TEXAS BANKING NEWS, PEOPLE AND IDEAS
TEXAS BANKING NEWS, PEOPLE AND IDEAS
In April, El Paso-based WestStar Bank announced four promotions. Mara Portillo has been promoted to senior vice president/compliance and Community Reinvestment Act (CRA) officer. With more than 16 years of experience in the banking industry, including 14 years at WestStar Bank, she will expand her leadership role by overseeing the bank’s CRA initiatives. Portillo will … Read more
Shalene Jacobson has joined Oklahoma City, Oklahoma-based InterBank to serve as chief financial officer. She will be headquartered at the bank’s Fort Worth office. C.K. Lee, president and CEO, announced the new hire. Jacobson will lead the accounting, financial reporting, funds management, financial planning and analysis functions, as well as chair the bank’s asset/liability committee. Jacobson … Read more
On October 16, the board of directors of Southside Bancshares Inc. and its subsidiary, Tyler-based Southside Bank, announced the appointment of Mitchell Craddock to chief operating officer of the company and bank, effective immediately following the retirement of Brian K. McCabe, current COO, on November 14. In addition, the company announced the appointments of Keith … Read more
El Paso-based WestStar announced the appointment of Myrna A. Ortiz as senior vice president of corporate accounting. She will oversee capital and liquidity planning activities, manage interest rate risk and reporting, handle investment accounting and monitoring and lead special projects. In addition, the bank has hired Nancy C. McElroy as vice president of corporate accounting. … Read more
Texas Governor Greg Abbott has appointed Roselyn “Rosie” Morris Ph.D. to the Finance Commission of Texas for a term set to expire on February 1, 2026. The commission is the governing body of the state banking, savings and loan, and consumer credit agencies. San Marcos-based Morris is a CPA and professor emerita of accounting at … Read more
The Baker Group LP, one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management, recently announced the promotion of Kathryn Phillips, CPA, to chief operating officer. She has served for nearly 20 years as chief financial officer for the firm and will maintain that title and role … Read more
Dallas-based CLA, which provides wealth advisory, outsourcing, audit, tax and consulting services to the financial services industry, among others, recently announced the promotion of Harrison Powers, CPA, to principal and Michele Cinciripino, CPA, to director. “Harrison and Michele have proven to be valuable assets to the firm, and our clients benefit from their attention to detail,” says … Read more