Piermont Bank

Join our Chief Banking Officer Rodrigo Suarez in the panel about Tech-Driven Compliance, and learn how we can serve high growth companies in the CBD space!

#Fund finance has undergone a remarkable transformation in recent years, fueled by innovation, shifting market dynamics, and a new generation of GPs. From subscription lines to NAV lending, there is no shortage of success stories, but one recent deal at Piermont Bank highlights how this evolution is creating a tangible impact. 👉 Read more about how Piermont Bank is powering the next generation of fund managers.  https://lnkd.in/dvHJ7CS4 #fundfinance #navlending #subline #capitalcallline #GPs #LPs #successcase

At Piermont Bank, we celebrate our team members who go the extra mile to uplift others, enhance what we do, and drive our shared success. We are happy to announce the first winner of our 1% Spirit Award: Jumanah Choudhury, BaaS Program Manager. From day one, Jumanah has exemplified what it means to go above and beyond. She stepped up without hesitation when her team needed her most, taking on extra responsibilities with professionalism and grace. Jumanah has shown unwavering belief in Piermont’s mission by actively and enthusiastically referring outstanding talent to the bank—playing a direct role in shaping our growing team and culture. Congratulations Jumanah! 

Our CEO Wendy Cai-Lee will be speaking on leadership breakthroughs at the virtual #ABA Women Lead Symposium on 7/17, Walk away with insights from banking executives on how to evolve from emerging leaders to industry trailblazers and build up a strong professional network that supports a thriving workplace. Register: https://aba.social/3Iswn4g

ICYMI – Banks should continue embracing #fintech #partnerships as catalysts for #growth and product differentiation. Check out the panel featuring our Chief Banking Officer Rodrigo Suarez at Digital Banking 2025. Learn about the different types of fintech partnerships–operational technology, customer oriented and front-end (#BaaS)–and how to develop a playbook for banks to gain a competitive edge over other banks and nonbanks. https://lnkd.in/e4uf_cRw

Last Thursday we hosted the 2nd annual NYC 'Moves in VC' Reception and Dinner, gathering 30 VCs and LPs for a night of celebration. The uncommon commonality of the investors in the room? They all have made a verifiable big "move" in the past 12 months, like: 💰 Making a close on a new fund (like Gary Benerofe and Mike Ma) 🙌 Joining a new firm (like Rachel Tsui, PhD and Kosho Sato) 📈 Getting promoted (like Hunter Worland Cherae Robinson Benjamin Sack and Robert Templeton) A big thank you to Rodrigo Suarez Wenni W. Piermont Bank as well as Thomas DiFiore, FRM·CAIA from I Mean Live Foundation for supporting this special evening. Plus a special shout out to the Venture5 Media team, especially Audrey McNicholas who made everything run like clockwork! And if you're on the West Coast, keep an eye out for the 2nd annual SF 'Moves in VC Dinner' as well as our 1st Los Angeles edition -- both happening this October!

In May, we proudly celebrate Asian American and Pacific Islander (AAPI) Heritage Month, a time to honor the rich cultural heritage and remarkable achievements of #AAPI communities across the nation. At Piermont Bank, this celebration is more than a tribute—it’s a reaffirmation of our commitment to supporting the #innovators, #entrepreneurs, and #business leaders who are helping shape the economic future of our #communities and the nation. Read More: https://lnkd.in/e5Ym8TcZ

In a recent Forbes article, our Founder & CEO Wendy Cai-Lee shares strategic advice for small and medium-sized businesses (SMBs) to strengthen their financial resilience amid economic challenges. Key recommendations include: 💰 Establishing Flexible Captial Access: utilize lines of credit to manage cash flow fluctionations and unexpected expenses. 📈 Refinancing High-Cost Debt: Seek more favorable terms to improve cash flow and support growth opportunities. 📊 Optimizing Cash Flow Management: Implement tools and practices to enhance financial stability and forecasting. Piermont Bank is dedciated to empowering SMBs with tailored financial soltuions that address their unique needs. For small business owners, check out Piermont Bank’s High Yiled Money Market yields an APY of 3.50%*, designed to help making a return on funds you don’t need to access regularly. Find out more here: https://lnkd.in/eqjnUizm Read the full article here: https://lnkd.in/emz4ZwUN

Piermont Bank is proud to see two of its leaders sharing their ideas and vision at this year’s Committee of 100 Conference & Gala! Wendy Cai-Lee, our Founder & CEO, and Cyndie Chang, board of director and managing partner at Duane Morris LLP, joined influential voices shaping dialogue around leadership, innovation and economic opportunities. Their presence and insights reflect Piermont’s commitment to advancing women leadership and driving impact through meaningful engagement. Together as a team, we continue to support diverse leadership and engage in efforts that create positive changes. #Committeeof100LA #Diversity #womenleadership  

At the 28th Harvard College China Forum, our Founder & CEO Wendy Cai-Lee joined an insightful conversation on the future of cross-border capital. Sharing the stage with former London Stock Exchange Group CEO Xavier R. Rolet, Informed Ventures Partner @David Yin, CBiGroup Founder Jiangtao Sun, and Tiger Brokers US CEO @Lei Huang, the panel explored how capital must continue to serve as a vital bridge for long-term U.S.-China investment and economic collaboration despite growing geopolitical headwinds. The Harvard College China Forum is one of the most influential student-led conferences in the U.S., bringing together leaders across sectors to examine the evolving dynamics between the world’s two largest economies. #USChina #CrossBorderInvestment #HarvardChinaForum #CapitalMarkets #PiermontBank #WendyCaiLee