Mary Beth is a founding partner of Capital Performance Group LLC, a management consulting firm that provides advice, research, analysis, and project management services to the financial services industry. She has 25 years of experience in financial services, both as a practitioner and an advisor to senior managers and directors. CPG specializes in designing and implementing strategies for growth and improved profitability for banks, thrifts, specialized financial services companies, and companies with a stake in the industry.
Prior to forming CPG, Mary Beth was the Senior Managing Director at Furash & Company, Inc. and held a number of management positions at Chemical Banking Corporation in New York.
Mary Beth is a frequent speaker on topics such as strategy, competition, and best practices in U.S. financial services companies. She has a degree in Finance from Virginia Tech and an MBA from the Fuqua School of Business at Duke University.
Claude Hanley is a founding partner and leads CPG’s Financial Management and Regulatory Practice areas.
Claude has been a management consultant to the financial services industry for more than thirty years. Prior to joining CPG, Claude was a Managing Director at Furash & Company, where he led the firm’s regulatory policy and M&A advisory teams.
He is a frequent contributor to leading industry trade publications including the RMA Journal and the American Banker and he has written on such topics as the appropriate role of the finance group in today’s bank, process redesign, keys to effective strategic planning, the viability of de novo banking, and competitive trends in the financial services industry. Claude is frequently quoted in the financial services press and has served on the faculty of the Stonier Graduate School of Banking.
Claude received his BA in Economics from Georgetown University and an M.A. in Accountancy from George Washington University. He is a Certified Public Accountant.
Mark Gibson is a senior consulting associate and leads CPG’s Marketing Practice areas.
Mark has been an innovator and strategic advisor to financial services executives for more than 30 years. He works closely with Executive Management to help them craft business and customer strategies to achieve superior growth.
Mark is a thought leader on financial services branding, marketing and performance improvement. He often speaks on topics such as differentiation, marketing ROI, and best practices in U.S. financial services companies, and has recently spoken at both the ABA Bank Marketing Conference and The Financial Brand Forum. He is also a frequent contributor to ABABankMarketing.com and other industry publications.
Mark received his BSBA in Accounting and Marketing and an MA in Marketing from Ohio State University.
Charlotte Anderson, Consulting Associate with 30 years of expertise in bank operational management; establishing collaboration across siloed areas to improve efficiency and achieve organizational objectives.
Alexandra Akins, Business Analyst, conducts research and analysis to assess industry trends and bank financial performance.
John Barrickman, Consulting Associate and President of New Horizons Financial Group and recognized industry expert in commercial and small business credit risk management, commercial banking and private banking.
Terri Boswell, Consulting Associate, is an experienced marketer, researcher, and analyst. She’s built marketing plans and has expertise in the wealth/brokerage business.
Ben Bowden, Consulting Associate and President of ItxLabs, with 25 years of experience in technology consulting, software development and project management.
Neal Chambliss, Consulting Associate and President of Phoenix Marketing International with expertise in customer satisfaction research and loyalty-building programs.
Christine Corso, Consulting Associate and Principal of New Horizons Financial Group, a firm specializing in consulting and training in commercial lending, comprehensive risk management, customer profitability, loan pricing and problem loan management.
Kevin Halsey, Senior Consultant, conducts research and analysis to assess industry trends, and bank financial performance and has helped to develop a number of CPG’s financial models.
Rolland Johannsen, Senior Consulting Associate, with almost 40 years of experience in the financial services industry as both a senior executive and consultant. Rolland specializes retail businesses, including consumer banking, mortgage, small business and marketing.
Tom Kane, Consulting Associate and President & CEO of KaneCarlton, LLC, with over 31 years of experience in trust, private banking, asset management, and brokerage.
Emma Metzler, Business Analyst, conducts research and analysis to assess industry trends and bank financial performance.
Liam Murphy, Business Analyst, conducts research and analysis to assess industry trends and bank financial performance.
David Saylor, Consulting Associate and founder of Genesys Technology Group, LLC. David helps banks through the various stages of technology evaluation and selection. David brings structured methodologies to the evaluation and selection process.
Eileen Sullivan, Marketing Manager, maintains the company’s website content and produces CPG’s marketing materials and bi-monthly newsletter.
George Wagner, Consulting Associate and business strategy and operations expert with 25 years of retail banking experience including organizational structure and staffing, quantitative and qualitative market research, and customer segmentation analysis.