Deals & People June 10, 2014

BPV Capital Names Chief Financial Officer

 Craig Davis was appointed chief financial officer (CFO), a newly created position, at BPV Capital Management.
Reported by

Davis will be responsible for the development and management of business strategy as well as producing financial results.

Before joining BPV, Davis held a number of senior positions at Proctor & Gamble, including manager of global commodity risk management. He brings knowledge of financial and risk management, business strategy, and brand development to his new role.

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Davis has more than 20 years of experience in financial services. He served as CFO at Broyhill Furniture Company and at the MasterCraft Boat Company. Previously, Davis served as CEO and managing principal of GSD Growth Partners, providing consulting services to startup business in order to develop channels to achieve growth objectives. Davis reports to Mike West, senior partner and chief executive of BPV.

Davis began in the United States Air Force, where he served as the Air Force Systems Command. He holds a bachelor’s degree in aerospace engineering from the University of Colorado and a master’s degree in business administration from Ohio State University. He is also a Certified Management Accountant (CMA). 

Deals & People June 9, 2014

The Standard Names Two Consultants

Joe Bruns and Mark Schatzel have been appointed retirement plan consultants for the eastern sales region of StanCorp Equities, Inc. (The Standard).
Reported by

Brunswill support retirement plan advisers in the Baltimore-Washington metropolitan area. He has worked in retirement plan services for more than 14 years. Before joining The Standard, Bruns served as a vice president and client consultant for Manning & Napier Advisors. He has previously held sales positions at Fulton Financial Advisors, JP Morgan Retirement Plan Services and T. Rowe Price Retirement Plan Services.

Bruns holds a bachelor’s degree in economics from the University of Maryland in Baltimore County, as well as FINRA Series 7 and 66 securities licenses.

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Schatzelwill support advisers in Pennsylvania. He will be based in The Standard’s Philadelphia office. Schatzel has worked in the retirement plan services industry for more than 12 years. Most recently he was a Business Development Wholesaler with Lincoln Financial Distributors. Before that, Schatzel worked at Vanguard for nearly 10 years with expertise in group retirement plan education, investment support and sales support.

Schatzel was awarded a bachelor’s degree, summa cum laude, in finance from Immaculata University. He holds a Certified Retirement Plan Counselor (CRPC) designation, as well as the FINRA Series 6, 7 and 63 securities licenses. He also holds a Life, Health and Annuities insurance license.

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