Diversified Financial Management competitors

H. Charles Maddy, III has served as a member of the Board of Directors since 1993 and has served as a member of the Board of Directors of Summit’s banking subsidiary, Summit Community Bank, since 1993. Mr. Maddy has served as Chairman of Summit Community Bank since September, 2010, and Co-Chairman from 2007 to September, 2010. Mr. Maddy is currently the President and Chief Executive Officer of the Company, and has served in this capacity since 1994. Mr. Maddy has demonstrated exceptional leadership through his participation in a variety of professional and community service activities, including his service as the past Vice-Chairman and past Director of the Federal Home Loan Bank of Pittsburgh and also served as Chairman of their Audit Committee; Director and past President of the West Virginia Bankers’ Association and member of the Legislative/Government Relations Committee; past President and past Director of the West Virginia Association of Community Bankers; member of American Bankers Association and Chairman of the ABA Federal Home Loan Bank Committee; member of the Banker Advocacy and Grassroots Committee; past member of the ABA’s Community Bankers Council and Government Relations Council Administrative Committee; Director and a Founder of the Hardy County Child Care Center; and Director of the Hardy County Community Foundation. Mr. Maddy has also been recognized as a leader in his industry and has been the recipient of the Outstanding CPA in Business and Industry Award and the AICPA Business and Industry Hall of Fame Award. Mr. Maddy received his bachelor degree in business administration with a concentration in accounting from Concord College. Mr. Maddy is a member of the Executive Committee, the Asset/Liability and Funds Management Committee, and the Profit Sharing Committee.

Rachael Weiss Small is a Partner/Chief Executive Officer at CAPITAL MANAGEMENT SERVICES.

Steve Booth is Baird’s Chief Operating Officer and the Director of Investment Banking overseeing Baird's global corporate finance and M&A activities. Steve also co-manages Baird's Equity Capital Markets Group and is a member of the board of directors and Executive Committee of Robert W. Baird & Co. Steve has extensive experience originating and directing M&A and equity financing transactions in a wide variety of industries. Before heading Baird's Investment Banking Group, Steve had previously led its Global M&A business and prior to that, its Industrials Group. Prior to joining Baird in 1994, Steve was at Kidder, Peabody & Co. in its Chicago Corporate Finance Office. Steve received his MM degree, with distinction, from the Kellogg School of Management at Northwestern University and holds a BBA in Finance and a BA in Economics, magna cum laude, from Southern Methodist University.

Mark Spinello is a Chief Executive Officer at Legend Advisory Corporation.

John Lawrence is a Chief Executive Officer at Capital Financial Group and is based in Springfield, Tennessee. He has worked as Account Executive at Bibby Transportation Finance, BDO at Bibby Transportation Finance, and VP Business Development at Diversified Transportation Finance. John studied at Martin Luther King High School between 1991 and 1997 and UNIVERSITY OF SUNDERLAND between 2008 and 2009.

Stan Gregor is CEO of Summit Financial. As a senior executive with over 30 years of experience, Stan has operated in banking, private wealth management, investment management, fiduciary trust services, fixed income trading, investment banking, retirement services, insurance, financial planning and public finance. Stan has been involved in acquiring and integrating some of the largest and most complicated banking, wealth management, insurance, and capital markets businesses and cultures with a demonstrated track record of increasing productivity, profitability and shareholder value. Most recently, Stan was the founder and co-CEO of Cantor Fitzgerald Wealth Partners. Prior to joining Cantor Fitzgerald, Stan was the Head of Wells Fargo Wealth Management -Eastern US Markets and President of Wachovia Wealth Markets. Prior to Wachovia, Stan was CEO of Commerce Capital Markets, where he directed private wealth management, brokerage, asset management, fixed income trading, derivatives, investment banking, retirement services, insurance, and public finance. Subsequently, Stan was CEO of Quick and Reilly(Q&R) as one of the visionaries that transformed Q&R from a transactional discount broker to a full service advisory company. When Q&R was acquired by Bank of America, Stan stayed on as co-CEO of Bank of America Investment Services until 2005. Over the nearly decade at Citigroup, Stan had several senior executive level roles leading different divisions including consumer banking, private wealth management, and Citigroup as Northeast Group Executive Vice President.