San Francisco Chapter

San Francisco

Founded on February 20, 1979 by a group of minority bankers from the San Francisco Bay Area and was incorporated as a charter of the national organization. This new chapter immediately established a network of dedicated professionals to promote community awareness on the various aspects of banking and finance related issues. On June 22, 1982, the chapter became an affiliate of the Urban Financial Services Coalition. As an affiliate of the national organization, the members dedicate themselves to shared goals that promote professional development and personal growth. Our members demonstrate support to our communities through personal involvement, specifically targeting economic improvement.


Board of Directors

—– Board of Directors —–

Jason Matthews, President
Matthews Financial Services

Walter Brown, Jr. DE, Vice President
Principal, WB Lending Solutions

Kobie Mahiri, Treasurer
Partner – AKM Equity, LLC

Falicia Buckingham, Secretary
Loan Administrator, Wells Fargo Bank

Jasper Smith CRC, Immediate Past President
Retirement Counselor, Prudential Financial

—– Committee Chairs —–

Renelle Brown
Bank of the West, Financial Services Consultant
Communications Committee

—– Advisory Board —–

Robert Shoffner
Director, San Mateo Small Business Development Center
Senior Vice President

Marjorie Grace
Grace Financial Services, CEO

Otis Watson
Comerica Bank, AVP


—– Additional Information —–



  • Bring together minority professionals in the financial services and other related industries for the mutual exchange of experiences and ideas resulting in career promotion and professional development
  • Provide educational and technical assistance for minorities involved in the industry and surrounding communities
  • Educate and inform minority youth about the range of employment opportunities available in the financial services and related fields
  • Provide advisory assistance to surrounding minority communities