Katherine Dunlevie, President and CEO of The Family Office at Synovus, Named Outstanding CEO by Family Wealth Report
COLUMBUS, Ga., May 12, 2022 — Synovus Bank is pleased to announce that Katherine Dunlevie, president and CEO of The Family Office at Synovus, was named Outstanding CEO during the 9th annual Family Wealth Report Awards on Wednesday, May 4, 2022. The Outstanding CEO award recognizes an inspirational CEO leading a multi-family office of any size.
“It's an honor to have The Family Office at Synovus once again recognized as an industry leader by Family Wealth Report,” said Bart Singleton, president of Synovus Financial Management Services, which encompasses The Family Office. "Katherine Dunlevie is an exceptional leader, and her tireless efforts to accelerate growth and enhance the Family Office experience have strengthened Synovus' agility, efficiency, and capabilities. This recognition is a testament to the success of The Family Office team and sends a strong message about the importance of the stand-alone line of business in Synovus' comprehensive client offerings."
The annual Family Wealth Report Awards recognize the most innovative and exceptional firms, teams, and individuals serving the family office, family wealth management, and trusted advisor communities in North America. A judging panel composed of experts from family offices, private banks, trusted advisers, consultants, and other service providers selected this year's winners. The judges praised Dunlevie's inspirational leadership focused on personal values and commended her shepherding of The Family Office from a modest offering to a core function of Synovus.
“I am humbled and delighted to have been named this year's Outstanding CEO by Family Wealth Report,” said Katherine Dunlevie, president and CEO of The Family Office at Synovus. “This award, bestowed by some of our industry's best and brightest, would not have been possible without my talented team and their dedication to helping ultra-high net worth families achieve their unique goals. Through our commitment to serving client families, we have seen the strengthening of family relationships and renewed passions to sustain their family legacies for generations to come. I look forward to continuing to build on this success as we empower enterprising families to thrive, together."
As president and CEO of The Family Office at Synovus, Dunlevie directs all aspects of the line of business with a focus on client service, long-term business strategy, new business development, and financial performance. She also leads collaborative efforts to plan, develop, and implement strategies that deliver exceptional services supporting family enterprises. Dunlevie has spent her entire financial services career with Synovus, joining the bank in 2002 as a management associate. She joined The Family Office as a Family Office advisor in 2004 and was named managing director in 2014. In February of this year, Synovus changed Dunlevie's title to president and CEO, reflecting the prominence of The Family Office in Synovus’ overall client strategy. Dunlevie, a Phi Beta Kappa, holds a bachelor’s degree and MBA from the University of North Carolina at Chapel Hill.
In conjunction with Dunlevie's recent title change, The Family Office at Synovus established a new executive leadership team and promoted several individuals into key roles. Michael Clark, senior vice president and chief operating officer, and Robert Persons, senior vice president and director of advisory services, joined Michael Sluder, senior vice president and chief investment officer, to form the leadership team. The new executive leadership team positions the Family Office for continued growth and success while maintaining a high-touch, personalized experience for client families.
The Family Office at Synovus, founded in 1947, is dedicated to helping ultra-high net worth families across the United States identify and achieve their financial and family goals and aspirations. With 44 team members and more than $10 billion in assets under administration, The Family Office at Synovus provides comprehensive investment management, wealth-transfer planning, family enterprise services, and fiduciary services to families in North and South America, Europe, and the Middle East. Family Office team members develop deeply personal client relationships and devise integrated strategies that uncover and address each family’s challenges, motivations, goals, and needs.
Synovus Bank, a Georgia-chartered, FDIC-insured bank, provides commercial and retail banking and a full suite of specialized products and services, including private banking, treasury management, wealth management, mortgage services, premium finance, asset-based lending, structured lending, and international banking through 272 branches in Georgia, Alabama, South Carolina, Florida, and Tennessee. Synovus is a Great Place to Work-Certified Company and is on the web at synovus.com, Twitter, Facebook, LinkedIn, and Instagram.
On Wednesday, May 4, 2022, Katherine Dunlevie, president and CEO of The Family Office at Synovus, was named Outstanding CEO during the 9th annual Family Wealth Report Awards.
Senior Vice President and Chief Investment Officer Michael Sluder, Private Wealth Management Senior Director Konda Pollard, and Senior Vice President and Chief Operating Officer Michael Clark stand with Katherine Dunlevie following the 9th annual Family Wealth Report Awards presentation.