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In This List

OceanFirst Bank names NY president; Northwest hires accounting principal

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OceanFirst Bank names NY president; Northwest hires accounting principal

S&P Global Market Intelligence presents a daily roundup of management and board changes in the financial services and bank and thrift industries. This feature excludes C-level leadership changes and stories previously covered by S&P Global Market Intelligence.

Kathy Waller was nominated to join the board of Houston-based Cadence Bancorp. for a three-year term.

Waller was recently Coca-Cola Co.'s CFO and president of enabling services. She will stand for election at Cadence Bancorp.'s annual meeting May 8.


David Matson will not stand for re-election to the board of First BanCorp. at the company's annual shareholders meeting in May.

Matson joined the San Juan, Puerto Rico-based company's board in September 2013. He is a former bank executive with more than four decades of banking experience.


John Heffern, the principal and founder of KCA/Princeton Advisors LLC intends to withdraw his application for regulatory approval to join the board of Lafayette, La.-based MidSouth Bancorp Inc.


Warren, Pa.-based Northwest Bancshares Inc. named Jeffrey White principal accounting officer. He joined Northwest Bank in June 2018 as senior vice president and controller.

White succeeds Senior Executive Vice President and CFO William Harvey Jr. as principal accounting officer.


Toms River, N.J.-based OceanFirst Bank NA appointed Daniel Harris president of the New York region.

Harris was the managing director and head of commercial real estate finance at New York-based Morgan Stanley Private Bank NA.


Brett Lawrence joined the board of La Jolla, Calif.-based CalPrivate Bank, a unit of Private Bancorp of America Inc.

Lawrence is senior vice president of investments at private investment and real estate development company Rancho Mission Viejo Co.