CHARTWELL NEWS
  • NexBank CFO Completion

    Chartwell Partners led the charge to recruit NexBank’s newly appointed Chief Financial Officer, and is pleased to announce that Stacy Hodges has recently joined the NexBank executive team. Ms. Hodges has held financial leadership roles for public and private financial services companies. She served as Executive Vice President and CFO at Southwest Securities Group, Inc.,…

  • TBK Chief Accounting Officer Completion Announcement

    Greg Benson has joined TBK Bank as their new Chief Accounting Officer. Chartwell Partners’ ‘Team Petty,’ the specialty team dedicated to financial services executive searches, was engaged to complete the search. Mr. Benson served as Audit Senior Manager at Ernst & Young, a global leader in assurance, tax, transaction, and advisory services. Headquartered in Dallas,…

  • PIONEER BANK CFO COMPLETION ANNOUNCEMENT

    Chartwell Partners is pleased to announce that Larry L. Lehman, III has recently joined Pioneer Bank as Chief Financial Officer. Mr. Lehman previously served as Executive Vice President and Chief Financial Officer for Allegiance Bancshares, Inc. in Houston, Texas. Pioneer Bank SSB is an Austin-based community bank that lives and breathes Texas by serving markets,…

  • NexBank Chief Accounting Officer Completion

    Chartwell Partners is pleased to announce the executive placement that Craig Singer has recently accepted the Chief Accounting Officer position at NexBank. Mr. Singer served as Senior Vice President, Managing Director of Accounting for Beal Service Corporation, a subsidiary of Beal Bank that offers secondary market financing services and is headquartered in Plano, Texas. NexBank…

  • RGT Chief Compliance Officer Completion Announcement

    Anne Hill, recruited by Chartwell Partners for RGT Wealth Advisors (RGT), recently joined RGT as Chief Compliance Officer. Ms. Hill upon brings 15 years of investment industry experience with hedge funds, funds of funds, private equity funds, and family offices. Her diverse background includes expertise in legal and compliance, operations, investor relations and marketing matters….

  • STEPHEN JOHNSTON APPOINTED VICE PRESIDENT, CORPORATE FINANCE, CONTROLLER AND CHIEF ACCOUNTING OFFICER AT TOWER INTERNATIONAL

    Stephen Johnston recently joined Tower International as Vice President, Corporate Finance, Controller and Chief Accounting Officer. Johnston joins Tower from Nexteer Automotive, where he was Corporate Controller and Chief Accounting Officer for the $4.2 billion Hong Kong Exchange listed automotive supplier. Prior to that, he spent 21 years with KPMG moving up the ranks from…

  • MICHAEL HEIFLER APPOINTED DIRECTOR, INVESTOR RELATIONS AT GENERAL MOTORS COMPANY

    Chartwell Partners is pleased to announce that Michael Heifler was recently appointed Director, Investor Relations at General Motors Company, where he leads the global IR program, including strategy and operating plans. Heifler previously served as Director, Investment Analyst with Saba Capital, where he covered the global automotive, utilities and energy industries. Prior roles included Director,…

  • JEFF SHEPHERD JOINS ADVANCE AUTO PARTS AS VICE PRESIDENT, CORPORATE CONTROLLER AND CHIEF ACCOUNTING OFFICER

    Chartwell Partners is pleased to announce that Jeff Shepherd was recently appointed Senior Vice President, Corporate Controller and Chief Accounting Officer for Advance Auto Parts (AAP), where he is responsible for managing AAP’s accounting function, while driving business strategy and creating organizational leverage through the Controller’s organization. In his previous role, Shepherd was Controller for…

  • JORDAN HEALTH SERVICES HIRES JOHN PITTS AS CHIEF FINANCIAL OFFICER

    Chartwell Partners is pleased to announce that John Pitts has joined the Dallas-based Jordan Health Services as Chief Financial Officer. Pitts previously served as Chief Financial Officer of Varsity Brands and earlier in his career, Horizon Health Corporation. Jordan Health Services’ major shareholder is Palladium Equity Partners.

  • Alteon Health names David Wagnon as Chief Financial Officer

    Chartwell Partners is pleased to announce that Alteon Health has hired David A. Wagnon as their Chief Financial Officer. Mr. Wagnon was previously the Senior Vice President and Chief Financial Officer at McKesson Specialty Health. Alteon Health is a physician led medical group providing patient-centered quality care in hospitals nationwide. Their team includes emergency medicine…