People: CoBiz Financial Inc (COBZ.O)
COBZ.O on Nasdaq
9.02USD
24 May 2013
9.02USD
24 May 2013
Price Change (% chg)
$0.11 (+1.23%)
$0.11 (+1.23%)
Prev Close
$8.91
$8.91
Open
$8.89
$8.89
Day's High
$9.05
$9.05
Day's Low
$8.85
$8.85
Volume
25,444
25,444
Avg. Vol
68,885
68,885
52-wk High
$9.06
$9.06
52-wk Low
$5.77
$5.77
Summary
| Name | Age | Since | Current Position |
|---|---|---|---|
Steven Bangert |
56 | 1994 | Chairman of the Board, Chief Executive Officer |
Lyne Andrich |
46 | 2003 | Chief Financial Officer, Executive Vice President |
Jonathan Lorenz |
61 | 2009 | Chief Executive Officer of Colorado Business Bank and Arizona Business Bank |
Scott Page |
54 | 2009 | Colorado Market President of Colorado Business Bank |
Richard Dalton |
56 | 2009 | Chief Operating Officer, Executive Vice President |
David Pass |
44 | 2002 | Executive Vice President, Chief Information Officer |
Troy Dumlao |
40 | 2007 | Senior Vice President, Chief Accounting Officer |
Sue Hermann |
46 | 2007 | Senior Vice President, Director of Communications |
Christopher Huss |
44 | 2005 | Treasurer, Capital Markets Director |
Robert Ostertag |
52 | 2003 | Executive Vice President, Chief Credit Officer of the Bank |
Timothy Travis |
68 | Lead Independent Director | |
Evan Makovsky |
68 | 2003 | Director |
Michael Burgamy |
67 | 1998 | Independent Director |
Morgan Gust |
65 | 2006 | Independent Director |
Douglas Polson |
71 | 2008 | Independent Director |
Mary Rhinehart |
54 | 2008 | Independent Director |
Noel Rothman |
83 | 1994 | Independent Director |
Bruce Schroffel |
62 | 2011 | Independent Director |
Mary Vitale |
59 | 2005 | Independent Director |
Mary White |
61 | 2005 | Independent Director |
Biographies
| Name | Description |
|---|---|
Steven Bangert |
Mr. Steven Bangert is Chairman of the Board, Chief Executive Officer of CoBiz Financial Inc. From August 1992 to March 1999, Mr. Bangert served as President and a director of Western Capital Holdings, Inc. (Western Capital), formerly the bank holding company for River Valley Bank—Texas, located in McAllen, Texas. From March 1992 to July 1998, Mr. Bangert also served as Chairman of the Board of River Valley Bank—Texas, and, from April 1988 to July 1994, he served as Vice Chairman of the Board and CEO of River Valley Savings Bank—Illinois, a financial institution with locations in Chicago and Peoria, Illinois. From February 1994 to July 1998, Mr. Bangert served as a director and member of the Executive Committee of Lafayette American Bank. He holds a B.S. degree in business administration from the University of Nebraska—Lincoln. |
Lyne Andrich |
Ms. Lyne B. Andrich is Chief Financial Officer, Executive Vice President of CoBiz Financial Inc. Ms. Andrich served as Controller of the Company from May 1997 until May 2003. From November 1995 to May 1997, Ms. Andrich was a regional reporting manager for Key Bank of the Rocky Mountains. From June 1989 to November 1995, Ms. Andrich held several positions with Bank One, Colorado, including Assistant Controller, Financial Reporting Manager and internal auditor. She holds a B.S. degree in accounting from the University of Florida and is a Certified Public Accountant. |
Jonathan Lorenz |
Mr. Jonathan C. Lorenz is Chief Executive Officer of Colorado Business Bank and Arizona Business Bank of CoBiz Financial Inc. From June 1993 to March 1995, Mr. Lorenz pursued various business investment opportunities, including the formation of First Western Growth Fund, a small business investment company. Mr. Lorenz was employed by Colorado National Bank (CNB) in various capacities from September 1976 to June 1993. His last position with CNB was Senior Vice President and Manager of Corporate Banking. He holds a B.A. degree in political science and an M.B.A. from the University of Colorado. |
Scott Page |
Mr. Scott Page serves as Colorado Market President of Colorado Business Bank, subsidiary of CoBiz Financial Inc., since 2009. Previously he served as Executive Vice President and Director of Community Banking for Vectra Bank Colorado, and Senior Vice President of US Bank's commercial banking and financial institutions group. Mr. Page holds a B.S. and an M.B.A. from University of New Mexico, and is a graduate of the University of Colorado School of Banking. |
Richard Dalton |
Mr. Richard J. Dalton is Chief Operating Officer, Executive Vice President of CoBiz Financial Inc. From May 2003 to May 2009, Mr. Dalton served as the President of the Company. From January 1997 to May 2003, Mr. Dalton served as Executive Vice President and CFO of the Company. From August 1992 to January 1998, Mr. Dalton was the Vice President of Western Capital. From August 1992 to June 1996, Mr. Dalton served as the President and CEO of River Valley Bank—Texas. He holds a B.S. degree in business administration from Colorado State University—Pueblo and an M.B.A. from the University of Colorado. |
David Pass |
Mr. David Pass is Executive Vice President, Chief Information Officer of CoBiz Financial Inc. From January 1997-April 2002, Mr. Pass served as Senior Vice President and Technical Services Manager for Southwest Bank of Texas (now Amegy Bank). From August 1992-January 1997, Mr. Pass held several management positions with Universal Computer Systems, Texas, including Telecommunications, Network and Data Center operations. He holds a B.S. degree in Finance from the University of Northern Colorado and numerous technical certifications. |
Troy Dumlao |
Mr. Troy R. Dumlao is Senior Vice President, Chief Accounting Officer of CoBiz Financial Inc. Mr. Dumlao served as Controller of the Company from May 2003 to October 2007 and as Assistant Controller from May 2002 to May 2003. Mr. Dumlao previously held various financial management positions in both corporate and public accounting, with companies such as Qwest Communications, Atlas Air Worldwide Holdings and Deloitte & Touche LLP. He holds a B.S.B.A degree in accounting from Colorado State University—Pueblo and an M.B.A. in corporate financial management from the University of Colorado. Mr. Dumlao is also a Certified Public Accountant. |
Sue Hermann |
Ms. Sue Hermann is Senior Vice President, Director of Communications of CoBiz Financial Inc. She joined the company in June 2000. From October 1999-June 2000, she served as Director of Communications for the Denver Metro Chamber of Commerce. She previously held positions with The Reynolds and Reynolds Company, the Downtown Dayton Partnership and Boatmen's Bancshares. She holds a B.J. degree in magazine journalism from the University of Missouri—Columbia and an M.E. in educational leadership from Wright State University. |
Christopher Huss |
Mr. Christopher Huss is Treasurer, Capital Markets Director of CoBiz Financial Inc. He served as Vice President of the Company from June 2003-January 2005. Mr. Huss previously served as Senior Vice President for Remount Capital, LLC and Hawthorne Colorado, Inc. and held various positions at River Valley Savings Bank. He holds a B.S.B.A. degree in finance from the University of Denver and an M.B.A. degree in corporate strategy from the University of Michigan. Mr. Huss is also a Chartered Financial Analyst. |
Robert Ostertag |
Mr. Robert B. Ostertag is Executive Vice President and Chief Credit Officer of CoBiz Bank, subsidiary of CoBiz Financial Inc. From June 2001 to May 2003, he held the position of Senior Vice President and Senior Credit Officer. Prior to June 2001, Mr. Ostertag was the Senior Vice President and Commercial Lending Manager of the downtown bank. Before joining the Company, Mr. Ostertag worked for Bank One, Denver for twelve years as Vice President and Commercial Relationship Manager, and last served as Vice President and Business Banking Group Manager for the northern half of the Denver-Metro area. Mr. Ostertag graduated in Finance and General Business from Colorado State University, Fort Collins, Colorado. |
Timothy Travis |
Mr. Timothy J. Travis is Lead Independent Director of CoBiz Financial Inc. Since November 1981, Mr. Travis has been the President and CEO of Eaton Metal Products Company, a fully integrated engineering fabricator, with which he has been employed since 1963. |
Evan Makovsky |
Mr. Evan Makovsky is Director of CoBiz Financial Inc. Mr. Makovsky is the co-founder of Shames-Makovsky Realty Company, which specializes in the sale and leasing of commercial, industrial and investment properties. In the mid-1980s, Shames-Makovsky Realty Company formed Shames-Makovsky Mortgage Company, which specializes in "gap" financing. He holds a B.S.B.A. degree in Business and an M.S.B.A. degree in Finance from the University of Denver. |
Michael Burgamy |
Mr. Michael B. Burgamy is Independent Director of CoBiz Financial Inc. From 1999 to April 2001, Mr. Burgamy served as the Chief Financial Officer of Colibri Holding Corporation, a manufacturer of pet products and garden supplies. In April 2001, Mr. Burgamy became a director of Colibri Holding Corporation. From 1991 to 1999, Mr. Burgamy served as the President of Perky-Pet Products Co., a manufacturer of pet products and supplies. From January 1976 to November 1994, he was President of CGS Distributing, Inc., a wholesale distributor of lawn and garden supplies. He holds a B.S. degree in engineering management from the United States Air Force Academy. |
Morgan Gust |
Mr. Morgan Gust is Independent Director of CoBiz Financial Inc. Mr. Gust is the owner and operator of various entities engaged in agriculture and real estate. Prior to June, 2007, Mr. Gust served as the President of Giant Industries, Inc., a petroleum refining and marketing company listed on the New York Stock Exchange. Mr. Gust joined Giant Industries in August 1990, and over the years served in various senior management positions, including Executive Vice President, Vice President Administration, General Counsel, and Corporate Secretary. Mr. Gust holds a B.S. degree and a J.D. degree from the University of Arizona. |
Douglas Polson |
Mr. Douglas L. Polson is Independent Director of CoBiz Financial Inc. Mr. Polson served as chairman of Pacific Energy Group LLC, a NYSE-registered company and an affiliate of the Anschutz Corporation, from 2001 until 2005. He previously served as vice president, CFO and director of the Anschutz Corporation and Anschutz Company. Mr. Polson received his bachelor's degree from Utah State University and master's in business administration from Michigan State University. |
Mary Rhinehart |
Ms. Mary K. Rhinehart is Independent Director of CoBiz Financial Inc. Ms. Rhinehart is senior vice president and chief financial officer of Johns Manville. Ms. Rhinehart joined Johns Manville, a manufacturer and marketer of premium-quality building and specialty products and a Berkshire Hathaway company, in 1979. During her career with Johns Manville, she has served in numerous leadership roles including CFO, corporate treasurer, corporate controller, vice president of human resources and vice president and general manager of a business unit. She received her bachelor's degree in finance cum laude from the University of Colorado at Boulder and her master's in business administration from the University of Denver. |
Noel Rothman |
Mr. Noel N. Rothman serves as Independent Director of CoBiz Financial Inc. Mr. Rothman is a private investor and has served as President of Namtor, Inc., a closely held business and financial services company in which he is a principal shareholder, since September 1985. Mr. Rothman attended Wayne State University. |
Bruce Schroffel |
Mr. Bruce H. Schroffel serves as Independent Director of CoBiz Financial Inc. Since 2006, Mr. Schroffel has served as president and CEO of the University of Colorado Hospital. He has worked in healthcare administration for more than 30 years including leadership positions at Stony Brook University Hospital on Long Island, NY, and the Medical Center at the University of California, San Francisco. He received his bachelor's degree from the University of California, Berkeley, and master's degrees in science and public health from Columbia University. |
Mary Vitale |
Ms. Mary Beth Vitale is Independent Director of CoBiz Financial Inc. Ms. Vitale co-founded Pellera, a strategic communications and business development firm, in 2001. Previously, she had served as President, CEO and Chairman of the Board of WestwindMedia.com, President and COO of RMI.NET, and President—western states for AT&T. She received her bachelor's degree from Hillsdale College in Hillsdale, Michigan; a master's degree from the University of Colorado; and an advanced management degree from the Wharton School of the University of Pennsylvania. She was also a Commissioner on former Colorado Governor Bill Owens' Commission for Science and Technology. In addition, she is the President and a member of the Board of Directors of the National Association of Corporate Directors (NACD) local chapter. Ms. Vitale has also been recognized as an NACD Board Leadership Fellow. Ms. Vitale has served on the Board of Zynex, Inc., a publicly-traded medical technology company, since 2008. |
Mary White |
Ms. Mary M. White is Independent Director of CoBiz Financial Inc. Ms. White has served as the CEO of Swedish Medical Center, Englewood, Colorado, since 1996; previously, she spent 15 years at Rose Medical Center in Denver where she went from an Administrative Resident to Senior Vice President. Ms. White is active in many community organizations, having served on the Boards of the Colorado Neurological Institute, Colorado Personalized Education for Physicians, the American Heart Association and Doctors' Care. She is a past President of the Board of the Colorado Health & Hospital Association and is a past chair of the American Hospital Association's Metropolitan Hospital Governing Council. Ms. White received her bachelor's degree from Juniata College in Huntingdon, Pennsylvania, and a master's degree from the University of Pittsburgh. |
Basic Compensation
| Name | Fiscal Year Total |
|---|---|
Steven Bangert |
1,071,090 |
Lyne Andrich |
595,311 |
Jonathan Lorenz |
805,160 |
Scott Page |
646,082 |
Richard Dalton |
557,850 |
David Pass |
-- |
Troy Dumlao |
-- |
Sue Hermann |
-- |
Christopher Huss |
-- |
Robert Ostertag |
387,134 |
Timothy Travis |
-- |
Evan Makovsky |
-- |
Michael Burgamy |
-- |
Morgan Gust |
-- |
Douglas Polson |
-- |
Mary Rhinehart |
-- |
Noel Rothman |
-- |
Bruce Schroffel |
-- |
Mary Vitale |
-- |
Mary White |
-- |
As Of 30 Dec 2012
Options Compensation
| Name | Options | Value |
|---|---|---|
Steven Bangert |
185,265 | 1,146,835 |
Lyne Andrich |
60,439 | 396,627 |
Jonathan Lorenz |
123,130 | 914,718 |
Scott Page |
0 | 0 |
Richard Dalton |
130,388 | 1,438,910 |
David Pass |
0 | 0 |
Troy Dumlao |
0 | 0 |
Sue Hermann |
0 | 0 |
Christopher Huss |
0 | 0 |
Robert Ostertag |
62,794 | 647,818 |
Timothy Travis |
0 | 0 |
Evan Makovsky |
0 | 0 |
Michael Burgamy |
0 | 0 |
Morgan Gust |
0 | 0 |
Douglas Polson |
0 | 0 |
Mary Rhinehart |
0 | 0 |
Noel Rothman |
0 | 0 |
Bruce Schroffel |
0 | 0 |
Mary Vitale |
0 | 0 |
Mary White |
0 | 0 |
| Name | Shares Traded | Price |
|---|---|---|
DALTON RICHARD J |
1,440 | $0.00 |
PAGE SCOTT |
1,572 | $8.21 |
ANDRICH LYNE B |
13,471 | $0.00 |
DALTON RICHARD J |
9,879 | $0.00 |
LORENZ JONATHAN C |
17,064 | $0.00 |
BANGERT STEVEN |
33,785 | $0.00 |
HERMANN SUE |
380 | $8.29 |
PASS DAVID |
1,902 | $8.29 |
PASS DAVID |
424 | $8.34 |
PASS DAVID |
2,076 | $8.30 |
HERMANN SUE |
263 | $8.42 |
OSTERTAG ROBERT B |
1,445 | $8.42 |
DALTON RICHARD J |
3,626 | $8.42 |
BANGERT STEVEN |
5,976 | $8.42 |
DUMLAO TROY |
755 | $8.42 |
ANDRICH LYNE B |
3,588 | $8.42 |
PASS DAVID |
844 | $8.42 |
LORENZ JONATHAN C |
4,558 | $8.42 |
OSTERTAG ROBERT B |
1,445 | $8.42 |
PAGE SCOTT |
1,857 | $8.42 |
OSTERTAG ROBERT B |
12,927 | $0.00 |
PASS DAVID |
4,720 | $0.00 |
PAGE SCOTT |
16,278 | $0.00 |
DUMLAO TROY |
3,588 | $0.00 |
OSTERTAG ROBERT B |
12,927 | $0.00 |
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