Ampersand Inc., the nation’s preeminent national authority in the deposit management sector, is pleased to announce it’s one year anniversary. Founded last year to help depositors unlock the full potential of their cash deposits, Ampersand’s team of industry pioneers has built a strong network of community and regional banks to meet the needs of deposit clients across multiple industry sectors.

Notable milestones over this first year include: 

• Developing partnerships with community and regional banks across the U.S. to support deposit capacity of almost $1.5 Billion.
• Welcoming almost 100 industry leaders as deposit clients. 

• Publishing an industry-leading depositor focused survey, which helped inform the banking industry of depositor preferences and enables Ampersand and its partner financial institutions to deliver purpose-built solutions that meet client needs.  

• Interviews and features in key media outlets including American Banker, S&P Global, EB-5 Investors Magazine, Strategic CFO, and more.  

• Registered with the U.S. Securities & Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor (#K1335), providing municipal clients with peace of mind regarding bond proceeds management. 

• Recognized as one of Wisconsin’s Best Places to Work by the Milwaukee Business Journal 

“After one year, Ampersand continues to exceed expectations, and I am thankful to the clients and banks that have embraced the AmpersandAlign™ program,” said Ampersand CEO and Chairman, Kelly Brown. “Our team is passionate about unlocking the full potential of cash deposits to the benefit of both our clients and banking partners. We are looking forward to an incredible future.” 

As part of the company’s ongoing expansion, Ampersand recently announced the addition of two highly experienced executive leaders into key positions. Mark Crockett joins Ampersand as Chief Technology Officer and brings with him over 30 years of executive experience in a variety of financial technology-based industries. Mark will lead all aspects of Ampersand’s technology including the on-going expansion of AmpersandIQ™, the key enabler for the AmpersandAlign program. Also joining Ampersand as Chief Compliance Officer is Maya Sutton, a banking industry veteran and Series 50 and 54 holder. Additionally, Maya will serve as Municipal Advisor Principal.  

With the additions to the Ampersand team during 2024, Ampersand will continue to be a leader in the field of deposit management. Key upcoming milestones include the upcoming release of their second annual Depositor Priorities Survey, which will release the results in Q1 2025.