Meridian Bank Taps Mortgage Leader

January 2, 2019 – Alex Shreeve has joined Meridian Bank (NASDAQ: MRBK) as the new Senior Vice President and Director of Mortgage Operations. Meridian is a $1B asset financial institution headquartered in suburban Philadelphia.

In his new role, Shreeve will be responsible for day to day mortgage operations, including processing, underwriting, closing, and post-closing. He will be focused on developing efficiencies through process improvement, systemic business rules, the implementation of productivity metrics, and enhanced processes and procedures. The goal of the mortgage operations team will be to continue to enhance the bank’s ability to provide best in class customer experiences.

Prior to joining Meridian Bank, Shreeve served as Vice President of Mortgage Strategy for TD Bank. He previously worked for PHH Corporation in a variety of executive roles. He holds a B. S in Business Administration from the University of Maryland, and is a Certified Mortgage Banker.

Meridian Bank is an innovative community bank serving Pennsylvania, New Jersey and Delaware with a full suite of financial products and services. Meridian specializes in business and industrial lending, retail and commercial real estate lending, wealth management and electronic payments. Meridian also has a broad menu of high-yield depository products supported by robust online and mobile access. www.meridianbanker.com.

Meridian Bank Names CIO

November 1, 2018 – Randy J. McGarry has joined Meridian Bank (NASDAQ: MRBK) as its chief information officer. Meridian is a $1B asset financial institution headquartered in suburban Philadelphia.

McGarry is an experienced CIO with an extensive background in technology architecture, banking integration and project management. Bringing more than 25 years of experience to his role at Meridian, he is responsible for executing operational solutions aligned with corporate strategy.

“We are excited to welcome Randy to the executive team at Meridian,” said Chris Annas, President and CEO of the Bank. “Randy strengthens our outstanding operations and IT team and further verifies the importance that great technology and process has at Meridian. His experience in building bank infrastructure and overseeing bank combinations will play a critical role in our continued growth.”

McGarry served for six years as CIO for a NASDAQ listed bank holding company in Hatboro, Pennsylvania, with assets exceeding $1.2 billion. He was responsible for creating a technology plan to support the corporate strategic plan while being flexible, scalable and increasing efficiencies. Prior to that, McGarry served three years as the CIO of a $5.5 billion financial institution that offered financial and investment planning services until it was acquired. During this tenure, McGarry focused his technical and operational leadership on increasing efficiency, maximizing resources and improving the customer experience.

A graduate of the Pennsylvania State University, McGarry holds a bachelor’s degree in finance. He also earned an MBA, with a concentration in MIS, from Drexel University.

Meridian Bank is an innovative community bank serving Pennsylvania, New Jersey and Delaware with a full suite of financial products and services. Meridian specializes in business and industrial lending, retail and commercial real estate lending, wealth management and electronic payments. Meridian also has a broad menu of high-yield depository products supported by robust online and mobile access. www.meridianbanker.com.

Alan J. Kaplan is Named an NACD Board Leadership Fellow

Wynnewood, PA October 8, 2018 – Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced that the National Association of Corporate Directors (NACD) recently recognized Alan J. Kaplan, Founder & CEO, as an NACD Board Leadership Fellow. NACD Fellows stand within the highest echelon of those committed to excellence in the boardroom.

As the highest standard of credentialing for directors and governance professionals, NACD Fellowship is a comprehensive and continuous program of study that empowers Fellows with the latest insights, intelligence, and leading boardroom practices—year after year.

“I am honored to join the distinguished and diverse group of individuals who make up the NACD Fellow community and who are committed to advancing the highest standards of boardroom excellence,” said Kaplan. “The resources, insights, and connections I’ve made through NACD Fellowship will be key assets for our clients, as well as to my professional growth as a director.”

Kaplan is the Founder and CEO of Kaplan Partners, a retained executive search and talent advisory firm headquartered in Philadelphia. Since the firm’s founding in 1994, Kaplan Partners has provided Boards of Directors and CEOs with advice on the dynamics of CEO succession, and assistance with the identification, assessment and selection of new CEOs, Directors and senior executives. The firm’s Board Advisory Services assist clients with Director Succession, Performance, Diversity and Recruitment. Kaplan Partners also conducts Management Assessments of leadership teams to enhance succession planning and professional development efforts.

“We are proud that Alan has joined NACD’s credentialed directors in the pursuit of boardroom excellence,” said Peter Gleason, CEO of NACD. “Our Fellows help advance the highest standards for those who serve in the boardroom, strengthening businesses and driving director professionalism.”

Representing hundreds of today’s largest and most-diverse corporations in the world, NACD Fellows serve on boards of NASDAQ OMX- and NYSE-listed companies such as Baker Hughes Inc., Citigroup Inc., DuPont, Foot Locker Inc., IBM, Lockheed Martin Corp., Microsoft Corp., Nordstrom Inc., Pinnacle Entertainment, UnitedHealth Group Inc., and more. A number of Kaplan Partners client organizations are NACD Full Board Members as well.

NACD Fellows provide a snapshot of the caliber of directors engaged in continuous learning with NACD—the recognized authority on leading boardroom practices that more than 17,000 directors rely on to lead with confidence. To learn more about NACD Fellowship, visit NACDonline.org/Fellowship

Ohio Bank Names New CEO

Sept. 13, 2018 — Farmers & Merchants Bancorp, Inc. (“F&M”) (Nasdaq: FMAO), the holding company for Farmers & Merchants State Bank, announced today that Lars B. Eller has been appointed as the President and Chief Executive Officer of the Bank. As previously reported, F&M formed a search committee and engaged Kaplan Partners in May of this year to identify a successor to Paul Siebenmorgen, the current President and CEO of the F&M and the Bank, as he approaches retirement.

Mr. Eller earned his Bachelor degree from Concordia University, Montreal, Canada and Master of Business Administration from McGill University, Montreal, Canada. Mr. Eller started in banking with TD Bank Financial Group as a management trainee, and then moved on to be assistant manager, lender, fund sales representative, branch manager, underwriting manager, and area manager, before moving on to a successful career with progressively larger leadership roles at National City Bank. Mr. Eller then returned to TD Bank as Head of Wealth Management and then Senior Vice President of retail banking in Pennsylvania. He departed TD Bank to become director of sales and marketing at Clarity Advantage Corporation before joining Royal Bank America in 2013 as Executive Vice President and Chief Retail Banking Officer. Royal Bank America was a $900 million asset publicly held community bank based in the Philadelphia, Pennsylvania area prior to its acquisition in 2017. Most recently he has worked as a consultant for Cambridge Savings Bank. Mr. Eller has a son and twin daughters. He enjoys hockey and soccer.

Kevin Sauder, Chairman of the Search Committee stated that “We are very pleased to have found in Lars a personable and talented banker who has experience at both large national and regional banks as well as community banks like F&M. We look forward to welcoming him as a part of the F&M family.” Mr. Eller stated “I am very excited to join a strong and growing community bank and am anxious to get started and work closely with our employees to better understand the customers and communities served by F&M.”

Paul Siebenmorgen, President and CEO of F&M, said “I have had an opportunity to meet with Lars and think he will be a good fit for F&M. I look forward to working with him during this transitionary period.” Mr. Siebenmorgen will remain as President and CEO of F&M until his retirement from that position, which is anticipated in early 2019. At that point, Mr. Eller will assume the additional office of President and CEO of F&M. It is anticipated that Mr. Siebenmorgen will remain on the Board of Directors of F&M after his retirement as an officer of the Company.

About Farmers & Merchants Bancorp, Inc.: Farmers & Merchants Bancorp, Inc., Archbold, Ohio, is the holding company of Farmers & Merchants State Bank, which was established in 1897. The Bank serves the financial needs of individuals, farmers, businesses, and industries by offering traditional banking products, as well as online, mobile and telephone banking products. F&M’s common shares are traded on the NASDAQ Capital Market exchange under the symbol “FMAO.” Additional information on F&M may be found on its website: www.fm.bank.com.

ACBB Hires Sales Leader

September 5, 2018 Joe Krzywicki has joined the Atlantic Community Bankers Bank (ACBB) team in the position of Senior Vice President and Chief Sales Officer. In this role, Joe will lead all of the bank’s Relationship Management and Marketing initiatives. Joe’s mission will be to ensure that ACBB continues to provide extraordinary value to its bank’s clients, while enhancing the ACBB culture and supporting the organization’s client centric business model. Joe brings with him over 25 years of experience working with financial strategies, solutions and services.

“Joining a team dedicated and focused on supporting community bank clients is an incredible opportunity for me,” said Joe Krzywicki. “ACBB’s mission to enable clients to be more competitive and relevant to their constituents is one that separates us from our competition. My vision for ACBB is to be the premier partner for our clients in delivering not just great services and support, but complete solutions backed by great insight and guidance, to help our clients achieve their strategic objectives.”

Joe previously served as Vice President of Vizant, a treasury management advisory firm. Prior to joining Vizant, Joe worked for 16 years with PNC Bank, most recently as Senior Vice President, Regional Sales Manager and Sector Director for PNC’s Treasury Management Division.

Joe is a graduate of Villanova University with a degree in finance. Among many other accomplishments, Joe has also earned the designation of Certified Treasury Professional (CTP). He resides in Enola, PA with his family.

NACD Announces Five New Directors

August 24, 2018 PHILADELPHIA, PA – The National Association of Corporate Directors (NACD) Philadelphia Chapter announces the addition of five highly regarded leaders to its Board of Directors. Nominating and Governance Committee Chairman Alan J. Kaplan of Kaplan Partners stated, “Our Nominating and Governance Committee explored many quality prospective board members, and worked long and hard to identify this diverse group of talented leaders. The collective experiences of these new board members span public companies, private businesses, not-for-profit organizations, institutional investors, the public sector and private-equity controlled firms. This group will contribute mightily to the ongoing success of the NACD Philadelphia Chapter.”
The new Board Members include:

Glenn Booraem, Principal and Investment Stewardship Officer, The Vanguard Group, Inc.
James P. Dunigan, President, The Union League of Philadelphia; Director, Provident Financial Services, Inc. and Provident Bank, Economy League of Philadelphia
Hon. Timothy A. Reese, Managing Director, Investment Banking, Quoin Capital, LLC; Director, PA Public School Employees’ Retirement System, Farol Asset Management; Former Treasurer, Commonwealth of Pennsylvania
Patricia D. Wellenbach, President and CEO, Please Touch Museum; Director, StoneMor Partners L.P., Thomas Jefferson University
Arlene Yocum, Director, AK Steel Holding Corporation; Former Executive Vice President and Managing Executive of Client Service, PNC Wealth Management

Chapter President and Acting Chairman Howard Brownstein added, “I look forward to leading the Chapter with the strong support of our talented board members. We will endeavor to continue to provide world-class programming and governance resources to the local director community. The addition of these five highly respected leaders will help to further grow the NACD Philadelphia Chapter and its impact throughout our region.”

The NACD Philadelphia Chapter serves NACD members throughout the Philadelphia region and greater Delaware Valley. To learn more about upcoming chapter programs, visit https://philadelphia.nacdonline.org/Events/ or contact Cassandra Brown, Executive Director, at cassieb1235@gmail.com.

The National Association of Corporate Directors (NACD) empowers more than 19,000 directors to lead with confidence in the boardroom. As the recognized authority on leading boardroom practices, NACD helps boards strengthen investor trust and public confidence by ensuring that today’s directors are well prepared for tomorrow’s challenges. World-class boards join NACD to elevate performance, gain foresight, and instill confidence. Fostering collaboration among directors, investors, and corporate governance stakeholders, NACD has been setting the standard for board leadership for more than 40 years. To learn more about NACD, visit www.NACDonline.org.

Sandy Spring Bank Appoints Chief Risk Officer

Olney, MD, July 12, 2018 — Sandy Spring Bank (NASDAQ: SASR) announced today that Kevin Slane has joined the company as Executive Vice President and Chief Risk Officer. This is a newly created position at the bank and an addition to the bank’s executive management team. Slane will lead the continued development of the bank’s risk management program and will focus on safely enabling business strategies to drive Sandy Spring Bank’s long-term success.

“As we continue to expand our presence throughout the region, we want to ensure that we are well positioned to seize new opportunities to grow and better serve our clients. In order to do so, we must manage risk in a way that aligns with our vision and culture,” said Daniel J. Schrider, President and CEO of Sandy Spring Bank. “This is a strategic and proactive investment in our risk management structure, and I look forward to working with Kevin to further strengthen this critical capability.”

With more than 30 years of experience, Slane is an accomplished financial services executive. He joins Sandy Spring Bank from Hancock Whitney Bank in the Gulf South where he was responsible for enterprise risk management and operational risk. Prior to that position, Slane was the corporate risk director for First Horizon Corporation in Memphis, TN.

“Sandy Spring Bank is a purpose driven and values based organization that is truly client and community focused. It is what differentiates our company and what attracted me to join the bank,” said Slane. “I am excited to be a part of the team and to further develop a risk management program that will enable growth and build on the bank’s 150 year legacy of serving individuals, families and businesses across this region.”

Earlier this year Sandy Spring Bank completed the acquisition of WashingtonFirst Bank, making it the largest, locally-headquartered community bank in the Greater Washington Region. This year also marks the bank’s 150th anniversary. In recognition of this milestone, the bank officially launched the Sandy Spring Bank Foundation. “This is an exciting and pivotal time for us, so it is fitting that we continue to build on this positive momentum and welcome Kevin to the Sandy Spring Bank family,” concluded Schrider.

Sandy Spring Bancorp, Inc., headquartered in Olney, Maryland, is the holding company for Sandy Spring Bank. Independent and community-oriented, Sandy Spring Bank offers a broad range of commercial banking, retail banking, mortgage and trust services throughout central Maryland, Northern Virginia, and the greater Washington, D.C. market. Through its subsidiaries, Sandy Spring Insurance Corporation and West Financial Services, Inc., Sandy Spring Bank also offers a comprehensive menu of insurance and wealth management services.

WSFS Announces CEO Successor

Wilmington, DE, July 11, 2018 — WSFS Financial Corporation (NASDAQ: WSFS), the parent company of WSFS Bank, announced that effective January 1, 2019, Mark A. Turner, Chairman, President and CEO, will become the Executive Chairman of the Board of Directors and that Rodger Levenson, WSFS’ Executive Vice President and Chief Operating Officer, will become the Company’s President and Chief Executive Officer and a member of the Board.

As Executive Chairman, Mr. Turner will lead the Board of Directors with Lead Independent Director Eleuthère I. du Pont and facilitate the seamless transition to Mr. Levenson. He will also leverage his decades of experience in and knowledge of local markets and the banking industry to serve as an external champion for the Company, further enhance WSFS’ culture and reputation, and help shape the next chapter of the Bank’s growth story.

Mr. Turner, born and raised in Philadelphia and a lifelong resident of several communities in the Delaware Valley, was appointed WSFS’ President and CEO in April 2007 and has served in management for more than 22 years, including two decades as a member of the executive leadership team. In over 11 years as WSFS’ Chief Executive, a period that includes the Great Recession, he and his leadership team helped the Company and its many communities to grow and prosper. Mr. Turner and his team steadfastly executed WSFS’ strategy of Associate and Customer engagement and made significant investments, which strengthened the communities the Bank serves and substantially increased market share and returns for WSFS Owners.

Mr. Levenson is also a lifelong resident of the Delaware Valley and has more than 32 years of local banking experience. He joined WSFS in 2006 and has served in various executive leadership roles, including Chief Commercial Banking Officer (2006-2015) and interim Chief Financial Officer (2015-2016). Most recently, from June 2016 to August 2017, as Chief Corporate Development Officer, Mr. Levenson led cross-functional teams to evaluate, negotiate and integrate many mergers, acquisitions and large capital transactions. And since August 2017, he has led the Company’s executive leadership team as Chief Operating Officer and has assumed other executive responsibilities as Mr. Turner’s deputy. Mr. Levenson has also been a key member of WSFS’ investor relations team over the last decade.

Lead Independent Director Eleuthère I. du Pont said, “This transition is part of our thoughtful, deliberate, and continual Board and executive management succession planning process. We are incredibly grateful to Mark for his leadership and we are very pleased to appoint him as our Executive Chairman. The Board enthusiastically supports Rodger, who helped Mark lead these efforts, as Rodger builds on our momentum, fosters new thinking and positions WSFS for even more success.”

Mr. Turner continued, “I am excited for WSFS and for Rodger. The Board helped develop Rodger, evaluated him, and unanimously and enthusiastically selected him to lead WSFS to an even brighter future. He is the right person for the job, is a natural fit, and he will mold the next generation of WSFS leaders. I look forward to the next phase of my service to WSFS, and helping Rodger and WSFS become more successful than ever. I am also eager to explore and take on new challenges in my life.”

“It is truly an honor to carry forward our strategy and lead the organization that Mark and our leadership team have built,” said Mr. Levenson. “I am humbled by the trust that Mark and our Board have in me and I am grateful to our highly talented WSFS Associates who deliver on our mission every single day. Working together, we will continue to grow, innovate and invest in our Associates and technology to meet the rapidly changing expectations of our Customers.”

Mr. Levenson earned a Bachelor of Business Administration in Finance from Temple University and a Master of Business Administration from Drexel University. He began his banking career in 1986 in Philadelphia at CoreStates Financial (now part of Wells Fargo) and held a number of leadership roles during his 17-year tenure. He then became a member of Citizens Bank’s regional senior leadership team in 2003 and served in that capacity until he joined WSFS in 2006. He reinforced his leadership experiences with certifications from The Wharton School at the University of Pennsylvania, Center for Creative Leadership, and Harvard Business School. As a committed and active member of his community, Mr. Levenson currently serves on the Boards of Directors for the United Way of Delaware and the Wilmington Housing Partnership, and is a member of the Board of Governors for the Delaware State Chamber of Commerce. He also served as Chairman of the Delaware Bankers Association.

WSFS Financial Corporation is a multi-billion dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-managed bank and trust company headquartered in Delaware and the Delaware Valley. As of March 31, 2018, WSFS Financial Corporation had $7.0 billion in assets on its balance sheet and $19.1 billion in assets under management and administration. WSFS operates from 77 offices located in Delaware (46), Pennsylvania (29), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Christiana Trust, WSFS Wealth Investments, Cypress Capital Management, LLC, West Capital Management, Powdermill Financial Solutions, Cash Connect®, WSFS Mortgage and Arrow Land Transfer. Serving the Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. For more information, please visit wsfsbank.com.

Univest Names President of Mortgage Banking

May 18, 2018 Univest Bank and Trust Co. recently appointed Brian Grzebin as president of its mortgage banking division. In this role, Grzebin will be responsible for the division’s growth strategy, operational efficiency and results along with overseeing sales, loan fulfillment, and loan delivery.

Grzebin brings more than 20 years of experience in the financial services industry to his role, most recently as executive vice president of national operations at Guaranteed Rate Affinity, a joint venture between Guaranteed Rate Inc. and Realogy. Grzebin is a graduate of Wilkes University where he earned a bachelor’s degree. He also holds his NMLS license. Grzebin resides in Marlton, New Jersey with his wife and two children.

Univest Corporation of Pennsylvania (NASDAQ: UVSP), including its wholly-owned subsidiary Univest Bank and Trust Co., has approximately $4.6 billion in assets and $3.4 billion in assets under management and supervision through its Wealth Management lines of business as of March 31, 2018. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. Univest delivers these services through a network of more than 50 offices in southeastern Pennsylvania extending to the Lehigh Valley and Lancaster, as well as in New Jersey and Maryland and online at www.univest.net.

Bob Brown Joins Kaplan Partners

Kaplan Partners is pleased to announce that Robert L. “Bob” Brown has joined the firm, after a 39 year career with PricewaterhouseCoopers (PwC), including 28 as a Partner. During his career with PwC, Bob provided the vision and leadership for, and directly managed, board-level client solutions across a range of industries. With Kaplan Partners, Bob will lend his expertise to the firm’s Board Advisory Services, as well as the CEO and Financial Officers Search Practice areas.

Bob was recently elected to the Board of Directors of County Savings Bank in Essington, PA. He also serves as Vice Chair of the Board of Trustees of Lehigh University, and as a board member of the Philadelphia Zoo. In addition, Bob was recently recognized by the National Association of Corporate Directors (NACD) as a Governance Fellow, the highest standard of credentialing for directors and governance professionals. NACD Fellowship includes a comprehensive and continuous program of study that empowers Fellows with the latest insights, intelligence, and leading boardroom practices. He is an active member of NACD Philadelphia.

Bob earned his Bachelor of Science degree in Accounting from Lehigh University.