wellington

Mr. Bank Investor, I Have Two Questions

I recently delivered remarks at a bank institutional investor conference titled “Don’t Be Mr./Ms. Irrelevant.” The conference included a panel of recognizable bank stock investors who waxed eloquent on their […]


Bank Shareholder Succession Matters

I’m growing more concerned about the time and effort by community financial institutions to understand the needs of next generation shareholders and build a strategy around shareholder succession. I recently […]