This annual publication focuses on local banking leaders and their financial institutions.

  • New frugality is the new normal, by necessity

    CHICAGO -- A year after "shop until you drop" stopped, the nation fixates on this question: Will consumer spending ever return to pre-recession levels?

  • Hans Ganz

    President and Chief Executive Officer

  • Irene Oberbauer

    President, Chief Executive Officer

  • Among millions of jobless, a few entrepreneurs

    PORTLAND, Ore. -- Until this summer, salesman Jorge Ocampo had always been what he calls a W-2 man. Proof was the Mercedes he bought with cash. But he had always longed to be his own boss.

  • 401(k) contribution limits face potential fall

    DES MOINES, Iowa -- You've probably heard it over and over again: contribute up to the maximum amount in your 401(k) plan to improve your chances of a comfortable retirement.

  • 15 big banks commit to derivatives targets

    WASHINGTON -- Fifteen big banks that dominate worldwide trading of derivatives have committed to greater transparency in a $600 trillion market that regulators say needs stricter oversight to protect the global financial system.

  • Retail sales fall in August, but drops are easing

    NEW YORK -- Shoppers limited their back-to-school purchases and stayed focused on necessities in August, resulting in the 12th straight month of declining sales for retailers, but there were signs the holiday season could be less dismal than feared.

  • Close look at value provided by your bank important in challenging economic environment

    Consumers rarely look at their checking account and say, "I loaned $13,500 this month to my bank at zero percent interest. How much more money would I make over the next year if I had a checking account that actually paid a decent interest rate?" These "no interest" loans that millions of consumers provide to their bank without a second thought add up and can cost a customer a significant amount of money. If you sat down with your branch banker and asked him why his deposit product interest rates are nearly zero, in a fit of honesty, he would say that he can't pay rates competitive with non-branch or "Internet" banks because those banks don't have to maintain all the branches and associated cost that he does. He would also probably tell you how great it is to come see him at his local branch.

  • Contractor among circle of winners in cyclical industry

    In spite of extensive capital needs, long cash flow cycles and a rocky economy, Sherwood Mechanical Inc. has grown from a small residential plumbing business to one of the largest mechanical contractors in Southern California. From hotels and condominiums to universities and hospitals, Sherwood Mechanical has acquired a full spectrum of customers in construction services.

  • San Diego Trust Bank: It's all about performance - performance you can trust

    The landscape of the financial services industry changes daily as the worst recession in decades continues to wreak havoc on many of our nation's financial institutions. More than ever before, consumers and businesses alike need a bank they can trust. A bank they can trust to not only safeguard their deposits, but also trust to invest their capital wisely.

  • Managing wealth with a multifamily office solution

    Setting up and maintaining a single family office can cost upwards of $1 million a year, which is why they are rarely used by families whose total net worth is less than $200 million. As a result, there has been a rise in multifamily offices, which often are part of large financial institutions like banks, trust companies, law firms or accounting firms. This structure allows families to outsource their wealth management and lifestyle needs with the due diligence and technology platform afforded by well-established financial institutions.

  • The benefits of relationship banking

    There is no doubt that these are challenging economic times and, as a result, many business owners are examining the relationship they have with their financial institutions. A financial institution can play an important role in supporting the day-to-day business operations of the businesses that they bank. One of the many ways a business bank demonstrates its commitment to customer relationships is by understanding customer needs, even during times of uncertainty.

  • Paul Rodeno

    President, Chief Executive Officer

  • Gregory Garrabrants

    Chief Executive Officer

  • Robert W. Bauchman

    Region President

  • Michael Perry

    Chairman, President & Chief Executive Officer

  • Tory Nixon

    Executive Vice President/San Diego Division President

  • ICSC official: Reason for hope in retail industry

    While optimism may not be easy to find in the retail industry these days, the ICSC chairman says there is reason for hope.

  • Survey: Local CFOs expect no 4Q staff changes

    The vast majority of chief financial officers in the San Diego area expect no change in hiring accounting and finance staff in the fourth quarter, according to a survey of 200 by staffing firm Robert Half International (NYSE: RHI).

  • NABE economists agree on monetary policy

    Business economists nationwide mostly expressed strong agreement with current monetary policy and a more favorable view toward fiscal policy while splitting on other leading policy issues, a survey by the National Association of Business Economists showed.

  • Biotech bounce-back critical to region's success

    Many of San Diego's biotech and life sciences companies have enjoyed the recent rebound in the stock market. But, unlike the conventional Wall Street wisdom, not all these ships have gone back up with the tide.

  • Emotional investing: Don't keep all your eggs in one basket

    I love investing money for myself and my clients. It's always challenging and changing and, at times, very humbling.

  • Companies may follow Starbucks' lead by reinstating 401(k) match

    You may have noticed lately that the baristas at Starbucks are smiling a bit more than usual. And for good reason.

Who's Who in Banking & Finance

National News

  • New frugality is the new normal, by necessity

    CHICAGO -- A year after "shop until you drop" stopped, the nation fixates on this question: Will consumer spending ever return to pre-recession levels?

  • Among millions of jobless, a few entrepreneurs

    PORTLAND, Ore. -- Until this summer, salesman Jorge Ocampo had always been what he calls a W-2 man. Proof was the Mercedes he bought with cash. But he had always longed to be his own boss.

  • 401(k) contribution limits face potential fall

    DES MOINES, Iowa -- You've probably heard it over and over again: contribute up to the maximum amount in your 401(k) plan to improve your chances of a comfortable retirement.

  • 15 big banks commit to derivatives targets

    WASHINGTON -- Fifteen big banks that dominate worldwide trading of derivatives have committed to greater transparency in a $600 trillion market that regulators say needs stricter oversight to protect the global financial system.

  • Retail sales fall in August, but drops are easing

    NEW YORK -- Shoppers limited their back-to-school purchases and stayed focused on necessities in August, resulting in the 12th straight month of declining sales for retailers, but there were signs the holiday season could be less dismal than feared.

Archived Reports

Who's Who in Banking & Finance - 2013

Read about local banking leaders and their financial institutions, national industry trends and more.

Who's Who in Banking & Finance - 2012

Read about local banking leaders and their financial institutions.

Who's Who in Banking & Finance - September 2011

Read about local banking leaders and their financial institutions, how to invest in this economy, national industry trends and more.

Who's Who in Banking & Finance - 2010

Read about local banking leaders and their financial institutions, investment information, economic indicators and more.

Who's Who in Banking & Finance - 2008

Read about local banking leaders and their financial institutions, and how they're handling the current financial crisis.

Who's Who in Banking & Finance - 2007

Read about local banking and finance executives, updates on real estate financing and subprime loans, Internet banking and more in this special annual report.

Who's Who in Banking & Finance - 2006

San Diego's economy remains dynamic and robust, and competition among area banks remains tough. Learn more about who's who in San Diego banking as we profile local leaders in this annual report.

Who's Who in Banking & Finance - 2005

Find out what's going on among local banks -- who are some of the new faces, how are banks holding up against competition -- in this annual report. We'll profile local banking leaders and share FDIC data on their institutions.