Noted and successful financier Warren Buffett addressed financial ethics in his own way. “You’re looking for three things, generally, in a person,” Buffett said. “Intelligence, energy and integrity. And if they don’t have the last one, don’t even bother with the first two.” Our 2022 list of Notables in Finance touches on every responsibility when it comes to fiduciary matters. We have founders, principals, presidents, CEOs and board members of a variety of entities in Northeast Ohio. Those entities are as varied as a land conservancy and lake development authority to two of our professional sports teams to major banks and investment firms. These notables are active in their workplace, their homes and their communities — with numerous charitable organizations represented in their out-of-work work. As Buffett also said: “It takes 20 years to build a reputation and five minutes to ruin it.”
Meet the 2022 Notables in Finance.
METHODOLOGY: The honorees do not pay to be included. Their profiles were drawn from the nomination materials submitted. This list is not comprehensive. It includes only individuals for whom nominations were submitted and accepted after a review by editors. To qualify for the list, nominees must be based in Northeast Ohio. They must be currently employed full time in a senior-level role at an investment bank, institutional money manager, exchange, trading firm, institutional asset owner or corporate finance department. They must have a minimum of 10 years’ experience in the financial industry. They must be active in the community and/or philanthropic activities, mentoring programs and/or diversity and inclusion initiatives.
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