Bob Brown Joins Kaplan Partners

May 8, 2018

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.

Aqua America Announces Leadership Changes

BRYN MAWR, Pa. – Apr. 30, 2018– Aqua America Inc. (NYSE: WTR) Chairman and CEO Christopher H. Franklin announced several changes in the senior management team stemming from the scheduled retirement of Executive Vice President and Chief Financial Officer David Smeltzer.

Smeltzer will retire in October after a 32-year career with Aqua. Daniel Schuller, who is currently serving as EVP, strategy and corporate development, will succeed Smeltzer as CFO, with an immediate appointment as deputy CFO until Smeltzer’s formal retirement. Matthew Rhodes will join the company to fill Schuller’s current role as EVP, strategy and corporate development. To round out Franklin’s executive team, Christina Kelly will join the company as senior vice president and chief human resources officer.

In the CFO role, Schuller will oversee all financial functions including accounting, tax, treasury, planning, and capital spending. He has served in his current role at Aqua since August 2015, where he is responsible for developing, communicating, and executing Aqua’s strategic initiatives, with an emphasis on growth. Prior to joining Aqua, Schuller spent eight years with J.P. Morgan Asset Management – Infrastructure Investments Group. Rhodes will join Aqua in June after spending 11 years within the Investment Banking Division at Goldman Sachs, where he was a managing director with lead coverage responsibility for over 25 regulated electric and gas utility clients.

Also joining the Aqua senior leadership team is Kelly, who will serve as senior vice president and chief human resources officer. Most recently vice president of human resources for AmerisourceBergen Corporation, Kelly brings with her 14 years of experience leading human resources teams and executing on business strategies for corporate organizations. She will begin her new role May 21.

“At Aqua, we deeply value our employees and their contributions toward our mission of protecting and providing Earth’s most essential resource,” said Franklin. “Christina is well-equipped to provide experienced leadership to our human resources efforts aimed at ensuring we’ve got all the tools in place to support our team and our culture.”

In their new posts, Schuller, Rhodes and Kelly will all report to Franklin.

Aqua America is one of the largest U.S.-based, publicly traded water utilities and serves nearly 3 million people in Pennsylvania, Ohio, North Carolina, Illinois, Texas, New Jersey, Indiana and Virginia. Aqua America is listed on the New York Stock Exchange under the ticker symbol WTR. Visit AquaAmerica.com for more information.

Accenture’s Roxanne Taylor Appointed to AESC Global Board of Directors

Accenture’s Roxanne Taylor Appointed to AESC Global Board of Directors
https://www.aesc.org/insights/press-releases/accentures-roxanne-taylor-appointed-aesc-global-board-directors

Former Chief Marketing & Communications Officer at Accenture, Taylor Brings Brand Vision and Digital-First Expertise to Global Executive Search and Leadership Consulting Association.

The Association of Executive Search and Leadership Consultants (AESC) has appointed Roxanne Taylor, formerly chief marketing & communications officer at Accenture, to its board as an independent director. The AESC Global Board of Directors combines elected representatives from each of AESC’s three Regional Councils: Americas; Asia Pacific and Middle East; Europe and Africa, with now two independent directors. Taylor is only the second independent director appointed to the AESC Board in the association’s nearly 60-year history, after the appointment of Stefan Spang of McKinsey & Company in 2017.

Based in New York, Taylor spent the past 23 years at Accenture, serving as the company’s chief marketing & communications officer for more than 10 years. She was instrumental in shaping Accenture as a global, market-leading brand, and more recently, actualizing the company’s digital-first and innovation-led strategy. Taylor’s passion for technology and her ability to drive innovation in brand-building led to her success in developing new digital platforms at Accenture, where she led a global team of more than 1,000 marketing and communications professionals and served as a member of Accenture’s Global Management Committee.

Paul Benson, AESC Board Chair and Regional Market Leader, Europe Middle East & Africa, Global Industrial Market at Korn Ferry, commented, “Roxanne’s deep expertise in global marketing and branding, Professional Services, as well as digital innovation will provide a critical perspective to the AESC Board as we continue to focus on the digital transformations of both the organizations we serve and our own profession.”

Prior to joining Accenture in 1995, Taylor held business, investor relations and marketing roles for Reuters, Citicorp, Credit Suisse and the Deak-Perera Group. Named as one of Forbes’ “World’s Most Influential CMOs,” she is a member of the Marketing 50, Arthur W. Page Society, The Committee of 200 and Women’s Forum of New York. She previously served on the board of the Ad Council and currently serves on the Business Committee of the Metropolitan Museum of Art.

Taylor stated: “I’m delighted to join the board for the association of the executive search and leadership consulting profession which has such an important impact on organizations worldwide. As the already rapid rate of change continues to accelerate due to technological advancements—agility, foresight and entrepreneurial thinking will guide tomorrow’s most successful businesses. I look forward to helping shape the future course and strategy of AESC—in turn serving its global members and the clients they serve with the insights I have gleaned over the course of my career at Accenture and beyond.”

Taylor’s appointment follows a search process managed by AESC’s Nominating and Governance committee, chaired by Krista Walochik, AESC Board Chair Emeritus and Chair at executive search and leadership advisory firm Talengo/The Global Community for Leaders (TGCL), headquartered in Madrid. The AESC Board of Directors ensures that AESC membership represents the highest quality standard in the executive search and leadership consulting profession globally. “Roxanne will bring an integral outside perspective to the board as we navigate new opportunities in an era of rapid business transformation and innovation,” stated Walochik.
For inquiries please contact:

Joe Chappell
AESC
+1 646 757 5492
jchappell@aesc.org

Samuel Hyland
Accenture
+1 917 452 5184
samuel.hyland@accenture.com

About the Association of Executive Search and Leadership Consultants

AESC is the voice of excellence for the executive search and leadership consulting profession worldwide. Its rigorous Code of Professional Practice guides members in nearly 1,300 offices in 74 countries and beyond to serve as strategic advisors on behalf of their clients. In turn, AESC members are best positioned to provide companies with a competitive advantage—the ability to find, attract and develop the best talent in the world and ensure that executives are successfully integrated. Visit us at www.aesc.org.

Equity Bank Names Executives

Equity Bank Names Executives

March 21, 2018 Equity Bancshares, Inc. (NASDAQ: EQBK), the Wichita-based parent company of Equity Bank, announced the hiring of Craig Anderson, who is being named as Executive Vice President and Chief Operating Officer, and Craig Mayo, who is being named as Executive Vice President and Chief Credit Officer. In his new role, Mr. Mayo will oversee Equity’s credit administration and loan operations personnel, processes, and decisions throughout Equity’s four-state footprint encompassing 42 bank locations. Mayo joins Equity after serving as Executive Vice President and Chief Credit Officer for Investors Community Bank in Manitowoc, Wisconsin. Mayo also will be named to Equity’s senior leadership team and will be based in Wichita.

Mr. Anderson will oversee commercial banking divisions in Equity’s metropolitan markets of Kansas City, Tulsa, and Wichita. Anderson will join Equity’s senior leadership team and will help lead the Company’s organic growth, business development, commercial lending and sales strategies. Anderson joins Equity after 31 years in various executive and leadership roles at UMB Bank in Kansas City, where he most recently served as President of UMB’s Commercial Banking – Eastern Region.

Brad Elliott, Chairman and CEO of Equity, said, “As our Company grows, we’re pleased to welcome additional team members who add considerable community banking expertise, leadership, and vision for organic growth to our leadership teams. Craig Anderson will be an outstanding resource for our metro market customers, bankers, and colleagues. Craig Mayo will be an immediate asset as our Chief Credit Officer, and will continue our focus on high credit quality and customer experience.”

Mr. Anderson served as President, Commercial Banking – Eastern Region for UMB beginning in 2017, overseeing commercial banking divisions in Missouri, Kansas, Nebraska, Oklahoma and Illinois. Anderson managed national specialty lending businesses and developed products and strategies for specialty agribusiness, health care and aviation lines. Prior to this, he served as President, Commercial Banking beginning in 2011 in Kansas City, Missouri and President, Regional Banking in Denver, Colorado. Mr. Anderson also served as Chairman and CEO of UMB National Bank of America in Salina, Kansas from 2001 through 2009, operating out of Wichita. Anderson is an alumnus of the University of Colorado – Graduate School of Banking in Boulder, Colorado and a graduate of Southwestern College in Winfield, Kansas. He has been involved in numerous community involvement efforts, including the Greater Kansas City and Mile High United Way chapters, service on the executive committee of YPO Gold, and has served as a board member and held key leadership positions with Music Theater of Wichita, Junior Achievement of Wichita, and Arts Partners of Wichita.

Mr. Mayo served as Executive Vice President and Chief Credit Officer for Investors beginning in 2014, overseeing the bank’s overall credit quality and played a key role in helping the bank grow from two branches and $757 million of assets in 2013 to four branches and $1.4 billion of assets in 2017. Prior to joining Investors in 2011, Mr. Mayo served as a Vice President and Special Loans Officer with Citizens Bank in Green Bay, Wisconsin. Mayo has spent more than 30 years in the financial industry, including roles in mortgage origination and commercial lending as well as credit analyst, loan review officer, and special assets. Mr. Mayo began his banking career with Northfield Savings Bank in 1984. Mr. Mayo graduated from the Wisconsin Graduate School of Banking in 2016, and the Agricultural Lending School at the School of Banking in Topeka, Kansas, and he is an alumnus of Middlebury College in Middlebury, Vermont.

Equity Bancshares, Inc. is the holding company for Equity Bank, offering a full range of financial solutions, including commercial loans, consumer banking, mortgage loans, and treasury management services. As of December 31, 2017, Equity had $3.2 billion in consolidated total assets, with 42 locations throughout Kansas, Missouri, Arkansas and Oklahoma, including corporate headquarters in Wichita. www.equitybank.com.

First Defiance Elects 3 to Board of Directors

First Defiance Elects 3 to Board of Directors

DEFIANCE, Ohio, January 8, 2018 — First Defiance Financial Corp. (NASDAQ: FDEF), the holding company for First Federal Bank of the Midwest and First Insurance Group, today announced that Terri Bettinger, TK Herman and Mark Robison were appointed to the Company’s Board of Directors.

“Each of our new board members possesses a deep understanding of how innovation leads to exceptional results and complements our desire to be a high-performing community bank,” said William J. Small, Chairman of the Board of First Defiance. “Their extensive experience in leadership, community involvement and technology will be instrumental in First Defiance’s momentum for growth in a competitive industry.”

Bettinger mostly recently served as Chief Information Officer at Franklin County Data Center in Columbus, Ohio. She is highly accomplished and has had a successful career in leading the delivery of valuable technology solutions for Franklin County Data Center, Citigroup, JP Morgan Chase and other organizations. As a First Defiance Board Member, Bettinger will serve on the Audit, Compensation and Risk committees.

Herman currently serves as Co-Founder and President of Aptera. Based in Fort Wayne, Indiana, Aptera helps companies drive growth, increase revenue and gain efficiencies by leveraging the best aspects of agile development and digital sales/marketing. Aptera’s excellence and proven track-record in delivering ROI for its clients has allowed it to grow into a 90-person company servicing clients across the country. As a First Defiance Board Member, Herman will serve on the Corporate Governance, Risk and Investment committees.

Robison currently serves as Chairman and President of Brotherhood Mutual Insurance Company headquartered in Fort Wayne, Indiana. Under Robison’s leadership, the company has increased its national footprint from 29 to 46 states and added more than 10,000 ministries to its customer base. In addition, Robison serves on the Board of Directors for Fort Wayne Rescue Mission Ministries. As a First Defiance Board Member, Robison will serve on the Audit and Corporate Governance committee and on the Board of First Insurance Group.

About First Defiance Financial Corp.
First Defiance Financial Corp. (NASDAQ:FDEF), headquartered in Defiance, Ohio, is the holding company for First Federal Bank of the Midwest, First Insurance Group and Corporate One Benefits. With $3 billion in assets, First Federal Bank operates 42 full-service branches and numerous ATM locations in northwest and central Ohio, southeast Michigan and northeast Indiana, and a loan production office in Ann Arbor, Michigan. First Insurance Group, including its division Corporate One Benefits, is a full-service insurance agency with ten offices throughout northwest Ohio. For more information, visit the company’s website at www.fdef.com.

Bryn Mawr Trust Appoints President of Wealth Management

BRYN MAWR, Pa., January 02, 2018

Bryn Mawr Bank Corporation (NASDAQ: BMTC), parent of The Bryn Mawr Trust Company (“BMT”), has announced the appointment of Jennifer Dempsey Fox as President of BMT’s Wealth Management Division. Ms. Fox will report directly to Chief Executive Officer Frank Leto.

“Jennifer is a seasoned wealth management professional who possesses the rare combination of strategic thought leadership and excellent business execution, and we are thrilled to welcome her as the new President of Bryn Mawr Trust’s Wealth Management Division,” said CEO Frank Leto. He added, “her leadership style and technical background align with the breadth and capabilities that exist in our wealth division, making her uniquely qualified to lead the group to new heights.”

Ms. Fox has more than 23 years of experience in wealth management, working with and leading teams focused on developing and delivering financial solutions for high net worth individuals, families, and institutions. She joins BMT from PNC Asset Management Group, where she was Executive Vice President and Chief Wealth Strategist. Ms. Fox has held positions with J.P. Morgan Private Wealth Management, the Aresty Institute for Executive Education at The Wharton School, Wachovia, and Deloitte & Touche LLP. She was the co-founder of Brave Spirits and the Brave Spirts Foundation, producing American-made spirits and donating a portion of the profits from each sale to military charities.

Ms. Fox earned her Bachelor of Science in Accounting from Villanova University, her Masters of Business Administration from The Fox School of Business at Temple University, and a Juris Doctor from the Temple University School of Law. Additionally, she is a Certified Financial Planner. Active in the community, she is a member of the Philadelphia Estate Planning Council and the Forum of Executive Women. In 2015, Fox was named to Private Asset Management’s list of “The 50 Most Influential Women in Private Wealth.” She has been admitted to the Supreme Court of Pennsylvania. Ms. Fox resides locally with her husband and two children.

Bryn Mawr Bank Corporation (NASDAQ:BMTC), including its principal subsidiary, The Bryn Mawr Trust Company (founded in 1889; headquartered in Bryn Mawr, Pa.), is a locally managed financial services company providing retail and commercial banking, trust administration and wealth management, and insurance solutions. Bryn Mawr Bank Corporation has $3.5 billion in corporate assets and $12.4 billion in wealth assets under management, administration, supervision, and brokerage (as of 9/30/17). For more information, visit www.bmtc.com.

Citadel Names New CFO

EXTON, Pa., December 20, 2017

Citadel FCU today announced the hiring of a new Senior Vice President and Chief Financial Officer, Anand Solanki. Citadel is a $3 billion community financial institution with 22 offices throughout the region.

According to Citadel CEO Jeff March, “Citadel’s CFO is a mission critical role that provides strategic oversight of risk, while working with other areas of the business to identify, explore and execute opportunities. Anand has a unique blend of financial and risk management experiences that lend themselves to future success as our CFO.”

Anand joins Citadel from Discover Financial Services. He joined Discover in 2008, where he has been responsible for Financial Planning & Analysis, Risk, Corporate Strategy & Development, and Capital Markets. Prior to Discover, Anand worked with Capital One. He is a Certified Treasury Professional and earned his MBA degree from Northwestern University’s Kellogg School. He also holds graduate and undergraduate degrees in Engineering.

Anand and his family previously lived in West Chester, PA and are will be relocating back to the area.

Northwest Bank Appoints President

WARREN, PA , November 2, 2017 – Northwest Bancshares, Inc. (NASDAQ: NWBI) and Northwest Bank announced that Ronald J. Seiffert has been named President and Chief Operating Officer of both entities, effective November 13, 2017. As President and Chief Operating Officer of Northwest, Mr. Seiffert will oversee the strategic planning process as well as the company’s Revenue and Production Division and the Technology, Operations, Finance and Support Division. Upon Mr. Seiffert’s arrival, William J. Wagner, currently Chairman, President and CEO, will remain as Chairman and CEO of both Northwest Bancshares, Inc. and Northwest Bank.

Mr. Seiffert began his banking career with a prominent mid-west bank, and served in various positions for twenty-three years as the bank grew from $2 billion to $26 billion in assets. While most of his experience was focused on commercial banking products and services, at various times he provided oversight to the retail services, private banking, dealer sales and credit administration functions. His responsibilities encompassed the management of the bank’s delivery channels, which included all production personnel and branch offices in the bank’s seven geographic regions. In his final years with this institution, Mr. Seiffert rose to the level of Vice-Chairman of the bank’s Commercial Banking Group.

Most recently, Mr. Seiffert served for six years as Chairman, President and CEO of a $550 million community bank in central Ohio. In that capacity he led efforts to improve the bank’s performance by raising capital, improving credit quality, recruiting talent and implementing new systems, processes and procedures. Through these efforts, the profitability of the bank was greatly enhanced and the market capitalization of the bank was significantly increased.

In making the announcement, Chairman Wagner commented “the Board of Directors of Northwest is pleased to welcome Ron Seiffert as President and Chief Operating Officer. His significant experience and proven track record as a commercial banker will provide invaluable support to Northwest’s continued efforts to grow our commercial lines of business. In addition, Ron’s deep roots in community banking closely align with Northwest’s traditional role as one of the country’s premier regional community banks.”

Headquartered in Warren, Pennsylvania, Northwest Bancshares, Inc. is the holding company of Northwest Bank. Founded in 1896, Northwest Bank is a full-service financial institution offering a complete line of business and personal banking products, employee benefits and wealth management services, as well as the fulfillment of business and personal insurance needs. Northwest operates 164 full-service community banking offices and nine free standing drive-through facilities in Pennsylvania, New York and Ohio.

Camden National Bank Names EVP

CAMDEN, Maine, September 26, 2017 – Camden National Bank (NASDAQ: CAC) named Patricia “Trish” Rose as its new Executive Vice President of Retail and Mortgage Banking.

Rose joins Camden National Bank with over 30 years of experience in all areas of retail banking across several New England markets. She will be responsible for retail and mortgage banking strategies, including the effective management of Camden National Bank’s 60 banking centers and continued cultivation of its community-based roots.

“Trish is a proven leader with experience advancing customer satisfaction and leading retail banking efforts,” said Greg Dufour, President and Chief Executive Officer. “At Camden National Bank, we are committed to our customers at every stage of their financial lifecycle. As our new EVP of Retail and Mortgage Banking, Trish will be an instrumental player in ensuring an exceptional customer experience powered by our dedicated Retail and Mortgage Banking teams.”

Most recently, Rose was the Head of Strategic Onboarding & Orientation at Citizens Bank. Previously at Santander Bank, Sovereign Bank and Fleet Bank, she held a number of leadership roles in Retail Network Sales & Strategy and also served as Market President for Retail Banking in Eastern Massachusetts & New Hampshire. Dufour added, “We were particularly impressed by Trish’s demonstrated focus on building strong teams that grow and succeed together in order to deliver the best service possible.” With Camden National Bank, Rose leads a team of over 400 employees in Retail and Mortgage Banking.

Rose received her Bachelor of Science, Business Management, and Spanish from Providence College, and she completed a Certificate Program from the Graduate School of Retail Banking Management through the Consumer Bankers Association. Rose and her family have strong ties to Maine, with a family home in Casco for over 30 years.

Camden National Corporation, founded in 1875 and headquartered in Camden, Maine, is the largest publicly traded bank holding company in Northern New England, with $4.0 billion in assets and nearly 650 employees. Camden National Bank is a full-service community bank that offers an array of consumer and business financial products and services, accompanied by the latest in digital banking technology to empower customers to bank the way they want.

Synovos Adds Veteran IT Leader

Synovos, the Radnor, PA based leader in the supply chain and asset services sector, has announced that Dave Kaufman has joined the company as Chief Information Officer. In his new role, Dave will be responsible for all IT services including IT Infrastructure, Business Processes & Integration, Network Administration, Technical Training and Application Support. Dave is a highly strategic and hands-on technology leader with 30 plus years of business experience.

Dave’s experience spans pharmaceutical global supply chain, B2B professional services, consumer packaged goods, finance and retail. Prior to accepting this position, Dave served as VP Global Supply Chain and QIT for Schering-Plough, and Chief Information Officer for Aramark. Most recently, he ran a consulting firm, FIN Strategy Advisers. Dave graduated from New York University with a degree in Computer Science.

Dave brings significant experience working with Big Data (petabyte size), Predictive Analytics, and Data Warehousing. He also has deep eCommerce development experience across both Schering Plough and Aramark. This experience will help guide Synovos in meeting departmental and organizational goals and objectives.

Synovos is a thirty-year old provider of technology-driven, comprehensive supply chain and asset services. The company’s solutions drive increased productivity, profitability and global competitiveness for clients.