Bryn Mawr Trust Names CIO

Bryn Mawr, Pa., August 19, 2019 – Bryn Mawr Trust (BMT), wholly owned by Bryn Mawr Bank Corporation (NASDAQ: BMTC), announced today that Jeffrey Mills has joined their wealth division as Senior Vice President and Chief Investment Officer. Mr. Mills reports directly to Jennifer Dempsey Fox, President of BMT Wealth Management, and will maintain an office at the firm’s new Berwyn, Pa. location beginning September 16, 2019.

Jeff will be responsible for investment strategy across BMT’s Wealth Management platform, including the development of alternative capabilities to attract high net-worth and ultra-high net-worth clients, as well as institutions, endowments and foundations. He will lead firm-wide asset allocation decisions and publication of investment thought leadership. Jeff will manage BMT’s team of research analysts in addition to the Directors of Fixed Income and Third-Party Services. He will also collaborate on the direction and management of BMT’s team of portfolio managers.

“Jeff is a well-known and respected financial expert who possesses the rare combination of being strategic, tactical and analytical in his approach to leadership, research, investment management and portfolio composition,” said Ms. Fox. “Jeff will significantly elevate the investment platform and provide guidance to strategically grow the wealth division beyond our current strong foundation. We are pleased to welcome him to the BMT Wealth Management family.” Jeff has more than 15 years of experience in investment analysis, advisory, and strategy. Most recently, he was Managing Director and Co-Chief Investment Strategist at PNC Financial Services Group in Philadelphia.

Jeff holds a bachelor’s degree in international relations from the University of Pennsylvania, Philadelphia, Pennsylvania, a Master of Business Administration from the University of Oxford, Oxford, U.K., and a Master of Science in management studies with a concentration in asset management and investments from the Massachusetts Institute of Technology, Cambridge, Massachusetts. Jeff is a high-profile speaker and regular contributor to national discussions on economic matters through his appearances as a financial expert on programs such as CNBC, CNN and Yahoo Finance.

United Bankers Names New CEO

August 14, 2019 Bloomington, MN Dwight R. Larsen, with more than 30-plus years of experience in bank management, regulatory affairs and education, will become the new CEO and President of United Bankers’ Bank (UBB) and its holding company, United Bankers’ Bancorporation, Inc. (UBBI), according to an announcement by the bank’s Board of Directors.

“Dwight is an outstanding fit for UBB’s culture of product excellence and customer service – not only for the UBB we see today but also for where we believe the bank must go to meet the challenges of tomorrow,” said Bryan Grove, Chairman of the UBB Board and President of American State Bank in Grygla, Minn. “He has built his career on the highest levels of integrity, an openness to new ideas and opportunity for others, and outstanding communication skills.”

Larsen, 56, will be the third president to take the helm at UBB since it was founded in 1975 as the nation’s first bankers’ bank providing correspondent services exclusively to independent community banks. The appointment culminates an extensive national search to replace William Rosacker, who retired in April after leading UBB for 34 years.

“This is an incredible honor and exciting opportunity for me to lead the finest correspondent banking team in the nation,” Larsen said. “Right from its inception as America’s first bankers’ bank, UBB has led the way with so many product, service and technology innovations. Not only do I intend to continue that tradition,” Larsen said, “my goal is to take UBB even further and become the nation’s premier bankers’ bank.”

Larsen is already a familiar name and face to many in the banking community.
He held several positions at UBB from 2000 to 2016, including roles overseeing compliance services, trust services, HR consulting services and the stock valuation services of BankValue Advisory Services. Under Larsen’s direction, BankValue expanded its bank stock valuations, market analysis, and merger and acquisition consulting service to customers throughout UBB’s 15-state market area. Dwight was also the chair of UBB’s Asset Liability Management and Enterprise Risk Management committees.

From 1986 to 2000, and again for the past two years, Larsen has served as a national bank examiner with the Office of the Comptroller of the Currency (OCC). There he built extensive knowledge in risk management and effective corporate governance, working with banks of every size and with every level of management and operations.

Students and faculty of the Graduate School of Banking at the University of Wisconsin – Madison also know Larsen as a faculty member since 1998. In addition to teaching, Larsen is a member of the Curriculum Advisory Committee and a former faculty representative to the Board of Trustees.

Larsen will dedicate his first 30 days on the job, which officially starts on Monday, Aug. 26, to “listening, listening and listening again,” he said, “including a series of meetings with staff and executive leadership at UBB, our Board of Directors, our customers and community bank leadership.

“I’m following a tremendous legacy in Bill Rosacker,” Larsen added. “He and an exceptional group of talented and dedicated people have made UBB what it is today. The bank is in excellent financial condition, offers a wide range of products and services, and serves customers across a broad swath of the U.S., stretching from the West Coast to the Great Lakes. I look forward to being part of the next great chapter in the success story of UBB and the community banks we serve,” he concluded.

Northwest Bank Names Head of Commercial Banking

August 7, 2019 Warren, PA — Mark T. Reitzes has been named Executive Vice President and Head of Commercial Banking for Northwest Bank, according to Ronald J. Seiffert, Northwest Chairman, President and CEO. In his new role, Mr. Reitzes will develop and execute Northwest’s commercial banking strategy, including a comprehensive and consistent sales delivery model across the bank’s footprint, as well as new commercial products and services.

During his 36-year career, Mr. Reitzes has gained extensive knowledge and experience serving in various roles in commercial and retail banking, including Commercial Banking Division Head and, subsequently, Regional President, for Huntington National Bank’s Southern Ohio/Kentucky Region. Mr. Reitzes also served as President and CEO of Cheviot Savings Bank, a $575 million community bank in Cincinnati. His background also includes supervisory regulatory experience with The Office of Thrift Supervision (OTS) and with the Cincinnati office of KPMG as a CPA in the Financial Institutions practice.

Mr. Reitzes has also provided expert testimony before the United States Congressional House Banking Committee and was recognized as an EY Leading Financial Executive, Cincinnati Magazine’s Power 100 and Cincinnati Magazine’s Leading Influencer of Greater Cincinnati.

In making the announcement, Mr. Seiffert said, “Mr. Reitzes is an experienced banker with an extensive commercial background. He will add a tremendous amount of value to our organization and is uniquely qualified to lead our Commercial Banking efforts as we continue to profitably grow and expand.”

Mr. Reitzes is a graduate of the University of Cincinnati and The Ohio State University Fisher College of Business Executive Leadership program. He is a member of the American Institute of CPAs and the Ohio Society of CPAs.

Northwest Bank operates 172 full-service offices and ten free-standing drive through locations. Founded in 1896, Northwest offers a complete line of personal and business banking products including employee benefits, investment management services, insurance and trust. Northwest Bancshares, Inc. is the holding company of Northwest and is listed on the NASDAQ Global Select Market as NWBI. More information about Northwest can be found online at www.northwest.com.

S&T Bank Names Marketing Leader

July 24, 2019 Indiana, PA S&T Bank (NASDAQ: STBA), a full-service financial institution with assets of $7.3 billion, and current operations in five markets including Western Pennsylvania, Central Pennsylvania, Northeast Ohio, Central Ohio, and Upstate New York, is pleased to welcome Dana Wysinger as Chief Marketing Officer (CMO).

“S&T Bank is charting a course for growth by making strategic investments in our talent and technology to provide best in class solutions and services to our communities and businesses that we serve. Prioritizing the customers’ needs and exceeding their expectations is paramount to our continuous growth strategy,” said Todd D. Brice, chief executive officer of S&T Bank. “We are excited to welcome Dana to our team and believe her diverse experience in marketing, data and analytics, and digital technology will play an integral role in transforming our business.”

Prior to joining S&T Bank, Dana held senior executive positions at several Fortune 100 & 500 companies including Target Financial Services, Wells Fargo, and most recently SunTrust Bank. She has directed strategic planning, marketing, and product management and development. Her responsibilities included driving consumer and business banking deposits, credit and lending acquisition, and retention efforts. She served in other marketing leadership roles with treasury and payments solutions, small business, and private wealth management. Dana specializes in creating product solutions that meet client’s needs, implementing financial technologies to improve the client experience, and development of digital strategies and sales effectiveness that deliver significant business results.
“Dana is a customer-centric focused marketer who leverages data and client insights to deliver an unparalleled client experience at every touchpoint of the customer lifecycle,” said Becky Stapleton, chief banking officer of S&T Bank. In her new role as chief marketing officer, Dana will be spearheading all marketing, brand and demand generation, digital strategy, and product management. Dana will work closely alongside S&T Bank’s market presidents and lines of business to develop and execute market-based strategies to enhance the customer experience across all distribution channel platforms.

“S&T Bank is a relationship bank that excels in serving customers, the community, employees, and its shareholders,” said Dana Wysinger. “I look forward to bringing the bank a solid 25-year track record delivering business growth through results-driven and customer-first marketing initiatives.”
Dana graduated with a bachelor’s degree in mass communication from the University of California, Berkeley. She received executive education in advanced strategies in digital marketing and analytics from Wharton Business School and in organizational leadership from Harvard Business School. Outside of work, Dana actively participates in numerous professional and charitable organizations including Junior Achievement, United Way, and the United States Chamber of Commerce.

About S&T Bancorp, Inc. and S&T Bank
S&T Bancorp, Inc. is a $7.3 billion bank holding company that is headquartered in Indiana, Pennsylvania and trades on the NASDAQ Global Select Market under the symbol STBA. Its principal subsidiary, S&T Bank, was recently named by Forbes as a 2019 World’s Best Bank and a 2018 Best-in-State Bank. Established in 1902, S&T Bank operates in five markets including Western Pennsylvania, Central Pennsylvania, Northeast Ohio, Central Ohio, and Upstate New York. www.stbank.com

KAPLAN PARTNERS COMMEMORATES 25TH ANNIVERSARY

Wynnewood, PA – March 8, 2019 – Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced its 25th anniversary serving many of the nation’s leading financial institutions.

Specializing in executive search, board advisory services and management assessment, Alan J. Kaplan, Kaplan Partners founder and CEO, launched the firm in 1994, employing a holistic approach and proven methodology that finds the best solutions for evolving client leadership needs. Today, he and his team work directly with CEOs, boards, and investors to identify and evaluate leadership potential, leveraging best practices in corporate governance and succession management that ensure clients’ continued success in today’s demanding market.

“We are very proud of what we’ve accomplished over our first 25 years, and grateful to our clients, colleagues and friends who have enabled this journey,” said Kaplan. “Looking ahead, we are committed to setting a new standard for advising CEOs and boards on leadership succession, corporate governance, talent management, and enhancing diversity.”

Since its beginnings, the firm has served leading regional and community banks, asset management firms, private equity and venture capital funds, FinTech firms, mortgage and insurance companies, credit unions, technology companies, and high growth organizations.

<Visit here to watch Kaplan Partner’s 25th Anniversary Video message: http://kaplanpartners.com/>

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Afilias Promotes Ram Mohan to COO

Horsham, PA – March 6th, 2019 – Afilias, the world’s second largest domain name registry, today announced that it has promoted Ram Mohan to the newly created position of Chief Operating Officer, responsible for most of the day-to-day operations of Afilias and its global subsidiaries. Mr. Mohan will continue to report to Afilias’ President and CEO, Hal Lubsen; most all of Mr. Lubsen’s previous direct reports will now report to Mr. Mohan. Mr. Mohan’s appointment recognizes the pivotal role he has played in the development of Afilias and paves the way for continued growth for the company.

“Ram’s thorough understanding of our industry and the Company, coupled with his excellent record of getting things done, will help lead the company going forward” said Mr. Lubsen. “Ram has played a leadership role in all of Afilias’ major successes, and the Board and I have the utmost confidence in his ability to continue building on this strong foundation.” Mr. Lubsen will continue to be responsible for and oversee finance, mergers and acquisitions and most legal matters.

Mr. Mohan joined Afilias in June, 2001 as Chief Technology Officer to oversee the start-up of Afilias and the launch of its inaugural product, .info. He was involved with the creation of the historic partnership with ISOC in 2002 and the founding of Public Interest Registry as the steward of .ORG. He was appointed Executive Vice President in 2008. His leadership has helped Afilias earn the confidence of the operators of over 180 top level domains (including 14 country codes), and the successful management of over 20 TLDs owned by Afilias. For over a decade, Mr. Mohan served as an ICANN Board member representing SSAC, sharing his expertise in cybersecurity. Mr. Mohan is also a global leader in IDN technology and has helped bring native language domain names to India, Asia and the Middle East.

Mr. Mohan will begin his new responsibilities on March 6th, 2019. He will initially be responsible for his former CTO responsibilities.

About Afilias
Afilias is the world’s second largest domain registry, with over 20 million domain names under management in over 200 top level domains. Afilias powers a wide variety of top-level domains, including TLDs for countries, cities, brands, communities and generic terms. Afilias’ specialized technology makes Internet addresses more accessible and useful through a broad range of applications, including Internet domain registry services, managed DNS, and mobile Web services. Afilias, Inc. is based near Philadelphia – offices are also located in Dublin Ireland, Toronto Canada, New Delhi India, Melbourne Australia, Vista California, and Beijing China. Afilias holds a Guinness World Records title for the “Largest migration of an internet top-level domain in a single transition” for its migration of the .au top-level domain in 2018. For more information on Afilias services please visit www.afilias.info.

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.