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Finance | Insurance 2023: TOM RYAN
Ryan’s business philosophy is simple: “Take great care of your team and they’ll take care of our [customers], and the business will take care of itself.” Ryan joined Langley Federal in 2012 after more than 20 years with Massachusetts-based Digital Federal Credit Union, where he was executive vice president and chief operating officer. With more […]
Finance | Insurance 2023: JOSEPH W. ‘JOE’ MONTGOMERY
It’s coming up on Montgomery’s 50th anniversary of working at Optimal Service Group of Wells Fargo Advisors, a wealth management firm with about $28 billion in funds under advisement. A former All-American captain of William & Mary’s football team, Montgomery was inducted this year into the Virginia Sports Hall of Fame. When he wasn’t chosen […]
Finance | Insurance 2023: BYRON BOSTON
A St. Louis native who was the first person in his family to graduate from college, Boston says he’s learned a lot, having “lived my life outside of my comfort zone since the age of 18.” After earning his degree from Dartmouth College, he received an MBA from the University of Chicago Booth School of […]
Finance | Insurance 2023: EVELYN LEE
Lee has worked in banking for more than 23 years, and she couldn’t be happier to have found her place overseeing the Greater Washington, D.C., region at Truist. “I wanted to be financially independent, and I wanted variety,” she says. “Every day is different, and I work with people I admire and learn from.” A […]
Finance | Insurance 2023: MARY McDUFFIE
This year marks the 90th birthday of Navy Federal, the world’s largest credit union. As a leader focused on helping others thrive, McDuffie sees this milestone as an occasion to celebrate the credit union’s dedication to its members, writing on LinkedIn, “I’m thankful every day to be part of an organization that puts its people […]
Finance | Insurance 2023: NIGEL MORRIS
Morris plans to be “extremely disciplined” in coming months after a tough year for venture capital, he told TechCrunch in May. But his fintech investment company “remains intensely focused on building lasting, durable businesses.” Morris co-founded Capital One Financial in the early 1990s with Richard Fairbank, who remains the credit card giant’s chairman and CEO. […]
Finance | Insurance 2023: JOHN C. ASBURY
Discovering an affinity for banking during a summer job while still in college, Asbury began his 30-year-plus career as a commercial credit officer at Wachovia Bank & Trust. He would serve in a variety of executive roles, including as president and CEO at New Mexico’s First National Bank of Santa Fe, before landing in his […]
Finance | Insurance 2023: LAWRENCE ‘LARRY’ BERNERT III
From his first job installing toilets at Portsmouth Naval Hospital to becoming principal and portfolio manager at Wilbanks, Smith & Thomas Asset Management, Bernert says his career has been informed by his ability to listen and consider different perspectives. The University of Virginia Darden School of Business MBA grad is a chartered financial analyst who […]
Finance | Insurance 2023: MARK A. FRANTZ
Blue Delta Capital Partners is an equity firm dedicated to supporting growth-stage companies providing technology solutions to the federal government. Since co-founding the firm in 2009, Frantz has guided it in creating three funds, including a $215 million investment fund launched in December 2021. The newest fund offers $10 million to $50 million to qualified […]
Finance | Insurance 2023: VIKRAM ‘VIK’ ATAL
Atal was appointed PRA’s president and CEO in March, after serving as a board member since 2015. He previously spent 27 years in leadership positions with Citigroup Inc. and was president and founder of Atal Advisers LLC, a business and strategy consulting firm. PRA Group, a global player in acquiring and collecting nonperforming loans, earned […]
Finance | Insurance 2023: SIMON R.B. HAMILTON
Hamilton’s first job as a teen was mowing lawns — or, rather, running his own lawn-mowing business, with his brother as his first employee. That enterprising spirit has taken him a long way, first to a perch as vice president of investments at Baltimore-based advisory firm Ferris, Baker Watts, and then to Wise Investor Group, […]
Finance | Insurance 2023: RICHARD FAIRBANK
With bachelor’s and MBA degrees from Stanford University under his belt, billionaire Fairbank began his path to a Fortune 500 corner office at Virginia’s Signet Bank. There, he teamed up with Nigel Morris, now managing partner of QED Investors, to co-found a credit card spinoff business that became Capital One Financial, one of the nation’s […]
