By Jim Toes, STA President & CEO

There are several hallmarks of year-end in our industry: closing out books and records, office holiday celebrations, and, of course, performance reviews. This time of year also brings announcements of retirement from industry veterans who have chosen to begin a new chapter in their lives.

Before 2025 begins, we want to take a moment to recognize and celebrate the careers of several outstanding professionals. After decades of hard work and dedication, they are leaving our industry not only to pursue other interests but also having left it stronger than when they started. It is both fitting and meaningful to honor their achievements as they embark on this next chapter.

Over the decades, these individuals have witnessed and embraced profound changes in our industry. They have adapted to challenges, guided clients, and mentored colleagues with wisdom and grace. Their experience and expertise have been invaluable, leaving a lasting impression on their peers and the countless clients who placed their trust in them. They competed fiercely and fairly, demonstrating professionalism in both victory and defeat.

Beyond their professional accomplishments, they have exemplified a commitment to giving back. They shared their knowledge, mentored the next generation, and actively worked to make the financial services industry stronger and more resilient. Their efforts to uplift others are a significant part of their legacy, leaving the industry better than they found it.

As they turn the page to this exciting new chapter, we want to express our deepest gratitude for the indelible mark they’ve made. They have enriched the financial services industry and inspired all of us who have had the privilege of working alongside them. While their daily presence will be missed, their influence will continue to resonate for years to come.

On behalf of the STA organization and a grateful industry, we wish you success, joy, and happiness in the days ahead. May this next chapter bring fulfillment, opportunities to pursue long-held passions, and cherished memories with loved ones.

Godspeed.

Dedicated to:

Ted Bilharz, Cboe
Mark Campbell, Fidelity
Whit Conary, Kezar Markets
Paul Jiganti, IMC Trading
Andy McLeod, Morgan Stanley
Dan Royal, Janus Henderson
Michael Thompson, William Blair Asset