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Industry Spotlight > Broker Dealers

TD Ameritrade Taps Bank CFO to Replace Gerber

By Janet Levaux

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TD Ameritrade (AMTD) said late Monday that Steve Boyle will succeed outgoing CFO Bill Gerber.

Boyle joins the brokerage firm from TD Bank (formerly Banknorth), where he has been cheif financial officer for the past 11 years; he joined Banknorth in 199, after working for Fleet Financial Group and Arthur Andersen.

“With a career spanning nearly 30 years, Steve Boyle’s thorough understanding of financial management and leadership of financial institutions will be an asset to us,” said TD Ameritrade President and CEO Fred Tomczyk, in a statement. “We are pleased to welcome him to TD Ameritrade.”

Boyle will join TD Ameritrade in July, and Gerber will officially retire on Oct. 1.

Gerber, 56, has been CFO since 2006 and is set to receive a $2.5 million retirement package, according to regulatory filings. His retirement plans were announced in January.

At the firm’s institutional conference for advisors, which took place in late January in San Diego and had about 3,300 attendees, it said it was providing two new scholarships for university financial planning students, launching the RIA NextGen Career Exchange job and resume posting site, and upgrading its Veo Open Access technology platform.

In mid-March, the Committee for the Fiduciary Standard said Skip Schweiss, TD Ameritrade Institutional’s managing director of advisor advocacy and industry affairs, had been selected as Fiduciary of the Year. The committee presented the award to Schweiss at Insights 2015, an annual conference hosted by fi360, in Orlando.

— Check out At TD Ameritrade Gathering, Technology, Trusts, Diversity—and Blue Jeans on ThinkAdvisor.

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