Lake City Bank Promotes Carrie A. Gutman to Chief Wealth Advisory Officer
November 13 2024 - 8:00AM
Lake City Bank is pleased to announce that it has promoted Carrie
A. Gutman, Senior Vice President, Chief Fiduciary Officer, to Chief
Wealth Advisory Officer. Gutman, 54, will join the bank’s
Management Committee and succeeds Jonathan P. Steiner, Senior Vice
President, Chief Wealth Advisory Officer, who will retire on
December 6, 2024 after a 40-year career in banking and the last 14
years with Lake City Bank.
“Since joining Lake City Bank, Carrie has quickly become a
valued member of the team and has earned the respect of colleagues
inside and outside the bank,” said David M. Findlay, Chairman and
Chief Executive Officer. “She will be a great leader of our Wealth
Advisory Group team and we look forward to continued growth under
her leadership.”
Gutman began her banking career in trust administration in 2016.
She previously practiced general civil law, including the area of
trust and estate law, for 20 years at Hawk Haynie Kammeyer &
Smith in Fort Wayne. She has a juris doctor degree from Indiana
University’s Robert H. McKinney School of Law and bachelor’s
degrees in political science and history from Indiana
University.
“Carrie’s background and experience in trust and wealth
management are an asset to our clients and the bank’s Wealth
Advisory Group,” said Kristin L. Pruitt, President. “We look
forward to continued growth and success under her leadership.”
Gutman is a member of the Indiana State and Allen County bar
associations. She serves as vice president of the Allen County
Board of Parks and Recreation. She is a board member of STARBASE of
Indiana and treasurer of St. Paul’s Lutheran Church.
“We have a talented Wealth Advisory Group team who diligently
work with our clients on their investment objectives and deliver
consistent results. I’m excited to lead this great team and build
upon the high standard of client success that Jon has set,” said
Gutman.
“Over the past 13 years, Jon has done an exceptional job leading
our Wealth Advisory Group. He’s brought a disciplined strategic
mindset to the team and we’ve experienced great growth in the
business,” Findlay said. “Even more importantly, he has
consistently demonstrated a thoughtful and caring approach to
building relationships with our clients and the communities we
serve.”
Steiner joined Lake City Bank in 2010 as a commercial banker and
was promoted to his current leadership role on the bank’s
Management Committee in 2011. Steiner’s banking career began in
1985 and includes commercial banking and wealth management
positions in Indiana and West Michigan community banks.
“Lake City Bank has benefitted from Jon’s leadership and
influence,” Pruitt said. “His vision and execution have been a
great example for all of us.”
Lake City Bank, a $6.6 billion bank headquartered in Warsaw,
Indiana, was founded in 1872 and serves Central and Northern
Indiana communities with 54 branch offices and a robust digital
banking platform. Lake City Bank’s community banking model
prioritizes building in-market long-term customer relationships
while delivering technology-forward solutions for retail and
commercial clients. The bank is the single bank subsidiary of
Lakeland Financial Corporation (Nasdaq Global Select/LKFN). For
more information visit www.lakecitybank.com.
ContactLuke WeickVice
PresidentMarketing Manager(574) 267-9198 x47279 office(260)
431-7061 mobileluke.weick@lakecitybank.com
A photo accompanying this announcement is available at
https://www.globenewswire.com/NewsRoom/AttachmentNg/d0df3508-b5ac-49a5-88a5-fe0f05f13a70
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