People: Bank of the James (BOTJ.OQ)

BOTJ.OQ on NASDAQ Stock Exchange Capital Market

7.60USD
8 May 2013
Price Change (% chg)

$0.22 (+2.98%)
Prev Close
$7.38
Open
$7.60
Day's High
$7.60
Day's Low
$7.60
Volume
144
Avg. Vol
488
52-wk High
$8.32
52-wk Low
$5.16

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Summary

Name Age Since Current Position

Thomas Pettyjohn

 64 2009 Independent Chairman of the Board

Robert Chapman

 48 2004 President, Director of the Company; President and Chief Executive Officer, Director of the Bank

Augustus Petticolas

 62 2009 Independent Vice Chairman of the Board

J. Todd Scruggs

 43 2007 Treasurer, Secretary, Director of the Company; EVP, CFO, Director of the Bank

Michael Syrek

 2012 Executive Vice President, Senior Loan Officer of the Bank

Harry Umberger

 45 2007 Executive Vice President and Senior Credit Officer of the Bank

Lewis Addison

 59 2006 Independent Director

John Alford

 50 2009 Independent Director

William Bryant

 46 2005 Independent Director

Donna Clark

 60 1998 Independent Director

James Daly

 53 2007 Independent Director

Watt Foster

 51 2005 Independent Director

Donald Giles

 69 1998 Independent Director

Richard Zechini

 71 1998 Independent Director
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Biographies

Name Description

Thomas Pettyjohn

 Mr. Thomas W. Pettyjohn, Jr., is Independent Chairman of the Board of Bank of the James Financial Group, Inc and the Bank since May 2009. Mr. Pettyjohn received a bachelor’s degree in History and a J.D. from Washington & Lee University. He is currently a principal of Davidson & Garrard, Inc., an investment advisory firm in Lynchburg. Mr. Pettyjohn has a banking background, having worked at Central Fidelity National Bank for many years. While at Central Fidelity, Mr. Pettyjohn held the titles of Executive Vice President and Division Manager of Residential Real Estate, Executive Vice President and Division Manager of Commercial Banking/Western Division, Vice President and In-House Counsel of Central Fidelity Bank’s predecessor, Fidelity American Bankshares, Inc., and statewide Manager for Indirect Lending. At the time of his retirement from Central Fidelity, Mr. Pettyjohn was Executive Vice President of Real Estate Administration for the Mortgage Division, with responsibility for a loan portfolio exceeding $3.5 billion. Mr. Pettyjohn is currently on the Board of Directors and chairman of the finance committee of Amazement Square Children’s Museum. He has served as the President of the Board of Directors of Boonsboro Country Club, an Elder and Deacon of First Presbyterian Church and continues to serve as chairman of the board of the First Presbyterian Weekday School.

Robert Chapman

 Mr. Robert R. Chapman, III, is President, Director of James Financial Group, Inc. Mr. Chapman was a co-organizer of Bank of the James in 1999. Previously, Mr. Chapman was Vice President and Branch Manager and a Commercial Account Manager at Crestar Bank for 15 years. Mr. Chapman is a graduate of Virginia Military Institute where he received a bachelor’s degree in Economics. Following graduation, Mr. Chapman served as First Lieutenant in the United States Army. Mr. Chapman graduated from the Stonier Graduate School of Banking. He has served as a board member of Lynch’s Landing, board member of the Court Appointed Special Advocates Program, board member of the Lynchburg Regional Chamber of Commerce, the Chairman of the United Way of Central Virginia giving campaign since 2008, is currently President of the Lynchburg City Schools Education Foundation, and also serves on the board of Amazement Square and the Centra Foundation, is a member of First Presbyterian Church and The Lynchburg Rotary Club.

Augustus Petticolas

 Dr. Augustus A. Petticolas, Jr., is Independent Vice Chairman of the Board of Bank of the James Financial Group, Inc and the Bank. He has practiced dentistry in Lynchburg since 1976. He is a graduate of Livingstone College in Salisbury, North Carolina and holds a bachelor’s degree in English with a minor in Biological Sciences and French. He earned his Doctor of Dental Surgery degree at the University of Maryland. Dr. Petticolas is involved in numerous community endeavors and is a founding board member of the Free Clinic of Central Virginia, Inc. In addition, he currently serves as a board director for the Greater Lynchburg Community Trust, Centra Health, Inc. and Centra Health Foundation.

J. Todd Scruggs

 Mr. J. Todd Scruggs is Treasurer, Secretary, Director of Bank of the James Financial Group, Inc since 2007. He also served as the Executive Vice President and Chief Financial Officer of Bank of the James since 2003. Mr. Scruggs was a co-organizer of the Bank and has served as its Chief Financial Officer since its formation in 1999. Prior to serving as an organizer for the Bank, Mr. Scruggs worked at Crestar Investment Group, where he was a Financial Consultant and an Investment Representative. Prior to that, Mr. Scruggs was a tax specialist and financial analyst for Ericsson GE Mobile Communications and Assistant to the Vice President of Finance and Controller of Old Dominion Box Company, Inc. Mr. Scruggs has a Bachelor of Science in commerce from the University of Virginia McIntire School of Commerce. Mr. Scruggs also graduated from the University South Carolina School of Graduate Bank Investment Management. Mr. Scruggs is currently Secretary to the Board of the Bank. He currently serves on the board of Central Virginia Community College Foundation, serves on the Board of the E.C. Glass Foundation and is involved with the Alliance for Families and Children’s Ways to Work Program. He has served on the board and been the treasurer of the Virginia School of the Arts.

Michael Syrek

 Mr. Michael A. Syrek has been appointed as Executive Vice President, Senior Loan Officer of Bank of the James., the subsidiary of James Financial Group, Inc., effective June 12, 2012. Syrek joined Bank of the James after nine years with SunTrust Bank in Lynchburg, where he served as a Vice President and Senior Vice President, Relationship Manager, until November 2007, when he was named President. He oversaw an loan portfolio and managed a team of relationship managers in Virginia and West Virginia. Before joining SunTrust, Syrek served as CFO of Frey Media, Inc. in Hilton Head, SC, Controller and CFO of a publications company based in Richmond, Controller of Highway Service Ventures Inc. in Ashland VA and an Assistant Controller of Marriott International, based in Arlington, VA. He holds a Bachelors of Business Administration degree in accounting from James Madison University. He has been active in the community, including serving as on the board of the Central Virginia Community College Educational Foundation, a board member of Step with Links and Rush Homes, and for the past six years as a board and Executive Committee member of the Lynchburg Regional Chamber of Commerce. Syrek is also active with the Forest Youth Athletic Association.

Harry Umberger

 Mr. Harry P. Umberger is Executive Vice President and Senior Credit Officer of the Bank, subsidiary of Bank of the James Financial Group, Inc since December 2007. From 2003 to 2007 Mr. Umberger served as Senior Vice President and Senior Credit Officer of the Bank.

Lewis Addison

 Mr. Lewis C. Addison is Independent Director of James Financial Group, Inc., since 2006. He is a Senior Vice President and CFO for Centra Health and has been associated with Centra Health since 1979. He holds a bachelor’s degree in Business with a Major in Accounting from Virginia Polytechnic Institute and State University. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and is a Past President of the Virginia Chapter of Healthcare Financial Management Association. He currently serves as Treasurer for Centra Health, and as a Board member and Treasurer for the Centra Health Foundation. In addition, Mr. Addison is a board member for the Bedford Memorial Hospital and the Southside Community Hospital. He is a board member and Treasurer for CCRC, Inc. (The Summit) and serves as Chairman of the Finance Committee for Amherst Baptist Church.

John Alford

 Mr. John R. Alford, Jr., is Independent Director of the James Financial Group, Inc., since June 16, 2009. He is a shareholder with Caskie & Frost, P.C., a law firm based in Lynchburg. In his practice, Mr. Alford provides advice to corporations and other business entities in matters of corporate law, commercial transactions, and real estate and to individual clients in matters including estate planning, estate administration, and real estate matters. He received a bachelor’s degree in Economics from the University of Virginia and a J.D. from Washington & Lee University School of Law. Prior to joining the Board of Directors of Financial, Mr. Alford was a member of the Bank’s Lynchburg Advisory Board. Mr. Alford is a board member of the Greater Lynchburg Community Trust, a Trustee for James River Day School and a former Chairman and Board Member for the Alliance for Families & Children.

William Bryant

 Mr. William C. Bryant, III, is Independent Director of James Financial Group, Inc., since 2005. He is the President of and Auctioneer for Ted Counts Realty and Auction Company. He holds a B.S. in Business Management from LaSalle University. Mr. Bryant received a certificate in Real Estate Appraisal from the International College of Real Estate Appraisal in Columbia, Tennessee and is a graduate of the Mosley Flint School of Real Estate in Roanoke, Virginia. In addition, he is a graduate of the Mendenhall School of Auctioneering in High Point, North Carolina, and obtained CAI designation through Indiana University, the Certified Auctioneers Institute in Bloomington, Indiana. Bryant is a member of the National Association of Realtors, the Virginia Association of Realtors, the National Association of Auctioneers and the Virginia Association of Auctioneers. He is a member of the Lynchburg Board of Realtors, the Organization of Professional Real Estate Appraisers and the National Association of Real Estate Appraisers.

Donna Clark

 Ms. Donna Schewel Clark is Independent Director of James Financial Group, Inc.since 1998. She has been Secretary and General Counsel of Schewel Furniture Company, Inc. since 1993. Ms. Clark received a bachelor’s degree in English Literature from Goucher College, a Masters of Arts from Brown University, and J.D. from the Marshall-Wythe School of Law, College of William and Mary. Ms. Clark currently serves as vice chair of the Board of Directors of New Vistas School, chair of the Board of Administration of Agudath Sholom Congregation and chair of the Campaign for Equal Justice of the Virginia Legal Aid Society.

James Daly

 Mr. James F. Daly is Independent Director of James Financial Group Inc., since 2007. He is the Vice President of Daly Seven, Inc., a company engaged primarily in hotel development and management. Mr. Daly has served in this capacity since 1980. He is graduate of Virginia Polytechnic Institute and State University where he received a bachelor’s degree in Business Management. He currently serves on the advisory board for the Boys and Girls Club of Lynchburg.

Watt Foster

 Mr. Watt R. Foster, Jr., is Independent Director of James Financial Group Inc., since 2005. Mr. Foster is the President and Chief Executive Officer of Foster Fuels, Inc., a company engaged primarily in the sale of petroleum and propane products and related products as well as the provision of emergency fuel delivery throughout the United States. He is also owner of Phelps Creek Angus Farm, a 500 head cow-calf operation location in Campbell County. Mr. Foster received a bachelor’s degree in Business Management from James Madison University. Mr. Foster is a member of the Staunton River Chapter of the Masonic Lodge and is an elder at Hat Creek Presbyterian Church in Brookneal, Virginia. Mr. Foster also serves on the board for Dixie Youth Girls Softball.

Donald Giles

 Mr. Donald M. Giles is Independent Director of James Financial Group, Inc., since 1998. Mr. Giles served as President of Moore & Giles, Inc., a Lynchburg company specializing in design and marketing of leather products for international and domestic sales distribution. He currently serves as Chairman of the Board of Moore & Giles. Mr. Giles received a bachelor’s degree in History from Virginia Military Institute, where he lettered in football and track. He has over 40 years of experience working in industry and business in the Lynchburg community. Mr. Giles has served as a member of the Alumni Board and the Athletic Council for VMI, as President of the VMI Keydet Club and a member of the VMI Development Board. Mr. Giles also has served on the Boards of Craddock Terry Inc., the Craddock Terry Foundation and the Boonsboro Country Club.

Richard Zechini

 Mr. Richard R. Zechini is Independent Director of Bank of the James Financial Group, Inc since 1998. Dr. Zechini is President of Richard R. Zechini, D.D.S., Ltd., a provider of orthodontic services with five offices in the Lynchburg area. Dr. Zechini graduated from Lynchburg College where he received a bachelor’s degree in Biology and Chemistry. He received his Doctor of Dental Surgery degree from the Medical College of Virginia in 1964. After serving two years as Captain in the United States Air Force Dental Corps, Dr. Zechini returned to the Medical College of Virginia where he received his graduate degree in orthodontics in 1968. He has been in the exclusive practice of orthodontics in Lynchburg since that time. Dr. Zechini has served as advisor to the Central Virginia Speech and Hearing Center, consultant to Lynchburg Training School and Hospital, consultant to Department of Pediatrics, Division of Orthodontics, University of Virginia, guest lecturer to the Department of Orthodontics, Medical College of Virginia, guest lecturer to the Dental Assistants Training Program, Virginia Western Community college, advisor to Dental Careers Program, and E. C. Glass High School. He is past president of The Exchange Club of Hill City, a member of The Knights of Columbus and the Bedford Chamber of Commerce. Dr. Zechini is past president of the Lynchburg Dental Society and the Virginia Association of Orthodontics.

Insider Trading

Name Shares Traded Price

CHAPMAN ROBERT R III

 150 $7.70

CHAPMAN ROBERT R III

 100 $7.60

DOYLE JULIE P

 400 $7.50

CHAPMAN ROBERT R III

 250 $7.50

ALFORD JOHN R JR

 500 $7.50

PETTYJOHN THOMAS W JR

 300 $7.75

CHAPMAN ROBERT R III

 359 $7.75

SYREK MICHAEL A

 1,000 $7.25

CHAPMAN ROBERT R III

 100 $7.78

CHAPMAN ROBERT R III

 41 $7.73

DOYLE JULIE P

 300 $7.50

DOYLE JULIE P

 200 $7.90

SYREK MICHAEL A

 1,000 $7.00

CHAPMAN ROBERT R III

 8,000 $5.20

BRYANT WILLIAM C III

 600 $6.08

BRYANT WILLIAM C III

 400 $6.08

ADDISON LEWIS C

 539 $6.25

ADDISON LEWIS C

 213 $6.25

ADDISON LEWIS C

 200 $6.25

ADDISON LEWIS C

 508 $6.25

ADDISON LEWIS C

 300 $6.25

ALFORD JOHN R JR

 1,000 $6.50

ADDISON LEWIS C

 403 $5.95

SYREK MICHAEL A

 1,490 $6.00

PETTYJOHN THOMAS W JR

 1,500 $5.92
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