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First Bank

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Industry Banks - Regional
Employees 315
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FY2023 Annual Report · First Bank
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2023 annual report

momentum

2023 marked a pivotal year in First Bank’s evolution into a middle market commercial bank. We closed our largest-ever acquisition, 

gaining meaningful presence in the highly attractive Main Line corridor of Philadelphia and adding approximately 19,000 new 

relationships to the First Bank family. Our parallel focus on acquisition and organic growth continued to drive diversifi cation and strength 

in our deposit and loan portfolios.

We faced the challenges present across our industry with consistency and from a position of strength. We grew deposits amidst 

profound liquidity pressures and competition. We effi  ciently repositioned our balance sheet, enhancing our liquidity and interest rate 

risk positions while also improving future earnings potential. We also strategically invested in new business units and technology. 

We believe a consistent strategy drives enhanced results. Our solid business model enabled the Bank to grow assets, add customers, 

increase revenues, incentivize employees, and return capital to shareholders with increasing momentum in 2023. First Bank has 

been steadily climbing to this point since our founding in 2007, and with new markets, branches, products and technology to propel us 

forward, we are eager to accomplish even more for our customers and shareholders in the future.

fast facts 

We are a unique, commercially focused bank with branch locations in New Jersey, Pennsylvania and Florida, with approximately 

$3.61 billion in assets at the end of 2023.

Highly attractive market with 
highest population density in 
the country

26 customer facilities and 
286 company employees at 
12/31/2023

Improved geographic and 
asset diversifi cation 
driven by successful M&A 
and new business units

Kroll Bond Rating Agency 
Investment Grade Rating

Total adjusted net revenue 
grew 12.8% in 2023*

Effi  ciency ratio consistently 
below 60%

Diluted earnings per share of 
$1.64 (adjusted) represents 
11.5% CAGR from 2018**

Consistently strong credit 
metrics, with NCOs/Avg Loans 
of 0.06% for 2023

Proven asset growth with 
16.1% CAGR since 2018

Total deposits grew 
29.4% from 12/31/2022

Successful balance sheet 
repositioning in 2023, selling 
$238.2 million in non-strategic 
loans and securities

Focus on shareholder return 
with a consistent common stock
cash dividend and treasury 
share repurchases during 2023

*  Excludes the net impact of loan and investment securities sales
**  Excludes merger-related expenses, losses on the sale of loans and investments, and credit loss expenses on acquired loans

CONTENTS         2  Letter to Shareholders          6  Performance Overview          7  Selected Financial Information          8  Operations Review

13  Market Area & Branch Listing          14  Board of Directors          15  Executive Management          16  Bank Offi  cers          17  Investment Profi le

17  Corporate & Shareholder Information

invigorating our communities

First Bank is committed to the social and economic development of our local areas. With a longstanding mission to do 

right by our customers and neighbors, our eff orts are focused on making generational and transformative impacts 

to enhance the quality of life for residents across our communities. Since our founding we have worked closely with our 

community partners to continually assess their needs, off ering grants and funding to help them with their economic 

and social initiatives.

In 2023 we were honored to relaunch a charitable foundation previously affi  liated with 

Malvern Bank. The newly renamed FirstBank Charitable Foundation (FBCF) continues 

the philanthropic legacies of both organizations, aiming to make a sustained positive 

diff erence where our customers and employees live and work. Together with the Bank, 

the Foundation builds and leverages purposeful relationships with non-profi t 

organizations, local businesses, public servants, and other pillars of the community to 

foster welcome change.

Since its founding, the Charitable Foundation has donated just over $1 million dollars to 

non-profi t organizations impacting thousands of individuals in New Jersey, Pennsylvania, 

and Florida. These dedicated non-profi t organizations are committed to civic and 

community well-being, education, arts and culture, health and human services, 

and the environment. We are honored to continue and add to the meaningful work of the 

Foundation. In addition to the fi nancial contributions of the Foundation, since 2018 our 

employees have also contributed over 6,800 in volunteer hours to support our community 

partners during the year.

1

to our shareholders, stakeholders, 
employees and friends:

2023 — A YEAR OF PERSEVERANCE AND CONTINUED TRANSFORMATION

There is an old adage that banking should be a boring business. Well, 2023 was not a boring year here at First Bank. 

On the heels of announcing our acquisition of Malvern Bank in December of 2022, things changed quickly in early 2023. 

The Federal Reserve continued moving vigorously to raise interest rates, in an eff ort to tamp down infl ation. 

Specifi cally, from March 2022 to July 2023, the Fed Funds rate went from 0.25% to 5.50%. For historical perspective, 

this was the largest and fastest rate increase since the late 1970s. There is another market adage that says when the Fed 

starts raising rates, they keep going until “something breaks.” In early March, cracks started emerging in the banking 

system. Banks that had taken on too much interest rate risk came under pressure. Then, as fear for the fi nancial health of 

some of these institutions increased, deposits started moving away from banks with concentrated deposit positions 

and large embedded losses on their balance sheets. It became a very diffi  cult spring for the industry as investors fl ed 

and deposit levels moved lower.  

Over time, it became clear that the problem was largely isolated to a few regional banks with unique business models 

that left them overexposed to rapid changes in interest rates. In the spring of 2023, however, the magnitude of the 

problem wasn’t entirely clear, and fear ruled the day. I remember those few weeks after the downfall of Silicon Valley 

Bank and Signature Bank vividly. I knew our balance sheet was strong and our interest rate risk position was well 

managed. I did not know if public perception would be able to fully grasp the diff erences between the “high fl yers” 

that had gotten into trouble and the rest of the industry that was managed in a more conservative fashion. That moment 

in time, and our ability to eff ectively manage through those challenges, reminds me of the great scene in the movie 

Apollo 13. In the middle of the movie, as problems are mounting for the vessel on its way to the moon, one of the men 

in the control room comments that it could be the biggest disaster in NASA history. The man in charge of the mission 

(played by Ed Harris) responds, “with all due respect, I believe this will be our fi nest hour.”  

The First Bank model — the community/relationship banking model — didn’t just survive a scare. We showed that 

a bank built with great bankers and deep customer relationships can withstand stress and even thrive under pressure. 

To be clear, we were not immune from the challenges. We saw profi t margins contract as funding costs moved higher. 

Importantly, though, our relationships held and our customers stayed. What had become an existential problem 

for some, remained just a modest profi tability challenge for us.  

As the fear subsided, we shifted our focus to fi nalizing our Malvern acquisition. Despite some market concerns about 

regulatory approval of mergers, we were able to close the transaction in mid-July of 2023, just a couple of weeks later 

than initially expected. By early September we had completed the systems and signage conversions, and by the 

2

end of the year we were operating effectively as a combined team. I am incredibly proud of the entire team that  

helped execute this merger so successfully. This was our largest acquisition to date, and the skills we developed on prior 

mergers helped to make this our most effective integration project ever.

The market turmoil of the spring did prompt us to revisit the strategic management of our combined balance sheet. 

Specifically, we chose to sell some loans and securities to bolster liquidity, improve our capital position, and enhance the  

future profitability of the franchise. Losses on the sale of assets combined with the costs associated with closing  

the merger led to reduced profitability in the second half of the year. As a result of the merger and the balance sheet 

repositioning, First Bank enters 2024 from a position of strength, a unique position as many banks continue to struggle 

with shrinking margins and large embedded losses on the balance sheet.  

The benefits of our merger with Malvern extend far beyond the repositioning and strengthening of our balance sheet. 

Thirteen (50%) of our branches now serve the Greater Philadelphia market, providing critical mass in a key market for 

growth. Additionally, successful cost savings initiatives will drive improved profitability. Our combined franchise now has 

critical mass in both the greater New York City and Philadelphia markets, along with enhanced liquidity, a more  

capital efficient balance sheet, a more liquid market for our stock, and an improved earnings trajectory. Our model of 

finding cost-effective acquisitions continues to bear fruit. 

In addition to the benefits derived from the merger, 2023 was also a good year for our new, niche commercial  

lending businesses. Our Private Equity/ Fund Banking group continued to add assets and make new relationships.  

Our Asset Based Lending group got off the ground, is now fully operational and closed several deals toward the  

end of the year. Our Small Business lending group also grew nicely as our new, automated online platform saw a nice 

uptick in applications during the year. We expect to see continued growth in each of these areas in 2024 as we  

work to reduce our overall commercial real estate exposure and enhance our commercial deposit base. Each of these 

initiatives is part of our transformation plan — evolving from a CRE-focused community bank to a diversified  

middle-market commercial lender.  

Our digital banking initiatives also made nice progress during 2023. Our online small business loan application platform 

became fully operational and customer feedback has been very positive regarding the new streamlined application  

and approval process. On the deposit side, we selected a partner and are close to launching our new online deposit 

account opening and funding process. We plan to launch the business account application first, followed closely by the 

consumer account application. These digital initiatives will be enhanced by our new IT middleware structure,  

through which we aim to streamline the implementation process and reduce reliance on our core operating platform.  

These early successes mark promising progress toward this goal. 

In summary, despite the significant market turbulence during the year, we accomplished many important strategic 

projects that leave us very well positioned to build on this momentum in 2024 and beyond.

3

A QUICK LOOK AHEAD TO 2024

Our core community banking business is well positioned for a bounce back year in 2024. Our cost of funds is starting  

to stabilize and should even start to move moderately lower once the Fed starts to lower short-term interest rates.  

Earning-asset yields continue to move higher as lower-rate loans mature and pay off and they get replaced by higher-

rate loans. As some larger banks pull back from lending, we are seeing many new, high-quality loan opportunities 

emerging. And, our dedicated, relationship-based bankers continue to source new opportunities even as new deposit 

generation remains challenging due to excess liquidity continuing to trickle out of the banking system. We expect 

modest balance sheet growth, an improved margin, and a more streamlined expense base, which should all lead to 

improved profitability in 2024.  

Asset quality continues to be solid. The Fed’s current stance (flat to down rates) has taken the doomsday interest rate 

risk scenario off the table. While office property continues to be a challenged asset class, we have relatively modest 

office-property exposure, and our other commercial real estate segments are performing quite well. For our business 

customers, strong balance sheets and a healthy economy continue to drive strong results and solid asset quality. 

In addition to the improved profit profile in our core community bank business, our newer commercial and small 

business lending segments seem poised to become an even more meaningful part of the overall franchise as we move 

forward. This will help drive in commercial deposits, improve earning-asset yields, and reduce commercial real  

estate concentrations. The ABL and PE / Fund Banking groups will even help to drive improved geographic diversity. 

As our digital banking initiatives come online, we may see a nice improvement in non-interest income. As we usually do,  

as part of our prudent risk-management culture, we will take things slowly in Banking as a Service (BaaS) to ensure 

we have the infrastructure in place to manage these efforts effectively. However, we are currently exploring some very 

interesting BaaS opportunities. If run correctly, these businesses have the ability to scale up in a way that drives both 

revenue growth and deposits, in a very capital efficient manner. I view these new digital banking initiatives as interesting, 

relatively low-cost, “long shot” opportunities that may or may not bear fruit. If they do, they could be quite lucrative 

and a nice complement to our core banking businesses. Our business has grown to the point where we now have some 

resources that we can deploy into new, entrepreneurial areas. Not only do these initiatives provide interesting risk-reward 

characteristics, but they also help ensure that the bank stays relevant as the nature of our business changes over time.

One other important area of note for 2024 is our Residential and Consumer Lending group. We expect rates to stabilize 

and then move lower in 2024. To capitalize on this opportunity for a return to normalcy in consumer and residential 

mortgage borrowing, our existing consumer team, together with the great new residential lending platform that came 

over with Malvern, has plans to scale up new originations in 2024. This is another area where we hope to drive  

improved non-interest income in the future.

4

New business units and bright prospects don’t materialize without great people. Fortunately, success attracts talent. 

I’d like to highlight a few people that are driving growth in these new units. Michael Smith, together with Rob Kim and 

Casi Tiernan, is helping to drive growth in our small business customer segment and Treasury Management. 

Mike Maiorino, together with Donna Calderaro and Carrie Squeo, will be building out our ABL segment. Ramzi Dagher 

and Adam Regnery will be building off  their strong start with the PE/ Fund Banking initiative. Darleen Gillespie, 

with her regional managers Denise Goetting and Sherri Schulz, along with Greg Dittrich in Government Banking, 

will be making sure we have the deposits we need to fund all these great opportunities. John Shepardson and Gabe 

Dragos, together with the great Compliance and BSA teams, will be making sure our new digital banking initiatives are 

successful. While we embark on these newer initiatives, our more traditional community bank teams, led by 

Marianne DeSimone, Joseph Calabro (PA Regional President) and David DiStefano (NJ Regional President) continue to 

build on our strong core competencies. Of course, these are just a few of the many, many great team members 

we have in our core banking businesses and our back offi  ce. Many banks our size struggle to attract great talent. 

I feel we are an outlier in this regard.

Predicting M&A can be diffi  cult. I do suspect that we will see a rebound in deal-making over the next few years. 

We will continue to look for opportunities, but our strategy won’t change. M&A, for us, is a nice to have, not a need to have. 

I hope that we can fi nd another opportunity to continue to create franchise value through thoughtful acquisitions, 

but we are prepared to grow and improve the franchise in either case.

I am sure 2024 will have some new surprises in store. Much like we couldn’t have predicted the global pandemic or the 

banking crisis, our job is to manage the business to withstand these shocks and capitalize when times are good. 

I’m hopeful that 2024 will be a year to capitalize. We are well positioned to build on the momentum we created in 2023 

and take advantage of the opportunities. 

Patrick L. Ryan
President and CEO

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

NOTE: This document contains forward-looking statements concerning the fi nancial 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 Bank's 2023 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 diff er 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 qualifi ed 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.

5

performance overview 

TOTAL STOCKHOLDERS’ EQUITY
AT 12-31, $ IN MILLIONS

AVERAGE TOTAL EARNING ASSETS
FOR YEAR ENDED 12-31, $ IN BILLIONS

2 01 8

2 01 9

2 020

2 021

2 022

2023

194.8  

226.4

238.1

266.7

289.6

2018

2019

2020

2021

2022

1.54

1.76

2.12

2.30

2.47

370.9

2023

3.02

5-YEAR CAGR = 13.7%  

5-YEAR CAGR = 14.4%  

TOTAL LOANS
AT 12-31, $ IN BILLIONS

TOTAL DEPOSITS
AT 12-31, $ IN BILLIONS

2 01 8

2 01 9

2 020

2 021

2 022

2023

1.46

1.72

2.05

2.11

2.34

2018

2019

2020

2021

2022

1.39

1.64

1.90

2.11

2.29

3.02

2023

2.97

5-YEAR CAGR = 15.6%  

5-YEAR CAGR = 16.4%  

BOOK VALUE PER SHARE
AT 12-31

TOTAL NET REVENUE 1
FOR YEAR ENDED 12-31, $ IN MILLIONS

2 01 8

2 01 9

2 020

2 021

2 022

2023

$10.43

$11.07

$12.08

$13.69

2018

2019

2020

2021

$14.89

2022

$14.85

2023

58.4

62.4

75.9

89.6

97.5

103.8

5-YEAR CAGR = 7.3%  

5-YEAR CAGR = 12.2%  

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

6

selected financial information

IN THOUSANDS, EXCEPT COMMON SHARE DATA

AT OR FOR THE YEAR ENDED DECEMBER 31, 

2023  

2018 

5-YR CAGR

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  

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 

$ 

$    

$ 

$ 

3,609,326 
 3,021,501  
42,397  
2,967,569  
 179,140  
 55,261  
370,899  
3,1 77,57 1  
 327,291  

 174,017 
69,501 

104,516 
7,943 

 96,573  
 (7 1 5) 
 68,700    

27,1 58    
  6,261   

Net income 

$    

20,897   

$     

1,7 1 1 ,159  
1,462,516 
15,1 35 
1,393,204 
93,35 1 
21,856 
194,836 
1,617,614 
181,273 

72,738 
17,794 

54,944 
3,447 

5 1 ,497 
3,452 
33,3 1 4 

21,635 
4,046 

17,589 

Common Share Data
Diluted earnings per share  
Adjusted diluted earnings per share1 
Cash dividends paid 
Diluted weighted average  
  common shares outstanding 
Book value per common share 
Common shares outstanding 

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 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 capital 
Tier 1 risk-based capital 
Total risk-based capital 

$ 

 $ 

 0.95      
 1.64   
 0.24   

0.95  
0.95      
0. 1 2      

22,072,616  
14.85   
 24,968,122    

18,571 ,537 
 10.43 
18,676,056 

0.66%  
1 . 1 4%  
6.38%  
1 1.06%  
3.47%  
55.32%  

0.82%  

170.52%  
0.06%  

10.28%  
9. 1 2%  
9.22%  
9.22%  
1 1 .58%  

1.09% 
1.1 0% 
9.70% 
9.78%
3.57%
56. 1 3%  

0.44% 

237.90% 
0.00%

1 1 .39% 
10.40% 
10.85%  
10.85% 
13.1 2%

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 2023 calculation.
2  The tax equivalent adjustment is calculated using a federal income tax rate of 21% in 2018 and 2023.
3  Nonperforming loans consist of nonaccrual loans (including nonaccrual purchased credit deteriorated loans)  
  and loans past due 90 days or more and still accruing.

16. 1 % 
15.6%  
22.9%   
16.3%    
13.9% 
20.4%   
13.7%  
14.5%   
12.5%   

19. 1 %    
31.3%   

13.7%  
18.2% 

13.4%  
NM 
15.6%  

4.7%  
9. 1 %

3.5%   

0.0%  
1 1.5%
14.9%

3.5%
7.3%   
6.0%

7

 
 
 
 
 
    
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
    
 
    
    
 
    
     
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
deposit growth momentum

Deposits grew over 29% in 2023, driven by the Malvern acquisition, which 
brought approximately 19,000 new customers and over $672 million in new 
deposits. We experienced a mix shift toward interest-bearing balances  
because of both the acquired balances and the interest rate environment, 
which drove significant industry-wide increases in funding costs. Total deposits 
measured $3.0 billion at 2023 year-end, representing compound annual  
growth of over 16% over the last five years, since 2018.

Through productive acquisition growth and organic deposit gathering efforts, 
we have increased our average deposits per branch to $114 million at the end 
of 2023, compared to $82 million just five years ago. Our deposit mix improved 
over this period as well, shifting away from costly time deposits.

Deposit initiatives are at the forefront of our growth strategy, and our sales 
teams have been reoriented to prioritize deposit generation. Goals and incentive 
compensation targets are aligned with this strategic priority to encourage 
optimal funding costs, solid net interest margin, fee revenue growth, and most 
importantly, deeper customer relationships. 

We continue to explore new opportunities and sources for deposit growth.  
This includes ongoing evaluation of new locations and new branches.  
It also includes seeking new deposit sources, such as through online deposit 
account opening — an exciting new product we are thrilled to offer in 2024.  
We also successfully launched our new ZSuite Escrow product, which  
will allow our customers to simplify their management of escrow and escrow 
subaccounting activities.

We have a disciplined approach to new business: we work to attract profitable 
relationships, which means relationships that bring in deposits, have adequate 
pricing, and, ideally, present the opportunity to benefit from fee-based services.  
Our commercial clients fit this profile well, and we continued to leverage  
the successful growth of our commercial deposit and cash management area  
to generate increased fees and increased services used per customer.

Growing non-interest bearing funding, managing our cost of deposits, and 
organic growth will continue to be key drivers of deposit momentum and net 
interest margin management in 2024.

8

Focus on commercial 
deposit growth  
has led to an improved  
deposit mix.

TOTAL DEPOSITS
16.3% 5 -YEAR CAGR

2018
$1.39 billion AT 12-31-18

16%

12%

44%

28%

2023
$2.97 billion AT 12-31-23

17%

21%

22%

40%

Non-interest bearing demand deposits 

Interest bearing demand deposits 

Money market and savings deposits 

Time deposits

strategic M & A 

Acquisition growth is a core competency at First Bank. It is a key ingredient in the momentum of our success. In tandem with 
organic expansion of relationships in our core markets, acquisitions allow us to grow deeper into existing markets, outward  
to adjacent markets, and upward in our profitability. We believe responsible growth centers on markets we know intimately 
and where we see great opportunities for expansion. It means high-quality growth, focused on customers that value  
our relationship-based approach to banking. Done selectively and proficiently, our acquisitions also add to our balance sheet 
flexibility and best-in-class efficiency. 

Our July 2023 acquisition of Malvern Bank marked our fifth and largest merger. With characteristic discipline and efficiency,  
we achieved our expected cost savings by the end of 2023, establishing a launchpad for 2024 profitability. We believe this 
successful integration has set the stage for increased earnings per share and tangible book value per share, as it has in each 
of our past acquisitions.

We will continue to seek opportunities for immediate benefits from in-market acquisitions with ideal geographic location in  
our densely populated, high-wealth New York to Philadelphia corridor. We are also committed to evaluating the long-term 
opportunities presented with the introduction to new geographies and niche businesses. For example, through Malvern we 
gained access to the southeast Florida market, an area we are interested in learning more about with the benefit of our  
newest colleagues’ local expertise. 

The Malvern Bank acquisition increased  
First Bank’s assets by 33%, deposits by 28%,  
and enhanced the Bank’s profitability profile  
and balance sheet flexibility.

Our disciplined M&A strategy delivers ongoing 
momentum, fueling growth and franchise value for 
the benefit of customers and shareholders alike.

ACQUISITIONS ACCELERATE   
EARNINGS GROWTH 

Total Assets AT 12-31, IN MILLIONS
10-YEAR CAGR = 23%  
Adjusted EPS1 AT 12-31
10-YEAR CAGR = 17%  

$677

$856

$467

$1,073

$3,609

$2,346

$2,524

$2,733

$1,452

$1,711

$2,012

2013 

$0.33 

2014 

$0.63 

2015 

$0.41 

2016 

$0.61 

2017 

$0.48 

2018 

$0.95 

2019 

$0.69 

2020 

2021 

2022 

2023

$0.97 

$1.79 

$1.84 

$1.64

Heritage  
Community  
Bank  
Acquisition

Bucks  
County   
Bank  
Acquisition

Delanco 
Federal 
Savings Bank  
Acquisition

Grand  
Bank  
Acquisition

Malvern   
Bank  
Acquisition

1  Adjusted EPS. 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 2023 calculation.

9

 
 
commitment to diversification

We believe diversification of our loan portfolio, revenue streams, and customer base is essential to growing First Bank’s 

value proposition, and our efforts toward this end are showing outstanding momentum.

GROWTH IN SPECIALTY BANKING

We have recently expanded the niche financial services offerings we believe hold high potential for growth as First  

Bank evolves into a middle market commercial bank. Niche specialty banking offerings allow us to meet our customers’ 

ever-evolving and expanding needs, and they open our reach to a wider pool of customers. Importantly, specialty 

banking provides opportunities to grow revenues without departing from our lean operating model, and it reduces our  

concentration in investor real estate lending. It also helps us grow our core funding base, as C&I customers tend  

to carry substantial and well-priced deposit balances. Our traditional community bank model has grown in scale and 

sophistication through these investments.

With the Bank’s recent implementation of the Small Business initiative, we experienced unprecedented growth providing 

small business loans to businesses throughout our geographic footprint. The small business initiative is a testament to our  
commitment to servicing businesses in our communities. To further enhance our small business focus, we shifted the  

SBA Loan Department under the Director of Small Business to create further synergies across our business loan offerings. 

Successful shift toward  
C&I reflected in decreasing  
share of investor real  
estate loans.

❙  Since 2018, First Bank has funded over $71 million in Small Business Express  
  Loans to local businesses while maintaining a Bauer Financial 5-Star Rating 
❙  Funded over $50 million in SBA Loans to local businesses since the  

inception of the program

INVESTOR REAL ESTATE   
AS  A  % OF  TOTAL   
NEW LOAN FUNDINGS

2021

2022

2023

58%

53%

24%

Our Private Equity Banking group delivers resources and solutions for private equity funds and the portfolio companies 

within these funds. In addition to financing, we offer comprehensive cash management products and deposit accounts, 

presenting meaningful opportunities for future fee revenue growth.

During 2023, we built our Asset Based Lending (ABL) team, created ABL policies and procedures, invested in the 

software solutions needed to manage the ABL process, and closed our first ABL deal during the fourth quarter.  

Our ABL team provides critical funding to clients in the food and beverage, manufacturing, transportation and logistics, 

and wholesale and retail industries. ABL loans are typically higher-yielding than our conventional loan portfolio, with 

comprehensive collateralization that supports the Bank’s commitment to maintaining pristine asset quality.  

We provide flexible asset-based solutions for: 
❙  Inventory, receivables financing  
❙  Seasonal, cyclical, and concentrations needs  
❙  Funding growth and acquisitions  

❙  Capital investments and improvements 
❙  Recapitalizations 
❙  Funding of equipment and real estate

10

 
EXPANDING BEYOND 
NEW JERSEY

BRANCHES

2013

100%

2023

58%

42%

DEPOSITS

2013

100%

GEOGRAPHIC EXPANSION

With proven success growing within our home market, we are in the  

early stages of exploring the terrain outside our doorstep. Opportunities 

exist for geographic diversification into the attractive markets that are 

adjacent to our footprint and existing facilities. Like everything we do,  

we are taking a “walk before we run” approach, evaluating local talent and 

prospects with characteristic diligence. We continue to experiment  

with learning these markets and evaluating our ability to produce prudent 

and profitable growth there.

We've achieved geographic diversification  
with our Pennsylvania expansion, while remaining 
within the prime NYC to Philadelphia corridor.

DIVERSIFYING OUR REVENUE STREAMS

Improving the contribution of non-interest income to our total revenue 

profile is a key objective for First Bank. Excluding the impact of losses on 

the sale of loans and investments, non-interest income comprised 5% of 

total net revenue in 2023. As we expand our relationships organically and 

through acquisitions, deposit service fees and loan fees should grow  

in tandem. We aim to build upon that growth and diversify fee income 

further, being prudent and taking our typical “walk before we run” 

approach. We are in the early stages of evaluating the opportunities to  

add fee income in SBA, Banking as a Service, and Residential Mortgage,  

2023

for example. Our investment in technology infrastructure has expanded  

our ability to pursue these revenue streams.

67%

33%

New Jersey

Pennsylvania and other

11

technology and transfor  mation 

Keeping pace with advances in technology is essential to 

First Bank’s value proposition. We believe our recent and 

opportunistic investments in technology have diff erentiated 

us from our local and like-sized competitors.

Central to our approach to technology is an entrepreneurial, 

forward-looking view. We ask ourselves: how can First Bank 

and our customers thrive in the future through enhanced 

technological tools and platforms? We consider three factors 

in evaluating and investing in advancements:
❙  Will it improve operational effi  ciency?
❙  Will it improve the customer experience?
❙  Will it generate new business and revenue opportunities?

An investment that checks all three boxes is the Bank’s recent 

implementation of middleware, a software that enables 

the Bank to easily integrate with other third-party software 

applications. The interface allows us to consider a broader 

array of technology solutions for our customers and accelerate 

our time-to-market for future applications and off erings. 

This creates momentum for First Bank to evolve and off er 

products and conveniences akin to larger banks, accelerating 

our evolution as a commercial bank.

It also benefi ts our M&A eff orts, as it can expedite and 

facilitate the integration of IT systems. The ability to apply our 

enhanced technology to future acquired entities will 

enhance cost savings and synergies. 

Middleware is already creating benefi ts for our customers. 

It has enabled us to off er new and improved products and 

services, including online deposit account opening in 2024. 

We expect these improvements and benefi ts to continue, 

elevating First Bank’s digital banking experience for the future.

12

bank locations

FIRST BANK MARKET AREA 

First Bank serves the attractive New York City to Main Line Philadelphia 

corridor, off ering a full range of deposit and loan products to 

individuals and businesses. Our 26-branch banking franchise spans 

eleven counties across New Jersey and eastern Pennsylvania, 

with an additional offi  ce in West Palm Beach, Florida. With total assets 

of $3.6 billion, we serve highly desirable markets marked by strong 

income and business activity, with customers who have sophisticated 

banking needs and desire personalized service. Our unique value 

proposition includes providing a superior customer experience, access 

to our decision makers, and competitive interest rates and fees. 

HEADQUARTERS + 
FIRST BANK BRANCH

FIRST BANK BRANCH + 
REGIONAL BANKING CENTER

FIRST BANK BRANCH 

NORTHAMPTON

LEHIGH

SUSSEX

PASSAIC

WARREN

MORRIS

HUNTERDON

SOMERSET

BERGEN

ESSEX

UNION

NYC

HUDSON

BERKS

MIDDLESEX

BUCKS 

MERCER

MONMOUTH

MONTGOMERY

PHILADELPHIA

CHESTER

DELAWARE

OCEAN

BURLINGTON

GLOUCESTER

CAMDEN

SALEM

ATLANTIC

CUMBERLAND
CUMBERLAND

CAPE MAY

PALM BEACH

ADMINISTRATIVE

2465 Kuser Road
Hamilton, NJ 08690
877 821 2265

1395 Yardville-Hamilton Square Rd
Hamilton, NJ 08691
877 821 2265

RANDOLPH
1206 Sussex Turnpike
Randolph, NJ 07869
973 895 5800 

SOMERSET
225 DeMott Lane
Somerset, NJ 08873
732 649 1999

NEW JERSEY

CINNAMINSON
506 US Route 130 North
Suite #1
Cinnaminson, NJ 08077
856 303 8899

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

FAIRFIELD
330 Passaic Avenue
Fairfi eld, NJ 07004
973 840 1110

FLEMINGTON
334 Highway 31 North
Flemington, NJ 08822
908 751 0318

FLEMINGTON
224 South Main Street
Flemington, NJ 08822
908 751 1003

HAMILTON
2465 Kuser Road
Hamilton, NJ 08690
609 528 4400 

LAWRENCE
590 Lawrence Square 
Boulevard South
Lawrence, NJ 08648
609 587 3111

MONROE 
1600 Perrineville Road
Concordia Shopping Center
Monroe Township, NJ 08831
609 642 1238

MORRISTOWN 
163 Madison Avenue, 3rd Floor
Morristown, NJ 07960
973 265 9690

PENNINGTON
3 Tree Farm Road
Pennington, NJ 08534
609 281 5808

WILLIAMSTOWN
1020 North Black Horse Pike
Williamstown, NJ 08094
856 728 3400 

PENNSYLVANIA

COVENTRY
1000 Ridge Road
Pottstown, PA 19465
610 469 6201

DEVON
144 Lancaster Avenue
Devon, PA 19333
610 251 9585

DOYLESTOWN
200 South Main Street
Doylestown, PA 18901
215 230 7533

GLEN MILLS
940 Baltimore Pike
Glen Mills, PA 19342
610 558 1555

LIONVILLE
537 West Uwchlan Avenue
Downingtown, PA 19335
610 594 6400

MALVERN
100 West King Street 
Malvern, PA 19355
610-647-7944

PAOLI
34 East Lancaster Avenue
Paoli, PA 19301
610 993 6200

TREVOSE
4956-66 Old Street Road
Trevose, PA 19053
267 984 4537

WARMINSTER
356 York Road
Warminster, PA 18974
215 441 4118

WEST CHESTER
849 Paoli Pike
West Chester, PA 19380
484 881 3800

FLORIDA

PALM BEACH
205 Worth Avenue
Suite 308
Palm Beach, FL 33480
561 720 6818

13

board of directors

thank you

Patrick M. Ryan 
C H A I R M A N
Owner of North Buffalo Advisors, LLC; former President and 
Chief Executive Officer of Yardville National Bank

DIR E CTOR SI NC E 2 011

BOARD COMMITTEES ASSET/LIABILITY, COMPLIANCE, 
INFORMATION TECHNOLOGY

Leslie E. Goodman 
V I C E   C H A I R M A N   |   L E A D   I N D E P E N D E N T   D I R E C T O R
Principal of The Eagle Group of Princeton, Inc.;  
Director of Wawa, Inc.

DIR E CTOR SI NC E 2 008

BOARD COMMITTEES ASSET/LIABILITY (CHAIR), COMPENSATION 
AND PERSONNEL, AUDIT AND RISK MANAGEMENT

Patrick L. Ryan  
C H I E F   E X E C U T I V E   O F F I C E R 
President and Chief Executive Officer of First Bank

DIR E CTOR SI NC E 2 008

BOARD COMMITTEES ASSET/LIABILITY, COMPLIANCE, 
INFORMATION TECHNOLOGY

Douglas C. Borden  
Northeast President of CBIZ Borden Perlman 

DIR E CTOR SI NC E 2 017

BOARD COMMITTEES NOMINATING AND GOVERNANCE 
(CHAIR), COMPENSATION AND PERSONNEL,  
INFORMATION TECHNOLOGY 

First Bank would like to extend its sincere gratitude 

and appreciation to three directors who have 

provided exceptional guidance during their tenures at 

the Company, as they prepare to step down from  

their roles in April. Peter L. A. Pantages joined the 

board in 2019, bringing extensive banking experience 

as the former Chairman, President, and Chief 

Executive Officer of Grand Bank. Cynthia Felzer 

Leitzell and Howard Kent have been important 

leaders through the Malvern transition, joining the 

First Bank board from the Malvern board in July 2023. 

Ms. Felzer Leitzell served on the board of Malvern 

Bank since 2016, lending her significant accounting 

expertise. Mr. Kent served as Chairman of the  

board of Malvern Bank since 2016, bringing his  

experience in real estate investment and 

management. The entire First Bank team thanks  

Mr. Pantages, Ms. Felzer Leitzell, and Mr. Kent for their 

service and commitment to the Company.

Andrew Fish  
Director of The Real Estate Equity Company 

DIR E CTOR SI NC E 2 023   
MA LVER N BANK  – DI RECTOR  S INC E  2016

BOARD COMMITTEES ASSET/LIABILITY, COMPENSATION  
AND PERSONNEL, INFORMATION TECHNOLOGY 

Glenn M. Josephs 
Former Partner of Friedman, LLP

DIRECTOR SINCE 2008

BOARD COMMITTEES AUDIT AND RISK MANAGEMENT (CHAIR), 
NOMINATING AND GOVERNANCE, COMPENSATION  
AND PERSONNEL 

Scott R. Gamble  
Principal of Patriot Financial Partners LP 

DIR E CTOR SI NC E 2 020

BOARD COMMITTEES ASSET/LIABILITY, COMPENSATION  
AND PERSONNEL, AUDIT AND RISK MANAGEMENT, 
COMPLIANCE 

Michael E. Salz 
President of Linden Bulk Transportation Co., LLC

DIRECTOR SINCE 2017

BOARD COMMITTEES INFORMATION TECHNOLOGY (CHAIR), 
AUDIT AND RISK MANAGEMENT, COMPENSATION  
AND PERSONNEL, NOMINATING AND GOVERNANCE 

Deborah Paige Hanson  
Principal, Executive Vice President and Fund Manager  
of The Hampshire Companies

DIR E CTOR SI NC E 2 016

BOARD COMMITTEES COMPENSATION AND  
PERSONNEL (CHAIR), NOMINATING AND GOVERNANCE, 
INFORMATION TECHNOLOGY 

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

DIRECTOR SINCE 2010

BOARD COMMITTEES COMPLIANCE (CHAIR), AUDIT  
AND RISK MANAGEMENT, ASSET/LIABILITY 

14

ALL DIRECTORS ALSO SERVE ON THE STRATEGIC PLANNING  
AND BOARD LOAN COMMITTEES.

executive management

Patrick L. Ryan 
P R E S I D E N T
Chief Executive Officer 

William Boylan 
Manager Investor  
Real Estate

Gabriel Dragos 
Chief Technology Officer

Peter J. Cahill  
E X E C U T I V E   V I C E   P R E S I D E N T
Chief Lending Officer  

Joseph Calabro  
Pennsylvania  
Regional President

Michael Maiorino  
Asset Based 
Lending President

Darleen R. Gillespie 
E X E C U T I V E   V I C E   P R E S I D E N T
Chief Retail Banking Officer  

Kimberly Cerasi  
Director of  
Human Resources

Arlene Pedovitch  
Chief Credit Officer

Andrew L. Hibshman  
E X E C U T I V E   V I C E   P R E S I D E N T
Chief Financial Officer

Anthony DeSenzo 
Market Executive 

Michael Smith  
Director of Small Business  
& Corporate Development

Maria E. Mayshura  
E X E C U T I V E   V I C E   P R E S I D E N T
Chief Risk Officer

Marianne DeSimone  
Lending Group Manager

Parwinder Virk  
Chief Accounting Officer

John F. Shepardson  
E X E C U T I V E   V I C E   P R E S I D E N T
Chief Operating Officer

David DiStefano  
New Jersey  
Regional President 

15

bank officers

SENIOR VICE PRESIDENTS

Scott A. Bachman  
Team Leader  

Belinda L. Blazic 
Loan Administration Manager 

Joseph F. Browarski  
Loan Workout Officer 

Donna Calderaro  
ABL Business Development Officer

Scott W. Civil 
Market Executive

Michael B. Cook 
Manager Investor Real Estate

Tiffany Craddock 
Credit Officer

Ramzi Dagher 
Team Leader 

Gregory Dittrich 
Director of Government Banking

Jason Fischer  
Team Leader/Market Executive 

Michael Giacobello 
Business Development Manager

Denise Goetting 
Regional Branch Manager NJ

Ashwini Hiremath  
Head of Financial Reporting

Paula Huergo  
Strategic Planning and Operations Officer

Robert Kim 
Director of SBA Lending

Larry F. Lee    
Loan Workout Manager 

Lauretta Lucchesi 
Commercial Lending Relationship Manager  

Daniel Markus 
Market Executive

David Hill Marx 
Team Leader

Jamie Paucar 
Market Executive

Gregorio Perri, Jr. 
Consumer Lending Manager

Sucre Ramirez  
Director of Facilities

Michael Rist  
Commercial Lending Relationship Manager

George Robostello 
Credit Officer

Sherri Schulz  
Regional Branch Manager

Stacy L. Schwartz  
Head of Deposit Operations

Carrie Squeo 
Chief Administrative Officer of Asset Based Lending

John Stack 
Senior Mortgage Sales Manager 

Donald Theobald, Jr. 
Controller 

Casi L. Tiernan 
Director of Treasury Sales and Operations 

Richard Tocci 
Manager Investor Real Estate

Stacy Valent  
Credit Officer 

Edward Caporellie 
Market Manager

Cori Cubberley 
Lending Data Integrity Manager

Phil Heberling 
Relationship Manager

Anthony Janglee 
Market Manager

Jose Jurado 
Construction Lending Manager

Christopher M. Kelly   
Commercial Lending Relationship Manager

Adam Regnery 
Relationship Manager

Elizabeth Scozzari 
Market Manager

VICE PRESIDENTS

Rosemarie Abate 
Portfolio Manager

Shatha Abbasi 
Internal Auditor

John Alfredsen 
Senior Credit Underwriter

Nadine D. Barron  
Credit Manager 

Thomas P. Bay  
Commercial Lending Relationship Manager

Donna Bencivengo  
Executive Assistant and Corporate Secretary

Keysha L. Berry 
Branch Manager

Stephen Bohmert 
Business Development Officer

Sharon E. Bokma  
Branch Manager

Michael R. Borkowski  
Branch Manager

Richard L. Burzynski  
Commercial Lending Relationship Manager

Marjorie A. Callahan  
Commercial Lending Relationship Manager

Joseph Cavalchire  
Commercial Lending Relationship Manager

Louis A. Ciarlante  
Commercial Lending Relationship Manager

Joan S. Costa  
Loan Administration Assistant Manager

Samantha Dayton 
Loan Accounting Manager

Jessica DiRocco 
Branch Manager

Alan Dolnick 
Portfolio Manager

Ryan D. Earley  
Business Banker

Daniel Fuchs  
Portfolio Manager

Derrick Futch  
Branch Manager

Arnaldo F. Galassi  
Lending Project Manager

Brent Gardner  
Consumer Loan Officer

Laurie Gibeau  
ABL Collateral Control Manager

Karen Walter  
Director of Community Development & Charitable Giving 

Gregory Weckel  
Director Information Technology Operations 

Caryn Wilson    
Head of Retail Branch Administration

Michele M. Green  
SBA Portfolio Manager & Senior Underwriter

Stephen Helhowski  
Commercial Real Estate Administrator

Albert Jackson 
Business Development Officer

FIRST VICE PRESIDENTS

Joseph Ball 
Market Manager

Michael P. Cahill 
Relationship Manager

16

16

Joseph Kerr 
Business Banker

Pradeep Kohli 
Branch Manager

Georgette Krick 
Branch Manager

Brett Lawrence  
Commercial Lending Relationship Manager

Andrea Lazarus 
Branch Manager

Rebecca Lorie 
Sale Support Manager

Darcy Lowe  
Business Banker

Christina Maguire 
Branch Manager

Patricio Martins 
Branch Manager

Christopher McDaniel 
Branch Manager

William J. Mellon  
Senior Credit Underwriter

Carol Monaghan  
Branch Manager

Sarah M. Pearson  
CRA Officer

Ruth Powell  
Branch Manager

Anubha Raj 
Sales & Training Manager

Steven Rash 
Branch Manager

Sandra Reale  
Commercial Loan Documentation Manager

L. David Roque 
Branch Manager

David Roskowsky 
Branch Manager

Katherine M. Rowley  
Retail Escrow Rent Security Specialist

Sandra K. Ryan  
Branch Manager 

Terrence Ryan 
Commercial Lending Relationship Manager

Tamantha Schaeffer  
Cash Management Operations Manager

Bethany Schaffer  
Consumer Loan Officer

Patricia L. Schofield  
Branch Manager

Brian Seeber  
Branch Manager

Julianne Silletti  
Human Resources Supervisor

Eugene Slickers 
Commercial Lending Relationship Manager

Diane L. Smith  
Senior Credit Underwriter

Kyle Smith  
Commercial Lending Relationship Manager

Elena Spaho 
Portfolio Manager

Ernest Springer 
Compliance Officer

Joseph Stefans 
Business Development Officer

Traci L. Sundberg  
BSA Officer

Peter Thomas  
Branch Manager

John M. Thompson  
Treasury Management Sales Officer

Maria Tramo  
Retail Operations Manager

Sharon Unger  
Deposit Operations Analyst

Andrew Varsallona 
System Application Administrator

Steven Walker  
Portfolio Manager

Jennifer Wallace-Dressner  
Assistant Controller

Tara White  
Branch Manager

investment profile

AT 12/31/23

cor  por  ate and shareholder   infor  mation 

LISTING

 Nasdaq

SYMBOL

 FRBA

SHARE PRICE

 $14.70

MARKET CAPITALIZATION

 $367.0 M

PRICE/2023 EARNINGS 

15.5 X

PRICE/TANGIBLE BOOK

1.16 X

ANNUALIZED DIVIDEND

 $0.24

DIVIDEND YIELD

1.6%

52-WEEK HIGH

 $15.05

52-WEEK LOW

 $8.60

AVERAGE DAILY TRADING VOLUME

45,650

SHARES OUTSTANDING

25.0 M

CORPORATE 
HEADQUARTERS

FIRST BANK
2465 Kuser Road
Hamilton, NJ 08690
877 821 2265
fi rstbanknj.com

ANNUAL SHAREHOLDER 
MEETING INFORMATION

The Annual Shareholders’ 
Meeting will be held on 
April 24, 2024 at 10:00 a.m. EST

The Stone Terrace
2275 Kuser Road 
Hamilton, New Jersey 08690 

INVESTOR RELATIONS

Shareholders seeking 
information about us may 
obtain press releases 
and FDIC fi lings by visiting 
fi rstbanknj.com.

Additional inquiries can 
be directed to:
Chief Financial Offi  cer
2465 Kuser Road
Hamilton, NJ 08690
or by calling 609 643 0058

SHAREHOLDER 
ACCOUNT INQUIRIES

Shareholders who wish to change 
the name, address or ownership 
of their stock or replace lost 
certifi cates or require additional 
services should contact our Stock 
Registrar and Transfer Agent.

STOCK REGISTRAR 
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

SHAREHOLDER 
SERVICES NUMBER 
1 800 368 5948

INVESTOR CENTER PORTAL
computershare.com/investor

STOCK LISTING

First Bank’s common stock 
is traded on the NASDAQ Global 
Market under the symbol FRBA.

ANALYST COVERAGE 

The following analysts published 
research on First Bank in 2023:

Justin Crowley
Piper Sandler & Co.
212 466 7921
justin.crowley@psc.com

Nicholas Cucharale
Hovde Group, LLC
347 689 7782
ncucharale@hovdegroup.com

Manuel Navas
D.A. Davidson & Co. 
212 223 5405
mnavas@dadco.com

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

17

2 4 6 5   K U S E R   R OA D     |     H A M I LTO N ,   N J   0 8 6 9 0 

1 3 9 5   YA R DV I L L E - H A M I LTO N   S Q UA R E   R D     |     H A M I LTO N ,   N J   0 8 6 9 1     

8 7 7   8 2 1   B A N K     |     F I R S T B A N K N J .C O M     |     N A S DAQ :   F R B A