Our Senior Management Team

Our Senior Management Team is comprised of experienced banking professionals who strive to provide the best experience possible. Our executives are dedicated to being the premier commercial bank for all of your personal and business needs.  Meet them here:


 

Jeffrey A. Lipson – President & Chief Executive Officer


Jeff Lipson joined Congressional Bank as President and Chief Operating Officer in 2012 and was named Chief Executive Officer in 2013. Prior to Congressional Bank, Jeff was the Senior Vice President and Treasurer of CapitalSource where his responsibilities included: liquidity management, corporate finance, debt/equity transactions, investment portfolio, asset-liability management, and other strategic transactions. His previous experience includes roles with Bank of America, FleetBoston Financial, Credit Lyonnais, Bear Stearns and Prudential Insurance. Jeff graduated from Penn State University with a degree in Economics and received his MBA in Finance from the New York University Stern School of Business. Jeff serves on the Board of Directors of the Jewish Council for Aging.

Dale G. Phelps, CPA – Executive Vice President & Chief Financial Officer


Dale Phelps joined Congressional Bank in 2009 and has over 35 years of financial services industry experience in the areas of internal and regulatory financial reporting, asset-liability management, treasury management, taxation, mergers and acquisitions and strategic planning. His previous experience includes roles as the CFO for several local community banks including: Century National Bank, Community Bank of Northern Virginia and Millennium Bank, N.A.. Dale graduated with honors from Frostburg State University with a degree in Business Administration.

James H. Peterson – Senior Vice President & Chief Operating Officer


Jim joined Congressional Bank as Senior Vice President & Chief Operating Officer in 2013.  Prior to Congressional Bank, Jim was with CapitalSource for 11 years, most recently as the Senior Vice President and Director of Credit & Credit Policy where his responsibilities included: credit policies and procedures, credit approvals, regulatory relations, and managing a loan administration department. His previous experience includes business development, underwriting, and relationship management during 17 years with Bank of America in various commercial lending roles. Jim graduated from the College of William & Mary with a degree in Economics.

Samuel Crow – Chief Credit Officer


Sam Crow joined Congressional Bank as Chief Credit Officer in 2013. Prior to Congressional Bank, Sam founded and led the commercial lending group at E*TRADE Financial where his responsibilities included: sourcing, underwriting, funding and managing commercial lending opportunities. His previous experience includes roles with Barclays Bank, Fleet Bank and PriceWaterhouse. Sam graduated from Wake Forest University with a degree in Accounting and attained his CPA.

Anne M. Balcer – General Counsel & Internal Auditor


Anne Balcer joined Congressional Bank in April 2013. She previously served as Maryland’s Deputy Commissioner of Financial Regulation as an appointee of the O’Malley-Brown Administration. Before her career in public service, Anne was the Director of the Foreclosure Prevention Division of St. Ambrose Housing Aid Center, Inc. in Baltimore City. Anne has testified before Congress, the TARP Oversight Committee and in state and local legislatures on consumer protection, foreclosure and fair housing. She was honored with the American Association of Residential Mortgage Regulators Distinguished Service Award in August 2012 and was named the Maryland Consumer Rights Coalition’s 2012 Consumer Advocate of the Year. She was also honored as one of the Daily Record 2012 Leadership in Law recipients. She received her J.D., magna cum laude, with honors, from the University of Baltimore School of Law and her B.A. from Randolph Macon College.

Kenneth F. Elias – Senior Vice President - Corporate Lending


Kenny Elias joined Congressional Bank as SVP and Chief Lending Officer of Corporate Lending in 2011. Prior to Congressional Bank, Kenny served various roles in banking, private equity and accounting. Most recently he was Vice President with Blackstreet Capital where he sourced, underwrote, and managed control equity buyouts of underperforming companies. Prior thereto, Kenny was a Director of Portfolio Management for Leveraged Finance at Capitalsource Bank where he managed several billion dollars of performing and non-performing loans throughout his tenure. His previous experience includes roles with Allied Capital Corporation (now part of Ares Capital) and regional CPA firm Watkins Meegan LLC. Kenny is a CPA and received his MBA from the Smith School of Business at the University of Maryland. He also earned a Bachelor of Science degree in Accounting from the University of Delaware.

Amy Y. Heller – Senior Vice President - Healthcare Lending


Amy Heller joined Congressional Bank as the SVP - Healthcare Lending in 2013. Prior to Congressional Bank, Amy was most recently Managing Director of the Healthcare Credit Group at CapitalSource Bank where her responsibilities included originating, structuring, underwriting and negotiating asset-based, leveraged and real estate loan transactions within the healthcare industry. Her previous experience includes a variety of roles within CapitalSource, Heller Financial and its predecessor, Healthcare Financial Partners where she managed various portfolios of loans, including complex restructuring transactions. Amy graduated from The George Washington University, cum laude, with a degree in Business, concentrating in Finance.

Tony DeLucca - Senior Vice President - Commercial Lending


Tony DeLucca joined Congressional Bank as Vice President of Commercial Lending in 2005 and was named Senior Vice President - Commercial Lending in 2007. Prior to Congressional Bank, Tony was the Vice President of Commercial/Residential Lending at Colombo Bank where his responsibilities included: loan origination, business development, portfolio management, secondary market manager and a member of loan committee. His previous experience includes roles with Bank Atlantic, RFC / Homecomings Financial and Countrywide Wholesale Lending. Tony graduated from Florida Atlantic University with a degree in Finance and resides with his wife and three daughters in Columbia, MD.

Michael Ahearn – Senior Vice President - Residential Lending


Michael joined Congressional Bank in July 2009 as its Senior Vice President of Residential Lending. Michael has over 21 years of experience in residential lending, working for Chase Home Mortgage, Charter One Mortgage, and Bank of America Mortgage prior to Congressional. He currently manages the residential lending staff at Congressional and also originates his own loans. Michael earned his BS from the University of California Berkeley and an MBA from Georgetown University. He is fluent in French and enjoys travelling and golf.

Patience C. Gaskill - Senior Vice President - Deposit Sales


Patience Gaskill joined Congressional Bank in 2012. She manages the Deposit Sales team including three Business Development Officers and the staff at the bank's four branches. Prior to Congressional Bank, Patience was Senior Vice President, Retail Administration for Suntrust Bank where she managed sales and operations for 14 branches in Washington, DC. She was with Suntrust Bank for 12 years prior to joining Congressional. Patience graduated with a Bachelor of Science degree from the University of Maryland Smith School of Business.



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