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As privately held banks look for smarter ways to manage shareholder relations, My Private Shares is helping them do it without losing control.In this episode of Travillian Next, Andrew Liesch, Head of Bank Strategy at Travillian, sits down with John Antolik, CEO of My Private Shares; Sam Ishee, CFO of Florida Capital Bank; and Andy Borrmann, CFO of Lincoln Savings Bank.Together, they explore how digital shareholder management is transforming how private institutions handle liquidity, communication, and ownership transitions. From streamlining transactions and compliance to supporting succession planning and leadership retention, the conversation offers a practical look at how community banks can stay private while still modernizing for the future.
By Travillian Next5
66 ratings
As privately held banks look for smarter ways to manage shareholder relations, My Private Shares is helping them do it without losing control.In this episode of Travillian Next, Andrew Liesch, Head of Bank Strategy at Travillian, sits down with John Antolik, CEO of My Private Shares; Sam Ishee, CFO of Florida Capital Bank; and Andy Borrmann, CFO of Lincoln Savings Bank.Together, they explore how digital shareholder management is transforming how private institutions handle liquidity, communication, and ownership transitions. From streamlining transactions and compliance to supporting succession planning and leadership retention, the conversation offers a practical look at how community banks can stay private while still modernizing for the future.

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