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Andrew Juster

Lead Independent Director at Merchants Bancorp
Board

About Andrew A. Juster

Independent Lead Director at Merchants Bancorp since 2019; age 72. Former EVP & CFO of Simon Property Group (2015–2018) with prior roles as EVP & Treasurer (2008–2014) and earlier finance positions (1989–2008). MBA from Wharton; BA from American University. The Board has affirmatively determined he is independent and he currently serves as the Board’s Independent Lead Director.

Past Roles

OrganizationRoleTenureCommittees/Impact
Simon Property Group, Inc. (S&P 100 REIT)EVP & CFO2015–2018Oversaw financing strategy and capital markets activities; public-company accounting systems and controls experience (basis for “audit committee financial expert” qualification at MBIN)
Simon Property Group, Inc.EVP & Treasurer2008–2014Capital markets, treasury leadership
Simon Property Group, Inc.Various finance roles1989–2008Deep commercial real estate and finance background

External Roles

CategoryDisclosure
Public company directorships (past 5 yrs)None disclosed; proxy states no nominee has been a director of another “public company” within the past five years
Nonprofit/private boardsNot disclosed for Mr. Juster in the proxy

Board Governance

AttributeDetail
IndependenceBoard determined Mr. Juster is independent under Nasdaq/SEC rules
Lead Independent Director (LID)Serves as LID; responsibilities include agenda setting with CEO, organizing independent director meetings, liaison role, executive exit interviews
CommitteesAudit (Chair; financial expert), Compensation (Member), Nominating & Corporate Governance (Member), Risk (Member)
Committee meetings (2024)Audit 8; Compensation 2; Nominating 1; Risk 4 (committee-wide counts)
Board meetings (2024)6 meetings; all directors attended at least 75% of Board/committee meetings (Mr. Juster met the threshold)
Annual meeting attendanceAll directors attended 2024 annual meeting
Board leadershipCEO also serves as Chair; LID charter in place when roles are combined

Fixed Compensation (Director)

Component (2024)Amount ($)
Cash fees102,500
Equity awards (restricted common stock)70,079
Total172,579

2024 Director Compensation Structure (applies to non-executive directors): $140,000 annual retainer split $70,000 cash + $70,000 in restricted common stock paid quarterly; Audit Committee Chair retainer $17,500; Lead Independent Director retainer $15,000. Mr. Juster’s cash = $70,000 base + $17,500 (Audit Chair) + $15,000 (LID) = $102,500; equity portion ~$70,000/year in four quarterly installments. Approximate mix: 59.4% cash and 40.6% equity based on 2024 totals. Stock installments used prior-day closing prices per quarter: Feb $38.75; May $43.04; Aug $40.78; Nov $39.00.

Performance Compensation (Director)

MBIN does not disclose performance-based compensation for directors; director equity is time-based restricted common stock granted quarterly as part of the retainer, contingent on board service at each installment date. No director-specific performance metrics or vesting hurdles are disclosed for director awards.

Other Directorships & Interlocks

ItemStatus
Public company boards (current)None disclosed in past five years
Compensation Committee interlocksNone; no member was an employee; related-party exceptions limited to ordinary-course loans on market terms
Related-party transactions tied to JusterNone disclosed; a separate director’s law firm (Dinsmore & Shohl) received fees for loan documentation work (board-level related party)

Expertise & Qualifications

  • Audit Committee Financial Expert designation; chairs Audit Committee .
  • Deep finance and capital markets background from Simon Property Group CFO/treasury roles; commercial real estate expertise .
  • Independent Lead Director responsibilities enhance oversight quality (agenda setting, independent sessions, executive exit interviews) .
  • Education: American University (BA) and Wharton MBA .

Equity Ownership

MetricValue
Beneficial ownership (shares)23,776
Shares outstanding (record date)45,881,706
Ownership (% of outstanding)~0.052% (23,776 / 45,881,706)
Ownership guidelinesNone required for directors/executives
Hedging/pledging policyNo prohibition on hedging or pledging company stock

Governance Assessment

  • Positives

    • Independent Lead Director who organizes independent sessions and serves as liaison; this mitigates combined CEO/Chair risks .
    • Audit Chair with “financial expert” designation; Audit Committee handles auditor oversight, internal controls, and related-party review .
    • Strong attendance (≥75%) and full annual meeting participation signal engagement .
    • Director equity paid quarterly supports ongoing alignment (equity portion of retainer) .
  • Watch items / RED FLAGS

    • Combined CEO/Chair structure; though offset by an active LID, this concentrates authority. RED FLAG .
    • No stock ownership guidelines for directors/executives; no prohibition on hedging/pledging company stock. RED FLAG .
    • Significant insider/founder control: Michael F. Petrie beneficially owns 27.4% of shares (influences governance dynamics). RED FLAG .
    • Board-level related-party exposure: substantial legal fees to a firm where another director is a partner (approved under policy; still optics risk). RED FLAG .
  • Shareholder sentiment signal

    • Say-on-pay support “over 70%” in 2024; indicates majority support but leaves room for engagement on pay design .

Overall, Mr. Juster enhances board effectiveness through independent leadership, audit rigor, and deep finance expertise. Alignment could be strengthened by adopting director ownership guidelines and prohibiting hedging/pledging; combined CEO/Chair remains a structural risk partially mitigated by his LID role.