SVB Financial Group Expands Tech Investment Banking Team and Capabilities

SVB Financial Group expanded its technology investment banking team with additional hires in the internet, consumer/marketing software, fintech and enterprise software sectors and the launch of technology leveraged finance and equity capital markets capabilities.

December 7, 2021 Greg Becker | Henry Pinnell | Jesse Chasse | Matt Lytle | Matthew Walsh | Raymond Wu | Silicon Valley Bank | Spencer Alstodt | SVB Financial Group Phil Neuffer

White Oak Commercial Finance Adds Smith as Managing Director of Originations

White Oak Commercial Finance hired Mark Allen Smith as managing director of originations with responsibilities spanning the Midwest, the central United States and Canada. Smith has nearly 30 years of financial services experience.

December 7, 2021 Mark Allen Smith | White Oak Commercial Finance Phil Neuffer

Finitive Hires Fintech Veterans Yampolsky and Benjamin

Finitive, a data-driven private credit marketplace connecting borrowers with institutional investors, hired Steve Yampolsky as head of engineering and Chris Benjamin as principal software architect.

December 6, 2021 Chris Benjamin | Finitive | Jon Burlinson | Steve Yampolsky Ian Koplin

Cambridge Savings Bank Supports LAB Medical’s Acquisition of New Manufacturing Facility

The commercial lending team at Cambridge Savings Bank offered a lending solution to support the growth of LAB Medical Manufacturing with acquisition financing for a new manufacturing facility in South Carolina.

December 6, 2021 Cambridge Savings Bank | Javier Bellini | Krystian Bester | LAB Medical | Leon Bester Sr. Ian Koplin

Hunton Andrews Kurth Adds Structured Finance Attorney Pugaczewski as Partner

Christian Pugaczewski, a structured finance attorney with nearly two decades of experience developing financial products and documenting derivative transactions, including hedging contracts for securitizations and energy project finance, joined Hunton Andrews Kurth as a partner in New York.

December 3, 2021 Christian Pugaczewski | Hunton Andrews Kurth | Tom Hiner Ian Koplin

Goldsmith to Retire as Chairman of City National Bank

Russell Goldsmith, chairman of City National Bank and RBC Wealth Management U.S., will retire on Jan 31.

December 3, 2021 City National Bank | Dave McKay | Kelly Coffey | Michael Armstrong | RBC Wealth Management U.S. | Russell Goldsmith Ian Koplin

Alvarez & Marsal Hires Shah as Senior Director in Digital and Technology Practice

Alvarez & Marsal appointed Devang Shah a senior director in the digital and technology services practice within its corporate performance improvement group.

December 2, 2021 Alvarez & Marsal | Devang Shah | Jean Hill Ian Koplin

BOK Financial CEO Bradshaw Sets Official Retirement Date

Steven G. Bradshaw, president and CEO of BOK Financial, will retire on Dec. 31. Stacy Kymes was previously named Bradshaw’s successor and will now assume the leadership role on Jan. 1.

December 2, 2021 BOK Financial | Stacy Kymes | Steven G. Bradshaw Ian Koplin

TriState Capital Appoints Fetterolf President and CEO, Announces Acquisition by Raymond James

TriState Capital Holdings named James F. Getz executive chairman and appointed Brian S. Fetterolf president and CEO. Additionally, Raymond James Financial and TriState Capital Holdings entered into a definitive agreement under which Raymond James will acquire TriState Capital Holdings.

December 2, 2021 Brian S. Fetterolf | James F. Getz | Raymond James Financial | TriState Capital Bank | TriState Capital Holdings Ian Koplin

Haversine Funding Hires Mun as Controller

Haversine Funding hired Edward Mun to serve as controller. Most recently, Mun serviced as an associate for Goldman Sachs within its fund accounting group.

December 1, 2021 Edward Mun | Haversine Funding | Jeffrey Whaley Ian Koplin