In Charge 2022: Finance | Leaders 2022
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The results of a tumultuous 2020 had been nonetheless apparent in 2021. Now, the region’s organization, political and civic leaders are assisting convey their organizations into a new period. We hope this 13th edition of the In Demand list is not unfortunate. These on it embody what it indicates to be “in demand,” and it will be up to them to make sure the town and condition proceed their collective forward trajectory.
See the In Cost lists for other industries here.
Vic Alexander — Main Manager, KraftCPAs: Has led 1 of the region’s most significant accounting and advisory corporations considering the fact that 1993. Adviser to broad array of corporations who is involved in numerous local community businesses.
DeVan Ard — Tennessee President, United Neighborhood Financial institution: Sector veteran who earlier served as CEO of Reliant Financial institution.
Sam Bennett — Office Managing Companion, KPMG: Oversees Nashville and Knoxville offices of Significant Four organization. Specializes in doing work with purchasers in the buyer, retail and industrial production sectors.
Seth Bernstein — President and CEO, AllianceBernstein: Spent additional than a few decades at JPMorgan Chase before taking the helm at asset administration firm. AB is anchor tenant of Fifth + Broad workplace tower.
David Briggs — President, Fifth Third Financial institution (Tennessee): Business banker and former sector president at Funds joined Fifth 3rd in 2018. Took above as regional president of Cincinnati financial institution in 2020.
Kate Burke — COO and Head of Private Wealth, AllianceBernstein: Former chief talent officer who joined AB as section of the institutional gross sales crew. In 2019, took above functions and in 2021 grew to become head of personal wealth.
Barney Byrd — President and CEO, Gen Cap The united states: Launched agency additional than three many years ago to target on lesser firms, typically with revenues amongst $10 million and $200 million.
Sid Chambless — Govt Director, Nashville Funds Network: Connects buyers with promising startups through multiple cash. Some area accomplishment tales have provided XOi Systems and JumpCrew.
John Crosslin and Justin Crosslin — Co-Handling Principals, Crosslin: Jointly lead CPA agency (with Bryan White heading IT solutions group) launched additional than three many years back. In 2021, merged with a Wyoming business in a offer that additional dozens to workers.
Tony Detter — CEO, Asurion: Joined cell product insurance company and tech help big in 2003 and was its chief business officer prior to taking top rated job. In the previous 12 months, organization has opened a new HQ in The Gulch and rebranded its uBreakiFix suppliers.
Aaron Dorn — CEO, Studio Financial institution: Leader of lender started in 2018, which very last 12 months lose extra levels of regulation necessary of new loan companies.
Caren Gabriel — President and CEO, Ascend Federal Credit rating Union: Has been at Tullahoma-dependent financial institution for additional than 30 years. A previous lawyer who splits time involving Tullahoma and Nashville, where Ascend secured naming legal rights to city’s downtown amphitheater.
Chase Gilbert — CEO, Developed Technologies: Co-started development mortgage software management company that procedures billions of bucks in loans each year. In September, its most current fundraising spherical pegged the firm as a $1 billion-plus “unicorn.”
Parker Griffith — Southeastern Industry Director, Robert W. Baird Personal Prosperity Administration: Previous Morgan Stanley branch manager who has led Baird’s region group considering the fact that 2012.
Rob Harris — Lover, Waller Lansden Dortch and Davis: Qualified prospects law firm’s financial providers team. Has worked with companies such as the Tennessee Titans and IVX Overall health on different sophisticated professional finance transactions.
Clay Hart — Executive Vice President and Senior Lending Officer, Pinnacle Money Partners: Formerly the area president of Renasant Financial institution, joined Pinnacle in 2018, wherever he focuses on business and center market consumers.
Brian Heinrichs — President and CEO, Fourth Capital Bank: In 2021 was named CEO of one of various financial institutions owned by investor Gaylon Lawrence after signing up for the organization in 2019 as president and main banking officer. Moved to Nashville from Wichita, exactly where he experienced been CFO of a $5 billion bank.
Chris Holmes — CEO, FB Money: Has led FirstBank parent given that 2013, overseeing personal loan growth, 2016 IPO and several acquisitions. Moving economical establishment to the A person22Just one making on Broadway.
Denise Horvath — Marketplace Director for Tennessee and Alabama, JPMorgan Chase: Oversees formidable retail growth thrust for country’s most significant lender, which has in latest decades also stood up area center-industry lending and non-public banking groups.
Gordon Inman — Director Emeritus, FirstBank: A person of region’s most veteran bankers and business people and a prime revenue producer at FirstBank. Helped start the former Franklin Nationwide Financial institution and right until 2012 was with Fifth 3rd, which purchased Franklin National in 2004.
Grant Jackson — Controlling Basic Lover, Council Capital: Joined Inexperienced Hills-primarily based agency in 2008 as a basic companion and has been its chief given that 2016.
Mike Johnson — President and Head of Corporate Banking, PNC Bank Tennessee: Veteran industrial lender who in early 2018 moved to Pittsburgh-primarily based PNC following almost 18 years at Wells Fargo’s local functions. Potential customers crew creating out a retail network with offices all around the area.
Kevin Lavender — Executive Vice President and Head of Business Banking, Fifth Third Bancorp: Previous state banking and finance commissioner who was named a Fifth 3rd EVP in 2016 and now also oversees bank’s significant company commercial verticals, money marketplaces, specialty lending and treasury management enterprises. In 2021 was named chair of the Nashville Convention & People Corp. board.
Gaylon Lawrence — Owner, F&M Lender, Fourth Capital, Volunteer Condition Financial institution: Has deployed chunks of family members wealth in Middle Tennessee’s banking sector because 2015.
Joe Maxwell — Taking care of Partner, FINTOP Funds: Serial fintech entrepreneur and adviser who led and bought several companies. Not too long ago declared a new $200 million venture funds fund.
Rob McCabe — Chairman, Pinnacle Monetary Companions: Co-founder of Nashville’s greatest homegrown financial institution and its Tennessee chairman because acquisition of BNC Bancorp in mid-2017. Designed banking profession in Knoxville and rose to vice chairman of previous To start with American.
Rob McNeilly — Tennessee Division CEO, Synovus Lender: 4-ten years banking veteran who in 2017 moved to regional keeping organization right after top regional functions of SunTrust due to the fact 2005.
Jennie Menzie — President, Cumberland Belief: In 2021 was named president of the firm, while Pepe Presley carries on roles as chairman and CEO. Has worked at Cumberland Believe in given that 2012 and was previously a practising attorney.
Johnny Moore — Regional President, Truist Economic: Longtime leader of SunTrust’s Memphis crew, tapped in 2019 to run location for mixed SunTrust-BB&T corporation.
Tyson Moore — Sector President, Lender of The united states: Multi-ten years Merrill Lynch veteran who was picked in 2017 to do well John Stein as chief of BofA’s 14-county regional franchise. Carries on in Merrill industry government position.
Sergio Ora — President and CEO, Citizens Cost savings Bank & Belief: Previous Initially Tennessee and BBVA govt now sales opportunities loan provider with wealthy local record. Finished retirement to be part of oldest continually working minority-owned bank in the place.
Dawn Patrick — Nashville Running Associate, Cherry Bekaert: Potential customers nearby attempts of business that in 2017 bought Frasier Dean & Howard. Prospects Cherry Bekaert’s apply working with technology, overall health and industrial companies.
Pepe Presley — Chairman and CEO, Cumberland Have faith in: Handed off president part in 2021. Prospects a person of region’s major belief functions and previously headed up personal trust services at SunTrust.
Jim Regnier — Running Husband or wife, BKD: Oversaw Nashville and Bowling Eco-friendly places of work of countrywide CPA and advisory agency, now moving into expanded role as chief of firm’s nationwide tax providers division.
Doug Rohleder — Office environment Handling Associate, Ernst & Youthful: Well being treatment expert who was named office environment chief in 2018. Before that was firm’s regional assurance managing lover.
Howard Safer — Vice Chairman, Argent Believe in Enterprise: Govt with extensive history in Nashville at Locations/Morgan Keegan, J.C. Bradford and KraftCPAs. Joined Argent a decade in the past.
Jim Schmitz — Nashville Sector Chief, Elliott Davis: Longtime Regions Financial institution regional president who joined accounting and advisory agency in early 2019 to spearhead advancement thrust.
Tim Schools — President and CEO, CapStar Fiscal: Previous National Commerce Financial and South Economic Group exec who moved to city in 2019 to just take in excess of from founding CEO Claire Tucker. Has overseen several neighborhood bank purchases and more powerful drive into Knoxville.
Invoice Spitz — Co-Founder and Principal, Diversified Belief: Former vice chancellor of investments and treasurer at Vanderbilt launched agency in 2009 to oversee billions of pounds for people, foundations and retirement strategies.
Terry Turner — President and CEO, Pinnacle Monetary Companions: Co-founder of premier financial institution centered in Nashville, has pushed into many new markets such as the Washington, D.C. region in 2021. Preparing an HQ shift to Nashville Yards from eponymous tower.
Phoebe Venable — President and CEO, CapWealth: Joined CapWealth in 2010 right after a lengthy career doing the job with substantial-internet-truly worth households. Qualified prospects arranging initiatives, amid other tasks.
Bradford Vieira — Regional CEO, ServisFirst Lender Nashville: Led Alabama bank’s growth into Tennessee in 2013. In 2021, moved functions to Broadwest.
David Waddell — CEO, Waddell & Associates: Regular commentator on economic tendencies started his vocation at Charles Schwab, now potential customers investment decision tactic for agency with places of work in Memphis and Brentwood.
John West — Workplace Controlling Associate, Deloitte: Firm veteran of much more than 20 decades who was tapped in 2020 to guide Center Tennessee group. Advancement chief for the Nashville audit and assurance exercise and guide recruiting partner for Tennessee.
Ward Wilson — Regional President, U.S. Lender: Joined nation’s No. 5 lender from First American in 2000 and has led its Middle Tennessee operations given that 2005.
Tom Wylly — Senior Companion, Brentwood Funds Advisors: Former Bradford spouse who has been involved in specials really worth billions of pounds and aided scale Acadia Healthcare and emids, among other folks. Critical backer of Nashville Funds Community.
Carol Yochem — President, Center Tennessee Region, To start with Horizon Lender: Veteran leader who took around Middle Tennessee crew in 2014 and has additional than doubled spot financial loans and deposits. TD Bank is seeking $13 billion acquisition of Initially Horizon.
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