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Andrew W. Dorn, Jr.

Director at FINANCIAL INSTITUTIONS
Board

About Andrew W. Dorn, Jr.

Independent director since 2014 (age 74), Dorn chairs the Management Development & Compensation (MD&C) Committee and serves on the Executive and Risk Oversight Committees. He is designated independent and brings deep financial services, risk oversight, M&A, and technology/digital experience; the Board’s skills matrix marks him as a financial expert with broad governance capabilities .

Past Roles

OrganizationRoleTenureCommittees/Impact
Coal Ash Recycling, LLCChair2021–presentLeads private enterprise focused on lower-carbon “green” concrete via coal ash reuse
Energy Solutions Consortium, LLCCo-Managing Director2015–2021Energy project development leadership
Moundsville Power LLCManaging Member2012–2015Power generation venture leadership
Demand Response Partners, Inc.Chair & CFO2008–2015Demand-response energy services; finance and governance
Hunterview LLCPresident & CIO2008–2013Investment leadership
Great Lakes Bancorp (parent of Greater Buffalo Savings Bank)Led formation; President & CEO1997–2008Public-company banking leadership, board service
Jamestown Savings BankLed formation; President & CEO1994–1997Banking leadership

External Roles

OrganizationRoleTenureNotes
Health Foundation for Western & Central NYDirectorCurrentNonprofit governance
The Western New York FoundationDirectorCurrentNonprofit governance
Brooks Memorial Hospital; Buffalo Urban League; Chautauqua County Fund for the Arts; D’Youville College; Northern Chautauqua Chamber; United Way of Chautauqua County; othersPrior board roles (various leadership)PastCommunity and nonprofit leadership
Great Lakes BancorpDirector (past public company)PastPublic company board experience

Board Governance

  • Committee assignments: MD&C Chair; Executive Committee member; Risk Oversight Committee member .
  • Independence: Board determined all directors except the CEO are independent; Dorn is listed as independent .
  • Attendance: Board met 12 times in 2024; all directors attended >75% of Board and committee meetings; all directors attended last year’s annual meeting .
  • Skills: Skills matrix marks Dorn with Financial Expert, Financial Services Industry, Nonprofit Board, Public Board, Risk Oversight, Technology & Digital Innovation, and M&A experience .
  • Compensation committee interlocks: None; no insider participation; committee members are independent .
  • Shareholder say-on-pay: 88.5% “FOR” at 2024 annual meeting (signal for pay governance under MD&C leadership) .

Fixed Compensation

YearFees Earned or Paid in Cash ($)Stock Awards ($)All Other Compensation ($)Total ($)
202465,000 34,997 (2,001 restricted shares) 99,997

Performance Compensation

ItemDetail
Annual director equity grant2,001 restricted shares granted June 5, 2024; grant-date fair value $34,997; 50% vests immediately, remaining 50% vests the day prior to the 2025 annual meeting; no dividends on unvested shares
Ownership guidelinesNon-employee directors must hold 3× annual cash retainer; all directors met requirements in 2024
Clawback & hedgingAwards under the LTIP are subject to any current clawback policy; pledging and hedging of company stock prohibited

Other Directorships & Interlocks

CategoryCompanyRoleStatus
Public company boardGreat Lakes BancorpDirectorPast
MD&C interlocksNoneCurrent (no interlocks)

Expertise & Qualifications

  • Education: University at Buffalo (undergraduate); MBA, Canisius College .
  • Board financial expert status; extensive finance/accounting/audit oversight capabilities per Board’s elevated “Financial Expert” standard .
  • Industry: Community banking CEO experience; energy infrastructure leadership; risk oversight experience .
  • Technology & data and M&A exposure per skills matrix .

Equity Ownership

MetricValue
Beneficial ownership (common)36,423 shares
Ownership as % of outstanding0.181% (36,423 / 20,109,712)
Right to acquire within 60 daysNone reported
Unvested restricted shares at 12/31/20241,000 shares (each director)
Stock optionsNone held (directors/officers)
Pledged or hedged sharesProhibited by policy

Governance Assessment

  • Strengths
    • Independent director with robust committee leadership (MD&C Chair) and risk oversight; strong attendance; broad skills coverage (finance, risk, M&A, tech) .
    • Ownership alignment: meaningful personal stake (36,423 shares) and compliance with 3× retainer guideline; anti-hedging/pledging policy enhances alignment .
    • No related-party transactions >$120K; insider loans in ordinary course on market terms with no preferential treatment (reduces conflict risk) .
    • Shareholder support for executive pay (88.5% “FOR” in 2024) under MD&C oversight signals investor confidence in pay governance .
  • Watch items / potential red flags
    • MD&C Committee applied “normalizing” adjustments to executive PPNI for 2024 EIP (excluding securities restructuring loss and litigation accrual) and used discretion to adjust payouts; while rationale was documented, repeated discretion can raise pay-for-performance scrutiny for investors; PSUs for executives tied to ROAA/Relative ROAE are projected to 0% payouts due to restructuring impact, which the MD&C will consider in future decisions .
    • Director total cash/equity framework is clear; ensure ongoing adherence to updated LTIP limits and minimum vesting terms (equity dilution controls maintained) .

Overall, Dorn’s independence, leadership of the MD&C Committee, and skills breadth support board effectiveness; investors should monitor use of compensation discretion and PSU outcomes as indicators of governance rigor and pay-performance alignment .