CHARTWELL NEWS
  • INDEPENDENT FINANCIAL NAMES MARY BAILEY CHIEF COMPLIANCE OFFICER

    Chartwell Partners is pleased to announce the placement of Mary Bailey as Chief Compliance Officer at Independent Financial.  Bailey will be responsible for aligning the compliance function and strategy of the institution to its ambitious growth goals while developing, executing and monitoring the compliance strategy enterprise wide. Most recently, Bailey served in compliance consulting roles…

  • KENT EASTMAN JOINS SIMMONS BANK AS EVP, TEXAS PRESIDENT

    Chartwell Partners is pleased to announce that Kent Eastman recently joined Simmons Bank as EVP, Texas President. In this role, Eastman will be responsible for growing and leading Simmons’ Texas market expansion. Simmons has a significant presence in Texas and plans to continue to expand across the state.   Prior to joining Simmons Bank, Eastman…

  • JOSEPH “JODY” MULLINGS JOINS CITY BANK AS MARKET PRESIDENT, EL PASO

    The Financial Services Practice at Chartwell Partners is pleased to announce that Jody Mullings has joined City Bank as Market President, El Paso.  A veteran El Paso banking executive, Mullings has over 35 years of banking experience, most recently as Market President at Bank of Texas.  As Market President for City Bank’s El Paso market,…

  • 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…

  • 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…

  • 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…

  • Josh Welty Joins Tricon American Homes

    Tricon American Homes (“TAH”), a Tricon Capital Group company, is a single-family rental vertical focused on acquiring, renovating, and leasing single-family homes within major U.S. cities that exhibit strong levels of employment and population growth.   Josh Welty joins the TAH team as Vice President, Development taking a strategic leadership role in the expansion of…

  • Kari Anderson Joins Gateway First Bank as Chief Accounting Officer

    Chartwell Partners congratulates our placement Kari Anderson on her new role as Chief Accounting Officer at Gateway First Bank. Kari will report to Chief Financial Officer Joel Babb and oversee and direct Gateway’s corporate accounting functions. Joining Gateway from the Chief Accounting Officer seat at LegacyTexas Bank, Kari is a licensed Certified Public Accountant (CPA)…

  • Janette Woods Takes Audit Leadership Role at Gateway First Bank

    Today Janette Woods joins Gateway First Bank. Reflecting on the completion of this important banking executive search engagement Scott Petty remarked: “When Gateway transformed into a full-service bank in 2019, they committed to their communities and customers to only offer top-notch services and products. As a proven builder, leader and board advisor on audit and…

  • Gateway First Bank Names Greg Hargis Senior Vice President, Institutions

    Greg Hargis recently joined Gateway First Bank as Senior Vice President, Institutions in the Treasury Management Division. Hargis will work with the executive team as they cultivate relationships with financial institutions to further develop business with bank clients. Greg has responsibility for advising clients and developing the capabilities, products and services to meet the needs…