John C. Pettit 
Branch Area Manager – Southern New Jersey
Frank P. Puleio 
Business Development Officer
Katherine M. Rowley 
Branch Operations Manager
Brendan P. Ryan 
Bank Secrecy Act Officer
Sandra K. Ryan 
Branch Sales Manager 
Kyle Smith 
Commercial Lending Relationship Manager I
John M. Thompson 
Treasury Management Sales Officer
Anchal A. Trivedi 
Credit Manager
Jennifer Wallace-Dressner 
Assistant Controller
Marie Wanat 
Branch Area Manager –  
  Bucks/Montgomery Counties, PA
Gregory Weckel 
Information Technology Manager

Caryn Wilson 
Retail & Business Banking Operations Officer
Mark F. Wrobel 
Commercial Lending Relationship Manager I

ASSISTANT VICE PRESIDENTS

Alexandra Acevedo 
Treasury Management Sales Support
Brian W. Ballentine 
Branch Operations Manager
Sharon E. Bokma 
Branch Operations Manager
Michael R. Borkowski 
Branch Sales Manager
Linda Deckman 
Underwriter
Gwendelyn C. Fisher 
Marketing Manager
Patrick L. Giallombardo 
Commercial Real Estate Administrator
Michele M. Green 
SBA Portfolio Manager/Senior Underwriter
Jonathan O. Jacobs 
Private Banker
Veena Jain 
Branch Operations Manager
Keith M. Jolliffe 
Senior Credit Analyst/Team Leader
Judith Koch 
Branch Operations Manager
Jason M. Koenigsberg 
Branch Sales Manager
William J. Mellon 
Senior Credit Underwriter
Ruth Powell 
Branch Operations Manager
Padmaja Racharla 
Senior Credit Analyst
Patricia L. Schofield 
Branch Operations Manager
Stacy L. Schwartz 
Deposit Operations Supervisor
Diane L. Smith 
Underwriter
Traci L. Sundberg 
Financial Investigations & AML Manager
Sharon A. Unger 
Deposit Operations Analyst II
Andrew K. Varsallona 
IT Support Specialist

ASSISTANT TREASURERS

Shatha N. Abbasi  
Auditor 
Thomas P. Bay 
Commercial Lending Relationship Manager I
Donna Bencivengo 
Executive Assistant and Corporate Secretary
Samantha K. Dayton 
Loan Accounting Assistant Manager
Angelique DeGazon  
Loan Accounting Specialist
Sharon Grabowski 
Loan Accounting
Cynthia Huber 
Branch Operations Manager
Cynthia Tigeleiro  
Branch Operations Manager
Maria A. Tramo 
Operations Coordinator  
  for Retail & Business Banking
Kelly L. Valenza 
Benefits and Payroll Coordinator
Carrie M. Walchko 
Bank Secrecy Act Specialist
Michelle Zimmerman 
Branch Operations Manager

23

 
 
Investment Profile  AT 3-5-20

Closing Share Price 

Market Capitalization 

Price/Earnings (LTM) 

Price/Tangible Book 

Forward Dividend Yield 

52-week High 

52-week Low 

Average Daily Trading Volume 

3 MO AVG

Shares Outstanding 

Float 

Earnings per Share (diluted)

 FOR YEAR ENDED 12-31, $

2015

2016

2017

2018

2019

Stock Ownership 
 AT 12-31-19  
 AT 12-31-19

$9.73

$199.1M

14.1 X

  95.7%

1.20%

$11.82

$9.61

24,695

20.5M

15.7M

0.41

0.61

0.48

0.95

0.69

RETAIL 45%

IN SID E 11%

INSTITUTIONAL 44%

24 

C O R P O R A T E   A N D   S H A R E H O L D E R   I N F O R M A T I O N 

CO RPO RAT E   
HE AD QUARTERS

FIRST BANK 

2465 Kuser Road 

Hamilton, NJ 08690 

877 821 2265 

firstbanknj.com

A N NUAL SHAREHOLDER   
MEET IN G INFORM ATION

The Annual Shareholders’ Meeting  

will be held at 10:00 am  

on April 29, 2020 at: 
The Stone Terrace* 
2275 Kuser Road 

Hamilton, NJ 08690

IN VESTOR RELATIONS

Shareholders seeking information  

about us may obtain press releases 

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.

STOCK REGISTR AR   
AND TRANSFER  AGENT

FIRST CLASS/REGISTERED/CERTIFIED MAIL 

Computershare Investor Services 

P.O. Box 505000 

Louisville, KY 40233-5000

COURIER SERVICES 

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

and FDIC filings by visiting  

SHAREHOLDER SERVICES NUMBER  

firstbanknj.com.Additional inquiries 

1 800 368 5948

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.

* Due to the current restrictions on large gatherings of individuals related to the spread  
  of novel coronavirus, COVID-19, First Bank may need to conduct the 2020 annual meeting  
  of shareholders virtually. We will provide updates on this matter on the First Bank  
  web site: www.firstbanknj.com

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.

ANALYST COVERAGE 

The following analysts published 

research on First Bank in 2019:

Nicholas Cucharale 

Piper Sandler 

212 466 7922 

nick.cucharale@psc.com

Joseph Fenech 

Hovde Group 

312 386 5909 

jfenech@hovdegroup.com

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F I R S T B A N K N J .CO M         F I R S T B A N K PA .CO M         N A S DAQ :   F R B A