Organization Root Tag

Barker joined BNY in 2022 as global head of treasury services. In the first quarter of 2024, she started overseeing depositary receipts, a line of business that helps clients get listed on a stock exchange outside of their home country.

When LoCascio was tapped as COO in 2021, First Horizon became one of the few major regional banks to boast 60% of its executive management roles were filled by women.

Crespi joined Comerica in 2020 as chief technology and operations officer with the goal of leading the Dallas-based bank's embrace of a more-digital future.

As global head of Citigroup's commercial bank, Ghiawadwala's job is to develop and execute a growth strategy for global commercial banking

Patterson, general counsel for Wells Fargo, joined the bank in 2020 and works to improve the bank's risk and control standards.

Richard oversees a budget of $1.1 billion and manages a team of 5,000 employees globally at U.S. Bank.

Chayt started at Cincinnati-based Fifth Third as director of wholesale payments in 2016, after almost 19 years at Comerica leading its treasury management and business deposit services.

Erdoes, CEO of asset and wealth management, leads more than 30,000 employees with 15 direct reports and helps manage the bank's $5.4 trillion in client assets.

By the end of 2023, Fidelity served 43.2 million workplace participant accounts, 38.7 million retail accounts and 8.7 million wealth management firm accounts using its clearing and custody platform.

Duckett, president and CEO at TIAA, regularly calls attention to the fact that more than 40% of Americans don't have enough savings to retire, and the percentage is even worse for women and minority groups.

In January, Johnson launched the Franklin Bitcoin ETF, which seeks to reflect the performance of the price of bitcoin.

With the November acquisition of Adenza, a risk management and regulatory reporting software provider, Nasdaq continued the fintech expansion that Friedman has championed since she took the CEO job in 2017.

Hung joined State Street Global Advisors in December 2022, following a 12 year stint at New York Life Investments, including 7 1/2 years as its CEO.

Merrill Wealth Management added a record 37,500 net new clients in 2023, up nearly 50% from 2022, and added $38 billion AUM from clients in 2023, nearly five times its AUM increase in 2022.

Portney leads the bank's largest business unit, asset servicing. The group's assets under custody and administration neared $50 trillion in the second quarter, setting a record for BNY and the financial industry.

In her daily duties at BNY, Smits, who is originally from the Netherlands and now based in Britain, leads the bank's seven investment firms which have a combined $2 trillion in assets.

Milrod has led the bank's foray into digital finance and its efforts to become more product-driven.

As managing partner at Edward Jones, Pennington's in charge of 8 million clients, more than 19,500 financial advisors and $2.1 trillion assets under management.

Knox leads more than 4,500 professionals at Bank of America Private Bank, which generates $3.6 billion in annual revenue and has $640 billion in client balances from high-net-worth individuals, families and institutions. 

Yeshaya leads a team of 3,600 employees managing the financial resources of a firm that has swelled to $1.2 trillion in assets following landmark growth in wealth management.