FIRST CITIZENS BANK - Key Persons
Craig Nix is the Chief Financial Officer and has served in this role since 2014. Mr. Nix is responsible for all corporate finance functions, including accounting, financial planning and analysis, reporting, investor relations, and treasury. He also oversees our operations and information technology teams.
A native of Columbia, S.C., Mr. Nix earned a bachelor's degree from the University of South Carolina and is a Certified Public Accountant.
Job Titles:
- Vice Chairwoman, First Citizens BancShares, Inc. and First - Citizens Bank & Trust Company Former Chairwoman and Chief Executive Officer, CIT Group
Job Titles:
- Managing Partner, a Cappella Partners
Director Since: 2014 Independent Director: Yes Other Current Public Company Directorships: None PRINCIPAL OCCUPATION Retired Former President and Chief Executive Officer, Santee Electric Cooperative, Inc. (electric power provider) KEY EXPERIENCE AND QUALIFICATIONS Extensive management and business experience: Over 40 years in the electric utilities industry including 16 years as President and Chief Executive Officer of Santee Electric Cooperative, Inc. headquartered in Kingstree, South Carolina. Visible and active community leader: Service on boards of directors of not-for-profit entities and foundations. Corporate governance experience: Prior service as director and member of the Community Reinvestment Committee for another financial institution. OTHER PROFESSIONAL EXPERIENCE AND COMMUNITY INVOLVEMENT President of the Board, William Penn Harrison Scholarship Fund Director, Greater Lake City Alliance Board Member, Francis Marion University Development Foundation Past Director and Treasurer, Eastern Carolina Community Foundation
Job Titles:
- CEO
- Chairman
- Chairman and Chief Executive Officer, First Citizens BancShares, Inc. and First - Citizens Bank & Trust Company
Frank Holding, Jr. is Chairman and CEO of First Citizens BancShares, Inc., and First-Citizens Bank & Trust Company. Mr. Holding was elected Chairman in February 2009 and has served as CEO since January 2008. Mr. Holding currently serves on the Board of Trustees for BlueCross BlueShield of North Carolina and is a former Chairman of the Board. He is also a member of the Mount Olive Pickle Company, Inc. Board of Directors and a past chairman of the North Carolina Chamber. Additionally, Mr. Holding currently serves on the Board of Trustees at Wake Forest University.
Director Since: 2003 Independent Director: Yes Other Current Public Company Directorships: None PRINCIPAL OCCUPATION Retired Certified Public Accountant Former partner, PricewaterhouseCoopers LLP KEY EXPERIENCE AND QUALIFICATIONS Extensive financial and accounting experience: 32 years in public accounting with a significant portion dedicated to bank and public company clients. Corporate governance experience: Has served as director, chairman of the audit committee, chairman of the nominations and corporate governance committee, member of the compensation committee and lead independent director of another public financial services company. OTHER PROFESSIONAL EXPERIENCE AND COMMUNITY INVOLVEMENT Past Director, Charlotte Regional Sports Commission Past Member, North Carolina Innovation Council
Job Titles:
- Vice Chairwoman
- Vice Chairwoman of First Citizens BancShares, Inc
- Vice Chairwoman, First Citizens BancShares, Inc. and First - Citizens Bank & Trust Company
Hope Bryant is Vice Chairwoman of First Citizens BancShares, Inc., and First-Citizens Bank & Trust Company. Mrs. Bryant was appointed to this role in 2011 and has been instrumental in our expansion across the United States. She currently leads the General Bank including our expansive branch network, wealth management and other business lines such as treasury management, insurance and merchant. Mrs. Bryant currently serves on the Board of Advisors for the YMCA of the Triangle.
A native of Smithfield, N.C., Mrs. Bryant earned a bachelor's degree and an MBA from the University of North Carolina at Chapel Hill.
Director Since: 2006 Independent Director: No Other Current Public Company Directorships: None PRINCIPAL OCCUPATION First Citizens BancShares, Inc. and First-Citizens Bank & Trust Company Vice Chairwoman (2011-present) Executive Vice President (2002-2011) Employed by First-Citizens Bank & Trust Company since 1986 KEY EXPERIENCE AND QUALIFICATIONS Strong leader with extensive management and financial experience: Over 31 years of experience with First-Citizens Bank & Trust Company's, including managing expansion into new markets and as President of our former subsidiary, IronStone Bank. Visible and active community leader: Extensive community and industry leadership experience, including past service on the board of directors of the North Carolina Bankers Association. Corporate governance expertise: Service on boards of directors and board committees of not-for-profit entities and foundations and non-public community financial institutions. Other Financial Institution Experience: Serves as a director of Southern BancShares (N.C.), Inc., and Fidelity BancShares (N.C.), Inc., and their respective bank subsidiaries. Significant personal ownership in the company. OTHER PROFESSIONAL EXPERIENCE AND COMMUNITY INVOLVEMENT Board of Advisors, YMCA of the Triangle Member, President's Council, 2022 U.S. Women's Open Member, Board of Trustees, Woodberry Forest School Past Member, Ravenscroft School Advisory Board Past Director, North Carolina Bankers Association
A native of Asheville, N.C., Mr. Ward earned a bachelor's and master's degree from North Carolina State University.
Jeff Ward is the Chief Strategy Officer and has served in this role since 2014. As our Chief Strategy Officer, Mr. Ward is responsible for corporate strategy development and implementation while also overseeing our Integration Management Office and the Direct Bank. In addition to his role at First Citizens, he is a board member at Teen Cancer America.
Job Titles:
- Manager, McKnitt & Associates, LLC ( Real Estate )
Director Since: 1990 Independent Director: Yes Other Current Public Company Directorships: None PRINCIPAL OCCUPATION Manager, McKnitt and Associates, LLC (commercial real estate) Former Chairman and Chief Executive Officer, Cardinal International Trucks, Inc. (truck dealer) KEY EXPERIENCE AND QUALIFICATIONS Visible and active community leader: Extensive community and public leadership experience includes service as a member of the North Carolina State Senate. Management and financial experience: More than 50 years in managing and operating a successful truck dealership. Corporate governance expertise: Service on boards of directors and board committees of not-for-profit entities and foundations. OTHER PROFESSIONAL EXPERIENCE AND COMMUNITY INVOLVEMENT Former member, North Carolina State Senate Member, Board of Trustees, YMCA of the Triangle
Lorie Rupp is the Chief Risk Officer and has served in this role since 2017. Prior to being appointed Chief Risk Officer, Mrs. Rupp was our Chief Accounting Officer. Mrs. Rupp oversees all aspects of the company's corporate risk oversight activities including enterprise and operational risk management, credit risk, enterprise data and analytics, legal, compliance and information security.
A native of Iowa, Mrs. Rupp earned a bachelor's degree in St. Ambrose University in Davenport, Iowa.
Marisa Harney is the Chief Credit Officer and was appointed to this role in 2022 upon completion of the merger with CIT Group, Inc. where she previously served in the same role. Mrs. Harney leads the credit teams for both the General Bank and the Commercial Bank.
A native of New York, Mrs. Harney earned a bachelor's degree from Fordham University and an MBA from the New York University Stern School of Business.
Job Titles:
- President
- Member of the Board of First Citizens BancShares, Inc
- President, First Citizens BancShares, Inc. and First - Citizens Bank & Trust Company
Peter Bristow is the President and a member of the Board of First Citizens BancShares, Inc., and First-Citizens Bank & Trust Company and has served on the companies' boards since his appointment in 2014. Mr. Bristow leads our Rail business as well as the Commercial Bank where he is responsible for areas such as commercial finance, real estate finance, business capital, and middle market banking. Mr. Bristow serves on a number of non-profit boards including the North Carolina Community Foundation and the North Carolina Museum of Art Foundation.
A native of Richmond, V.A., Mr. Bristow earned a bachelor's degree from the University of Virginia.
Director Since: 2014 Independent Director: No Other Current Public Company Directorships: None PRINCIPAL OCCUPATION First Citizens BancShares, Inc. and First-Citizens Bank & Trust Company President (2014-present) Employed by First-Citizens Bank & Trust Company since 2014 First Citizens Bancorporation, Inc. and its subsidiary bank Executive Vice President and Chief Operating Officer (2001-2014) KEY EXPERIENCE AND QUALIFICATIONS Strong leader with extensive management and financial experience: More than 30 years in the banking industry in various leadership positions. Market expertise: Intimate knowledge of First-Citizens Bank & Trust Company's South Carolina and Georgia banking markets. Corporate governance expertise: Service on boards of directors and board committees of not-for-profit entities and foundations. Significant family ownership in the company. OTHER PROFESSIONAL EXPERIENCE AND COMMUNITY INVOLVEMENT Director, North Carolina Community Foundation Member, Board of Trustees, Saint Mary's School Director, North Carolina Museum of Art Foundation
Job Titles:
- Chairman and Chief Executive Officer, Robert E. Mason & Associates, Inc. ( Industrial Automation and Engineering Services )
Director Since: 2007 Independent Director: Yes Other Current Public Company Directorships: None PRINCIPAL OCCUPATION Chairman and Chief Executive Officer, Robert E. Mason and Associates, Inc. (industrial automation and engineering services) KEY EXPERIENCE AND QUALIFICATIONS Extensive management and business experience: Over 35 years of experience in managing, operating, and growing a successful industrial automation and engineering services business with a national and international business perspective. Corporate governance experience: Service on boards of directors and board committees of not-for-profit entities and foundations. OTHER PROFESSIONAL EXPERIENCE AND COMMUNITY INVOLVEMENT President of the Board, William Penn Harrison Scholarship Fund Director, Greater Lake City Alliance Board Member, Francis Marion University Development Foundation Past Director and Treasurer, Eastern Carolina Community Foundation
Director Since: 2014 Independent Director: Yes Other Current Public Company Directorships: None PRINCIPAL OCCUPATION Retired Certified Public Accountant Former partner, PricewaterhouseCoopers LLP KEY EXPERIENCE AND QUALIFICATIONS Extensive financial and accounting experience: 34 years in public accounting serving clients in the public, private, nonprofit, and governmental sectors and industries, including manufacturing, healthcare, distribution, utilities and smaller financial service clients. Corporate governance experience: Prior service as director and vice chairman of the audit and risk committees for another financial institution. Active in civic and professional organizations throughout his career. OTHER PROFESSIONAL EXPERIENCE AND COMMUNITY INVOLVEMENT Director (past Chairman), Salvation Army of Greater Charlotte
Director Since: 2002 Independent Director: Yes Other Current Public Company Directorships: None PRINCIPAL OCCUPATION Former President and owner and current employee, Newcomb and Company (mechanical contractors) KEY EXPERIENCE AND QUALIFICATIONS Extensive management and business experience: Over 32 years of experience in managing, operating and growing a successful mechanical contracting company. Corporate governance experience: Service on boards of directors and board committees of not-for-profit entities. OTHER PROFESSIONAL EXPERIENCE AND COMMUNITY INVOLVEMENT Director, Raleigh Cemetery Association (Oakwood Cemetery) Member, Board of Trustees (former Annual Campaign Chair), YMCA of the Triangle
Job Titles:
- VP & ASST SEC, Business Banker
Job Titles:
- Chairman and President, Marjan, Ltd. ( Real Estate Investments )
Director Since: 2002 Independent Director: Yes Other Current Public Company Directorships: None PRINCIPAL OCCUPATION Chairman and President, Marjan, Ltd. (real estate and other investments) KEY EXPERIENCE AND QUALIFICATIONS Management and financial experience: More than 40 years managing, operating, and growing a family-owned real estate and investment business. Market expertise: Familiarity with real estate, real estate-related investment, the medical community, and area universities. Corporate governance expertise: Service on boards of directors and board committees of not-for-profit entities and foundations. OTHER PROFESSIONAL EXPERIENCE AND COMMUNITY INVOLVEMENT Board of Visitors, Saint Mary's School Chairman and President, North Carolina Museum of History Foundation Chairman and President, Ravenscroft Foundation Vice Chairman, A. E. Finley Foundation Member, Board of Trustees, YMCA of the Triangle Chairman and President, White Memorial Presbyterian Church Foundation Past Member, Board of Visitors, UNC Lineberger Comprehensive Cancer Center