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Tony Wells

Director at Amalgamated Financial
Board

About Tony Wells

Tony Wells joined Amalgamated Financial Corp.’s Board on June 27, 2025, as a non‑employee director, with committee assignments to the Compensation Committee and the Nominating & Governance Committee . He brings nearly four decades of leadership across banking, payments, telecommunications, and energy; recent roles include Chief Media Officer at Verizon (2021–2023) and senior marketing leadership at USAA culminating as Chief Brand Officer (2017–2021) . He holds a B.S. from the United States Naval Academy and a Management Certificate from Johns Hopkins University Carey School of Business, and is a former Marine Corps infantry officer . He currently serves on the boards of Nexstar Media Group (NASDAQ: NXST), Yelp (NYSE: YELP), and private ad‑tech firm TripleLift, and is a Venture Partner at AZ‑VC (since 2024) .

Past Roles

OrganizationRoleTenureCommittees/Impact
VerizonChief Media Officer2021–2023Led media strategy in highly regulated telecom; senior executive role
USAASenior Marketing Executive; Chief Brand Officer2017–2021Chaired USAA Foundation and USAA Education Foundation; advanced financial literacy, D&I, and customer trust
United States Marine CorpsInfantry OfficerPrior to private sectorLeadership and discipline credentials

External Roles

OrganizationRoleTenureNotes / Potential Interlocks
Nexstar Media Group (NASDAQ: NXST)DirectorCurrentPublic media company board service
Yelp (NYSE: YELP)DirectorCurrentPublic consumer reviews platform board service
TripleLift (private)DirectorCurrentPrivate ad‑tech company board service
AZ‑VCVenture PartnerSince 2024Arizona’s largest VC fund; venture oversight

Board Governance

  • Committee assignments: Compensation Committee; Nominating & Governance Committee .
  • Independence indicators:
    • No arrangements or understandings for selection; no transactions requiring Item 404(a) related‑party disclosure for Wells .
    • Company discloses Compensation Committee members meet heightened Nasdaq independence standards ; Nominating & Governance Committee members are “independent” under Nasdaq standards .
  • Committee engagement (2024 frequency, indicating expected workload):
    • Compensation Committee met 9 times in 2024 .
    • Nominating & Governance Committee met 7 times in 2024 .
  • Executive Committee met 0 times in 2024 (scope limited to matters between Board meetings) .
  • Director attendance: In 2022, each director attended at least 75% of Board and committee meetings; Wells joined in 2025, so his attendance will be assessed in future filings .

Fixed Compensation

ComponentAnnual Amount ($)Notes
Director cash retainer50,000Base annual retainer for non‑employee directors
Compensation Committee – member5,000Additional cash retainer for committee membership (Chair: +10,000; Wells is a member)
Nominating & Governance Committee – member5,000Additional cash retainer for committee membership (Chair: +10,000; Wells is a member)
Executive Committee – member5,000Not currently applicable to Wells based on assignment
Audit Committee – member/chair10,000 / +15,000Not applicable to Wells (he was not appointed to Audit)

Wells’ 2025 cash retainers are pro‑rated to reflect service beginning June 27, 2025 .

Performance Compensation

Grant TypeGrant Date Fair ValueVestingDividend EquivalentsForfeiture
RSUs (standard annual)≈50,000Vest on first anniversary of grant dateAccrue during vest; paid in cash if RSUs vestUnvested RSUs forfeited upon resignation before vest
RSUs (initial appointment 2025)≈65,000 (pro‑rated)Vest on first anniversary of grant dateAccrue during vest; paid in cash if RSUs vestUnvested RSUs forfeited upon resignation before vest

Directors’ equity is time‑based; there are no disclosed performance metrics (e.g., TSR, revenue, EBITDA) tied to director RSUs .

Other Directorships & Interlocks

CompanyRolePotential Conflict / Related‑Party Exposure
Nexstar Media Group (NASDAQ: NXST)DirectorNone disclosed; Company states no Item 404(a) transactions involving Wells
Yelp (NYSE: YELP)DirectorNone disclosed; same as above
TripleLift (private)DirectorNone disclosed; same as above
AZ‑VCVenture PartnerNone disclosed; same as above

Expertise & Qualifications

  • Multi‑industry executive experience (banking, payments, telecom, energy) supporting oversight of risk, brand, and stakeholder trust .
  • Board governance experience across public and private companies (NXST, YELP, TripleLift) .
  • Education: B.S., United States Naval Academy; Management Certificate, Johns Hopkins Carey Business School .
  • Leadership background: Former Marine Corps infantry officer .

Equity Ownership

  • Director Stock Ownership Guidelines: Minimum holding equal to 3x the director’s annual cash retainer (includes base plus committee/chair retainers) .
  • Counting rules: Includes shares owned outright/jointly; shares in Company retirement/deferred plans; net shares underlying unvested time‑based RSUs; net shares underlying vested but unexercised options; excludes unvested options and unearned performance awards .
  • Retention requirement: Until guideline met, retain 50% of net shares from any annual equity retainer .
  • Compliance measurement: Annually (typically at July Board meeting) .
  • Beneficial ownership disclosure: As of the March 26, 2025 record date, Wells was not yet a director and is not included in the beneficial ownership table; directors and officers as a group held 396,770.36 shares (1.29% of outstanding) at that date .

Governance Assessment

  • Positive signals:
    • No related‑party transactions requiring Item 404(a) disclosure for Wells at appointment; no selection arrangements disclosed .
    • Committee assignments to Compensation and Nominating & Governance—both committees disclosed as comprised of independent directors under Nasdaq standards—support independence and governance quality .
    • Director equity grants are time‑based RSUs with one‑year vest and dividend equivalents, combined with a 3x cash retainer ownership guideline and a 50% net‑share retention requirement, which enhances alignment with shareholders .
    • Compensation Committee uses an independent consultant (Farient Advisors) with independence affirmed; participates without management present, reducing risk of pay‑design conflicts .
  • Watch items / potential risks:
    • Multiple outside public board commitments (NXST, YELP) and private board roles (TripleLift) increase time‑commitment demands; monitor attendance and committee engagement in upcoming proxies .
    • New director status means ownership compliance and meeting attendance data will only be available in future filings; monitor for guideline attainment and engagement .
  • Compensation structure context:
    • Current non‑employee director pay mix: cash retainer ($50,000) plus committee retainers (e.g., $5,000 per committee, chair adders), and RSUs with ≈$50,000 annual fair value (initial ≈$65,000 pro‑rated), consistent with market and aligned via equity time‑based vesting .

Notes: All information above is sourced from Amalgamated Financial Corp.’s 2025 and 2024 DEF 14A proxy statements and the July 1, 2025 Form 8‑K and press release announcing Wells’ appointment .