Read about local banking leaders and their financial institutions.

  • Jim Wening

    Jim Wening is the market president in San Diego for Chase, and the market leadership team chairman for Orange County, Inland Empire and San Diego.

  • Reverse mortgages offer financing options for seniors, retirees

    Some seniors who were looking forward to blowing out 62 candles on their birthday cake and qualifying for a reverse mortgage were surprised to find out they didn’t qualify for one because the value of their home dropped.

  • How to find the right business banker

    If you are a multibillion dollar corporation, you have an entire financial department with CPAs to help find the right banking relationship. This article isn’t for you. But, if you are like so many small to medium-sized San Diego businesses, where you, as the owner or CEO, are wearing more hats than you can possibly hang on your hat rack, here are some suggestions:

  • Teresa Halleck

    It has been just over two years since Teresa Halleck joined as president and CEO of San Diego County Credit Union, San Diego’s largest locally owned financial institution.

  • Tory Nixon

    Tory Nixon is executive vice president and San Diego division president for California Bank & Trust, San Diego’s largest locally headquartered bank.

  • Home prices rose in July in 20 major US cities

    WASHINGTON — Home prices kept rising in July across the United States, buoyed by greater sales and fewer foreclosures.

  • How do merchant services help boost the bottom line?

    Businesses of all sizes are now able to cost-effectively sell their products and services across the globe if they have a merchant account with Web access and online processing. In today’s market, there is no need to invest in pricey point-of-sale systems when you can easily transact business 24/7 by accessing a virtual terminal via personal computer. If a customer requires mobile processing for events such as fairs and art shows, wireless terminals and technology can support that.

  • Chase partners with nonprofits to distribute 1,200 backpacks to students in City Heights

    The average cost for backpacks and school supplies is $100 and can be a burdensome cost to many families. Looking to ease the stress of back-to-school season, Chase, City Heights Partnership for Children, and World Vision partnered last month to pack and distribute 1,200 backpacks for under-resourced students living in City Heights.

  • No ethics charge for Democratic Calif. Rep. Waters

    WASHINGTON — California Democratic Rep. Maxine Waters won't be charged with ethics violations following allegations she steered a $12 million federal bailout to a bank where her husband owns stock.

  • A look at the richest self-made women in America

    Women have helped build some of the biggest companies in America, and they have the bank accounts to show for it. A look at some of the nation's female self-made billionaires on this year's Forbes 400 list:

  • Cities challenge California's redevelopment law

    SACRAMENTO, Calif. — California cities announced Monday that they are challenging a law that gives state finance officials the power to take local tax revenue as community redevelopment agencies are being dismantled.

  • Chase is an integral part of California, committed to the state’s success

    Each and every day, Chase does our part to help families and local businesses fuel our economic recovery. We are committed to helping families stay in their homes, lending and investing in communities and providing critical services and support to help move our economy forward.

  • HP investor suit against Hurd, directors dismissed by judge

    A Hewlett-Packard Co. shareholder lawsuit against ex-chief executive officer Mark Hurd and company directors was dismissed by a judge who said investors could amend their claims and refile the case.

  • Ex-Chrysler executives win ruling reviving age-bias claims

    A group of former Chrysler LLC executives who lost all or most of their supplemental retirement benefits when the automaker went bankrupt in 2009 can proceed with their age-bias claims, a federal appeals court said.

  • Bond volatility approaches record low as Fed drains convexity

    The Federal Reserve’s decision to hold borrowing costs steady into 2015 and buy mortgage debt each month is reducing bond market volatility and demand for options that hedge against changes in interest rates.

  • Ahead of the bell: Bank of America

    NEW YORK -- Bank of America is looking to speed up its cost-cutting efforts and will eliminate 16,000 jobs by the end of the year, according to a media report.

  • Moody's cites US Bancorp for possible downgrade

    NEW YORK -- Moody's Investors Service put the long-term ratings of US Bancorp, one of the country's largest banks, on review for a possible downgrade last week.

  • Experts say low inventory will push up home prices

    Supply and demand, and San Diego’s low housing inventory, combine to bring up prices in a competitive market, experts said at the San Diego Association of Realtor’s fourth annual Regional Real Estate Summit on Friday.

  • Notices of default down 42.7% from August 2011

    Notices of default are down from last month and last year, and local experts say this indicates an improving market.


  • Banks are ‘hungry for assets,’ experts say

    Local banks are “flush with liquidity” and competing for loans to turn that cash into an interest-earning asset, local experts said at a recent roundtable discussion hosted by The Daily Transcript and sponsored by Squar Milner.

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 - 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 - 2009

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

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.