McDermott + Bull has successfully placed Cory Stewart as Executive Vice President and Chief Financial Officer at CalPrivate Bank. In this role, Cory will lead and manage the full accounting and finance function while serving as a strategic business partner to the CEO and board, informing and guiding strategy and key business decisions.
Cory brings over 25 years of accounting and finance experience within the financial services industry. Prior to CalPrivate Bank, he served as Principal Accounting Officer at large, regional bank, WaFd. He’s been in accounting leadership roles with other publicly traded regional banks and built the foundation of his career as an audit manager with PwC. He received both his Master of Business Administration and Bachelor of Science in accounting from the University of Utah. He is a licensed CPA in the state of Washington and holds a CFA designation.
Private Bancorp of America, Inc. is the holding company for CalPrivate Bank. CalPrivate Bank provides a distinctly different banking experience through unparalleled service and creative funding solutions to high net-worth individuals, professionals, locally owned businesses, and real estate entrepreneurs. Customers are serviced through offices in Coronado, San Diego, La Jolla, Newport Beach, South Bay LA, and Beverly Hills as well as efficient electronic banking offerings. CalPrivate Bank is an SBA Preferred Lender and a Bauer Financial 5-star rated bank.
This executive search was completed by McDermott + Bull President Brandon Biegenzahn and Managing Director Courtney Dorrel.