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In Charge 2023: Finance

APRIL 19, 2023

Our annual list of Nashville’s most influential people

The Nashville Post

纳什维尔因其成功而备受关注——起重机点缀着天际线, the big businesses moving to town. But the city is also facing significant challenges. 对于太多的纳什维尔人来说,住房、良好的教育和良好的工资是遥不可及的. 2023年掌权者名单上的人将推动这座城市走向更光明的未来.

Vic Alexander — Chief Manager, KraftCPAs:在该地区顶级会计和咨询公司之一掌舵三十年. Adviser to various businesses and involved in community organizations.

Paul Allen — 财富战略总裁:经验丰富的金融高管,2014年创立WSP. Provides white glove financial planning services to institutions, endowments, business owners and executives.

Sam Bennett — Office Managing Partner, KPMG: Focuses on clients in the consumer, 零售和工业制造部门,同时监管四大会计师事务所在纳什维尔和诺克斯维尔的办事处.

Seth Bernstein — President and CEO, AllianceBernstein:经营资产管理公司,现已落户Fifth + Broad. Previously spent more than three decades at JPMorgan Chase.

David Briggs — President, Fifth Third Bank (Tennessee): Worked at Bank of America, Capital and First Tennessee before joining Cincinnati lender in 2018.

Kate Burke — COO and CFO, 联博:前人力资源官员在这家新成立的资产管理公司担任过一系列高层职位. In 2019 was named COO and last year added CFO to her title.

Sid Chambless — Executive Director, Nashville Capital Network: Leads VC firm now 20 years old. Last year closed its largest startup fund to date at $70 million.

Lindsey Cox — CEO, 启动田纳西州:2013年至2019年在一家公私合营的创业组织工作,之后在美国创业公司担任高管.S. Economic Development Administration and The Company Lab in Chattanooga. Returned to lead Launch Tennessee last year.

John Crosslin and Justin Crosslin — Co-Managing Principals, Crosslin: Along with Bryan White heading IT services group, jointly lead the CPA firm that was founded more than three decades ago.

Tony Detter — CEO, Asurion:这家拥有20年经验的移动设备保险公司和技术支持巨头最近在海湾地区开设了新总部, rebrand its uBreakiFix stores and conduct layoffs.

Aaron Dorn — CEO, Studio Bank: Leader of bank founded in 2018, 该公司去年宣布计划在威廉姆森县和克拉克斯维尔开设办事处,并成立Studio Financial Holdings. 

Jeff Drummonds — CEO, LBMC: Leader of advisory and accounting firm since 2015. Late last year added a new CFO/COO and new CIO. 此前曾领导LBMC的税务部门,并在纳什维尔地区商会担任领导职务.

L.A. Galyon — Managing Partner, Brentwood Capital Advisors: Health care-focused investment banker who leads BCA, the 1999-founded investment bank.

Chase Gilbert — CEO, Built Technologies:建筑贷款软件管理公司的联合创始人,该公司2021年估值超过10亿美元. Like other tech companies around the country, instituting layoffs.

Parker Griffith — Southeastern Market Director, Robert W. Baird Private Wealth Management: Leader of Baird’s area team since 2012. Involved with community groups including Centerstone and Room In The Inn.

Rob Harris — Partner, Holland & 奈特:在沃勒最近与荷兰合并之前,他领导了沃勒的金融服务团队 & Knight. Has worked with the Titans and IVX Health on transactions.

Clay Hart — Executive Vice President and Senior Lending Officer, Pinnacle Financial Partners:作为贷方区域商业银行集团的领导者,专注于商业和中端市场客户. Previously the local president of Renasant Bank.

Brian Heinrichs — President and CEO, Fourth Capital Bank: Previously CFO of a bank in Kansas, 他于2019年加入这家由盖伦·劳伦斯(Gaylon lawrence)所有的金融机构,并于2021年被任命为首席执行官.

Chris Holmes — CEO, FB Financial: Oversaw IPO at parent company of 网上正规网投实体, now the named sponsor of Vanderbilt football stadium.

Denise Horvath — Market Director for Tennessee and Alabama, JPMorgan Chase: Tasked with leading local retail growth at country’s largest bank. Previously a banker and branch manager in Indiana.

Grant Jackson — Managing General Partner, 理事会资本:自2016年以来,一直领导总部位于格林希尔斯的专注于医疗保健的私募股权公司. Recent investments have included Alivia Analytics.

Matt Jernigan — CEO, 奥升德联邦信用合作社:今年接替长期领导卡伦·加布里埃尔担任领导职务. Tullahoma-based credit union has expanded around the region in recent years.

Mike Johnson — President and Head of Corporate Banking, PNC Bank Tennessee: After a long stint with Wells Fargo, joined Pittsburgh-based PNC in 2018 as regional leader. Overseeing expansion of retail banking operations around Nashville.

Kevin Lavender — Executive Vice President and Head of Commercial Banking, Fifth Third Bancorp: Has held leadership positions with the Nashville Convention & Visitors Corp. 非裔美国人音乐国家博物馆,以及其他社区组织. Veteran banker and former state banking official.

Gaylon Lawrence — Owner, F&M银行,第四资本,志愿国家银行:他的手在各种地方金融机构. 去年,他在西海岸的葡萄酒产业中又增加了一家著名的波尔多酒庄.

Joe Maxwell — Managing Partner, FINTOP Capital:连续金融科技企业家完成了2.2亿美元的风险投资基金,超出了人们的预期.

Rob McCabe — Chairman, Pinnacle Financial Partners:在联合创立纳什维尔最大的本地银行之前,在诺克斯维尔建立了银行业生涯. Community leader has helped guide Cheekwood and other organizations.

John McDearman — President and CEO, Wilson Bank & 信托:从联合创始人兰德尔·克莱蒙斯手中接管了这家郊区巨头. Joined Cumberland University’s board last year.

John Mark McDougal — Audit Practice Leader, LBMC: Leads firm’s accounting and assurance practice. Joined LBMC in 2004 and has been on its board since 2010.

Jennie Menzie — President, Cumberland Trust: Previously a practicing attorney, 自2012年以来,他一直在该公司担任多个职位,并于2021年接替佩佩·普雷斯利(Pepe Presley)担任总裁, who remains in leadership at the company. 

Johnny Moore — Regional President, Truist Financial: Formerly leader of SunTrust’s Memphis team, tapped to run Tennessee operations for combined SunTrust-BB&T institution. Newly named to BlueCross board.

Tyson Moore — Market President, 美国银行:继续担任美林的区域领导职务,同时监管美国银行在纳什维尔地区的多县市场, a post he assumed from John Stein.

Tom O’Connor — Market Executive, Synovus银行:银行业资深人士加入Synovus,在田纳西州中部发展强大的商业行业.

Sergio Ora — President and CEO, Citizens Savings Bank & 信托:长期的银行业官员从退休中走出来,领导这个国家最古老的持续经营的少数族裔银行, now with sight set on significant growth.

Dawn Patrick - Cherry Bekaert纳什维尔管理合伙人:与科技、健康和工业公司合作. Leads local arm of firm that bought Frasier Dean & Howard in 2017.

Pepe Presley — Chairman and CEO, 坎伯兰信托:前SunTrust官员于2021年辞去CT总裁职务,同时保留其他领导职务.

Jim Rieniets — President and CEO, INSBANK: Has been with the bank since its inception two-plus decades ago, holding various leadership positions. Has also worked with the American and Tennessee bankers associations.

Doug Rohleder — Office Managing Partner, Ernst & Young: Named Big Four office leader in 2018. Specializes in health care and has been involved at Vanderbilt and United Way.

Jim Schmitz — Nashville Market Leader, 艾略特·戴维斯:在地区银行工作后,于2019年加入会计和咨询公司,领导增长. Also helps organize downtown businesses pushing for party bus regulations.

Tim Schools — President and CEO, CapStar Financial: 2019年搬到城里,接替创始人兼首席执行官克莱尔·塔克(Claire Tucker)担任领导. Bank in 2022 expanded for the first time outside the state, though growth push is focused on existing markets.

Bill Spitz — Co-Founder and Principal, Diversified Trust: Oversees funds for families, 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.

Terry Turner — President and CEO, Pinnacle Financial Partners:帮助创办了纳什维尔最大的银行,并一直领导着这家银行. After peaking in early 2022, stock shares fell back to earth. 

Phoebe Venable — President and CEO, CapWealth:在长期为高净值家庭服务后,于2010年加入CapWealth. Firm founded by Tim Pagliara in 2022 won legal battle with SEC.

Bradford Vieira - ServisFirst Bank纳什维尔地区首席执行官:2013年领导阿拉巴马州银行向田纳西州扩张. In 2021, moved operations to Broadwest.

David Waddell — CEO, Waddell & Associates: After beginning his career at Charles Schwab, now leads investment strategy for firm with offices in Memphis and Brentwood.

John West -德勤(Deloitte)办公室管理合伙人:该公司资深人士负责管理400人的田纳西州中部团队. Audit and assurance practice leader was tapped in 2020 to lead regional team.

Jonathan Wilke — Tennessee Managing Partner, Forvis:领导去年BKD和DHG合并后的公司的当地办事处. Previously worked with DHG and Ernst & Young.

John Wilson — Tennessee President, United Community Bank: Following the death of DeVan Ard, 被选为南卡罗莱纳银行的本地业务负责人,这家银行最近收购了布伦特伍德的Reliant.

Ward Wilson — Regional President, U.S. 银行:领导国家银行田纳西州中部业务近20年.

Carol Yochem — President, Middle Tennessee Region, 第一地平线银行:在道明银行收购第一地平线银行的过程中,领导该银行的区域团队.

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