 The Financial Account
by Bryan Monahan
Content Manager, Financial Yellow Book
November 25, 2008
The Financial Yellow Book, published semiannually, brings you accurate and up-to-date information
on over 540 public and private financial companies in the United States. This edition provides access to
more than 25,500 executives and 4,100 board members.
We select leading financial companies for the Financial Yellow Book using the following criteria:
assets or assets managed for commercial banks and bank holding companies, credit unions, money
management companies, and thrifts; total consolidated capital for brokerage firms; dollar amount
of mortgages originated or serviced for mortgage companies; premiums written for life and health
insurance companies and property and casualty insurance companies; market capitalization for real
estate investment trusts; number of initial investments in U.S.-based and overseas companies, as well
as assets or assets managed, for venture capital firms; importance or distinction within their field for
other companies, including commercial and consumer finance companies, leveraged buyout firms,
private and family investment firms, hedge funds, and securities underwriters.
The Leadership Directories Pledge
Leadership Directories updates and publishes content depicting the nearly half million people who lead
over 30,000 major government, business, professional, and nonprofit institutions in the United States.
Every item of information in every listing has been verified at the source.
Financial Yellow Book on the Internet
The Financial Yellow Book is available over the Internet by annual subscription as part of The
Leadership Library® on the Internet, where it is updated daily. Highlights of these changes are
available on our web site at www.leadershipdirectories.com.
Completed Mergers
The following mergers have been completed since the publication of the Summer 2008 edition:
| Acquirer |
Acquired |
| Ameriprise Financial, Inc. |
J. & W. Seligman & Co. |
| Bank of America Corporation |
Countrywide Financial Corporation |
| CME Group, Inc. |
NYMEX Holdings, Inc. |
| Fifth Third Bancorp |
First Charter Corporation |
| Liberty Mutual Holding Company, Inc. |
Safeco Corporation |
| The NASDAQ OMX Group Inc. |
Boston Stock Exchange, Incorporated |
| The NASDAQ OMX Group Inc. |
The Philadelphia Stock Exchange, Inc. |
| NYSE Euronext |
American Stock Exchange, LLC |
| Royal Bank of Canada |
Ferris, Baker Watts, Incorporated |
| U.S. Bancorp |
Downey Savings & Loan Association, F.A. |
| U.S. Bancorp |
PFF Bank & Trust |
Chief Executive Officer Changes
The following companies have changed chief executive officers since publication of the Summer 2008
edition. The chart below lists each company’s name, the former chief executive with his or her current
title and status, and the current chief executive with his or her full title and previous position.
| Company |
Former CEO |
Current CEO |
| Ambac Financial Group, Inc. |
Michael A. Callen
Executive Chairman |
David W. Wallis
President and CEO
(Formerly Senior Managing Director and Chief Risk Officer)
|
American Airlines Federal
Credit Union |
John M. Tippets
No longer with the company |
Angela K. Owens
President and CEO
(Formerly President) |
American International
Group, Inc. |
Robert B. Willumstad
No longer with the company |
Edward M. Liddy
Chairman and CEO
(Currently Partner, Clayton,
Dubilier & Rice, Inc.) |
Cincinnati Financial
Corporation |
John J. Schiff
Chairman |
Kenneth W. Stecher
President and CEO
(Formerly Executive Vice
President, CFO, Secretary and
Treasurer) |
DaimlerChrysler Financial
Services Americas LLC |
Paul Knauss
No longer with the company |
Thomas F. Gilmant
Vice Chairman and CEO
(Formerly Executive Vice
Chairman) |
| Dexia S.A. |
Axel Miller
No longer with the company |
Pierre Mariani
Chairman, Management Board
and Group Chief Executive
(Formerly Executive Vice
President, International
Retail Banking and Financial
Services, BNP Paribas) |
| Erie Indemnity Company |
John J. Bringling
No longer with the company |
Terrence Cavanaugh
President and CEO
(Formerly Senior Vice President,
The Chubb Corporation) |
| First Horizon National Corp. |
Gerald “Jerry” L. Baker
Vice Chairman of the Board |
D. Bryan Jordan
President and CEO
(Formerly Executive Vice
President and CFO) |
First Industrial Realty
Trust, Inc. |
Michael W. Brennan
No longer with the company |
W. Ed Tyler
Interim CEO
(Currently CEO, Ideapoint
Ventures) |
| General Growth Properties, Inc. |
John L. Bucksbaum
Chairman |
Adam S. Metz
Interim CEO
(Currently Co-Founding Partner,
Polaris Capital LLC) |
| Guaranty Financial Group Inc. |
Kenneth R. Dubuque
No longer with the company |
John T. Stuart III
Interim Chairman and CEO
(Formerly Senior Executive Vice
President & Chief Lending
Officer, Guaranty Bank,
1990-2002) |
New York Life
Insurance Company |
Seymour “Sy” Sternberg
Chairman |
Theodore “Ted” A. Mathas
President and CEO
(Formerly President and COO) |
| Old Mutual plc |
James “Jim” H. Sutcliffe
No longer with the company |
Julian Roberts
Group Executive |
| ProLogis |
Jeffrey H. Schwartz
No longer with the company |
Walter C. Rakowich
Chief Executive Officer
(Formerly President and COO) |
The Charles Schwab
Corporation |
Charles R. Schwab
Executive Chairman |
Walter W. Bettinger II
President and CEO
(Formerly President and COO) |
| Sovereign Bancorp, Inc. |
Joseph P. Campanelli
No longer with the company |
Kirk W. Walters
Interim President and CEO
(Currently Senior Executive Vice
President, CFO and Chief
Administrative Officer) |
| TCF Financial Corpoartion |
Lynn A. Nagorske
No longer with the company |
William A. Cooper
Chairman and CEO
(Formerly Chairman) |
| Wachovia Corporation |
G. Kennedy Thompson
No longer with the company |
Robert King Steele
President and CEO
(Formerly Under Secretary for
Domestic Finance, U.S.
Department of the Treasury) |
The Financial Yellow Book has a companion directory, the Corporate Yellow Book, which covers the
leading U.S. manufacturers, service businesses, and utilities.
As always, the editors of the Financial Yellow Book extend our sincere thanks to the hundreds of
contacts who have consistently taken time out of their busy schedules to provide us with accurate and
timely information, enabling the Financial Yellow Book to remain as current as possible. We always
welcome your comments and suggestions on improving the Financial Yellow Book. We can be reached
by phone (212) 627-4140 by fax at (212) 627-1612, and by email at info@leadershipdirectories.com.
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