Lake City Bank Promotes Carrie A. Gutman to Chief Wealth Advisory Officer
Lake City Bank has promoted Carrie A. Gutman to Chief Wealth Advisory Officer, succeeding Jonathan P. Steiner who will retire on December 6, 2024. Gutman, who joined the bank's Management Committee, brings extensive experience in trust administration and civil law. She previously practiced at Hawk Haynie Kammeyer & Smith for 20 years before starting her banking career in 2016. Steiner, who is retiring after a 40-year banking career including 14 years at Lake City Bank, has led significant growth in the Wealth Advisory Group since 2010. Lake City Bank, a $6.6 billion institution headquartered in Warsaw, Indiana, operates 54 branch offices serving Central and Northern Indiana.
Lake City Bank ha promosso Carrie A. Gutman a Chief Wealth Advisory Officer, succedendo a Jonathan P. Steiner che andrà in pensione il 6 dicembre 2024. Gutman, che è entrata a far parte del Comitato di Gestione della banca, porta con sé una vasta esperienza nell'amministrazione fiduciaria e nel diritto civile. Ha precedentemente praticato presso Hawk Haynie Kammeyer & Smith per 20 anni prima di iniziare la sua carriera bancaria nel 2016. Steiner, che si ritira dopo una carriera bancaria di 40 anni, inclusi 14 anni al Lake City Bank, ha guidato una significativa crescita nel Wealth Advisory Group dal 2010. Lake City Bank, un'istituzione da 6,6 miliardi di dollari con sede a Warsaw, Indiana, gestisce 54 filiali che servono l'Indiana centrale e settentrionale.
Lake City Bank ha promovido a Carrie A. Gutman como Chief Wealth Advisory Officer, sucediendo a Jonathan P. Steiner, quien se retirará el 6 de diciembre de 2024. Gutman, que se unió al Comité de Gestión del banco, aporta una amplia experiencia en administración de fideicomisos y derecho civil. Anteriormente practicó en Hawk Haynie Kammeyer & Smith durante 20 años antes de comenzar su carrera bancaria en 2016. Steiner, que se retira tras una carrera bancaria de 40 años, incluidos 14 años en Lake City Bank, ha liderado un crecimiento significativo en el Wealth Advisory Group desde 2010. Lake City Bank, una institución de 6.6 mil millones de dólares con sede en Warsaw, Indiana, opera 54 oficinas sucursales que atienden a Indiana central y del norte.
레이크 시티 은행은 캐리 A. 굿맨을 최고 자산 상담 책임자로 승진시키고, 2024년 12월 6일 은퇴할 조너선 P. 스타이너를 후임으로 임명했습니다. 굿맨은 은행의 경영위원회에 합류하였으며, 신탁 관리 및 민법 분야에서 폭넓은 경험을 제공합니다. 그녀는 2016년에 은행 경력을 시작하기 전에 20년 동안 호크 헤이니 카메이어 & 스미스에서 일했습니다. 스타이너는 레이크 시티 은행에서 14년을 포함해 40년의 은행 경력을 마치는 것으로 은퇴하게 되며, 2010년 이후 자산 상담 그룹에서 중요한 성장을 이끌어 왔습니다. 레이크 시티 은행은 인디애나 주 워즈로에 본사를 두고 있는 66억 달러 규모의 기관으로, 중앙 및 북부 인디애나주를 서비스하는 54개의 지점을 운영하고 있습니다.
Lake City Bank a promu Carrie A. Gutman au poste de Chief Wealth Advisory Officer, succédant à Jonathan P. Steiner qui prendra sa retraite le 6 décembre 2024. Gutman, qui a rejoint le Comité de direction de la banque, apporte une vaste expérience en administration fiduciaire et en droit civil. Elle a exercé pendant 20 ans au sein de Hawk Haynie Kammeyer & Smith avant de commencer sa carrière bancaire en 2016. Steiner, qui part à la retraite après une carrière bancaire de 40 ans, dont 14 ans chez Lake City Bank, a conduit une croissance significative dans le Wealth Advisory Group depuis 2010. Lake City Bank, une institution de 6,6 milliards de dollars dont le siège est à Warsaw, dans l'Indiana, exploite 54 agences servant le centre et le nord de l'Indiana.
Lake City Bank hat Carrie A. Gutman zur Chief Wealth Advisory Officer befördert, die Jonathan P. Steiner nachfolgt, der am 6. Dezember 2024 in den Ruhestand gehen wird. Gutman, die dem Managementausschuss der Bank beigetreten ist, bringt umfangreiche Erfahrung in der Treuhandverwaltung und im Zivilrecht mit. Zuvor war sie 20 Jahre bei Hawk Haynie Kammeyer & Smith tätig, bevor sie 2016 ihre Bankkarriere begann. Steiner, der nach 40 Jahren im Bankwesen, davon 14 Jahre bei Lake City Bank, in den Ruhestand geht, hat seit 2010 signifikantes Wachstum im Wealth Advisory Group geleitet. Lake City Bank, eine 6,6 Milliarden Dollar schwere Institution mit Hauptsitz in Warsaw, Indiana, betreibt 54 Filialen, die Zentral- und Nordindiana bedienen.
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WARSAW, Ind., Nov. 13, 2024 (GLOBE NEWSWIRE) -- Lake City Bank is pleased to announce that it has promoted Carrie A. Gutman, Senior Vice President, Chief Fiduciary Officer, to Chief Wealth Advisory Officer. Gutman, 54, will join the bank’s Management Committee and succeeds Jonathan P. Steiner, Senior Vice President, Chief Wealth Advisory Officer, who will retire on December 6, 2024 after a 40-year career in banking and the last 14 years with Lake City Bank.
“Since joining Lake City Bank, Carrie has quickly become a valued member of the team and has earned the respect of colleagues inside and outside the bank,” said David M. Findlay, Chairman and Chief Executive Officer. “She will be a great leader of our Wealth Advisory Group team and we look forward to continued growth under her leadership.”
Gutman began her banking career in trust administration in 2016. She previously practiced general civil law, including the area of trust and estate law, for 20 years at Hawk Haynie Kammeyer & Smith in Fort Wayne. She has a juris doctor degree from Indiana University’s Robert H. McKinney School of Law and bachelor’s degrees in political science and history from Indiana University.
“Carrie’s background and experience in trust and wealth management are an asset to our clients and the bank’s Wealth Advisory Group,” said Kristin L. Pruitt, President. “We look forward to continued growth and success under her leadership.”
Gutman is a member of the Indiana State and Allen County bar associations. She serves as vice president of the Allen County Board of Parks and Recreation. She is a board member of STARBASE of Indiana and treasurer of St. Paul’s Lutheran Church.
“We have a talented Wealth Advisory Group team who diligently work with our clients on their investment objectives and deliver consistent results. I’m excited to lead this great team and build upon the high standard of client success that Jon has set,” said Gutman.
“Over the past 13 years, Jon has done an exceptional job leading our Wealth Advisory Group. He’s brought a disciplined strategic mindset to the team and we’ve experienced great growth in the business,” Findlay said. “Even more importantly, he has consistently demonstrated a thoughtful and caring approach to building relationships with our clients and the communities we serve.”
Steiner joined Lake City Bank in 2010 as a commercial banker and was promoted to his current leadership role on the bank’s Management Committee in 2011. Steiner’s banking career began in 1985 and includes commercial banking and wealth management positions in Indiana and West Michigan community banks.
“Lake City Bank has benefitted from Jon’s leadership and influence,” Pruitt said. “His vision and execution have been a great example for all of us.”
Lake City Bank, a
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(574) 267-9198 x47279 office
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A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/d0df3508-b5ac-49a5-88a5-fe0f05f13a70
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