Community Heritage Financial Inc.

About Community Heritage Financial Inc.

Community Heritage Financial, Inc. is the parent company of Middletown Valley Bank and its subsidiary, Millennium Financial Group, Inc. Established in November 2018 under Maryland law, it serves as a holding company for the bank and is regulated by the Federal Reserve Board under the Bank Holding Company Act of 1956.

Products & Services

Banking Services:Offered through Middletown Valley Bank, including loans and deposits, with total assets of $1.09 billion, total deposits of $977.8 million, and total loans of $872.1 million.

Financial Services:Provided via Millennium Financial Group, Inc. (Mlend), though specific details are not mentioned.

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Subordinated Debt T: - FT: Subordinated Debt	A: 12100000 MR: - FA: 12.1 million FAN: 12100000	D: 2024-10-31 FD: 2024-10-31	-

Subordinated Debt Latest

2024-10-31

$12.1M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

R

Robert "BJ" E. Goetz, Jr.

PRESIDENT & CHIEF EXECUTIVE OFFICER

C

Cody Hill

Senior Vice President & Director of Retail Banking

J

J. Michael Hill

EXECUTIVE VICE PRESIDENT & CHIEF RISK OFFICER

J

John A. Scaldara, Jr.

Executive Vice President & Chief Financial Officer

R

Ryan Lampton

Executive Vice President & President of Commercial Banking

M

Michelle Lease

ASSISTANT CORPORATE SECRETARY

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