UMB Bank

Cynthia Simpson has taken on the role of executive director of marketing, communication and sales enablement at UMB Bank. She is responsible for marketing and brand strategy, sponsorships, corporate communication, and enterprise sales and service enablement. Previously, Simpson was executive vice president and chief administrative officer of UMB Institutional Banking. She also serves on the boards of the KVC Foundation and the American Cancer Society, and she participates regularly in the UMB Women’s BRG. https://bit.ly/3XGx042 #UMBCareers

Jim Rine, president of UMB Financial Corporation, and president and CEO of UMB Bank, discussed how we plan to integrate Heartland Financial's systems with ours in an interview with the Kansas City Business Journal. "It’s all hands on deck and it has certainly taken up most of our IT and operations department. Priority one is to make sure that it is as seamless as possible for former HTLF clients as well as UMB clients. We have experience with the things that we’re converting, so we have some muscle memory built up as far as that goes." — Jim Rine

UMB is excited to announce two new hires on our Private Wealth team! Join us in welcoming Matthew Reeves as senior vice president and sales manager for Private Wealth Management, focusing on the growth of financial advisors to enhance client experiences. Additionally, John Bartsch, CMAA®, CWS®, CEPA® has been hired as associate managing partner, specializing in custom planning and investment management. He collaborates with clients and their advisors to provide proactive tax, charitable, and estate planning strategies for comprehensive wealth management solutions. #UMBCareers

Integral to long-term success, growth is a word that may come with mixed emotions for business owners over the past few years. Between inflation and higher interest rates to uncertainty around the 2024 election, many business owners have been focused on strategically managing their businesses and bottom lines, prioritizing management and cash flow over finding ways to grow. Learn more from UMB's Michael Grace in Fort Worth INC.

Liz Lewis, president of consumer banking & chief marketing officer, along with Shannon Johnson, chief administrative officer, recently participated in the Kansas City Business Journal's Mentoring Monday event. This gathering brought together 311 mentees and 90 mentors at Fiorella’s Event Space in Overland Park. This year marks the 12th annual Mentoring Monday event, with around 10,000 women from American City Business Journal markets taking part. In addition to keynote addresses, the event features one-on-one sessions with local mentors and various table-topic discussions led by mentors.

We're a proud sponsor of the Kansas City Royals and are wishing them luck this season and at today's home opener! Let's go Royals!

In November, the U.S. Securities and Exchange Commission issued a risk alert for fund managers that highlighted some deficiencies and weaknesses in its examinations of funds over the past four years. Fund managers, and especially those newer to registered funds or who deal with illiquid investments, may find the staff comments about past exams especially eye opening. Learn more from Maureen Quill, executive director of registered funds, here: https://lnkd.in/gR9zAWxX Read our disclosures here: https://lnkd.in/gtvV5Zcx

We sat down with Dan Kieffer, director of asset allocation, to learn how he shaped his career and how it led him to UMB. "Money can be a difficult topic for many people. It is wildly important, personal, and misunderstood. There are few opportunities to make impactful contributions to people’s lives and being able to help people with their money is one of them. When it comes to managing wealth, people run into scary and complicated problems, and we are there to help fix them." Read more about how taking “smart risks” guides Dan Kieffer's philosophy working in the wealth industry below. #UMBCareers

It's Friday, so you know what that means! We're sharing photos from associates across our footprint who are making an impact in the communities we serve. Bankers in New Mexico volunteered at their local Junior Achievement program, where UMB associates are involved. In Illinois, we presented the keynote speaker at the YWCA’s Leader Luncheon as a longtime supporter of the organization. Our BEPIC Business Resource Group hosted a fantastic Women’s Empowerment Panel to discuss the importance of empowerment with four inspiring black female leaders. Our inclusion, diversity & associate giving consultant, Angelica DeSimio, also spoke at the St. Teresa's Academy Women's Symposium in Kansas City. Thank you to all our associates who work hard to foster a culture of giving back to our community each and every day! #UMBHeart #LifeatUMB

Contrary to expectations of a decline, interest in closed-end funds (#CEFs) remained strong in 2024, according to new research from UMB Fund Services in partnership with FUSE Research Network: Unlisted Closed-End Funds: Proven Concepts Ready for Next-Generation Investors and Product Trailblazers. Click the link below to review a market update reflecting on data through the first half of 2024, as well as insights into top investment categories, strategies, pricing, and top-performing funds. Read our disclosures here: https://lnkd.in/gtvV5Zcx