In Charge 2022: Finance | Leaders 2022

The consequences of a tumultuous 2020 were nonetheless obvious in 2021. Now, the region’s company, political and civic leaders are supporting carry their businesses into a new era. We hope this 13th edition of the In Charge checklist is not unfortunate. Those people on it embody what it usually means to be “in demand,” and it will be up to them to make positive the city and point out proceed their collective ahead trajectory.

See the In Cost lists for other industries below.

Vic Alexander — Main Supervisor, KraftCPAs: Has led one particular of the region’s biggest accounting and advisory companies because 1993. Adviser to broad range of businesses who is included in various local community companies.

DeVan Ard — Tennessee President, United Community Bank: Market veteran who beforehand served as CEO of Reliant Financial institution.

Sam Bennett — Office Managing Husband or wife, KPMG: Oversees Nashville and Knoxville offices of Major Four organization. Specializes in functioning with clientele in the shopper, retail and industrial manufacturing sectors.

Seth Bernstein — President and CEO, AllianceBernstein: Used extra than a few many years at JPMorgan Chase before getting the helm at asset management firm. AB is anchor tenant of Fifth + Wide office tower.

David Briggs — President, Fifth 3rd Lender (Tennessee): Industrial banker and former sector president at Capital joined Fifth Third in 2018. Took about as regional president of Cincinnati financial institution in 2020.

Kate Burke — COO and Head of Non-public Wealth, AllianceBernstein: Former main expertise officer who joined AB as portion of the institutional gross sales crew. In 2019, took around operations and in 2021 became head of personal prosperity.

Barney Byrd — President and CEO, Gen Cap The united states: Launched organization a lot more than 3 decades ago to target on lesser organizations, ordinarily with revenues in between $10 million and $200 million.

Sid Chambless — Government Director, Nashville Funds Community: Connects buyers with promising startups by means of many cash. Some community results tales have integrated XOi Technologies and JumpCrew.

John Crosslin and Justin Crosslin — Co-Running Principals, Crosslin: Jointly direct CPA company (with Bryan White heading IT products and services group) launched extra than a few a long time in the past. In 2021, merged with a Wyoming company in a offer that extra dozens to workers.

Tony Detter — CEO, Asurion: Joined cell gadget insurance company and tech support large in 2003 and was its main industrial officer prior to getting prime career. In the previous 12 months, enterprise has opened a new HQ in The Gulch and rebranded its uBreakiFix suppliers.

Aaron Dorn — CEO, Studio Bank: Chief of bank started in 2018, which final yr get rid of additional layers of regulation demanded of new loan providers.

Caren Gabriel — President and CEO, Ascend Federal Credit score Union: Has been at Tullahoma-based mostly loan company for additional than 30 several years. A previous legal professional who splits time concerning Tullahoma and Nashville, wherever Ascend secured naming legal rights to city’s downtown amphitheater.

Chase Gilbert — CEO, Created Technologies: Co-started development loan software administration business that procedures billions of dollars in financial loans annually. In September, its most current fundraising spherical pegged the firm as a $1 billion-as well as “unicorn.”

Parker Griffith — Southeastern Industry Director, Robert W. Baird Personal Prosperity Management: Previous Morgan Stanley department manager who has led Baird’s space crew due to the fact 2012.

Rob Harris — Associate, Waller Lansden Dortch and Davis: Leads legislation firm’s economic products and services workforce. Has labored with firms which includes the Tennessee Titans and IVX Health on numerous intricate professional finance transactions.

Clay Hart — Executive Vice President and Senior Lending Officer, Pinnacle Financial Companions: Earlier the nearby president of Renasant Lender, joined Pinnacle in 2018, wherever he focuses on commercial and middle market shoppers.

Brian Heinrichs — President and CEO, Fourth Cash Financial institution: In 2021 was named CEO of just one of various economic institutions owned by investor Gaylon Lawrence right after becoming a member of the corporation in 2019 as president and main banking officer. Moved to Nashville from Wichita, where he experienced been CFO of a $5 billion financial institution.

Chris Holmes — CEO, FB Fiscal: Has led FirstBank guardian considering the fact that 2013, overseeing loan development, 2016 IPO and numerous acquisitions. Moving monetary institution to the A person22Just one constructing on Broadway.

Denise Horvath — Market place Director for Tennessee and Alabama, JPMorgan Chase: Oversees bold retail advancement drive for country’s most significant lender, which has in current several years also stood up space middle-marketplace lending and personal banking groups.

Gordon Inman — Director Emeritus, FirstBank: Just one of region’s most veteran bankers and business owners and a top rated profits producer at FirstBank. Served start the previous Franklin National Bank and until eventually 2012 was with Fifth 3rd, which purchased Franklin National in 2004.

Grant Jackson — Handling Normal Associate, Council Capital: Joined Green Hills-centered organization in 2008 as a general partner and has been its chief because 2016.

Mike Johnson — President and Head of Corporate Banking, PNC Lender Tennessee: Veteran business lender who in early 2018 moved to Pittsburgh-based mostly PNC following nearly 18 years at Wells Fargo’s community operations. Sales opportunities group developing out a retail network with places of work around the region.

Kevin Lavender — Executive Vice President and Head of Professional Banking, Fifth 3rd Bancorp: Previous point out banking and finance commissioner who was named a Fifth 3rd EVP in 2016 and now also oversees bank’s big corporate professional verticals, cash marketplaces, specialty lending and treasury management firms. In 2021 was named chair of the Nashville Convention & Site visitors Corp. board.

Gaylon Lawrence — Owner, F&M Lender, Fourth Money, Volunteer Condition Lender: Has deployed chunks of loved ones wealth in Middle Tennessee’s banking sector considering the fact that 2015.

Joe Maxwell — Taking care of Spouse, FINTOP Cash: Serial fintech entrepreneur and adviser who led and marketed many companies. Just lately announced a new $200 million enterprise cash fund.

Rob McCabe — Chairman, Pinnacle Monetary Companions: Co-founder of Nashville’s largest homegrown bank and its Tennessee chairman due to the fact acquisition of BNC Bancorp in mid-2017. Developed banking profession in Knoxville and rose to vice chairman of former 1st American.

John McDearman — President and CEO, Wilson Financial institution & Trust: Took over prime location at suburban powerhouse from co-founder Randall Clemons. Joined financial institution in 1998 and experienced been EVP from 2009 right up until turning into president several several years ago.

Rob McNeilly — Tennessee Division CEO, Synovus Lender: 4-decade banking veteran who in 2017 moved to regional holding firm soon after major regional operations of SunTrust since 2005.

Jennie Menzie — President, Cumberland Believe in: In 2021 was named president of the organization, even though Pepe Presley continues roles as chairman and CEO. Has worked at Cumberland Belief considering that 2012 and was previously a practising lawyer.

Johnny Moore — Regional President, Truist Money: Longtime chief of SunTrust’s Memphis group, tapped in 2019 to run area for merged SunTrust-BB&T organization.

Tyson Moore — Industry President, Bank of The usa: Multi-ten years Merrill Lynch veteran who was picked in 2017 to triumph John Stein as leader of BofA’s 14-county regional franchise. Continues in Merrill current market govt part.

Sergio Ora — President and CEO, Citizens Discounts Bank & Have faith in: Former Initial Tennessee and BBVA executive now leads loan company with loaded local historical past. Finished retirement to be a part of oldest constantly running minority-owned lender in the country.

Dawn Patrick — Nashville Managing Lover, Cherry Bekaert: Leads local attempts of business that in 2017 bought Frasier Dean & Howard. Potential customers Cherry Bekaert’s apply functioning with technological know-how, health and fitness and industrial firms.

Pepe Presley — Chairman and CEO, Cumberland Rely on: Handed off president job in 2021. Qualified prospects 1 of region’s most significant rely on functions and formerly headed up own believe in companies at SunTrust.

Jim Regnier — Handling Companion, BKD: Oversaw Nashville and Bowling Environmentally friendly places of work of national CPA and advisory agency, now shifting into expanded job as leader of firm’s national tax products and services division.

Doug Rohleder — Business Handling Companion, Ernst & Young: Health care professional who was named business leader in 2018. In advance of that was firm’s regional assurance taking care of lover.

Howard Safer — Vice Chairman, Argent Believe in Enterprise: Government with long background in Nashville at Areas/Morgan Keegan, J.C. Bradford and KraftCPAs. Joined Argent a ten years in the past.

Jim Schmitz — Nashville Current market Chief, Elliott Davis: Longtime Locations Financial institution regional president who joined accounting and advisory agency in early 2019 to spearhead expansion force.

Tim Schools — President and CEO, CapStar Monetary: Former Countrywide Commerce Fiscal and South Financial Team exec who moved to city in 2019 to choose in excess of from founding CEO Claire Tucker. Has overseen several community lender purchases and much better press into Knoxville.

Invoice Spitz — Co-Founder and Principal, Diversified Rely on: Former vice chancellor of investments and treasurer at Vanderbilt introduced organization in 2009 to oversee billions of bucks for families, foundations and retirement ideas.

Terry Turner — President and CEO, Pinnacle Fiscal Partners: Co-founder of largest lender based in Nashville, has pushed into various new markets together with the Washington, D.C. region in 2021. Preparing an HQ go to Nashville Yards from eponymous tower.

Phoebe Venable — President and CEO, CapWealth: Joined CapWealth in 2010 immediately after a prolonged job functioning with superior-internet-worthy of family members. Qualified prospects arranging initiatives, among other obligations.

Bradford Vieira — Regional CEO, ServisFirst Lender Nashville: Led Alabama bank’s growth into Tennessee in 2013. In 2021, moved operations to Broadwest.

David Waddell — CEO, Waddell & Associates: Repeated commentator on economic traits commenced his career at Charles Schwab, now sales opportunities expenditure tactic for organization with offices in Memphis and Brentwood.

John West — Office environment Handling Partner, Deloitte: Organization veteran of far more than 20 yrs who was tapped in 2020 to lead Middle Tennessee team. Development chief for the Nashville audit and assurance exercise and guide recruiting husband or wife for Tennessee.

Ward Wilson — Regional President, U.S. Bank: Joined nation’s No. 5 bank from First American in 2000 and has led its Center Tennessee functions because 2005.

Tom Wylly — Senior Husband or wife, Brentwood Cash Advisors: Previous Bradford associate who has been concerned in bargains truly worth billions of bucks and helped scale Acadia Health care and emids, among the other people. Critical backer of Nashville Capital Community.

Carol Yochem — President, Center Tennessee Area, Very first Horizon Financial institution: Veteran chief who took over Center Tennessee group in 2014 and has much more than doubled location loans and deposits. TD Financial institution is seeking $13 billion acquisition of To start with Horizon.