Lake City Bank Elevates Carrie Gutman to Leadership Role in Wealth Advisory

Lake City Bank Names Carrie A. Gutman as Chief Wealth Advisory Officer

Lake City Bank has made a significant move in its leadership by promoting Carrie A. Gutman to the position of Chief Wealth Advisory Officer. With this promotion, Gutman, who has previously served as Senior Vice President and Chief Fiduciary Officer, will now also join the bank’s Management Committee.

Leadership Transition within Wealth Advisory Group

Gutman steps into the role previously held by Jonathan P. Steiner, who is retiring after an impressive 40-year career, with 14 of those years dedicated to Lake City Bank. This leadership transition is poised to continue the excellence established within the Wealth Advisory Group.

Importance of Leadership in Customer Centricity

Under the guidance of David M. Findlay, the Chairman and Chief Executive Officer, the promotion signifies the bank's commitment to maintaining strong leadership within its Wealth Advisory services. Findlay remarked on Gutman's contributions, noting her quick ascent to becoming a valued team member respected by peers and clients alike.

Career Background of Carrie A. Gutman

Before her time at Lake City Bank, Carrie Gutman has built an extensive career in the banking sector, specializing in trust administration. She began her banking career in this field back in 2016, after practicing civil law, with a focus on trust and estate law, for 20 years. Her education includes a Juris Doctor degree from Indiana University as well as dual bachelor’s degrees in political science and history.

Professional Contributions and Community Engagement

Beyond her professional roles, Gutman is actively involved in several community organizations. She holds membership in both the Indiana State and Allen County bar associations, serves as vice president of the Allen County Board of Parks and Recreation, and contributes as a board member of STARBASE of Indiana. Additionally, she is treasurer for St. Paul’s Lutheran Church.

Continuity and Growth Strategy for Wealth Advisory Services

Gutman expressed enthusiasm about leading the talented team within the Wealth Advisory Group. She acknowledged the high standards established by her predecessor, Jonathan Steiner, and is committed to further enhancing client success and building relationships. This continuity is critical as Lake City Bank aims to foster both personal and financial growth for its clients.

A Legacy of Service and Innovation

Steiner's leadership has been marked by strategic thinking and robust growth in the Wealth Advisory division since he joined Lake City Bank in 2010. With a career beginning in 1985, Steiner has made remarkable contributions, bringing years of experience in commercial banking and wealth management.

About Lake City Bank

Headquartered in Warsaw, Indiana, Lake City Bank is a well-established financial institution with a history going back to 1872. With assets totaling approximately $6.6 billion, the bank offers a range of services through its extensive network of 54 branch offices and a comprehensive digital banking platform. Lake City Bank prioritizes long-term relationship building while leveraging innovative technology to provide exceptional service to both retail and commercial clients. It operates as the single bank subsidiary of Lakeland Financial Corporation (Nasdaq Global Select: LKFN).

To learn more about Lake City Bank, visit their official website.

Frequently Asked Questions

Who is Carrie A. Gutman?

Carrie A. Gutman is the newly appointed Chief Wealth Advisory Officer at Lake City Bank, previously serving as the Chief Fiduciary Officer.

What previous experience does Carrie Gutman have?

Gutman has a background in trust administration and civil law, bringing over two decades of legal expertise to her role in banking.

What is the importance of Gutman's promotion for Lake City Bank?

This promotion indicates a strong commitment to continued leadership, growth, and client success in the Wealth Advisory division.

What are the services offered by Lake City Bank?

Lake City Bank provides a variety of financial services, focusing on community banking, investment strategies, and wealth management solutions.

What did Jonathan Steiner accomplish during his tenure?

Steiner led the bank's Wealth Advisory Group with strategic foresight and has been instrumental in fostering client relationships and significant growth.

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