TWST: Could we start out with a history and overview of Jordan American? Mr. Jordan: Jordan American Holdings is a company that does investment management for high net-worth individuals and ...

Gregory Garrabrants has been the President and CEO of Axos Financial, Inc. since 2007. Prior to joining Axos Bank, Mr. Garrabrants was a senior vice president and the head of corporate business ...

Curtis C. Simard serves as the President and CEO of Bar Harbor Bankshares and its subsidiary, Bar Harbor Bank & Trust. Founded in 1887, Bar Harbor Bank & Trust is a full-service community bank ...

Word count: 3,475 TWST: Please introduce Janney, your focus and coverage. Mr. Farnam: Janney Montgomery Scott is a financial services firm; mostly retail, but there’s an institutional side that ...

Kent Landvatter is Chief Executive Officer of Finwise Bancorp. Mr. Landvatter joined FinWise and its wholly owned Utah state-chartered banking subsidiary FinWise Bank in September 2010 as the ...

Brent Beardall is the President, Chief Executive Officer and Vice Chairman of WaFd Inc. Mr. Beardall joined WaFd in 2001 as Vice President & Controller. In 2003, he was promoted to Chief Financial ...

Word count: 3,160 TWST: You spoke with The Wall Street Transcript last year, but for readers who aren’t familiar, can you give us an overview of your area of coverage? Are the Western region ...

Brett Horn, CFA, is a Senior Equity Analyst, Financial Services, for Morningstar. He covers property-casualty insurers and payment companies. He also developed the insurance valuation model used ...

Word count: 3,623 TWST: Please introduce your firm, your focus and a look at your overall coverage? Mr. Gallagher: Evercore ISI is both an investment banking and an equity research company. And I ...

These two bank CEO interviews detail how life threatening situations assisted in developing a new business focus that succeeded ...

Dimitar A. Karaivanov was appointed President and Chief Executive Officer of Community Financial System Inc. in January 2024. Prior to being appointed President and CEO, Mr. Karaivanov served as ...

Interview with the President and CEO: Axos Financial, Inc. (NYSE:AX) Gregory Garrabrants Interview with the President and CEO: Bar Harbor Bankshares (NYSEAMERICAN:BHB) Curtis C. Simard Interview ...