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Banking and Finance

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LWBJ acquired by UHY

West Des Moines-based accounting firm LWBJ recently announced that it has joined UHY LLP, the 31st-largest U.S. accounting firm, as part of the Michigan-based firm’s Midwest region. The acquisition of LWBJ adds 65 employees to UHY’s more …

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Iowa banks intensify their connections with fintechs

As a key leader of several successful financial technology companies, Ryan Hildebrand has pioneered fintech platforms that are now used by leading banks across the United States as well as Europe. 

 

Last fall, Lincoln …

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Eide Bailly leader in Des Moines named to Graduate School of Banking faculty

Blake Crow, partner-in-charge of the Des Moines office of regional CPA and business advisory firm Eide Bailly, has been named to the faculty at the Graduate School of Banking at Colorado, one of the premier graduate schools …

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IPERS names Lakshminarayanan as chief investment officer

The Iowa Public Employees’ Retirement System, the state’s largest retirement system, has named Sriram Lakshminarayanan as its chief investment officer, effective Jan. 7. Lakshminarayanan joined IPERS in 2014 as chief risk officer. Previously, he worked as a …

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Business Record names Hy-Vee’s Michael Skokan as Deloitte CFO of the year

The Business Record has named Michael Skokan, who recently retired as executive vice president, chief financial officer and treasurer of Hy-Vee Inc., as the Deloitte CFO of the Year. The award honors an often unsung …

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Private Wealth expands into West Texas

Private Wealth Asset Management, a Cedar Rapids-based independent registered investment advisory firm that launched last fall, announced it has opened an additional office in Midland, Texas. The firm officially launched Sept. 3 with offices in Omaha, …

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Apollo, Athene announce completion of merger

Apollo and Athene today announced the successful completion of their merger under Apollo Global Management Inc. As a result of the merger, the combined entity, Apollo Global Management Inc., led by CEO Marc Rowan, has two principal …

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Serve Credit Union partners with FCT to offer trust and investment services

Serve Credit Union, a financial cooperative based in Urbandale, announced a new partnership with First Community Trust N.A. in Dubuque that will enable Serve Credit Union to offer trust services, investment management and retirement services to its members. …

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Athene to acquire Petros PACE Finance

Athene Holding Ltd., parent company of Athene USA, announced it has entered into a definitive agreement to acquire Petros PACE Finance LLC, a leading provider of Commercial Property Assessed Clean Energy (“C-PACE”) financing to owners …

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Iowa Credit Union Foundation names new executive director

The Iowa Credit Union Foundation announced that Jelena Babic Barnes has been named the organization’s executive director. Babic Barnes has been program manager for the Iowa Credit Union Foundation, the philanthropic arm of the Iowa Credit Union League, since …

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