CHARTWELL NEWS
  • Vito Gioia to lead KeyBank Private Banking Michigan Market Completion

    Chartwell Partners is pleased to announce that Vito Gioia has recently joined KeyBank as Senior Vice President, Michigan Market Manager at Key Private Bank. Vito has over 22 years of experience including six years at Bank One (acquired by Chase in 2004) and more recently 17 years with Fifth Third. Vito started his career as a commercial middle market banker moving to Wealth Management and Private Banking in 2005.

     

    “Our team was thrilled by this engagement and its result, and we are excited for Vito to bring his depth of wealth management experience to enhance KeyBank’s market position in Michigan.” said Scott Petty. “In a very competitive executive search banking landscape, and in the midst of the COVID pandemic, I am extremely proud of my team for driving this search to completion.”

     

    About KeyCorp

    Cleveland-based KeyCorp (NYSE: KEY) is one of the nation’s largest bank-based financial services companies, with assets of approximately $146.7 billion. Key companies provide investment management, retail and commercial banking, consumer finance and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally.  KeyCorp, whose roots date to 1825, is a fusion of many banking and financial companies. In 1994, two of its most prominent predecessors – Albany, New York-based KeyCorp and Cleveland-based Society Corporation –merged and established headquarters in Cleveland.  Since then, Key has continued to grow through numerous acquisitions, adding clients, locations and expertise.

     

    About Chartwell Partners

    As a leader in banking executive search Scott Petty is repeatedly called upon by Key and other commercial and community banking clients to meet their C-Suite and senior leadership talent needs.  Founded in 2005 by a group of global search firm professionals, Chartwell Partners is a top executive search firm offering a more highly engaged experience for both clients and candidates throughout the executive recruitment process.

     

  • Akebia Therapeutics names Dave Spellman as Senior Vice President, Chief Financial Officer and Treasurer

    Chartwell Partners is pleased to announce the recruitment of Dave Spellman as Senior Vice President, Chief Financial Officer and Treasurer for Akebia Therapeutics, (NASDAQ: AKBA), a fully integrated biopharmaceutical company with the purpose to better the lives of people impacted by kidney disease.

     

    https://ir.akebia.com/news-releases/news-release-details/akebia-therapeutics-announces-new-chief-financial-officer

     

  • CommunityBank of Texas Names Cambrea Merriwether Chief Human Resources Officer

    Scott Petty of Chartwell Partners Financial Services Team is pleased to announce that Cambrea Merriwether is the new Chief Human Resources Officer of client CommunityBank of Texas.  Reporting to Bob Franklin, Chairman and CEO, Cambrea will be responsible for the overall management of the existing human resources (HR) team and for all areas of the HR function including: talent management, training and development, benefits, compensation, HR compliance and M&A support.

     

    With 20 plus years in Human Resources, Cambrea brings multi-industry and market (growth & downturn) experience to her new role, most recently from Apergy (NYSE: APY) and spin-out Norriseal Wellmark (Oil & Gas) and Arthur J. Gallagher and Company (Insurance).  Earlier in her career Cambrea spent 8 years with BOK Financial.  Cambrea attended Purdue University earning a BS in International Business Management and Economics.

     

    “Every member of my financial services executive recruiting team was ready to go work for Cambrea five minutes into the interview process. She is extraordinary when it comes to relationship building, talent acquisition and being passionate about her community.  Cambrea is also our first 100% virtual C-Suite executive recruit,” said Scott Petty.

     

    About CommunityBank of Texas

    CBTX, Inc. (NASDAQ:CBTX) is the bank holding company for CommunityBank of Texas, N.A., a $3.5 billion asset bank, offering commercial banking solutions to local small and mid-sized businesses and professionals in Houston, Beaumont, Dallas and surrounding communities in Texas. CBTX operates 19 branches located in the Houston market, 15 branches in the Beaumont market and one branch in the Dallas market.

     

    About Chartwell Partners

    Chartwell Partners is a national, retained search firm founded in 2005 specializing in executive and board of director leadership recruitment. Partner Scott Petty and his team pride themselves on being one of the best executive search firm recruiting teams in the nation.  We are regularly called upon by clients in the Commercial Banking, Community Banking and Real Estate Sectors to recruit C-Suite and other senior executives. As a top executive search firm, it is our job and privilege to meet the executive recruiting needs of our clients.

     

  • Triumph Bancorp Nominates Easley and Bradford to Board of Directors

    Triumph Bancorp, Inc. (NASDAQ: TBK) a financial holding company headquartered in Dallas, Texas engaged Chartwell Partners’ Financial Services Team to recruit two new Directors for its Board. We are pleased to announce that Laura Easley and Debra Bradford were elected at the company’s May 7th, 2020 Annual Meeting of Stockholders.

     

    TBK is a financial holding company headquartered in Dallas, Texas, with a diversified line of community banking, national lending, and commercial finance products. Their bank subsidiary, TBK Bank, SSB, is a Texas-state savings bank offering commercial and consumer banking products focused on meeting client needs in Texas, Colorado, Kansas, New Mexico, Iowa and Illinois. They also serve a national client base with factoring, equipment lending and asset based lending through Triumph Commercial Finance, discount factoring through Advance Business Capital LLC, d/b/a Triumph Business Capital, insurance through Triumph Insurance Group, Inc., and carrier and vendor payment solutions through TriumphPay.

     

    Debra A. Bradford is president and chief financial officer of First American Payment Systems, an industry leader and global solutions provider in merchant account services. Ms. Bradford joined First American Payment Systems in 2001 and has served as president and chief financial officer since 2008. She also serves on the board of directors and audit committee of First American Payment Systems. Prior to joining First American Payment Systems, Ms. Bradford served as senior vice president and chief financial officer of ACE Cash Express, Inc., a financial services retailer, and in various roles, including chief operating officer, with IPS Card Solutions (formerly NTS, Inc.), a division of First Data Corporation. Ms. Bradford graduated from University of Texas in Austin. She is a Certified Public Accountant and a member of the Texas Society of Certified Public Accountants.

     

    Laura Easley was the chief operating officer of Transportation Insight, a leading enterprise solutions provider in the logistics and transportation industry, from 2012 until her retirement in 2019. She served in various other capacities at Transportation Insight from 2005 to 2019, including chief business development officer and chief solutions officer. Prior to Transportation Insight, Ms. Easley served in various capacities with Menlo Worldwide, The Complete Logistics Company and ABF Freight System. Ms. Easley received a Bachelor of Science Degree in Industrial Engineering and Management from Oklahoma State University. She serves on the board of directors for the OSU Cowboy Academy of Industrial Engineering and Management.

     

    Chartwell Partners is a national, retained search firm founded in 2005 specializing in executive and board of director leadership recruitment. Partner Scott Petty and his team pride themselves on being one of the best executive search firm recruiting teams in the nation.  They are regularly called upon by clients in the Commercial Banking, Community Banking and Real Estate Sectors to recruit C-Suite and other senior executives. As a top executive search firm, it is our job and privilege to meet the executive recruiting needs of our clients.

     

  • Kyle Jordan Joins Tricon Capital Group

    Tricon Capital Group, Inc. recently added Kyle Jordan, Director to their Investments team.  Based in Toronto, Kyle takes a senior leadership role within the group responsible for directing the origination, execution, and ongoing asset management for all of Tricon’s investments in the U.S. and Canada.

     

    “Chartwell Partners is pleased to have served as the executive search firm for this engagement,” said Scott Petty, Managing Partner of Chartwell Partners Financial Services practice.  “Kyle brings 11 years of experience in real estate, the bulk of which has been in Private Equity firms investing in multiple asset classes to the team at Tricon.  He will be an incredible addition to what is already a very high performing team.”  

     

    Tricon Capital Group Inc. (TSX:TCN) is an investment manager focused on the residential real estate industry in North America with approximately $5.7 billion of assets under management. Tricon invests in a portfolio of single-family rental homes, multi-family rental apartments and for-sale housing assets and manages third-party capital in connection with its investments. Since its inception in 1988, Tricon has invested in real estate and development projects valued at approximately $20 billion.

     

    About Tricon Capital Group, Inc.

    Tricon is headquartered in Toronto, with offices in San Francisco, Orange County, and Houston, and currently operates in 19 major markets across the U.S. (Atlanta, Austin, Charlotte, Columbia, Dallas, Denver, Houston, Indianapolis, Jacksonville, Las Vegas, Miami, Nashville, Northern California, Orlando, Phoenix, Raleigh-Durham, San Antonio, Southern California, and Tampa) and four major markets in Canada (Toronto, Vancouver, Calgary, and Edmonton).

     

    About Chartwell Partners

    Chartwell Partners is a national, retained search firm founded in 2005 specializing in executive and board of director leadership recruitment. Partner Scott Petty and his team pride themselves on being one of the best executive search firm recruiting teams in the nation.  We are regularly called upon by clients in the Commercial Banking, Community Banking and Real Estate Sectors to recruit C-Suite and other senior executives. As a top executive search firm, it is our job and privilege to meet the executive recruiting needs of our clients.