2023年:金融

纳什维尔年度最具影响力人物名单

纳什维尔邮报

Nashville gets a lot of attention for its successes — the cranes dotting the skyline, 大企业搬到城里去了. 但这座城市也面临着重大挑战. Housing, a good education and a good wage are out of reach for too many Nashvillians. It’s up to those on our 2023 In Charge list to push the city toward a brighter future.

维克·亚历山大—— 经理主管, KraftCPAs: Three decades at the helm of one of the area’s top accounting and advisory firms. 为各种企业提供顾问服务，并参与社区组织.

保罗·艾伦—— 总统, Wealth Strategies Partners: Experienced financial executive who founded WSP in 2014. 为机构提供白手套财务规划服务, 捐赠基金, 企业主和高管.

山姆·班尼特—— 办公室管理合伙人, 毕马威:专注于消费者领域的客户, retail and industrial manufacturing sectors while overseeing Nashville and Knoxville offices for the Big Four firm.

塞斯·伯恩斯坦—— 总裁兼首席执行官, AllianceBernstein: Runs asset management firm now settled into its Fifth + Broad digs. 此前，他在摩根大通(JPMorgan Chase)工作了30多年.

大卫·布里格斯 总统, 五三银行(田纳西州):在美国银行工作, 在2018年加入辛辛那提银行之前，Capital和First Tennessee.

凯特·伯克—— 首席运营官和首席财务官, AllianceBernstein: Former HR official has held a series of top positions at the new-to-town asset manager. 2019年，她被任命为首席运营官，去年又被任命为首席财务官.

Sid Chambless—— 纳什维尔资本网络执行董事:领导风投公司，现已成立20年. 去年，该公司募集了迄今为止规模最大的7000万美元创业基金.

林赛·考克斯—— 首席执行官, Launch Tennessee: Executive worked at the public-private entrepreneurial organization from 2013 to 2019 before taking on roles with the U.S. 查塔努加的经济发展局和公司实验室. 去年回来领导田纳西发射公司.

约翰·克洛斯林和贾斯汀·克洛斯林 和校长, 克罗斯林:和Bryan White一起领导IT服务团队, 共同领导这家三十多年前成立的会计师事务所.

托尼·皮特—— 首席执行官, Asurion: Two-decade company veteran has recently seen the mobile device insurer and tech support giant open a new HQ in The Gulch, 重新命名其uBreakiFix门店，并进行裁员.

亚伦·多恩—— 首席执行官, 工作室银行:成立于2018年的银行领导者, which last year announced plans to open offices in Williamson County and Clarksville and establish Studio Financial Holdings. 

杰夫·德拉蒙兹—— LBMC首席执行官:自2015年起担任咨询和会计公司的领导者. 去年年底增加了新的首席财务官/首席运营官和首席信息官. Previously led LBMC’s tax division and holds leadership position at Nashville Area Chamber of Commerce.

L.A. Galyon - 管理合伙人, Brentwood Capital Advisors:专注于医疗保健的投资银行家，领导BCA, 1999年成立的投资银行.

〇蔡斯·吉尔伯特 首席执行官, Built Technologies: Co-founder of construction loan software management firm that was valued at north of $1 billion in 2021. 和全国其他科技公司一样，开始裁员.

帕克·格里菲斯—— 东南市场总监Robert W. Baird Private Wealth Management:自2012年起担任Baird区域团队的负责人. 参与社区团体，包括Centerstone和Room In The Inn.

罗布·哈里斯—— 伙伴,荷兰 & 骑士: Led Waller’s financial services team prior to its recent merger with Holland & 骑士. 是否曾与泰坦和IVX Health合作过交易.

克莱·哈特—— 执行副总裁兼高级贷款官, Pinnacle Financial Partners: Focusing on commercial and middle market clients as leader of lender’s regional commercial banking group. 之前是Renasant银行的当地总裁.

布莱恩·海因里希斯 总裁兼首席执行官, 第四资本银行:曾任堪萨斯州一家银行的首席财务官, joined the Gaylon劳伦斯-owned financial institution in 2019 and was named 首席执行官 in 2021.

〇克里斯·霍姆斯 首席执行官, FB金融:负责第一银行母公司的首次公开募股, 现在是范德比尔特足球场的冠名赞助商.

丹尼斯·霍瓦特 田纳西州和阿拉巴马州的市场总监, 摩根大通:负责领导该国最大银行的本地零售增长. 以前是印第安纳州的银行家和分行经理.

格兰特·杰克逊—— 管理普通合伙人, Council Capital: Has led health care-focused private equity firm based in Green Hills since 2016. 最近的投资包括Alivia Analytics.

马特Jernigan ——首席执行官, Ascend Federal Credit Union: This year assuming leadership role from longtime leader Caren Gabriel. 总部位于tullahoma的信用合作社近年来在该地区扩张.

迈克•约翰逊 -公司银行业务总裁兼主管, 田纳西州PNC银行:在长期供职于富国银行之后, 他于2018年加入总部位于匹兹堡的PNC，担任地区负责人. 监管纳什维尔周边零售银行业务的扩张.

凯文薰衣草 -执行副总裁兼商业银行业务主管, 五三银行:在纳什维尔会议中担任领导职务 & 游客集团. and National Museum of African American Music, among other community organizations. 资深银行家和前国家银行官员.

Gaylon劳伦斯 -业主F&M Bank, Fourth Capital, Volunteer State Bank: Has his hands in various local financial institutions. Last year, added a famed Bordeaux winery to his collection of West Coast wine properties.

乔·麦克斯韦 -管理合伙人, FINTOP Capital: Serial fintech entrepreneur surpassed expectations by closing a $220 million venture capital fund.

罗伯·麦凯布 ——董事长, Pinnacle Financial Partners: Built banking career in Knoxville before co-founding Nashville’s biggest locally based bank. 社区领袖帮助指导奇克伍德和其他组织.

约翰McDearman -威尔逊银行总裁兼首席执行官 & Trust: Oversees suburban powerhouse after taking over from co-founder Randall Clemons. 去年加入坎伯兰大学董事会.

约翰·马克·麦克道格尔 - LBMC审计业务主管:领导公司的会计和鉴证业务. 2004年加入LBMC, 2010年起担任董事会成员.

珍妮Menzie 总统, Cumberland Trust:以前是执业律师, has held several positions at the firm since 2012 before in 2021 taking over the title of president from 佩佩·普雷斯利, 谁仍然是公司的领导. 

约翰尼·摩尔 -区域总裁, 信托金融:太阳信托孟菲斯团队的前领导人, 被选中负责合并后的SunTrust-BB在田纳西州的业务&T机构. 新加入蓝十字.

泰森摩尔 ——市场总裁, Bank of America: Continues in regional leadership role for Merrill Lynch while overseeing BofA’s multi-county Nashville area market, 这是他接替约翰·斯坦的职位.

汤姆·奥康纳 -市场主管, Synovus Bank: Banking veteran joined Synovus to grow the robust commercial industry in Middle Tennessee.

塞尔吉奥·奥拉 -公民储蓄银行总裁兼首席执行官 & Trust: Longtime banking industry official came out of retirement to lead the oldest continuously operating minority-owned bank in the country, 现在着眼于显著增长.

黎明帕特里克 — Nashville 管理合伙人, Cherry Bekaert: Works with technology, health and industrial firms. 领导着收购弗雷泽·迪恩的公司的本地分部 & 2017年霍华德.

佩佩·普雷斯利 -主席兼行政总裁, Cumberland Trust: Former SunTrust official handed off president role at CT in 2021 while maintaining other leadership roles.

吉姆Rieniets -总裁兼首席执行官, 自20多年前世行成立以来，我一直在世行工作, 担任各种领导职务. 还与美国和田纳西州的银行家协会合作过吗.

Doug Rohleder -安永会计师事务所办公室管理合伙人 & 杨:2018年被评为四大办公室负责人. 擅长医疗保健，曾在范德比尔特和联合劝募协会工作.

吉姆•施密茨 -纳什维尔市场领导者, Elliott Davis: Joined accounting and advisory firm in 2019 to lead growth after career with Regions Bank. 还帮助组织市中心的企业推动派对巴士法规.

提姆学校 -总裁兼首席执行官, CapStar Financial: Moved to town in 2019 to assume leadership from founding 首席执行官 Claire Tucker. 2022年，该银行首次在该州以外扩张, 尽管增长动力主要集中在现有市场.

比尔斯帕斯 -联合创始人及负责人, 多元化信托:为家庭管理资金, 在范德比尔特领导了一段时间的投资之后，基金会和退休计划.

特里·特纳 -总裁兼首席执行官, Pinnacle Financial Partners: 帮助ed launch the largest bank based in Nashville and has led it since. 在2022年初见顶后，股价回落. 

菲比小学的 -总裁兼首席执行官, CapWealth: Joined CapWealth in 2010 after a long career working with high-net-worth families. 由蒂姆·帕格里亚拉于2022年创立的公司赢得了与SEC的法律诉讼.

布拉德福德维埃拉 — Regional 首席执行官, ServisFirst Bank Nashville: Led Alabama bank’s expansion into Tennessee in 2013. 2021年，将业务转移到Broadwest.

大卫Waddell - 首席执行官, Waddell & 合伙人:在嘉信理财开始他的职业生涯之后, 现在在孟菲斯和布伦特伍德设有办事处的公司负责投资策略.

约翰西 — 办公室管理合伙人, Deloitte: Firm veteran oversees 400-person Middle Tennessee team. 审计和鉴证业务负责人于2020年被任命为区域团队负责人.

乔纳森Wilke -田纳西州管理合伙人, Forvis: Leads local office of firm that resulted from the merger last year of BKD and DHG. 曾在DHG和Ernst工作 & 年轻的.

约翰·威尔逊 ——田纳西州总统, 联合社区银行:在DeVan Ard去世后, was picked to lead local operations for the South Carolina-based bank that recently acquired Brentwood’s Reliant.

Ward Wilson ——美国地区总裁.S. Bank: Has led the national bank’s Middle Tennessee operations for nearly two decades.

卡罗尔Yochem 总统, 田纳西州中部地区, First Horizon Bank: Leads regional team for bank as its acquisition by TD Bank continues to progress.