Financial Services
Modern Talent Solutions for a Traditional Industry
For two decades, Smith & Wilkinson has set the bar for excellence in executive search for community banks and credit unions. Our clients have come to depend on our market expertise, our commitment to excellence, professionalism, candor, integrity, and of course results.
Our clients include community financial institutions (banks and credit unions), service providers and associations, nonbank lenders and financial technology (fintech) companies, community and economic development organizations, and government-sponsored enterprises. Our tenured team of search professionals has experience representing clients across the spectrum of organizational missions, from those clients who view their roles as stewards of their customers’ money across generations to companies looking to get products to market with speed.
Successfully completed engagements have included searches for Board Members, some of the most highly visible CEO searches in our space, and across functional areas of lending, credit, operations, technology, finance and accounting, risk management, human resources, wealth management, and marketing.
Discover the Most Powerful Path for Growth: Your Team
With over two decades of experience in organizational consulting, our team is ready to help you find and hire the best talent available. Through our extensive network, we offer broad-ranging capabilities to the financial services sector including community banks, credit unions, financial technology and community and economic development. Our team lives and breathes financial services, and we share in your excitement for where our industry is headed.
Our search assignments encompass nearly all seniority levels and functional areas of the financial services ecosystem, offering our clients and candidates maximum visibility into the talent market.
Financial sectors we serve
As members of the ICBA and ABA, as well as numerous state banking associations, our network extends across the country. We’ll partner with you to find qualified talent with relevant knowledge of the banking industry.
Our assignments include searches for board members, C-suite executives, line of business leaders, and skilled individual contributors in every function and discipline across the organization. Our clients run the gamut, from publicly traded commercial banks to mutual savings banks, with assets ranging from $100M to $100B.
Credit Unions are a vital part of healthy communities. As member-owned organizations, they contribute directly to the communities they serve. Credit unions promote the well being of their members and it’s important to create relationships built on trust. That trust starts with a quality organization that understands and believes in their mission. The Credit Union team at Smith & Wilkinson are experts at finding dedicated, knowledgeable talent for credit unions.
Our team of experts understands the challenges of the Fintech ecosystem. New, innovative technologies and rapid consumer adoption requires executives who are adaptable, innovative and creative. Through our extensive network, we offer broad-ranging capabilities to Financial Technology providers including companies in Payments, Banking, Marketplace Lending, Personal Finance and Wealth Management, Real Estate, and elsewhere.
Our search assignments encompass nearly all seniority levels and functional areas of the FinTech industry, offering our clients and candidates maximum accessibility to the talent market.
Our search assignments include executive directors, C-suite executives, and skilled individual contributors in a multitude of functions. Clients include CDFI’s, CDC’s, various state-chartered organizations dealing in tax credits, block grants, direct lending, and bond financing, housing authorities, and related entities.
Our philosophy is as simple as it is timeless; we cultivate relationships with exceptional executives across the industry, and we leverage these relationships to find the right candidate the right job at the right time.
Testimonials



Our Financial Services Team
Cameron Boyd
Managing Partner, Financial Services Practice

Cameron Boyd is Managing Partner of S&W’s Financial Services Practice, the firm’s legacy industry vertical. As Managing Partner, Cameron is responsible for the leadership and strategic growth of the practice, supporting a tenured team of consultants and executive search practitioners. Additionally, his responsibilities include the oversight of key client and candidate relationships, business development initiatives, and thought leadership. Cameron is also actively involved in the running of some of the team’s most highly visible engagements. Since joining the firm in 2010 he has successfully completed dozens of CEO searches and conducted hundreds of searches across a wide spectrum of functional areas within financial services. Cameron is a key member of S&W’s leadership team, helping to shape the firm’s overall strategic priorities and growth initiatives. Prior to joining S&W, Cameron began his executive search career with a firm specializing in attorney recruitment. He is a member of the Board of Directors of the Scarborough Land Trust and a graduate of Hartwick College in Oneonta, New York.
Chris Kelley
Senior Partner, Director, Financial Services Practice

As a Partner in the Financial Services Practice, Chris provides professional level, director level, and C-Suite search services to Community & Regional banks in the Northeast & Midwest. Chris focuses on working with banks between $200MM to $10B in assets, and in addition to conducting numerous CEO searches; he has successfully completed dozens of searches in the areas of commercial, consumer, and residential lending, retail banking, technology, credit, risk, audit, compliance, operations, finance and accounting, and wealth management. He is active in numerous state banking associations, and is a frequent attendee of association events. In addition to providing exceptional service to his clients and candidates, Chris is also a member of Smith & Wilkinson’s leadership team, helping to shape the firm’s strategic priorities and growth initiatives.
Prior to joining Smith & Wilkinson, Chris ran his own business for six years, and prior to that managed sales teams for two Fortune 500 companies for eight years. His business and management experiences have given him valuable insight into the art of identifying and hiring the right person for a position. He earned a Bachelor of Arts in Communications from the University of New Hampshire. Outside of work, Chris enjoys spending time with his wife and three children, coaching youth sports, and rooting for the Pats, Red Sox, Celtics, and Bruins.

As a Partner within our Financial Services practice, Nate Townsend leverages his market expertise and consultative approach to build value on behalf of Financial Institutions across the United States. Nate’s engagements have included executive positions, business line leaders, and skilled individual contributor roles whose positions primarily fall within commercial, residential and consumer lending, credit, risk, audit, technology, compliance, retail, marketing, finance and accounting, and operations.
Prior to joining Smith & Wilkinson, Nate held various sales, consulting, and business development roles specializing in creating sustained value for financial institutions and government municipalities. Nate earned a B.B.A from Ohio University in Athens, OH with a focus on Marketing & Sales. Originally from Akron, OH, he now lives in Saco, ME with his partner Carly and their dog, Ruby. For fun, they love to get outside, explore, and take advantage of everything this great state has to offer.

As a Partner in the Financial Services Practice, Steve Peary provides professional level, director level, and executive level search and talent advisory services to financial institutions throughout the country. His engagements have included C-suite positions, line of business executives, and board of director roles for community banks and credit unions ranging from $200MM to $50B in assets.
Steve received his BA from the University of Maine at Orono. Outside of work Steve can be found coaching or watching his 3 children’s sports, and in his free times enjoys taking advantage of all the State of Maine has to offer with spending time on the water and skiing in the Winter.

Moriah Maron is a Consultant in Smith & Wilkinson’s Financial Services Practice.
Moriah is a people-person energized by others and committed to making a positive impact and building long-lasting relationships. She received her B.A. in Government from Franklin & Marshall College (Lancaster, PA) and recently a certificate in Corporate Social Responsibility at the University of Colorado Boulder. Before joining Smith & Wilkinson, Moriah worked in international education providing students access to high impact programs abroad and inspiring students to become culturally conscious global leaders. Outside of work, Moriah enjoys exploring Maine’s outdoors – everything from hiking, biking, skiing, sitting on the beach, training for her next triathlon, and checking out Portland’s many restaurants and breweries.
Darcy Flaherty
Senior Associate, Financial Services Practice

Before joining Smith and Wilkinson, Darcy spent 16 years as a Higher Education professional in Undergraduate Admissions helping students and families find the right fit for college. She oversaw the first-year undergraduate team, where they connected with thousands of families and school counselors all over the country. She graduated with a BS in Human Development and Family Studies followed by a MS in College Student Personnel from the University of Rhode Island. Outside of work, Darcy enjoys spending time with her three small children, jamming out to soulful music, and dreaming of Maine summers.
William Wegener
Associate, Financial Services Practice

William Wegener is an Associate in Smith & Wilkinson’s Financial Services Practice.
Before joining Smith & Wilkinson, William spent 8 years working throughout New England in the telecommunications industry focusing on sales development, leadership and talent acquisition. His most recent experience was in developing and leading a regional recruiting team for one of the top wireless corporations nationally. He takes pride in a consultative and ‘servant heart’ approach to business.
Outside of the office, you can find William enjoying a round of golf, exploring the Maine outdoors or visiting one of the many local eateries Portland has to offer. He currently resides in Southern Maine with his wife and young family.

As Managing Partner of Smith & Wilkinson, Carll provides professional level, director level, and C-Suite search services to Community & Regional banks across the Northeast. He focuses on working with banks between $100MM to $10B in assets, and in addition to conducting numerous CEO searches; he has successfully completed dozens of searches in the areas of commercial, consumer, and residential lending, retail banking, technology, credit, risk, audit, compliance, operations, finance and accounting, and wealth management. Carll has been a contributor to various banking publications including Banking New England, Connecticut Banking Magazine, and Massachusetts Banker, and has been featured in The Wall Street Journal, Banker & Tradesman, The Commercial Record, and SNL.
Carll earned his BA from Fordham University, where he graduated magna cum laude and Phi Beta Kappa. He is a member of The Pinnacle Society, the nation’s premier consortium of top boutique recruiters with membership limited to 75 people nationally. Married with three children, Carll is also a singer/songwriter and can be found on Spotify and iTunes.

Julia Crouter is an Associate on Smith & Wilkinson’s Financial Services Practice with over a decade of experience providing white glove client service. Prior to joining Smith & Wilkinson, Julia worked on the Preferred Banking team with First Republic Bank to foster and expand consumer and commercial client relationships. She received her B.A. in Government from Colby College, in Waterville Maine.
Outside of work, Julia is an avid reader and can be found testing out the Portland restaurant scene, planning trips abroad, and exploring Maine with her dog, Kevin.
Caroline Cutter
Research Analyst Financial Services Practice

As the Research Analyst, Caroline focuses on supporting the firm’s diverse administrative research, survey, reporting and project management needs.
Caroline graduated from James Madison University receiving a B.B.A. in Business Management, focusing on Innovation and Entrepreneurship. Prior to joining Smith & Wilkinson, Caroline spent her time opening and managing businesses in Pennsylvania and Maine. She is very excited to now call Maine home and enjoys spending time with her friends, catching sporting events, trying new restaurants and hanging out with her pug, Tootsie.
Senior Credit Analyst
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 06/05/2023
Smith & Wilkinson has been retained by Newtown Savings Bank to manage the search for a Senior Credit Analyst.
Headquartered in Newtown, Connecticut, Newtown Savings Bank is an approximately $1.8B, 168-year-old, mutually chartered community bank. The bank’s Commercial and Small Business portfolio consists of C&I, CRE, and Construction lending. They also have a unique business line of Condo Association loans, as well as SBA and Quick Credit Loans. NSB is a Preferred Small Business Administration (SBA) lender.
Under the direction of the Chief Credit Officer, the Senior Credit Analyst is responsible for the independent management of robust reporting that effectively and efficiently monitors the risk profile of the Commercial Lending and Small Business Lending portfolios. This individual analyzes said reporting and recommends appropriate action to protect the Bank from credit risk. Responsible for maintaining the risk ratings of Branch assigned small business loans in accordance with loan policy. Assigns risk ratings to new loans and reviews existing risk ratings for accuracy. Underwrites the Bank’s most complex loan requests. Provides recommendations to Accounts Officers. Provides credit investigation for the Bank’s most complex loan requests and/or workouts for use by Account Officers and committees. Assures conformity to Bank policies and procedures. Provides additional analysis and assists with projects as needed/assigned.
For additional information, or to arrange a confidential conversation, please contact Moriah Maron, Consultant, Financial Services (mmaron@smithandwilkinson.com).
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Moriah Maron

Cameron Boyd
Chief Banking Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 06/14/2023
East Cambridge Savings Bank, a $1.6B mutual bank serving greater Boston, is currently seeking a dynamic and experienced Chief Banking Officer to join the Bank’s executive team. Reporting to the President and CEO, the Chief Banking Officer will be tasked with overseeing Retail, Marketing, and Commercial and Residential Lending for the institution, creating a span of control that will allow this key executive to drive a significant portion of the Bank’s strategy over the coming years. East Cambridge has a rock-solid business model and balance sheet, and yet there is a significant near-term opportunity to transform certain aspects of the Bank’s customer experience across channels. The successful candidate will lead the development of new products and services, and innovate delivery channels and customer journeys. We’re looking for a smart banker with diverse experience across various lines of business. This person doesn’t need to be an expert in each subordinate area of their responsibility, rather we’re looking for broad expertise, mature executive leadership capabilities, and strategic vision for the future of the industry.
Please contact Cameron Boyd or Darcy Flaherty for a confidential conversation.
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Cameron Boyd
Commercial Real Estate Lender
Financial Services
- Practice Area:
- Financial Services
- Region:
- Rhode Island
Posted: 06/21/2023
Due to planned internal promotions, S&W has been retained by The Washington Trust Company ("Washington Trust," washtrust.com) to lead the search for an experienced Commercial Real Estate Lender (CRE) to join their growing team.
Founded in 1800 and headquartered in Westerly, Rhode Island, Washington Trust is the oldest community bank in the U.S and one of the premier financial institutions in the region. The bank has almost $7B in total assets and serves customers across established business lines in commercial and mortgage lending and wealth management and operates 27 retail locations in Rhode Island, Connecticut, and Massachusetts. The bank is publicly traded (NASDAQ - WASH) and maintains consistent outstanding financial performance.
The CRE Lender will join a tenured team of lending professionals supporting an approximately $1.7B commercial real estate portfolio. The successful candidate will inherit a meaningful book of customers and credits and will be supported by an experienced team of Portfolio Managers and Commercial Loan Assistants (CLAs). We are seeking established commercial real estate lending talent with proven credit underwriting experience and a track record of new business generation for this outstanding opportunity. For additional information, please contact a member of the S&W search team: Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or William Wegener, Associate, Financial Services (wwegener@smithandwilkinson.com).
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William Wegener

Cameron Boyd
VP, Retail Banking
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 07/05/2023
Smith & Wilkinson has been retained by Merrimack Valley Credit Union (MVCU) to manage the search for the credit union’s newly created VP, Retail Banking. Founded in 1955, MVCU has grown from humble beginnings to become one of the five largest credit unions in Massachusetts. With the recent merger between MVCU and RTN FCU they now sit at nearly $2.4B in assets with over 116,000 members spread across nearly 30 locations.
Reporting to the EVP, Chief Retail & People Officer, the VP, Retail Banking will be responsible for the implementation of the overall strategic direction and performance of the retail branches in accordance with the credit union’s strategic plan. They will be accountable for the leadership, management, coaching and administration of all sales, service and operations of the Branch Offices, and Branch Operations departments while formulating and recommending changes to improve overall operating efficiencies. The VP, Retail Banking will manage the overall implementation and effectiveness of retail branch initiatives related to the delivery of exceptional member service, market expansion, and diversification strategies. They will be expected to actively participate in achieving all sales and operational goals, while maintaining a positive member and employee experience.
For a confidential conversation and additional information, please reach out to Nathan Townsend.
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Nate Townsend
President & CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- New York
Posted: 07/11/2023
S&W has been retained by Gouverneur Savings & Loan Association (“GS&L,” gouverneurbank.com) to manage the search and selection process for the bank’s next President & CEO.
Headquartered in Gouverneur, New York, GS&L is a 131-year-old, approximately $205MM community bank serving communities along the Saint Lawrence River and Lake Ontario. The bank provides a range of deposit and lending services to individuals, families, and businesses within its North Country footprint. In 2022, GS&L completed the acquisition of Citizens Bank of Cape Vincent, expanding the bank’s footprint into Jefferson County and allowing GS&L to continue to serve their customers with a high level of personal service across the bank’s expanded five branch network. Following the acquisition, GS&L established a subsidiary limited-purpose municipal bank to service the deposit needs of the area’s municipalities, which is owned and operated by the bank's holding company. GS&L is in strong financial condition; for the period ending on March 31st, 2023, the bank had $205MM in total assets, total deposits of $179MM, total stockholders’ equity of $26MM, and a core capital ratio of 10.73%. Pursuant to the bank’s mission to “invest in, support, and nurture the communities [they] serve,” the bank’s parent company, Cambray Mutual Holding Company announced that Gouverneur Bancorp, Inc (OTC Pink: GOVB) adopted a Plan of Conversion and Reorganization and will reorganize into a fully public stock holding company, anticipating regulatory approval by the third calendar quarter of 2023. The additional capital raised through the conversion will allow the bank to execute upon a regulator-approved plan to expand its geographic footprint and service offerings. GS&L is regulated by the FDIC and New York Division of Banks.
The President and CEO of GS&L will be responsible for providing strategic leadership, driving operational excellence, and ensuring the growth and success of this community-focused bank. We are seeking an exceptional well-rounded banking executive to lead the bank into its next chapter. For additional information, or to arrange a confidential conversation, please contact a member of the S&W search team: Moriah Maron, Consultant, Financial Services (mmaron@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).
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Moriah Maron

Cameron Boyd
VP, PMO (Program Management Office)
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 07/10/2023
Smith & Wilkinson has been retained by Merrimack Valley Credit Union (MVCU) to manage the search for the credit union’s newly created VP, PMO (Program Management Office). Founded in 1955, MVCU has grown from humble beginnings to become one of the five largest credit unions in Massachusetts. With the recent merger between MVCU and RTN FCU they now sit at nearly $2.4B in assets with over 116,000 members spread across nearly 30 locations.
The VP, PMO will lead organizational change and project management as a discipline at MVCU and will partner closely with Executive and Senior Management, project stakeholders, and all lines of business to direct strategic projects and organizational direction. This position will report to the CFO/COO and be responsible for all aspects of change management and project management from inception to conclusion.
For a confidential conversation and additional information, please reach out to Nathan Townsend or Darcy Flaherty.
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Nate Townsend

Darcy Flaherty
Director, Internal Audit
Financial Services
- Practice Area:
- Financial Services
- Region:
- New York
Posted: 07/11/2023
Smith and Wilkinson is currently retained on a search for a Director, Internal Audit for Municipal Credit Union. This is a highly visible role reporting directly to the General Counsel and will oversee both a small internal team as well as manage an important outside vendor relationship. The incumbent will be responsible for developing, executing upon and also continuingly improving a proven risk-based internal audit plan for the credit union. This person should be capable of both designing a process and the strategy component of that and being “hands on” and performing ad-hoc audit work as needed by the institution. For a confidential discussion on this role please contact Stephen Peary or Darcy Flaherty.
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Steve Peary

Darcy Flaherty
President & CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 07/21/2023
Due to the planned retirement of the bank's President & CEO, S&W has been retained by Stafford Savings Bank (www.staffordsavingsbank.com) to manage the search for its next chief executive.
Established in 1872, Stafford Savings Bank is a mutual savings bank that exists to serve the financial needs of residents of Stafford, Connecticut and its surrounding communities and is truly a "hometown bank with hometown values." The bank's operating model and strategy are built around a long-term view of stability and prudent balance sheet management on behalf of the bank's customers and employees. The bank's core business model is quintessential community banking, safeguarding consumer deposits and using those deposits to fund consumer mortgages. With 3 branch locations in Stafford Springs, the bank lends to homeowners in its home market and in the contiguous communities of Ashford, Ellington, Somers, Tolland, Union, and Willington. What makes Stafford Savings Bank unique compared to many of its peers is that the bank maintains a sizable legacy investment portfolio that serves as a hedge against future liquidity or capital needs. The success of this strategy is measured not only by the bank's continued independence as a mutually owned and governed community financial institution, but also by the strength of its balance sheet. Stafford Savings Bank today is approximately $389MM in total assets and as measured by core capital ratio is the most capitalized bank headquartered in the State of Connecticut. Additionally, the bank was recently recognized by Independent Banker magazine as one of the top 25 (#13) most profitable banks in the country in the $300MM-$1B category as measured by ROA.
We are seeking well-rounded banking talent for this CEO role with proven expertise across a wide range of fundamental technical competencies. The ideal candidate will demonstrate a sincere understanding of the importance this community bank plays in the financial lives of its customers and in the community of Stafford, as well as a willingness to embrace a long-term view of success that will extend well beyond his or her tenure as chief executive. For additional information about this incredibly unique community bank CEO role, please contact a member of the S&W search team: Moriah Maron, Consultant (mmaron@smithandwilkinson.com) or Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com).
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Moriah Maron

Cameron Boyd
President & CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 07/28/2023
Due to the planned retirement of the bank’s President and CEO, Maureen Frank, S&W has been retained by New Haven Bank (“NHB,” newhavenbank.com) to manage the search and selection process for the bank’s next chief executive.
Headquartered in New Haven, Connecticut, New Haven Bank is an approximately $185MM CFDI bank. Designated in 2010, NHB is the only Community Development Financial institution (CDFI) bank in the State of Connecticut and is driven by its mission of supporting economically underserved communities within the Greater New Haven area. The bank provides a range of deposit and lending services to the people, businesses, and communities in their footprint and recently invested in new technology to further allow their customers to bank digitally. Continuing to grow and provide “face-to-face service quality and execution with excellence,” in accordance with their mission, NHB is opening a second branch in West Haven. The West Haven branch epitomizes the bank’s goal of providing banking services in areas currently not adequately represented by community-centric lending and relationship banking. NHB operates under a nonprofit holding company, First City Fund Corporation, a charitable nonprofit foundation whose charter mandates the formation of a locally based community bank to assist in the economic development and progress of the City of New Haven. The bank maintains excellent capital and asset quality. NHB is regulated by the Federal Reserve Bank of Boston and the Connecticut Department of Banking.
The President and CEO of New Haven Bank is responsible for the overall leadership and stewardship of this important community financial institution. We are seeking exceptionally well-rounded, community-centric banking talent with a broad understanding of community banking, a proven track record of executive leadership, and shared values of the role New Haven Bank plays in the communities that it serves. For additional information, or to arrange a confidential conversation, please contact a member of the S&W search team: Moriah Maron, Consultant, Financial Services (mmaron@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com).
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Moriah Maron

Cameron Boyd
Senior Commercial Credit Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 08/22/2023
S&W has been retained by Kennebec Savings Bank ("KSB," www.kennebecsavings.bank) to manage the search for the bank’s next Senior Commercial Credit Officer.
Founded in 1870 and headquartered in Augusta, Maine, Kennebec Savings Bank is an exceptionally well-run, mutually held savings bank serving consumer and business customers throughout the state of Maine. KSB serves the financial needs of its customers through a comprehensive suite of personal, business, and investment products and services and differentiates itself in a crowded marketplace through exceptional customer service and a steadfast commitment to its communities. The bank has approximately $1.7B in total assets, operates 8 retail locations, and complements its offerings with competitive mobile and online solutions. The bank is an outstanding corporate citizen, and as a mutually held savings bank, "takes pride in giving back in meaningful ways to the neighborhoods in which we work and raise our families." In 2020, through its Community Dividends program, the bank donated almost $1.1MM across 35 communities and KSB employees put in over 9,000 volunteer hours.
Reporting to the bank’s COO & CLO, the Senior Commercial Credit Officer is responsible for the Bank’s commercial credit function while directing the daily operations and staff of the commercial credit department; managing the underwriting of the Bank’s new and existing commercial credit portfolio in a timely, efficient and accurate manner; driving strategy for effective portfolio management in an ever changing environment; actively participate in revisions to the Bank’s Loan Policy and recommend changes as needed to the loan approval process. This position requires strong commercial credit experience, effective communication and staff coaching, and solid leadership skills. We are seeking an exceptional commercial credit expert for this unique leadership opportunity.
Please contact Nathan Townsend for additional information and to schedule a confidential discussion about the opportunity.
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Nate Townsend
Digital Fraud Investigator
Financial Services
- Practice Area:
- Financial Services
- Region:
- New York
Posted: 08/24/2023
Smith and Wilkinson has been retained by Municipal Credit Union (“MCU”) on the search for a Digital Fraud Investigator. This newly created role will take the lead as the organization rolls out their real-time payments platform to better serve their member base. The role will work hand in hand with the risk team and financial crimes teams and monitor and manage alerts as well as handle exception processing and bringing issues to the management team when warranted. MCU is a progressive rapidly growing institution serving the everyday heroes of NYC by providing access to best-in-class financial services. Please contact Stephen Peary or Julia Crouter for a confidential discussion around the role.
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Julia Crouter

Steve Peary
EVP, Commercial Lending
Financial Services
- Practice Area:
- Financial Services
- Region:
- Massachusetts
Posted: 09/05/2023
In anticipation of the planned retirement of the bank's long-time head of commercial lending, Smith & Wilkinson has been retained by Cornerstone Bank (cornerstonebank.com) to manage the search and selection process for the bank's next Executive Vice President, Commercial Lending.
Headquartered in Spencer, Massachusetts, Cornerstone Bank is a thriving mutual community bank with assets totaling $1.5 billion. Established in 2017 through the merger of two area mutual banks, SpencerBANK and Southbridge Savings Bank, Cornerstone Bank operates a network of 10 retail branch locations in central Massachusetts and serves both consumer and commercial customers throughout the state and beyond. This local institution takes pride in its commitment to personalized customer service, catering to the unique needs of individuals, businesses, and community organizations.
As a member of the bank's collaborative executive team, the EVP, Commercial Lending is one of the most highly visible leadership roles in the bank and is responsible for the overall growth, profitability, and success of commercial lending. The primary responsibilities include managing the bank's Commercial Lenders, Commercial Loan Operations, and Commercial Services groups. The selected candidate will provide invaluable guidance and support to department heads, ensuring efficient management, supervision, and direction of all activities of these important teams. This role also demands active participation in Senior Management meetings, spanning ALCO (Asset and Liability Management Committee), Commercial Loan Review, and Strategic Planning sessions. Monthly reporting to the Bank's Board of Directors and Executive Committee will underscore the EVP's integral role in shaping the bank's strategic direction.
For additional information regarding this esteemed leadership opportunity or to arrange a confidential discussion, please contact a member of the S&W search team: Nathan Townsend, Partner & Consultant (ntownsend@smithandwilkinson.com), or Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com)
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Nate Townsend
VP of Compliance
Financial Services
- Practice Area:
- Financial Services
- Region:
- New York
Posted: 09/05/2023
The VP of Compliance will report directly to the CFO and be responsible for ensuring Credit Union compliance with all state and federal regulations and guidance. They will serve as the designated Credit Union Bank Secrecy Act (BSA) officer and be responsible for maintaining and administering the Credit Union’s BSA Program. This person will be responsible for maintaining and reviewing all Credit Union policies to ensure compliance with state and federal laws. They will also develop and maintain relationships with third-party compliance resources, perform reviews of all Credit Union contracts, and provide recommendations to mitigate legal and regulatory risks. Additionally, they will compile and issue reports that detail their conclusions and provide recommendations for improving compliance policies and practices across all segments of the organization. Finally, they will keep management informed of emerging compliance and regulatory risks to the organization.
For additional information about this leadership opportunity, or to arrange a confidential discussion, please contact Nathan Townsend (ntownsend@smithandwilkinson.com) or any member of our team.
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Nate Townsend
Commercial Loan Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- Connecticut
Posted: 09/06/2023
S&W has been retained by our longtime client partner Newtown Savings Bank ("NSB," nsbonline.com) to manage the search for an experienced Commercial Loan Officer to join their established Commercial Lending team.
Headquartered in Newtown, Connecticut, NSB is an approximately $1.8B, 168-year-old, mutually chartered community bank that operates under the belief in "The Power of Local." More than a tagline, "The Power of Local," is at the core of everything that the bank does, from local decision making on credits, to hiring, and to giving back to the communities that the bank serves. The bank’s Commercial & SBA Lending team services a diverse customer base and is experienced across CRE, C&I, and Construction loans. NSB is also a Preferred Small Business Administration (SBA) lender.
Reporting to the bank’s FVP, Senior Commercial Lending Officer, the Commercial Loan Officer is responsible for the development of new commercial banking relationships, the management of a productive book of business, and adherence to the bank's credit quality and underwriting standards. We are seeking well-rounded commercial banking professionals with a proven track record of new business development and demonstratable commercial credit acumen. For additional information, or to arrange a confidential conversation, please contact a member of the S&W Search Team: Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com) or Julia Crouter, Associate (jcrouter@smithandwilkinson.com).
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Julia Crouter

Cameron Boyd
President & CEO
Financial Services
- Practice Area:
- Financial Services
- Region:
- Maine
Posted: 09/07/2023
Due to the planned retirement of the credit union's longtime President & CEO, Tricorp Federal Credit Union (tricorp.org) has retained S&W to lead the search and selection process for its next chief executive.
Tricorp is a member owned, member controlled, not-for-profit cooperative financial institution that exists to serve other natural person credit unions. Tricorp, and the other 10 corporate credit unions in the US, are credit unions for credit unions. Corporate credit unions were formed in the 1970's as a solution to cashflow issues that credit unions were facing by aggregating their liquidity and creating a cooperative distribution system. While the suite of products and services has evolved over the ensuing years, the mission of these organizations remains the same, which is to add value to the nation's credit union system and to maximize its returns to members. Headquartered in Westbrook, Maine, Tricorp serves a membership base of dozens of natural person credit unions across New England through the primary offerings of payment services, investment and liquidity solutions, and strategic alliances. The credit union is approximately $300MM in assets, not including off balance sheet assets, is in strong financial condition, and has one of the highest capital ratios of any corporate credit union. Tricorp has differentiated itself through exceptional service and responsiveness to its members by its knowledgeable and tenured staff.
Reporting to Tricorp's Board of Directors, the President & CEO is responsible for the overall successful operation of the credit union. Success in the role of President & CEO will be measured against the deepening of relationships with existing members through the adoption of additional products and services, the retention of members and staff, and by identifying opportunities for growth through both the addition of new members and new solutions. This highly visible member of the credit union system should be recognized and respected by both members and nonmembers alike and by key constituents at the local, state, and national level. We are seeking well-rounded financial services executives who exhibit a strong member service orientation, financial and operational acumen across the key technical areas of Tricorp's business model, and a passion for both maintaining and growing the institution. For additional information about this unique credit union leadership role, please contact a member of the S&W search team: Moriah Maron, Consultant (mmaron@smithandwilkinson.com) or Cameron Boyd, Managing Partner (cboyd@smithandwilkinson.com).
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Relevant Contacts

Moriah Maron

Cameron Boyd
Chief Risk Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- New York
Posted: 09/07/2023
Due to the growth and evolution of the organization, Municipal Credit Union (MCU) has retained Smith and Wilkinson on the a search for the newly created role of Chief Risk Officer. Reporting directly to the CEO, the Chief Risk Officer (CRO) is responsible for leading the Credit Union’s enterprise risk management program, with direct responsibility for credit, operational, and information security risk. The CRO will work closely with all department executives and the Supervisory Committee of the Board on risk-related issues, ensuring that the Credit Union achieves its financial and operational objectives while appropriately identifying and mitigating risk factors. Please contact Stephen Peary or Darcy Flaherty for a confidential discussion around the role.
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Steve Peary
Compliance Officer
Financial Services
- Practice Area:
- Financial Services
- Region:
- New Hampshire
Posted: 09/19/2023
Under the general guidance of the Risk Management, Security & Information Security Officer and in accordance with established policies and procedures, the Bank’s Compliance Officer is responsible for managing all facets of regulatory compliance affecting bank operations, including marketing, deposits, lending and HMDA to ensure adherence to federal and state banking laws and regulations The Compliance Officer is responsible for ensuring compliance training efforts are conducted bank wide. The incumbent must be available as a subject matter expert and resource for compliance related questions, and will be responsible for inquiries from internal, state and federal audits.
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William Wegener

Chris Kelley
Chief Information Security Officer (CISO)
Financial Services
- Practice Area:
- Financial Services
- Region:
- New Jersey
Posted: 09/20/2023
As part of the continued growth of the bank and a recent promotion internally, Smith and Wilkinson has been retained by OceanFirst Bank on a search for their next Chief Information Security Officer (CISO). The CISO is responsible for designing, establishing, maintaining, and enforcing a corporate-wide information security management program to ensure the integrity, confidentiality, and availability of information owned, controlled, and processed by the institution. We are seeking a forward-thinking technology executive who can clearly communicate complex technical concepts into simple business terms and who can both ensure the organization is protected today as well as anticipate where the future is going in this field. This highly visible role is a great opportunity to be part of a growing, dynamic team at a premier publicly traded community bank in the New Jersey marketplace. Please contact Stephen Peary or Darcy Flaherty for a confidential discussion about the role.
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Steve Peary
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