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Finance | Insurance 2023: TRISTAN M. CAUDRON
While psychology and finance might seem like an odd mix, Caudron believes his background in behavioral finance helps him to better advise his clients by understanding the factors influencing investors. He began his career in 1995 at CMB, now a Wells Fargo Advisors firm. An accredited asset management specialist and a chartered retirement planning counselor, […]
Finance | Insurance 2023: VICTOR K. BRANCH
A self-described “continuous learner,” Branch found his passion for banking right out of college, steadily ascending to his current role, which he has held since 2015, overseeing about 2,000 employees at 25 locations, while remaining active in his community. The William & Mary sociology graduate is chairman-elect of the Virginia Bankers Association board and vice […]
Finance | Insurance 2023: JEFF BENTLEY
Bentley runs the sixth largest credit union in Virginia, but over the course of his career, he’s learned that leaders can control only so much; sometimes you must “go with the ebb and flow of life.” Northwest marked $4.1 billion in assets during fiscal year 2022, down slightly from 2021’s $4.35 billion. The credit union […]
Finance | Insurance 2023: JEFF GRINSPOON
Grinspoon co-founded VWG Wealth Management with John Verfurth and Richard Weeks after leaving his position as senior vice president at Morgan Stanley in 2011. A registered investment adviser, VWG partners with aggregator Hightower Advisors, which manages back-end functions such as regulatory compliance and technology. As of 2022, VWG had more than $2 billion in assets […]
Finance | Insurance 2023: CECILIA A. HODGES
Hodges was promoted to her current post in 2018, after serving as market president for Central and Southern Virginia and real estate banking group vice president. Based in Vienna, she manages teams in more than 60 branches in Virginia and the D.C. metro area. A 35-year banking professional who was managing director of Provident Bank […]
Finance | Insurance 2023: THOMAS RANSON
Growing up in Urbanna, Ransom worked with his hands, doing house-roofing jobs and prepping cars to be painted. He moved into the less physically taxing field of banking when BB&T recruited him out of Hampden-Sydney College, where he earned a bachelor’s degree in economics. He’s worked at the bank, which became Truist following its 2019 […]
Finance | Insurance 2023: SHANE McLAUGHLIN
McLaughlin has been at Wells Fargo for more than 12 years, including six as the bank’s region bank president for Northern Virginia. A Virginia Tech graduate, McLaughlin joined Wachovia as a licensed financial specialist in 2004 and became a Wells Fargo employee when that bank acquired Wachovia in 2008. In 2011, McLaughlin was given leadership […]
Finance | Insurance 2023: ELENA EDWARDS
Edwards joined French travel insurance agency Allianz Partners in 2019 as general manager of the U.S. business unit. She was named CEO of Allianz Partners USA in June 2020 and took on the additional the role of regional CEO for North America in July 2021 before being appointed chief markets officer and a board member […]
Finance | Insurance 2023: FREDRICK D. SCHAUFELD
After graduating from Lehigh University in 1981, Schaufeld took a job selling extended warranties to auto dealers. When he learned his employer hadn’t actually taken out policies on all his clients, Schaufeld went into business for himself, working directly with the insurance company and dealers. That adventure led to Schaufeld launching N.E.W. Customer Services Companies […]
Finance | Insurance 2023: JEAN STACK
In 2018, Stack, John Song and Alex Sevilla left the government services sector at California-based investment bank Houlihan Lokey to lead government services investment banking for Wisconsin-based Robert W. Baird & Co. Stack had worked 23 years at Houlihan Lokey, where she was a founding member of its Aerospace, Defense & Government practice. Her team […]
Finance | Insurance 2023: LAWRENCE ‘LARRY’ DI RITA
Di Rita, who had already had an impressive 25-year career in the Navy and federal government, embarked on a second career as a banking executive when he joined Bank of America in 2006. He was named market president for Greater Washington, D.C., in 2019. From 2001 to 2006, Di Rita served as special assistant to […]
More than bean counters
Chief financial officers have long been tasked with managing the fiscal responsibilities of companies — everything from financial planning to tracking cash flow. But increasingly, other C-suite executives and board members are relying on these finance experts for strategic and operational leadership. In fact, an April 2022 report from global consulting firm McKinsey & Co. […]
