We Wish to Welcome and Thank Our Newest Associate Members
The Bank Advisory Group, Inc.
Mr. Robert L. Walters
Chairman
[email protected]
512-263-8800
15100 Gebron Dr.
Austin, TX 78734-6304
The Bank Advisory Group specializes in providing merger and acquisition advisory services and bank stock appraisals to community banks nationwide. During 1997 and 1998, the Bank Advisory Group rendered more than 225 appraisals involving the evaluation of control and/or minority block of stock. And, since its inception, the firm has represented in excess of 300 clients involved in bank consultation and analysis on issues relating to pricing and structure. As a result, The Bank Advisory Group is one of the preeminent providers of specialized investment advisory services to the community banking industry.
Xchange
Mr. Ryan Collins
Director of Business Development
[email protected]
www.xchangefi.com
925-262-3505
175 N Riverview Dr.
Anaheim, CA 92808-1225
xChange enables community banks and impact investors to easily search for and buy prime impact loans, shop CRA-eligible loans in their assessment areas and build their balance sheets. Our platform allows users to easily filter, toggle, and purchase loans based on their investment criteria.
McDermott + Bull
Ms. Hilary Raska
Vice President, Financial Services
[email protected]
mbexec.com
949-753-1700
2 Venture St., Ste. 100
Irvine, CA 92618-7391
McDermott + Bull Executive Search partners with community and regional banks + credit unions to identify and recruit VP to C-Suite executives for permanent roles. Known for being thorough and balancing the need for urgency, McDermott + Bull provides personalized solutions to those who value contribution over pedigree. Leveraging deep vertical experience, innovative thinking, and proven time-saving methodologies, the company challenges the norm and thrives in the recruitment of difficult-to-find, culture critical executive talent.
Lendio, Inc
Mr. Jeff Thormann
Sr. Director
[email protected]
4100 N. Chapel Ridge Road
Lehi, UT 84043
Lendio is transforming small business lending by connecting small businesses, lenders, and small business service providers through a single integrated technology platform. We are on a mission to power an ecosystem that helps small businesses survive and thrive. Lendio provides purpose-built software that automates small business loan decisioning and underwriting for both banks and digital lenders, uses AI to match small businesses to the financing offers that best meet their needs, and embeds a full small business loan marketplace directly within small business service providers’ platforms.
Hilltop Securities
Mr. Matt Harris
Senior Vice President, Fixed Income Strategist
[email protected]
www.hilltopsecurities.com
717 N Harwood St., Ste. 3400
Dallas, TX 75201-6534
HilltopSecurities is a full-service municipal investment bank and wealth advisory firm providing financial services for public entities, institutional investors, housing finance agencies, broker-dealers, and individual investors. Founded in 1946, HilltopSecurities’ primary areas of focus include public finance, capital markets, structured finance, retail brokerage, clearing services, and securities lending. Member: NYSE/FINRA/SIPC.
NewWave FinTech Consulting LLC
Mr. Scott Harvey
CEO
[email protected]
www.newwavefintech.com
4 Chisholm Trail
Allen, TX 75002-6820
NewWave FinTech Consulting LLC specializes in guiding financial institutions and fintech companies through digital transformations and operational enhancements. With over three decades in banking software and services, we leverage generative AI and cutting-edge technologies to offer customized solutions for operational assessments, technology implementations, and strategic leadership, ensuring our clients achieve competitive advantage and operational excellence. Ready to transform your operations? Contact us for a consultation and let us guide you towards sustainable excellence.
InfoSystems, Inc.
Mr. Chris Bevil
Chief Information Security Officer
[email protected]
infosystemsinc.com
706-260-9620
1317 Hickory Valley Rd.
Chattanooga, TN 37421-5604
For over 30 years, InfoSystems, Inc., and its divisions, InfoSystems Cyber and InfoSystems Services, have led in IT solutions from Chattanooga, TN, with branches in Knoxville, Charlotte, Houston and Columbus. As a comprehensive Professional Services company, we specialize in Managed Services, advanced Cybersecurity, and Regulatory Compliance consulting to address the evolving needs of businesses. Dedicated to robust, secure, and efficient IT infrastructures, InfoSystems is the trusted partner for protecting digital assets, managing IT, and navigating regulatory challenges, ensuring organizational growth and success.
McKinney Realty Capital
Mr. John Brickson
Principal
[email protected]
mckinneyrc.com
214-764-8074
1920 McKinney Ave, Floor 7
Dallas, TX 75201-2483
McKinney Realty Capital, based in Dallas, TX, provides financing solutions and advisory services to commercial real estate investors and developers. We form win/win partnerships between sponsors and capital providers based on our firm’s independent approach. Our focus solely on the finance side of the business enables us to provide objective advice that is in the client’s best interest.
Blue INK Security
Mr. Frank Luzsicza
CEO, Co-founder
[email protected]
www.blueinksecurity.com
9355 John W. Elliott Dr., Ste. 25502
Frisco, TX 75033-3392
Blue INK Security, headquartered in Frisco, TX helps financial institutions manage the ever-growing risk of cyber security breaches. We specialize in assessing the cyber risk in terms of propensity to cyber-attacks, achieving compliance with industry standards, implementing critical security controls, and responding to security incidents. Our team has decades of experience leading cybersecurity programs for Fortune 100 clients and defending against ransomware and nation-state threats. We have completed well over 500 breach investigations.
Guidepost Solutions, Inc.
Mr. Michael Tumsaroch, MBA
Associate Director
[email protected]
www.guidepostsolutions.com
202-875-9381
1130 Connecticut Ave NW Ste 520
Washington, DC 20036-3943
Guidepost Solutions LLC, a global leader in investigations, monitoring, compliance, security technology, and risk management solutions, helps clients solve problems, mitigate risks, and resolve disputes. Our financial crime, compliance, and monitoring teams are operationally experienced in developing, deploying, and running risk management solutions to address the unique needs of global financial service firms. We have assisted a variety of financial clients around the globe, including domestic and regional commercial banks.
Linedata
Mr. Ben Manning
[email protected]
www.linedata.com
260 Franklin St., Ste. 1300
Boston, MA 02110-3127
Linedata is a global provider of software and technology solutions for a range of financial services sectors including lending, leasing, institutional funds, savings, hedge funds and service offers such as analytics and business process outsourcing. Our lending, leasing and syndication solutions allow financial institutions to originate, service, and manage ongoing risk while increasing processing efficiency and reducing risk. As a result, Linedata clients are able grow and provide an exceptional experience to their employees and customers.
All Covered
Mr. John Lee
[email protected]
allcovered.com
All Covered provides first class customer service to financial institutions with a complete suite of services engineered to mitigate security and compliance risk, reduce IT expenditures and improve operating efficiencies. Our hosted, managed and cloud-based services are designed to provide affordable and proactive support while meeting the regulatory requirements governing your institution. Since 1983, All Covered Finance has been helping guide clients through the complex and ever changing regulatory landscape.