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Spotlight on ESG Talent in Asset Management

By Insights

The Headlines

Tomorrow’s corporate winners will be those with a powerful ESG proposition. Without it, companies
will struggle to attract employees, customers, and investors. For Asset Managers, ESG will determine
whether a company is “investable”.

In this paper we look at what that means for ESG talent in Asset Management:

• Asset Managers are moving ESG roles from niche expertise to firm-wide integration
• Change is happening fast; Covid has accelerated existing trends and 2021 will be a critical year of
• Need to look beyond the Asset Management sector for talent as ESG responsibilities change.

Spotlight on ESG Talent in Asset Management

UK Bank Boards Analysis, January 2021

By Insights

Welcome to the eleventh, bi-annual Ridgeway Partners UK Bank Boards Analysis, as of January 2021.

We list all non executive and executive board members, including their board roles, business backgrounds,
nationality, gender and tenure.

We have also included selected analytics on the 354 directors across the 36 banks.
We have divided the sector into the following groups:
Table 1a Largest UK Bank/Mutual Boards
Table 1b Ring-Fenced and Non-Ring-Fenced UK Bank Boards
Table 2 Mid-sized Listed UK Bank Boards
Table 3 Subsidiary/Private Equity/Hedge Fund backed UK Bank Boards
Table 4 Larger UK Building Societies and Leading Irish Bank Boards
Table 5 ‘Neobank’/Fintech UK Bank Boards
For this edition, we have added selected company and Chief Executive Officer highlights and
analytics at the back of the document.


Ridgeway Roundup

By Uncategorized

What We’re Noticing: Ridgeway’s Predictions for 2021

  • ESG – We predict there will be a transition in the way investors are viewing divestment vs investment in the energy sector, specifically fossil fuels. Social aspects and climate related matters will be higher on the agenda and human capital management will be at the forefront of discussions. “Biden to Order Review of DOL’s ESG Rule”
  • Marketing
  • Client Experience

What We’re Working On

  • Head of Content and Insights for a $1T Asset Manager in the Metro DC area
  • Portfolio Manager for a $20B ESG Manager in New England
  • Board Member for a Private Equity-backed $200B Wealth Manager
  • Marketing Leader for a $65B High Gross FinTech firm
  • General Counsel for a $100B+ Global Asset Manager in the Midwest
  • Consultant Relations $100B Global Asset Manager on the West Coast

What We’re Reading

What We’re Listening to

 “And our liberty, too, is endangered if we pause for the passing moment, if we rest on our achievements, if we resist the pace of progress. For time and the world do not stand still. Change is the law of life. And those who look only to the past or the present are certain to miss the future.”

On The Move

  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites
  • 10-12 well-rounded placements from FundFire/Ignites

Industry Leader Spotlight

Ridgeway Partners is excited to launch our new video series – “What We’re Hearing.” Throughout this series, our experienced team will share trends and themes around talent and leadership we are hearing directly from people in our network, which includes top executives across a variety of industries. In our first episode, Jessica Cushman, sits down with Partner Cathy Whitehouse to hear how the Black Lives Matter movement is being addressed in the C-Suite and Board Room.

Ridgeway Partners Fintech Leaders on the Move – Q4 2020

By Newsletter

Below, please find the  RIDGEWAY PARTNERS FINTECH LEADERS ON THE MOVE REPORT for the quarter ended 12/31/2020. 

This analysis highlights selected senior executive and board movesfor financial technology companies and executives.   


Public Company Executive Moves  



  • Atul Verma joined BMO Financial Group as Chief Information Officer, US, Personal and Business Banking. He previously served as Senior Executive Partner at Gartner(October 2020) – LinkedIn 


  • Eric Hirschhorn joined BNY Mellon as Chief Data Officer. He previously served as Chief Information Officer at BGC Partners. (November 2020) – LinkedIn 


  • Vijay Mayadas, who previously led the Fixed Income and Analytics business unit at Broadridge, was promoted to President of Capital Markets(November 10, 2020) – PR Newswire 
  • Edmund Reese joined Broadridge as CFOReese was previously SVP and CFO of the Global Consumer Services Group at American Express. (November 10, 2020) – PR Newswire 


  • Radha Suvarna joined Citizens Financial Group as Head of Enterprise Payments Innovation and Strategy. Suvarna previously served as Head of Digital Payments and Lending at Citi’s U.S. Consumer Bank. (December 12, 2020) – Business Wire 


  • Nicholas Kolba joined Dun & Bradstreet as SVP, Global Head of Product EngineeringKolba previously served as Global Head of Platform at Genesis Global Technology. (December 2020) – LinkedIn 


  • Robert Coppola joined Envestnetprovider of unified wealth management technologyas Chief Technology OfficerCoppola previously worked at Cision as Chief Information Officer. (November 11, 2020) – PR Newswire 
  • Jason O’Shaughnessy joined Envestnet | Yodleedeveloper of a cloudbased finance data platform, as Head of International SalesO’Shaughnessy rejoins the company after helping several FinTechs with their go-to-market and open banking strategies across aggregation, personal financial management and lending. (November 9, 2020) – Envestnet Press Release 
  • Donna Peeples joined Envestnet as Chief Relationship OfficerPeeples previously worked at FIS as Chief Client Officer. (October 30, 2020) – FundFire 


  • Irfan Hussain joined Goldman Sachs as Global Chief Information OfficerHussain previously served as Goldman’s Global Head of Technology for Consumer and Investment Management. (December 3, 2020) – FundFire 


  • Steven Van Wyk joined HSBC as Group Chief Information Officer, Technology OrganizationVan Wyk previously served as Head of Technology and Innovation at PNC Bank. (December 7, 2020) – FinExtra 


  • Umar Farooq joined investment bank JPMorgan’s digital currency effort, Onyx, as CEO. Farooq was promoted from his previous position as JPMorgan’s Head of Channels, Analytics and Innovation, Treasury Services; Head of Blockchain Initiatives, CIB. (October 27, 2020) – CNBC 


  • Pawan Verma joined MetLife as Chief Information OfficerVerma previously served as Chief Information and Customer Experience Officer at Foot Locker. (November 2, 2020) – Business Wire 


  • Andrew Low Ah Kee joined Opendoor Technologiesa digital platform for residential real estate, as PresidentLow Ah Kee previously served as COO of GoDaddy. (November 2020) – LinkedIn 


  • Cheryl Battles joined Prudential Financial as Director, Data Science and AI. Battles previously served as Associate Director, Business Engagement Lead at KMPG (October 2020) – LinkedIn 


  • Deborah Guild was named Chief Security Officer at PNC. She previously served as PNC’s Chief Technology Officer. (November 19, 2020) – PR Newswire 
  • Ganesh Krishnan was named Corporate & Institutional Bank (C&IB) and Staff Service Technology Chief Information OfficerKrishnan was previously PNC’s CIO for C&IB and Staff Service Technology, as well as Executive Vice President(November 19, 2020) – PR Newswire 

 Q2 (NYSE: QTWO)  

  • David Mehok joined Q2, provider of cloud-based virtual banking solutions, as CFOMehok previously served as CFO of CLEAResult Consulting, Inc. (November 4, 2020) – Business Wire 


  • Michelle Moore joined Wells Fargo as Digital Platform Leader. Moore was previously Head of Digital Banking at Bank of America.  (December 18, 2020) – Wells Fargo Newsroom 

Private Company Executive Moves 



  • Mark Heimbouch joined Allvue Systemsdeveloper of investment management software intended for data aggregation, process management and business reporting, as CEOHeimbouch previously served as President of FIS Merchant Solutions. (November 3, 2020) – Business Wire 


  • Ben Weiss joined Amazon Web Services, creator of a cloud-based web platform that offers IT infrastructure services, as Banking Specialist, Financial Services Business DevelopmentWeiss previously served as Head of Financial Products at Carta. (November 2020) – LinkedIn 


  • Michelle Bond joined ADAMa membership-based association of firms operating in the digital asset marketplace, as CEOBond previously served as Global Head of Government and Regulatory Affairs at Ripple. (October 29, 2020) – PR Newswire 


  • Mari-Anne Eisert joined AvidXchangea provider of invoice and payment process solutions, as VP of Product ManagementEisert previously served in several director roles during her 14-year tenure with HMS. (October 20, 2020) – PR Newswire 
  • John Feldman joined AvidXchange as Senior Vice President of OperationsFeldman previously worked at Capital One as Chief Risk Officer for the company’s Retail and Direct Bank. (October 20, 2020) – PR Newswire 
  • Marie LaQuerre joined AvidXchange as Vice President of Treasury OperationsLaQuerre was previously Managing Director at AvantGarde Payment Solutions (October 20, 2020) – PR Newswire 


  • Pete Sinisgalli joined Aptosomnichannel software platform for the retail sector, as CEOSinisgalli previously served as Chairman of the Board for Llamasoft. (November 19, 2020) – Aptos Press Release 


  • Kevin Ryan joined Better.comdeveloper of a digitized online mortgage lending platform, as CFORyan previously served as Managing Director, Morgan Stanley. (October 2020) – LinkedIn 


  • Sarah Kirshbaum Levy was named CEO of Betterment, financial advisory company providing robo-advising and cash management servicesLevy previously served as Viacom Media Networks’ COO and has been an Operating Advisor at Betterment for the last several months. (December 8, 2020) – Betterment Press Release 
  • Jonathan Stein was named Chairman of the Board of Betterment. Stein previously served as the company’s CEO. (December 2020) – LinkedIn 


  • Kristi Matus joined Bucklea full-stack insurance company and credit platform focused on gig economy services, as CFO and COOMatus previously served as Executive Advisor for Thomas H. Lee Partners and as CFO of USAA. (October 6, 2020) – Business Wire 


  • Nick Talwar was appointed CEO of CircleUpa digital investment platformTalwar joined the company as President in July 2020, and previously served as a Partner at Apis Partners. (October 13, 2020) – PR Newswire 


  • Milana Homsi McCullagh joined Coinbasedigital currency exchange, as Vice President, Deputy General Counsel, Product and Commercial LegalMcCullagh previously served as Sr. Director, Legal, at Google. (October 2020) – LinkedIn 


  • Minerva Tantoco joined DriveWealthdeveloper of a global brokerage infrastructure technology, as Chief Technology OfficerTantoco previously founded Grasshopper Bancorp. (October 13, 2020) – 


  • Marcus Holm joined Forterprovider of a decision as a service-based online fraud prevention tool, as Chief Revenue OfficerHolm previously worked as Head of Global Account Sales, Modern Apps BU at VMware. (October 2020) – LinkedIn 


  • Jared Lane joined HighRadiusa FinTech enterprise SaaS company that leverages AI-based Autonomous Systems to help companies automate Accounts Receivable and Treasury processes, as VP, Digital TransformationLane previously served as Chief of Staff, Worldwide Sales for Wolters Kluwer ELM Solutions. (October 9, 2020) – Business Wire 


  • Ian Jenkins joined Libra Networks, the organization developing the Facebook-backed cryptocurrency project libra, as CFO and Chief Risk OfficerJenkins previously led HSBC’s business finance group. (October 16, 2020) – CoinDesk 


  • Frederick Crosby joined NiumFinTech company providing digital international money transfer services, as Chief Revenue Officer. Crosby previously worked at Crosby MarketWize Consulting, Veem, Western Union and eBay (November 5, 2020) – PR Newswire 


  • Stephen Sikes joined Libra Networks, the developer of a social investing application, as COOSikes previously worked at SoFi as VP, Business Lead, Invest. (October 2020) – LinkedIn 


  • Laura Kane joined QuadPaydeveloper of payment platform, as SVP of Enterprise Sales. Kane previously worked at LegitScript, and is a former PayPal executive (October 7, 2020) – Business Wire 
  • Kevin McKeand joined QuadPay as VP of Business Development and Strategic PartnershipsMcKeand has managed partnerships with 80 different payment solutions, including PayPal, Stripe and others. He also managed strategic partnerships with technology leaders such as Google, Amazon, and eBay. (October 7, 2020) – Business Wire 


  • Felix Todd joined Quontic Bank, a digital bank, as Chief Technology OfficerTodd previously worked at Regions Bank as Enterprise Architect. (December 2, 2020) – PR Newswire 


  • Vlad Tenev is now the sole CEO of Robinhood, the creator of an investment platform intended to teach people to invest in the stock marketTenev and cofounder Baiju Bhatt previously shared the top job since the company’s launch in 2013. (November 20, 2020). – Fortune 


  • Anthony Schrauth joined Tally, creator of a credit management platform, as VP of ProductSchrauth previously served as Chief Product Officer at Betterment. (November 24, 2020) – Finextra 
  • Meg Ciarallo joined Tally as VP of MarketingCiarallo previously served as VP of Brand Marketing at SoFi. (November 24, 2020) – Finextra 


  • Christophe Bodin joined Tradeshift, creator of a financial platform that facilitates digital trade transactions, as Chief Revenue OfficerBodin previously served as Chief Customer Officer at Anaplan. (October 7, 2020) – Finextra 


  • Chris Gardner joined Underscore VC, a venture capital firm focused largely on tech start-up investments, as an Investing PartnerGardner previously served as VP, In-Store and P2P Products at PayPal. (October 7, 2020) – Finextra 

Board of Directors / Advisory Roles – Public Company 



  • Denis O’Leary was named non-executive Chairman of the Board of Directors at Fiserv, provider of financial services technology solutionsO’Leary has served as a Director of Fiserv, Inc. since 2008. He previously served as Co-Managing Partner of Encore Financial Partners, Inc., was a Senior Advisor to The Boston Consulting Group, and worked at J.P. Morgan Chase & Co. in various capacities. (November 23, 2020) – Business Wire 
  • Kevin Warren joined Fiserv’s Board of Directors. Warren is the Chief Marketing Officer at UPS, as well as serving as a Director of Illinois Tool Works, Georgetown University, and the UPS Foundation. He is also a member of the Executive Leadership Council. (November 2, 2020) – Business Wire 


  • Archie Jones Jr. was named to the Board of Directors at FLEETCOR Technologies, a global business payments company. He was also named to the company’s Nominating and Corporate Governance Committee and Executive and Acquisitions Committee. Jones is a Managing Director of Six Pillars Partners, a private equity firm investing in high-growth companies, and a Professor at Harvard Business School. (November 16, 2020) – Business Wire 


  • Tekedra Mawakana was named to the Board of Directors at Intuit, global financial platform company with products including TurboTax, QuickBooks, and MintMawakana is the COO of Waymo LLC, a subsidiary of Alphabet, Inc. Prior to Waymo, she was VP of Global Government Relations at eBay. She currently sits on the Board of Industry Leaders for the Consumer Technology Association, and previously served as the Chairman of the Board of Directors for the Internet Association. (October 20, 2020) – Intuit Press Release 


  • Art Certosimo was named Chairman of the Board of Directors for LTX, a Broadridge company offering an AI-driven digital trading platform for corporate bondsCertosimo is a non-executive Chairman and will continue in his role as a senior advisor to the executive team at Broadridge Financial Solutions. He previously worked at BNY Mellon as CEO of Global Markets, also serving as CEO of the Alternative, Broker-Dealer and Treasury Clearance Groups, and was Principal of Morgan Stanley Asset Management. (December 14, 2020) – PR Newswire 


  • Marietta Davis was named to the Board of Directors of Priority Technology Holdings, a provider of merchant acquiring, integrated payment software and corporate payment solutionsDavis is the World-Wide Vice President and Managing Director for the Accenture relationship at IBM and worked at Microsoft Corporation for 16 years in several leadership roles. She also serves in an advisory board role for The Posse Foundation. (December 10, 2020) – Business Wire 
  • Stephen Hipp was named to the Board of Directors of Priority Technology Holdings. He recently retired from Goldman Sachs, where he served a Managing Director of the Specialty Lending Group focusing on financing middle market companies. Prior to Goldman Sachs, Hipp was the SVP of Underwriting and Portfolio Management for GE Capital. (December 10, 2020) – Business Wire 

Board of Directors / Advisory Roles – Private Company 



  • Juli Spottiswood joined Billtrusta B2B Accounts Receivable automation and integrated B2B payments leader, as a member of the Board of DirectorsSpottiswood is Chairman and CEO of Syncapay. She has also served as Audit Chairman and board member at Cardtronics PLC, the world’s largest retail ATM provider. (December 16, 2020) – GlobeNewswire 


  • Andrew Rear has been appointed Chairman of the Board at Bucklea full-stack insurance company and credit platform focused on gig economy services, as a member of the Board of DirectorsHe is CEO of Digital Partners, a Munich Re companyPreviously, he was a partner and head of the EMEA insurance practice at Oliver Wyman. (October 6, 2020) – Business Wire 


  • Mary Harman joined Capital Markets Gateway (CMG)FinTech firm focused on the equity capital markets (ECM), as a member of the Board of DirectorsHarman is a former Bank of America executive, previously holding several senior leadership roles including Head of Global Principal Investment group and Corporate StrategyShe has also served on 20 corporate Boards. (December 18, 2020) – GlobeNewswire 
  • Paul Finch joined CMG as a member of the Board of DirectorsHe was CEO of FinTech company Early Warning, which launched Zelle, the banking industry’s first real-time payments network. (December 18, 2020) – GlobeNewswire 


  • Karen Karniol-Tambour joined CircleUpan investment platform powered by technology on a mission to help entrepreneurs thrive, as the company’s first Independent DirectorShe is Head of Investment Research at Bridgewater Associates(October 16, 2020) – Institutional Investor 
  • Ryan Caldbeck, the co-Founder and former CEO of CircleUpis transitioning into the role of Executive Chairman. (October 16, 2020) – Institutional Investor 


  • Sandra Wijnberg has joined the Board of Directors at Hippoan insurtech group, as an Independent DirectorShe currently serves as audit committee chair of Automatic Data Processing, Inc. and Cognizant Technology Solutions and is also a member of the Board of T. Rowe Price Group, Inc. (October 19, 2020) – Business Wire 


  • Lynne Laube has been appointed to the Board of Directors of NerdWalleta website and app that provides financial guidance to more than 160 million consumers every yearShe is the CEO and co-founder of Cardlytics and was named one of the top 10 venture-backed female founders and featured as an Inspiring Women to Watch by Inc. Magazine. (November 18, 2020) – PR Newswire 


  • Rebecca Macieira-Kaufmann has been appointed to the U.S. Board of Revoluta London-based developer of a foreign exchange and money transferring application platform. Macieira-Kaufmann is a former Citigroup executive, most recently serving as Head of the International Personal Bank in the U.S. (December 2, 2020) – CNBC 


  • Sandie O’Connor has been appointed to the Board of Directors of Ripplethe developer of a blockchain technology platform intended to help financial institutions to send money across bordersO’Connor recently retired as the Chief Regulatory Affairs Officer for JPMorgan Chase, where she also held several senior leadership positions including Global Treasurer and Head of Prime Services and served on multiple firm-wide governance committees. She has been named to American Banker’s top 25 lists of the Most Powerful Women in Banking and Finance several times. (December 16, 2020) – Finextra 


  • Michael Gordon has been appointed to the Board of Directors of UiPaththe creator of robotic process automation software designed to deliver fast and reliable RPA that enhances business performance at an unlimited scaleGordon will also serve as Chair of the Audit Committee. He is COO and CFO of MongoDB. Previously, he was COO and CFO at Yodle(October 5, 2020) – UiPath Press Release 
  • Kim Hammonds has been appointed to the Board of Directors of UiPath. She is a Senior Advisor and Non-Executive Director to several technology companiesincluding Zoom Video Communications, and is the founder of Mangrove Digital GroupShe most recently served as the Group COO of Deutsche Bank AGHammonds previously served as the Group Chief Information Officer for the Boeing Company. (October 5, 2020) – UiPath Press Release 
Financial Services

2020 Asset & Wealth Management Projects

By Ridgeway News


Director of Investments
Director of Fundamental Research
Emerging Markets Small Cap Team
Healthcare Portfolio Manager (2)
Senior High Yield Analyst
Board Member (3)
Equity Analyst


Head of Intermediary Marketing
Head of National Accounts
Head of Offshore Sales
Head of Distribution
Head of Retail Marketing
Institutional Sales Director (2)
Director of Sales, RIA/Family Office/Private Bank
Group Vice President, Regional Market Leader (PWM)


General Counsel (2)
Chief Financial Officer
Chief Administrative Officer
Chief Human Resources Officer (2)


Chief Marketing Officer
Chief Revenue Officer (2)
Chief Data and Analytics Officer
Senior Vice President, Sales
Board Chair
Board Member (2)

Commitment to Excellence


Completion Rate




Stick Rate

Ridgeway Partners’ asset and wealth management team draws on decades of experience to identify and place talented leaders for global asset managers, investment boutiques, family offices, endowments and foundations, and private wealth managers.

T: (617) 399 1362
M: (857) 366 3133

T: (617) 279 8057
M: (617) 515 6636

T: (617) 279 0596
M: (781) 443 4915

T: (617) 279 2181
M: (617) 694 7656

Ridgeway Partners Fintech Leaders on the Move – Q3 2020

By Newsletter

Below, please find the  RIDGEWAY PARTNERS FINTECH LEADERS ON THE MOVE REPORT for the quarter ended 9/30/2020. 

This analysis highlights selected senior executive and board movesfor financial technology companies and executives.   

Public Company Executive Moves  


  • Tony Dinkin joined ACI Worldwide, a global provider of payment software and solutions, as CHRO in September 2020. Dinkin was previously CHRO at Fiesta Restaurant Group. (September 2, 2020) – Business Wire 
  • Alvaro “Al” Monserrat joined ACI Worldwide as Chief Revenue Officer in August 2020. Monserrat was previously President of the Imaging division at Nuance Communications. (August 10, 2020) – Business Wire 


  • Derek White joined Alphabet as VP, Global Financial Services for Google Cloud. White was previously Vice Chair and Chief Digital Officer at U.S. Bancorp. Prior to that, White held senior digital roles at BBVA and Barclays. (September 10, 2020) – Finextra 


  • Colleen Taylor joined American Express as President, U.S. Merchant Services. Taylor was previously EVP of Merchant Services for Wells Fargo’s merchant services business. (September 10, 2020) – American Banker 


  • Jayme Fishman joined Avalara, a provider of cloud-based tax compliance automation, as EVP of Corporate DevelopmentFishman was previously President of Ryan, a global tax services and software provider. (August 11, 2020) – Business Wire 


  • Tom Clayton joined, a cloud-based accounting solution specializing in billing and invoicing, as Chief Revenue Officer in September 2020Clayton reports directly to the CEO and Founder, René LacerteClayton was previously VPGlobal Trade Business at Houzz, home industry platform. (September 9, 2020) – Business Wire 


  • Christine Feng joined Blackstone as Senior Managing Director. Feng focuses on technology investing for Blackstone’s opportunistic investing platform, Blackstone Tactical Opportunities, and also works closely with Blackstone’s credit investing platform, GSO. Prior to joining Blackstone, Feng led data and analytics M&A in Corporate Development at Amazon Web Services.  (August 3, 2020) – Business Wire 


  • Andy Ozment joined Capital One as EVP, Chief Technology Risk Officer in September 2020Ozment was previously Partner and MD, Chief Information Security Officer (CISO) at Goldman Sachs and served as a senior cyber official in President Barack Obama’s administration(September 2020) – LinkedIn 


  • Jan Siegmund joined Cognizant as CFO, effective September 1, 2020Siegmund most recently served as CFO of Automatic Data Processing (ADP)Siegmund is a member of the Board of Directors of Western Union Company. (July 29, 2020) – PRNewswire 


  • Eva F. Huston joined Duck Creek Technologies, a provider of P&C insurance software and services, as Chief Strategy Officer. Huston reports directly to the CEO, Michael Jackowski. Huston was previously with Verisk Analytics where she held various leadership roles, such as CFO. Prior to Verisk Analytics, Huston was MD of Telecom, Media, and Technology Investment Banking at JPMorgan. (August 4, 2020) – GlobeNewswire 


  • Alexandra Shapiro joined eHealth, a health insurance provider, as CMO. Shapiro was previously CMO at LendingClub. Prior to LendingClub, Shapiro served as CMO at Intercom and BigCommerce and held senior positions at PayPal and Providian Financial. (August 2020) – LinkedIn 


  • Andra Milender joined Equifaxa consumer credit reporting agency, as CTO for United States Information Solutions (USIS) Milender was previously CTO at BetterCloud, a SaaS operations management platform. (July 2020) – LinkedIn 


  • Michael Aldous joined EverQuote, an online insurance marketplace, as VP of Insurance Data and Product ServicesAldous was previously Senior Director of Underwriting & Delivery, Personal Lines and Accident & Health at Liberty Mutual Insurance. (July 27, 2020) – GlobeNewswire 
  • Thomas McDermott joined EverQuote as SVP of Health & MedicareMcDermott was previously GM of Supplier Operations at Wayfair. (July 21, 2020) – GlobeNewswire 


  • Stephane Kasriel joined Facebook as VP, PaymentsKasriel was most recently CEO of Upwork, where he led the company through its IPO in 2018. Previously, Kasriel was with PayPal and held leadership roles, including Global Head of Consumer Products, Global Head of Mobile Business Development, and MD of PayPal France. (August 10, 2020) – CNBC 


  • Andrew Kang joined GreenSky, a provider of point-of-sale financing and payment solutionsas CFOeffective September 14, 2020Kang reports directly to the Chairman and CEO, David ZalikKang was previously Corporate Treasurer for Santander Holdings USA. (September 8, 2020) – Business Wire 


  • Devon Bryan joined MUFG as Chief Information Security Officer (CISO) for MUFG Union Bank. Bryan reports directly to the Chief Information and Operations Officer for MUFG AmericasChris Higgins Bryan was previously CISO at KPMG U.S. and KPMG Americas(August 14, 2020) – American Banker 


  • Timothy C. Oliver joined NCR, a software and services-led enterprise provider in the financial, retail and hospitality industries, as CFO, effective July 13, 2020. Oliver was previously CFO of Springs Window Fashions. (June 22, 2020) – Business Wire 


  • Robert Clarkson joined NortonLifeLock, a global leader in consumer Cyber Safety, as Chief Commercial OfficerClarkson was previously SVP of Global Business Development & Global Partnerships at PayPal. (July 15, 2020) – Business Wire 


  • Peggy Mangot joined PayPal as Operating Partner for PayPal VentureMangot was previously SVP of Innovation at Wells Fargo where she led the development of a stand-alone mobile banking app for the bank(August 7, 2020) – FinTech Futures 


  • Veronica Katz joined Sezzle, an installment payment platform, as Chief Revenue OfficerKatz was previously VP of Global Accounts at PayPal(July 9, 2020) – PRNewswire 


  • Frank Egan joined SS&C as MD, Mergers & AcquisitionsEgan reports directly to the Chairman and CEO, Bill Stone. Egan was most recently Managing Partner of Lake Bridge Capital Ventures. (September 1, 2020) – PRNewswire 


  • Alicja Cade joined UBS as Chief Information Security Officer (CISO), AmericasCade was previously MD, Division CISO at Credit Suisse(September 2020) – LinkedIn 


  • David R. Drollette joined Vericity, a provider of technology enabled life insurance products and distribution, as Chief Data Officer and CTO, effective September 1, 2020Drollette reports directly to the CEO, James E. Hohmann. Drollette was previously VP of Product Analytics and Head of Data and AI Products at athenahealth(September 1, 2020) – Business Wire 


  • Obiamaka “Obi” Madubuko joined Visa as Chief Compliance OfficerMadubuko previously served as a Partner in Greenberg Traurig’s litigation and compliance group in New York, advising on anti-corruption and fraud matters(September 18, 2020) – Bloomberg Law 


  • Eric J. Meltzer joined Waddell & Reed, an investment management firm, as SVPCTOMeltzer reports directly to the PresidentBrent K. BlossMeltzer was previously Chief Technology and Operations Officer at OppenheimerFunds(August 17, 2020) – Business Wire 


  • Mani Iyer joined Wells Fargo as EVP, Chief Information Officer and Head of Enterprise Data. Iyer was previously MD, Head of Risk and Finance Technology, Consumer and Community Bank at JPMorgan(July 2020) – LinkedIn 


Private Company Executive Moves 


  • Tricia Rothschild joined Apex Clearingan independent full-service clearing firm, as PresidentRothschild was previously Chief Product Officer at Morningstar. (August 6, 2020) – 


  • Fernando Castanheira joined Aternity, a provider of digital experience management, as Chief Information Officer. Prior to joining AternityCastanheira served as Managing Director at JPMorgan where he led large-scale organizations through digital transformation, productivity, and security initiatives. (July 8, 2020) – Business Wire 


  • Ken Hehl joined Billtrust, a provider of order-to-cash solutions, as SVP, Chief Information Security Officer (CISO)Hehl was previously VP, CISO at Herc Rentals. (August 2020) – LinkedIn 


  • Jason Green joined BlueSnapa payment platform, as Head of Global Sales. Green was previously Chief Revenue Officer at TSYS, a provider of payment processing services. (August 6, 2020) – Finextra 


  • Dmitriy Ilyin joined Charles River Development, ainvestment management platform, as MD of SaaS Operations and SupportIlyin was previously VP of Site Reliability Engineering and Operations at Intralinks, a fintech provider for mergers & acquisitions services. (August 11, 2020) – Business Wire 


  • Ravi Byakod joined Coinbase, a digital currency exchange, as VP of EngineeringByakod was previously Head of Commerce Engineering, CloudTech at Adobe. (September 23, 2020) – Finance Magnates 
  • Shilpa Dhar joined Coinbase as VP of Product. Dhar was previously Head of Product at Venmo. (September 23, 2020) – Finance Magnates 
  • Frank Yoo joined Coinbase as VP of Design & ResearchYoo was previously Director of Design at Google. (September 23, 2020) – Finance Magnates 
  • Manish Gupta joined Coinbase as EVP of Engineer. Gupta was previously VP of Engineering at Lyft and VP of Engineering for Google’s Ads platform. (August 10, 2020) – Coinbase Press Release 
  • Greg Tusar joined Coinbase as VP of Institutional ProductsTusar joined Coinbase through the acquisition of Tagomi which he co-founded in 2018.  Previously, Tusar served as Partner and Global Head of Electronic Trading at Goldman Sachs. (August 4, 2020) – Coinbase Press Release 
  • Paul Grewal joined Coinbase as Chief Legal Officer. Grewal was previously VP and Deputy General Counsel at Facebook. (July 8, 2020) – Coinbase Press Release 


  • Michael Aldous joined EverQuote, an online insurance marketplace, as VP of Insurance Data and Product Services. Aldous was previously Senior Director of Underwriting & Delivery, Personal Lines and Accident & Health at Liberty Mutual Insurance. (July 27, 2020) – GlobeNewswire 
  • Thomas McDermott joined EverQuote as SVP of Health & Medicare. McDermott was previously General Manager, Supplier Operations at Wayfair. (July 21, 2020) – GlobeNewswire 


  • Richard Itri joined Eze Castle, a provider of end-to-end technology solutions for the financial and professional services industries, as SVP of Professional ServicesItri was previously MD and CTO for PJT Partners, a boutique investment bank. (August 31, 2020) – Boston Business Journal 


  • Nick Harness joined Kestra Financial, an independent wealth management platform, as Chief Information OfficerHarness reports directly to the CEO, James Poer. Harness was previously MD, CTO of Asset Management at JPMorgan. (August 4, 2020) – Business Wire 
  • Stephen Langlois joined Kestra Financial as PresidentLanglois reports directly to the CEO, James PoerLanglois was previously Head of Business Development and Chief Revenue Officer at eMoney Advisor. (July 21, 2020) – ThinkAdvisor 


  • Jeffery Kendall joined NYMBUS, a provider of banking technology solutions, as CEO. Kendall was previously EVP of North America Sales and Distribution at Temenos. (September 28, 2020) – Business Wire 


  • Charles Rosenblatt joined Payoneer, a digital payment platform, as Chief Strategy Officer. Rosenblatt was previously Chief Revenue Officer at Velo Payments. (August 12, 2020) – GlobeNewswire 



  • Ismail “Izzy” Dawood joined Paysafe, a leading specialized payments platform, as CFO, effective September 28. Dawood reports directly to the CEO, Philip McHugh. Dawood was previously CFO of Branch International, a financial services organization targeting the mobile generation. (September 15, 2020) – Business Wire 



  • Meredith Fuchs joined Plaid, an API software provider which connects 3,000+ apps to 11,000+ financial institutions, as General Counsel. Fuchs was previously SVP, Chief Counsel, Enterprise Regulatory at Capital One. (August 20, 2020) – 



  • Norm Ashkenas joined Robinhood, a commission-free stock trading app, as Chief Compliance Officer for Robinhood Financial. Ashkenas was previously SVP and Head of Compliance for Fidelity Institutional & Fidelity Brokerage Technology, and CCO for National Financial Services and Fidelity Distribution Co. (August 27, 2020) – Robinhood Press Release 
  • Kelly Zigaitis joined Robinhood as Chief Compliance Officer for Robinhood SecuritiesZigaitis was previously Head of Oversight and Controls at Wells Fargo Advisors. (August 27, 2020) – Robinhood Press Release 
  • Christina Lai joined Robinhood as VP, Deputy General Counsel and Corporate SecretaryLai was previously VP, Corporate Legal Affairs, and Corporate Secretary at Applied Materials. (August 19, 2020) – Robinhood Press Release 
  • Lucas Moskowitz joined Robinhood as VP, Deputy General Counsel, Regulatory, Litigation, and Government AffairsMoskowitz was previously with the U.S. Securities and Exchange Commission and held several roles including Chief of Staff under Chairman Jay Clayton. (August 19, 2020) – Robinhood Press Release 
  • Christina Smedley joined Robinhood as CMOSmedley was previously VP, Brand & Marketing, Novi at Facebook. (August 4, 2020) – Robinhood Press Release 


  • Dhivya Suryadevara joined Stripe, an online payment processing platform for internet businesses, as CFOSuryadevara was previously CFO at General Motors. (August 11, 2020) – Bloomberg 
  • Mike Clayville joined Stripe as Chief Revenue OfficerClayville was previously VP, Worldwide Field Operations at Amazon Web Services (AWS). (August 5, 2020) – 


  • Brad Levy joined Symphony, a messaging systems provider, as President and Chief Commercial Officer. Levy was previously with HIS Markit and held various senior positions including, CEO of MarkitSERV and Global Head of MarkitSERV’s loan settlement and software services division. (July 22, 2020) – THE TRADE 

Board of Directors / Advisory Roles – Public Company 



  • Colleen Taylor and Allie Kline joined as a member of the Board of Directors.  

Taylor currently serves as President, Merchant Services, U.S. for American Express.  

Kline is former Chief Marketing and Communications Officer for Oath (now Verizon Media), a subsidiary of Verizon Communications. Kline has also served on the Board of Directors of Huntington National Bank (NASDAQ: HBAN) and Waddell & Reed (NYSE: WDR). (September 30, 2020) – Business Wire 


Gene Lockhart joined Blackstone as a Senior AdvisorLockhart is Founder, Chairman and Managing Partner of MissionOG LLC, a venture capital firm. Previously he served as CEO and President of Mastercard and President of the Global Retail Bank at Bank of AmericaLockhart has also served on the Board of Directors of Huron Consulting Group (NASDAQ: HURN). (July 28, 2020) – Business Wire 


  • Karthik Rao joined Blucoraa provider of data and technology-driven tax software and wealth management solutions, as a member of the Board of Directors. Rao is currently COO for Nielsen Global Media, a global provider of data, information and technology to the media and advertising industries. (August 27, 2020) – GlobeNewswire 


  • Jennifer McPeek joined Cboe Global Marketsone of the world’s largest exchange holding companies, as a member of the Board of Directors. McPeek is former CFO of Russell Investments and Janus Capital Group. (August 14, 2020) – PRNewswire 


  • Marianne C. Brown and Gerri K. Martin-Flickinger joined Charles Schwab as a member of the Board of Directors, effective August 1, 2020. 

Brown most recently served as COO for Fidelity National Information Services, Inc.’s (FIS) global financial solutions organization. Brown has also served on the Board of Directors of Akamai Technologies (NASDAQ: AKAM), Northrop Grumman (NYSE: NOC), and VMware (NYSE: VMW). 

Martin-Flickinger is currently EVP and CTO of Starbucks. Prior to Starbucks, she served as CIO at AdobeVeriSign, Network Associates, and McAfee. (July 27, 2020) – Business Wire 


  • Paul Garcia joined Deluxe, an offeror of check printing and related business services, as a member of the Board of Directors. Garcia is former Chairman and CEO of Global Payments, a provider of credit card processing, check authorization and other electronic payment processing services. Garcia has also served on the Board of Directors of Repay Holdings (NASDAQ: RPAY) and Truist Financial (NYSE: TFC). (August 24, 2020) – Yahoo! Finance 


  • Francis Hondal joined Equitable Holdings as a member of the Board of Directors. Hondal is currently President of Loyalty and Engagement at Mastercard and is also a member of the company’s Management Committee. (September 8, 2020) – Business Wire 


  • Darryl Auguste joined EverQuote’s Board of DirectorsAuguste currently serves as EVP of Strategic Projects at EverQuote. (August 3, 2020) – GlobeNewswire 


  • Beverly Anderson joined Expedia Group, a travel platform, as a member of the Board of Directors. Anderson is currently President of Global Consumer Solutions at Equifax. Previously, Anderson served as EVP of Cards and Retail Services at Wells Fargo where she led consumer credit cards, co-brand cards, loyalty solutions, retail finance, digital payments, and enablement capabilities. (September 25, 2020) – Bizwomen 


  • Elizabeth Buse joined F5 Networks, a provider of application delivery networking technology, as a member of the Board of Directors, effective September 24, 2020Buse previously served as Co-CEO and CEO of Monitise, a global mobile banking and payments company, after retiring from Visa, as EVP of Global Services. Buse has also served on the Board of Directors of U.S. Bancorp(September 24, 2020) – Business Wire 


  • Kourtney Gibson joined MarketAxessan operator of an electronic trading platform for fixed-income securities, as a member of the Board of Directors. Gibson is currently President of Loop Capital Markets, one of the largest privately-held investment banking, brokerage and advisory firms headquartered in the U.S., which provides capital solutions for corporate, government and institutional clients. (July 21, 2020) – GlobeNewswire 


  • Eric Feldstein joined Open Lendinga provider of lending enablement and risk analytics solutions to financial institutions, as member of the Board of Directors, effective August 28, 2020. Feldstein is currently CFO of New York Life Insurance Company.  Previously, Feldstein served as EVP of Enterprise Growth for American Express(September 3, 2020) – GlobeNewswire 


  • Catherine A. Lesjak joined PROS Holdings, a provider of AI-powered solutions that optimize selling in the digital economy, as a member of the Board of Directors, effective August 3, 2020. Lesjak is former Interim COO and CFO at HP. She also currently serves on the Board of Directors of GE and SunPower Corporation. (August 3, 2020) – Business Wire 


  • Stephen C. Hooley joined Q2, a provider of digital transformation solutions for banking and lending, as a member of the Board of Directors. Hooley is former CEO and President of DST Systems, a provider of information processing software and services to the financial services and healthcare industriesHooley has also served on the Board of Directors of Brighthouse Financial (NASDAQ: BHF) and Stericycle (Nasdaq: SRCL). (August 5, 2020) – Business Wire 


  • Dennis Howard joined SolarWinds, a provider of IT management software, as a member of the Board of Directors, effective September 17, 2020. Howard is currently EVP and Chief Information Officer for Schwab Technology Services at Charles Schwab. Prior to Charles Schwab, Howard served as SVP and CIO of Visa.  (September 21, 2020) – Business Wire 


  • P.W. “Bill” Parker joined Synchrony Financial, a consumer financial services company, as a member of the Board of Directors. Parker is former Vice Chairman and Chief Risk Officer of U.S. Bancorp. (July 22, 2020) – PRNewswire 


  • Billy Bosworth joined TransUnionconsumer credit reporting agency, as a member of the Board of Directorseffective September 21, 2020Bosworth is currently CEO of Dremio Corporation, a privately held company in the data analytics market. Throughout his career in the technology sector, Bosworth has served in many roles, ranging from software engineer to CEO. (September 22, 2020) – GlobeNewswire 


  • Joyce A. Phillips joined Western Union, a worldwide money transfer service, as a member of the Board of Directors, effective July 1, 2020Phillips is Founder and CEO of EqualFuture, a fintech startup delivering affordable personal financial wellness platforms to individuals and businesses. Previously, Phillips held executive roles with Australia and New Zealand Banking Group (ANZ), where she served as CEO of Global Wealth Division. (July 1, 2020) – Business Wire 


Board of Directors / Advisory Roles – Private Company 



  • R. Todd Ruppert joined Moneyhub, an open finance data and intelligence platform, as a member of the Advisory Boards. Ruppert is former CEO and President of T. Rowe Price Global Investment Services, Co-President of T. Rowe Price International, and a member of the Operating Steering Committee of the T. Rowe Price Group. (August 20, 2020) – Finextra 


  • Jennifer Ceran joined NerdWalleta personal finance website and app, as a member of the Board of Directors. Ceran is currently CFO of Smartsheet, a SaaS offering for collaboration and work management. (July 22, 2020) – PRNewswire 


  • John Jacobs joined tZEROa blockchain-based trading platform, as a member of the Board of Directors. Jacobs most recently served as Senior Advisor and Principal Consultant to Nasdaq’s CEO and President. Prior to that, Jacobs served as Nasdaq’s EVP and CMO(September 21, 2020)  Yahoo! Finance 


  • Mary Dent joined Woodruff Sawyer, one of the largest independent insurance brokerages in the U.S., as a member of the Board of Directors. Dent is former CEO of Green Dot Bank and a former Director of Green Dot Corp(September 12020)  PRNewswire 


  • Ron Suber joined Yieldstreeta digital wealth management platformas a member of the Board of DirectorsSuber is President Emeritus and Senior Advisor to Prosper Marketplace and a leading fintech investor. (September 30, 2020)  Business Wire 

UK Bank Boards Analysis, July 2020

By Insights

Welcome to the tenth, bi-annual Ridgeway Partners UK Bank Boards Analysis, as of July 2020.

We list all non executive and executive board members, including their board roles, business backgrounds,
nationality, gender and tenure.

We have also included selected analytics on the 346 directors across the 34 banks.

We have divided the sector into the following groups:
Table 1a Largest UK Bank/Mutual Boards
Table 1b Ring-Fenced and Non-Ring-Fenced UK Bank Boards
Table 2 Mid-sized Listed UK Bank Boards
Table 3 Subsidiary/Private Equity/Hedge Fund backed UK Bank Boards
Table 4 Larger UK Building Societies and Leading Irish Bank Boards
Table 5 ‘Neobank’/Fintech UK Bank Boards
Given the unique COVID-19 context, we have added some commentary on impacts on the boardroom and potential future implications.

UK Bank Boards Analysis Report, July 2020

UK Bank Boards Analysis, February 2020

By Insights

Welcome to the ninth, bi-annual Ridgeway Partners UK Bank Boards Analysis, as of February 2020.

We list all non executive and executive board members, including their board roles, business backgrounds,
nationality, gender and tenure.

We have also included selected analytics on the 347 directors across the 33 banks.

We have divided the sector into the following groups:
Table 1a Largest UK Bank/Mutual Boards
Table 1b Ring-Fenced and Non-Ring-Fenced UK Bank Boards
Table 2 Mid-sized Listed UK Bank Boards
Table 3 Subsidiary/Private Equity/Hedge Fund backed UK Bank Boards
Table 4 Larger UK Building Societies and Leading Irish Bank Boards
Table 5 ‘Neobank’/Fintech UK Bank Boards

UK Bank Boards Analysis Report, February 2020 

Ridgeway Partners Diversity Statement

By Press Releases

The events that have recently occurred in the US have further highlighted to us the systemic racism that persists across the world.

At Ridgeway Partners we do not tolerate any form of discrimination or harassment of any kind. We firmly believe that there is no place for racism or inequality in our society and as an organisation we continue to actively challenge and stand against both. We never assume or judge and we believe that active listening and acceptance is the way to share insight. Respect is the key to equality.

As an employer and board adviser, we continue to educate ourselves to identify and prevent bias. We also continue to support and advise clients on diversity, equality and inclusion.

Ridgeway Partners remains deeply committed to our role in promoting diversity and inclusion in the workplace, in the boardroom and beyond.

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