Succession planning

Neal Holland, who has been serving as MUFG Union Bank's chief financial officer, will assume the same role at First Republic. It is the latest in a series of recent changes in the San Francisco bank's leadership ranks.

Younger and more diverse leaders may better represent the local community. But bringing new people into the board room requires persistent and targeted outreach.

Jonathan W. Roberts will transition from his roles with Webster Bank in Connecticut to lead the credit union on Sept. 19.

Jeff Fielder will succeed longtime president and chief executive Cheryl DeBoer on Oct. 1.

Chuck Albrecht announced his plans to step down in March of 2023, concluding a more than 20-year tenure as president and chief executive.

Mark Burgess succeeded James Wileman as president and chief executive of the Anchorage-based credit union this month.

Devon Lyon will succeed longtime president and chief executive David L’Ecuyer in August.

The Texas-based institution named Robert Hernandez as its next president and CEO. He replaces James Poplin, who announced his retirement earlier this year.

With Ulrich Koerner taking over as chief executive officer, Credit Suisse Group’s top ranks are looking more like UBS Group, suggesting the firm may draw from its crosstown rival’s playbook.

Lucy Ito, who stepped down from the helm of the National Association of State Credit Union Supervisors last year, will become the interim president and chief executive of Orange County’s Credit Union in California.