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Kevin Leitão

Director at Bankwell Financial Group
Board

About Kevin D. Leitão

Independent director of Bankwell Financial Group, Inc. (BWFG). Age 61; elected to the Board at the May 29, 2024 annual meeting and serving since 2024 . An attorney and risk management advisor based in New Canaan, CT with deep expertise integrating technology into bank products, regulatory compliance, and information risk management; prior in‑house roles include General Counsel at Hulett Bancorp/Summit National Bank and WebBank (2018–2020) . Education: A.B. Brown University, M.Phil. in Criminology (Marshall Scholar) Cambridge University, J.D. Yale Law School . The Board deems all directors other than the CEO independent; thus Leitão is independent under Nasdaq rules .

Past Roles

OrganizationRoleTenureCommittees/Impact
Hulett Bancorp / Summit National BankGeneral CounselNot disclosedOCC approval for new FinTech platform activities during his tenure; fintech/regulatory expertise
WebBankGeneral Counsel; executive owner of compliance2018–2020Managed lending platform relationships, product counseling, government relations
SoftCard (AT&T/Verizon/T‑Mobile JV)Associate General Counsel & Compliance Officer2013–2015Mobile wallet compliance; digital financial services experience
TIAAManaging Director & Senior Compliance Officer2008–2013Senior compliance leadership
Merrill Lynch Global Bank GroupChief Compliance OfficerNot disclosedBank group CCO responsibilities
Leitão Law LLCFounder (private practice)Founded 2017Digital financial services and information risk management counsel
Ballard SpahrOf CounselPrior to 2017Digital financial services focus

External Roles

No current public company directorships disclosed in BWFG’s proxy biography for Mr. Leitão .

Board Governance

  • Independence: Board determined all directors except the CEO are independent; applies to Mr. Leitão .
  • Board leadership: Independent Chairman (Blake S. Drexler), separated from CEO role .
  • Committees (2024–2025):
    • Governance & Nominating Committee: Member (Chair: Carl M. Porto) .
    • Audit Committee: 2024 members were Demos (Chair), Kotval, Seidman; Demos qualifies as audit committee financial expert .
    • Compensation Committee: Dale (Chair), Lampert, Porto (independent; Pearl Meyer engaged as independent consultant) .
    • Risk Committee: Formed July 2024; Board‑level oversight of enterprise risk, including cybersecurity; met four times in 2024 .
  • Attendance: In 2024, the Board met 10 times; each incumbent director attended at least 75% of Board and applicable committee meetings; all current directors attended the 2024 annual meeting .
  • Director ownership and trading policies:
    • Stock ownership guideline: Each director must hold shares equal to 3x average annual Board fees (or minimum $150,000), to be met by the second anniversary of first election; retain all vested restricted stock until compliant .
    • Anti‑hedging/anti‑pledging: Prohibits hedging/derivatives and pledging or margining Company securities by directors and officers .

Fixed Compensation

YearCash Fees ($)Notes
202426,733Partial‑year service following election in May 2024

Additional director compensation features (Board‑wide):

  • Combined Company/Bank board and committee retainers, with additional retainers for Board/committee chairs and Vice Chair .
  • Non‑qualified deferred compensation plan permitting deferral of all director cash fees into a stock‑tracked account; distributions in stock post‑retirement (Rabbi Trust; open‑market purchases) .

Performance Compensation

Grant/YearInstrumentAmount/ValueVesting/Terms
2024 (year total)Stock awards$3,053Reflects 2024 grants applicable to directors, including special awards; excludes vesting of prior‑year grants
Dec 11, 2024 (special award)Restricted stock100 shares to each Governance Committee member; vested immediatelyGranted in recognition of elevated committee activity; immediate vesting
Feb 7, 2025 (annual director grant)Restricted stock1,800 shares to each directorTime‑based vesting in three substantially equal annual installments commencing Feb 7, 2026

As of Dec 31, 2024, Mr. Leitão had no unvested restricted stock reported (indicated as “—” in the footnote) .

Other Directorships & Interlocks

CategoryDetail
Current public company boardsNone disclosed for Mr. Leitão
Noted interlocks/overlapsNone disclosed with BWFG customers/suppliers in proxy biographies; Board’s related‑party policy governs review of transactions >$50k

Expertise & Qualifications

  • FinTech integration, digital financial products, bank regulatory compliance, and information risk management expertise brings oversight value to BWFG’s innovation and compliance/risk initiatives .
  • Advanced legal training (Brown; Cambridge Marshall Scholar; Yale Law) .
  • Governance credentials include membership on the Governance & Nominating Committee .

Equity Ownership

ItemAmount
Total beneficial ownership (as of Mar 27, 2025)6,400 shares; under 1% of outstanding
Shares outstanding (as of Mar 27, 2025)7,888,942 shares
Vested vs. unvested detailNo unvested director RS awards reported for Mr. Leitão at 12/31/2024 (“—”)
Pledged/hedged sharesCompany policy prohibits hedging/pledging by directors/officers
Ownership guidelines3x average Board fees (≥$150,000); initial compliance due by second anniversary of first election (elected 5/29/2024)

Insider filings and compliance:

  • Section 16(a) compliance note: Form 3 for Kevin D. Leitão due June 8, 2024 was filed July 10, 2024 (one late filing) .

Related‑Party Transactions (conflict review)

  • Policy and controls: Related‑party transactions >$50,000 require Governance & Nominating Committee review under a written policy; conforms to SEC/Nasdaq requirements .
  • Specific to Mr. Leitão: Leitão Law LLC provided legal services related to innovation projects from Dec 2023 to Mar 2024; fees <$50,000 per the 2025 proxy; the firm has provided no services since Mar 2024 . The 2024 proxy reported $48,248 for Dec 2023–Mar 2024 and stated the Company does not intend to engage the firm if Mr. Leitão is elected .
  • Ordinary banking relationships: No related‑party loans outstanding at 12/31/2024 .

RED FLAG (mitigated): Pre‑election services by director’s firm (de minimis, ceased; policy‑reviewed) .
Minor compliance lapse: One late Form 3 filing noted for 2024 .

Say‑on‑Pay & Shareholder Feedback (context for governance sentiment)

  • Say‑on‑pay approval: 89.1% support at 2024 annual meeting (for 2023 pay) ; 81.5% support at 2023 annual meeting (for 2022 pay) ; 63.7% support at 2022 annual meeting (for 2021 pay) .

Governance Assessment

  • Positives:
    • Independent director with specialized fintech/regulatory and information‑risk expertise aligned to BWFG’s innovation and risk oversight priorities; assignment to Governance & Nominating is additive as BWFG formalized a Board‑level Risk Committee in 2024 .
    • Strong alignment mechanisms: director stock ownership guideline (3x fees/≥$150k), anti‑hedging/anti‑pledging policy, and director equity grants with multi‑year vesting (from 2025) .
    • Board structure and process: Independent Chair; Board attendance threshold met; use of independent comp consultant; committee independence .
    • Improving shareholder sentiment on compensation (SOP support up to 89.1% in 2024) .
  • Watch items:
    • Pre‑election legal services by his firm create a potential appearance of conflict despite being immaterial, pre‑election, and ceased; continued adherence to related‑party policy is important .
    • Newer director (elected 2024) with guideline compliance due by second anniversary; ongoing progress toward ownership guideline will matter for alignment .
    • Minor Section 16 timeliness lapse (late Form 3) warrants attention to filing processes .