Banking & Finance

Assessing strengths of Broward’s financial ecosystem

Writer: Esteban Pages  3 min read September 2023 — 2023 got off to a rocky start for the banking and finance industry with the failures...
Spotlight On: Gwynn Davey, Regional President – Tampa Bay, ServisFirst Bank
2 min read September 2023 — Invest: spoke with Gwynn Davey, Tampa Bay regional president of ServisFirst Bank, about the importance of informing consumers on...
Face Off: Triangle banks’ role in shaping the region’s future
Writer: Eleana Teran 2 min read September 2023 — In the Triangle region, where growth and community are intertwined, banks...
Charlotte financial leaders discuss industry trends, challenges and solutions
[fusion_builder_container hundred_percent="no" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9"...
Spotlight On: Christina Wilson, Senior Vice President & Senior Private Banker, Wilmington Trust
2 min read September 2023 — In an interview with Invest:, Christina Wilson, senior vice president and senior private banker...
North & Central Jersey business and economic growth led by best-in-class workforce
[fusion_builder_container hundred_percent="no" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9"...
Spotlight On: Parker Hensley, Market President, San Antonio, Bank of Texas
4 min read September 2023 — San Antonio Market President of Bank of Texas Parker Hensley sat down with Invest:...
Spotlight On: Noah Rubin, Managing Director – Investments, Wells Fargo Advisors
2 min read September 2023 — The business of financial advising has continued to see change over the last few years...
Spotlight On: Grace Lee, Regional President, Massachusetts, M&T Bank
3 min read September 2023 — In an interview with Invest:, Grace Lee, regional president, Massachusetts of M&T Bank, talked...
Spotlight On: Kathleen Murphy, President & CEO, Massachusetts Bankers Association
4 min read August 2023 — In an interview with Invest:, Kathleen Murphy, president and CEO of the Massachusetts Bankers...
Spotlight On: Daniel Griggs, President – Greater Boston Region, OceanFirst Bank N.A.
4 min read August 2023 — In an interview with Invest:, Daniel Griggs, president of the Greater Boston Region at...
Face Off: A look at growth, market volatility and Tampa Bay’s future
Writer: Joshua Andino  2 min read August 2023 — Despite a few bank failures and interest rates dominating the headlines...
Spotlight On: Peter Gwaltney, President & CEO, NC Bankers Association
2 min read August 2023 — In an interview with Invest:, Peter Gwaltney, president and CEO of NC Bankers Association,...
Spotlight On: Todd Brockwell, President, 1900 Wealth
4 min read August 2023 — Todd Brockwell, president of 1900 Wealth Management, a subsidiary of Jefferson Bank, talked to...
Atlanta’s leaders on understanding and adapting to Gen Z in the workforce
Writer: Gabriela Enamorado 2 min read August 2023 — Atlanta leaders are working to stay ahead of the game to...
Invest: Charlotte 2022-2023 Leadership Summit highlights continued collaboration and growth
[fusion_builder_container hundred_percent="no" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9"...
How local banks are growing despite wider industry volatility
Writer: Joshua Andino  2 min read August 2023 — While the rapid increase in interest rates over the last two...
Spotlight On: Sundip Murthy, Partner, Norwest Equity Partners
2 min read August 2023 — In an interview with Invest:, Sundip Murthy, partner at Norwest Equity Partners (NEP), talked...
New Jersey gearing up for the future of fintech
4 min read July 2023 — The Garden State is considered the No. 2 fintech hub in the country —...
Spotlight On: Stephanie Pierce, CEO, Dreyfus, Mellon & Exchange-Traded Funds, BNY Mellon Investment Management
3 min read July 2023 — Stephanie Pierce, CEO of Dreyfus, Mellon & Exchange-Traded Funds at BNY Mellon Investment Management,...
Tampa Bay leaders are bullish on the future as economic headwinds dissipate
Writer: Joshua Andino 4 min read July 2023 — Despite concerns of a recession at the onset of 2023, Florida’s...
Spotlight On: William Lowe, Chairman, President & CEO, Harmony Bank
2 min read July 2023 — In an interview with Invest:, William Lowe, chairman, president and CEO of Harmony Bank,...
Bank consolidation continues with First Bank, Malvern Bancorp merger
Writer: Joshua Andino  2 min read July 2023 — Hamilton-based First Bank has completed its acquisition of Malvern Bancorp on...
Face Off: Banking, investment opportunities thrive in growing DFW landscape
Writer: Jerrica DuBois 2 min read July 2023 — Regional leaders in the banking and finance industry continue to strive...
Spotlight On: Calixto Mateos-Hanel, Managing Director, North American Development Bank
4 min read July 2023 — In an interview with Invest:, Calixto Mateos-Hanel, the managing director of North American Development...
Spotlight On: Jeffrey Tengel, CEO, Rockland Trust Bank
3 min read July 2023 — In an interview with Invest:, Jeffrey Tengel, CEO of Rockland Trust Bank, spoke about...
Spotlight On: Brad Fouss, SVP-Market President – Greater Philadelphia, OceanFirst Bank
4 min read July 2023 — In an interview with Invest:, Brad Fouss, SVP-market president – Greater Philadelphia at OceanFirst...
Spotlight On: Michael Affuso, President & CEO, New Jersey Bankers Association
3 min read June 2023 — Uncertainty is the word that defines the near future, Michael Affuso, president and CEO...
Face Off: John Thompson and Dennis Murphy discuss Florida’s financial well-being amidst wider, national instability
Writer: Joshua Andino  2 min read June 2023 — The banking and financial services sector has seen greater volatility over...
Spotlight On: Steve Vitale, Regional President, Commercial Banking, New Jersey, Pennsylvania & Hudson, Valley Bank
3 min read June 2023 — Invest: sat down with Steve Vitale, regional president of commercial banking at Valley National...
Spotlight On: Vince Market, Executive Vice President & CFO, TruMark Financial Credit Union
4 min read June 2023 — Vince Market, executive vice president and CFO of TruMark Financial Credit Union, talked to...
Minnesota’s resilient financial landscape: The community-based approach
[fusion_builder_container hundred_percent="no" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9"...
Spotlight On: Ed Fleischmann, CEO & Managing Director, Edenred USA
3 min read June 2023 — Invest: spoke with Ed Fleischmann, CEO and managing director of leading digital platform for...
Spotlight On: Lee Fite, President – Carolinas Region, Fifth Third Bank
2 min read June 2023 — In an interview with Invest:, Lee Fite, regional president at Fifth Third Bank, discussed...
Massachusetts business confidence takes another hit
Writer: Ryan Gandolfo 2 min read June 2023 — Economic uncertainty has clouded Massachusetts employers’ outlook as business confidence turned...
Republic Bank cuts costs, reduces headcount amidst focus on profitability
Writer: Joshua Andino 2 min read June 2023 — Republic Bank is consolidating locations and reducing its headcount.  Republic First...
Spotlight On: Tyrus Sanders, Dallas Market Executive & Commercial Banking Leader, Regions Bank
3 min read May 2023 — Invest: spoke with Tyrus Sanders, Dallas market executive and Commercial Banking leader of Regions...
Harmony Bank, Texas Brand Bank close merger
2 min read May 2023 — As merger and acquisitions continue to change the landscape of the banking sector in...
Spotlight On: Rebecca O’Connell, NYC Metro Market Executive, Citizens
3 min read May 2023 —Citizens is not slowing down. Despite the current recession risk, the bank is looking forward...
Spotlight On: Heath Campbell, Regional President, Charlotte Metrolina Region, Truist
3 min read May 2023 — Heath Campbell, Regional President of the Charlotte Metrolina region for Truist, spoke with Invest:...
Regional leaders share Greater Boston’s financial industry snapshot
Writer: Esteban Pages 2 min read May 2023 — M&As, future-proofing and competition over talent have been key trends that...
FaceOff: Steve Dziuk, Linde Murphy and the state of wealth management
Writer: Jerrica DuBois  2 min read May 2023 — Financial advising and wealth management are imperative when times are good,...
Palm Beach County’s First Republic Bank branches open under JP Morgan umbrella
Writer: Joshua Andino 2 min read   May 2023— Palm Beach County’s First Republic Bank (FRB) branches are open for business...
BayFirst Financial files FDIC complaint amidst industry volatility
Writer: Joshua Andino 2 min read May 2023—  The banking sector’s volatility has reached Tampa Bay, as BayFirst Financial files...
VyStar and 121 Financial Credit Union announce their intent to merge
Writer: Joshua Andino 2 min read April 2023 — VyStar Credit Union has done it again, announcing a merger with...
Spotlight On: Garrett Alton, Executive Vice President & Southeast Region President, Wilmington Trust
2 min read April 2023 — Focus: spoke with Garrett Alton, executive vice president and southeast region president of Wilmington...
Spotlight On: Damon Jenkins, Senior Vice President and Twin Cities Regional Market President, First Independence Bank
3 min read April 2023 — In an interview with Invest:, Damon Jenkins, regional market president of First Independence Bank,...
Spotlight On: Kathleen Davenport, North Texas Commercial Banking Market Executive, Wells Fargo
2 min read April 2023 — In an interview with Invest:, Kathleen Davenport, Wells Fargo North Texas commercial banking market...
Spotlight On: Mark Biedermann, SVP & Division Head, PA, Valley National Bank
3 min read April 2023 — In an interview with Invest: Mark Biedermann, senior vice president and division head of...
Spotlight On: Dan Stoltz, President & CEO, SPIRE Credit Union
3 min read March 2023 — In an interview with Invest:, Dan Stoltz, president and CEO of SPIRE Credit Union,...
Face-off: Financial advisors talk growth, volatility, and succession in today’s market
Writer: Joshua Andino 4 min read March 2023 — In Pittsburgh and across the country, the last two years have...
Spotlight On: Luis de la Aguilera, President & CEO, U.S. Century Bank
3 min read March 2023 — Luis de la Aguilera, president, CEO and director of U.S. Century Bank, spoke with...
Invest: Pittsburgh leadership summit sees full house as leaders discuss a changing future
Writer: Joshua Andino  2 min read March 2023 — Southwestern Pennsylvania has been building momentum as companies continue to expand...
Spotlight On: David Reiling, Chairman & CEO, Sunrise Banks
3 min read March 2023 — In an interview with Invest:, David Reiling, chairman and CEO of Sunrise Banks, talked...
Rates and Resiliency: Leaders discuss financial landscape and key Nashville characteristics
[fusion_builder_container hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" hundred_percent_height_center_content="yes" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" publish_date="" class="" id="" border_size="" border_color="" border_style="solid" margin_top="" margin_bottom="" padding_top="" padding_right="" padding_bottom=""...
Spotlight On: Damien Haitsuka, Regional Bank President, Wells Fargo
2 min read March 2023 — Damien Haitsuka, regional bank president for Wells Fargo, spoke to Invest: about ways they...
SVB failed this weekend. New Jersey didn’t.
Writer: Joshua Andino  2 min read  March 2023— Silicon Valley Bank failed. New Jersey responded.  Starting on midday Friday and...
Face Off: Wealth management in a complex financial landscape
Writer: Eleana Teran 2 min read March 2023 - As the financial industry navigates through turbulent waters, wealth management services...
Spotlight On: Eyal Lifshitz, Founder & CEO, Bluevine
3 min read March 2023 — Bluevine is a fintech company that provides innovative banking solutions and cutting-edge services tailored...
How cfsbank’s owner-builder loans innovate lending & build communities
Writer: Joshua Andino 2 min read   March 2023— While the financial industry continues to change, cfsbank’s owner-builder lending program has...
Spotlight On: Russell Mansfield, Senior Vice President & Branch Director, RBC Wealth Management
2 min read March 2023 — RBC Wealth Management provides wealth management solutions tailored to individuals, families and institutions. Invest:...
Spotlight On: Jerry Plush, Chairman and CEO, Amerant Bank
2 min read February 2023 — Amerant Bank is the largest community bank headquartered in Florida. Invest: spoke with CEO...
Navigating an unorthodox market with perspective and intent
[fusion_builder_container hundred_percent="no" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9"...
Invest: Pittsburgh leadership summit to highlight industry growth and investment
Writer: Ryan Gandolfo 2 min read February 2023 — Southwestern PA has been building momentum as companies continue to expand...
Nashville’s strong brand highlighted at Invest: Nashville 2022-2023 launch conference
[fusion_builder_container hundred_percent="no" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9"...
Spotlight On: Scott Baldinelli, Executive Vice President, Head of New England Commercial Banking, Santander Bank, N.A.
4 min read February 2023 — Scott Baldinelli, Executive Vice President, Head of New England Commercial Banking at Santander, spoke...
More jobs coming to the Triangle region
Writer: Joshua Andino 2 min read February 2023 — Fidelity Investments, the Boston-based firm, is on a hiring spree and...
Spotlight On: Ron Everett, Eastern United States Servicing & Global Bank Operations Leader, Synchrony
2 min read February 2023 — Consumer financial services company Synchrony sees many growth opportunities despite the economic downturn amid...
Tampa Museum of Art gets funding boost
Writer: Jerrica DuBois 2 min read February 2023 — The Tampa Museum of Art received a nice boost to its...
Spotlight On: Hector Ponte, Senior Vice President & South Florida Branch Banking Region Director, Wells Fargo
2 min read February 2023 — Hector Ponte, senior vice president and South Florida branch banking region director of Wells...
Invest: South Jersey 2022-2023 Launch Conference tackles talent, growth and a shifting environment
[fusion_builder_container hundred_percent="no" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9"...
Wells Fargo moves forward on new location and renovations for Charlotte sites
Writer: Joshua Andino  2 min read February 2023 — Wells Fargo is leaving Uptown for… Uptown. The national bank is...
Spotlight On: Ann Meade, Regional President, Webster Bank
2 min read February 2023 — In an interview with Invest:, Ann Meade, regional president for Webster Bank, discussed major milestones, the...
South Jersey leaders on market strategies and outcomes
Writer: Joshua Andino 2 min read   January 2023 — With the annual Invest: South Jersey launch conference only a few...
Spotlight On: David Tawil, Managing Partner – Texas, Private Wealth Asset Management
2 min read January 2023 — In an interview with Invest:, David Tawil, managing partner for Texas at Private Wealth...
Future growth and investment prioritized at Invest: Raleigh-Durham 2022-2023 launch conference
[fusion_builder_container hundred_percent="no" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9"...
Spotlight On: Darrel German, Minnesota Regional President, Huntington National Bank
3 min read January 2023 — In an interview with Invest:, Darrel German, Minnesota regional president of Huntington National Bank,...
Spotlight On: Jeff Brouillard, South Texas Commercial Banking Market Executive, Wells Fargo
2 min read January 2023 — Wells Fargo is an American multinational financial services company with deep roots in Texas....
Spotlight On: Heather Kesner, Branch and Small Business Regional Executive for the East Region, U.S. Bank – Charlotte
2 min read January 2023 — In an interview with Invest:, the East Region’s Branch and Small Business Banking Regional...
Twin Cities leaders set priorities for future growth
Writer: Eleana Teran 2 min read January 2023 - As the Twin Cities' business community continues to evolve, local business...
Spotlight On: Abel Harding, Executive Vice President & North Florida Market President, First Horizon Bank
2 min read January 2023 — In an interview with Invest:, Abel Harding, executive vice president and North Florida market...
Spotlight On: Peter Dontas, Executive Vice President, Wells Fargo
3 min read December 2022 — Peter Dontas, executive vice president of Wells Fargo, talked to Invest: about why New...
Spotlight On: Chris Draughon, Director of Financial Planning, First Coast Wealth Advisors
2 min read December 2022 — Invest: sat down with Chris Draughon, director of financial planning at First Coast Wealth...
Spotlight On: Greg Larson, President & CEO, Drake Bank
3 min read December 2022 — The economic impact of a community bank is huge. In an interview with Invest:,...
Miami paved a path for NFTs following successful Art Week
Writer: Vittorio Parravano 2 min read December 2022 — Besides celebrating 20 years as an artistic staple in the City...
Spotlight On: Todd Clossin, President & CEO, WesBanco
2 min read December 2022 — The 152-year-old WesBanco is an award-winning veteran of the Pittsburgh area’s financial services industry....
Spotlight On: Karen Heintz, Market Director, Baird
2 min read December 2022 — Baird is an employee-owned wealth management, capital markets, asset management and private equity firm...
Spotlight On: Tom O’Connor, Market President & Senior Director – Middle Market Banking, Synovus Bank
2 min read December 2022 — Synovus Bank provides an array of financial services, ranging from commercial and retail banking...
Preserving community banking while tackling uncertainty
Writer: Liz Palmer 4 min read December 2022 — Invest: recently sat down with community banking leaders to discuss the...
Spotlight On: Steven Mack, CEO, Texas Heritage Bank
2 min read November 2022 — Steven Mack, CEO of Texas Heritage Bank, spoke with Invest: about the future of...
Spotlight On: Laura Oberst, Executive Vice President & Head of Central Region – Commercial Banking, Wells Fargo
2 min read November 2022 — In an interview with Invest:, Laura Oberst, executive vice president & head of the...
Face Off: Painting a picture of the current state of the banking industry
Writer: Jerrica DuBois  2 min read November 2022 — As the economy experiences change and national issues, like inflation and...
Spotlight On: Theodore Bovard, Founding Partner & CEO, Fort Pitt Capital Group
2 min read November 2022 — Invest: spoke with Theodore Bovard, founding partner & CEO of Fort Pitt Capital Group,...
‘Don’t try to time the market; strategize each mile’
Writer: Eleana Teran 2 min read November 2022 — Earlier this month, the Federal Reserve took further action to combat...
Spotlight On: David Davis, Market President, Seaside Bank
2 min read November 2022 — Seaside Bank & Trust serves clients of all sizes across Florida. Invest: spoke with...
Spotlight On: Kevin Walker, Head of Credit Suisse Raleigh, Credit Suisse
2 min read November 2022 — With the mix of companies moving to the Raleigh-Durham region and the infrastructure investments...
Spotlight On: Kenneth LaChance, Wealth Management Executive, Wells Fargo Advisors
3 min read November 2022 — In an Interview with Invest:, Kenneth LaChance, high net worth executive at Wells Fargo...
Death, taxes and cyberattacks — how safe is safe enough?
Writer: Eleana Teran 2 min read November 2022 — It's a widely known fact that nothing is certain except death...
Spotlight On: Jerry Bowen, President – Southeast Market, Comerica Bank
2 min read October 2022 — The economic slowdown will likely impact areas like capital spending and mergers and acquisitions,...
South Jersey’s banks respond to a shifting rate environment
Writer: Joshua Andino 2 min read October 2022 — While inflation remains a primary concern for businesses of all stripes,...
Spotlight On: Chris Jones, President & CEO, Middle Tennessee Electric
2 min read October 2022 —Invest: spoke with Chris Jones, president and CEO of Middle Tennessee Electric, about being the...
Spotlight On: Robert Fragasso, Chairman & CEO, Fragasso Financial Advisors, Inc.
2 min read October 2022 — The recent stock market downturn has become a new opportunity for investors to reassess...
Spotlight On: Chad Hart, Tennessee Market President, Republic Bank
2 min read October 2022 —  Greater Nashville's thriving and diversified economic landscape makes it an ideal launching pad for...
Florida’s battered insurance industry faces tumultuous future
Writer: Sara Warden  2 min read October 2022 — When Weston Property & Casualty Insurance Co. was declared insolvent and...
Spotlight On: Greg Evans, President & CEO, Merchants Bank
3 min read September 2022 — Merchants Bank has been serving Minnesota for over 147 years. It is a community...
Spotlight On: Doug Hutt, Chairman & CEO, Dallas Capital Bank
2 min read September 2022 — Dallas Capital Bank is a team of local banking executives and prominent investors joined...
Spotlight On: Antonio Uribe, President & CEO, Terrabank
2 min read September 2022 — Antonio Uribe, president and CEO at Terrabank, spoke with Invest: about a variety of...
Spotlight On: Don Davey, Owner & Chief Wealth Engineer, Disciplined Equity Management
2 min read September 2022 — Jacksonville offers a highly competitive landscape for high-net-worth asset management firms, so much so...
New mortgage program a positive step toward more equitable homeownership
Writer: Jerrica DuBois 2 min read September 2022 — Both the global and national challenges of the last few years...
Spotlight On: Kevin O’Grady, Managing Director, Co-Founder & Co-CIO, Concord Summit Capital
2 min read September 2022 — The Sunshine State’s dynamism and demographic explosion is shining a bright light on Miami’s...
Volatility, opportunity underpinning wealth management
Writer: Joshua Andino 2 min read September 2022 — From rising interest rates to big-name relocations, over the last year...
Spotlight On: Charles Cross, Market President – South Florida, Seacoast Bank
2 min read August 2022 — Invest: spoke with Charles Cross, market president of South Florida for Seacoast Bank, about...
Florida Business leaders remain bullish despite heightened downturn talk
Writer: Liz Palmer 2 min read August 2022 — Whether it’s being called another bad quarter, a downturn, a slowdown...
Spotlight On: Ted Durkin, Managing Director of the Pennsylvania/Southern New Jersey Market UBS Financial Services Inc.
2 min read June 2022 — UBS is on the bleeding edge of intertwining ESG with investment decisions. In an...
Spotlight On: Harry Allen, Co-Founder & Chief Relationship Officer, Studio Bank
2 min read June 2022 — Studio Bank is a boutique bank that provides organizations, families and individuals with sophisticated...
Michael Miller
Spotlight On: Michael Miller, President & CEO, iTHINK Financial
2 min read June 2022 — Consolidation is the name of the game in the credit union and community bank...
Brian Katz
Spotlight On: Brian Katz, Founder & CEO, Katz Capital
2 min read June 2022 — Tampa Bay is the place to be when it comes to real estate investment....
Leading with creativity in a frothy market
With public markets considered to be overvalued by many, the private markets are attracting a great deal of attention and...
Time to get creative: Financial management is evolving
New technologies are driving significant innovation and creative rethinking of business models. With Invest:Insights, Office Managing Partner in Minneapolis for...
Creatively adapting to individual client needs
Manuel Vidal founded Premium Finance Group to address the gap high-net-worth individuals were experiencing in large insurance policy funding. In...
Jacksonville
SEC submits proposals surrounding ESG investment regulation
Writer: Liz Palmer 2 min read May 2022 — As environmental, social and corporate governance (ESG) investments continue to heat up,...
John Zimmerman Wells Fargo
Spotlight On: John Zimmerman, Regional Banking Director, Wells Fargo
2 min read May 2022 — The key to the future of the banking business is to develop a balance...
Jeff Mylton
Spotlight On: Jeff Mylton, Charlotte Market President, HomeTrust Bank
2 min read May 2022 — In an interview with Invest:, Jeff Mylton, market president of HomeTrust Bank, discussed the...
Tony Rocco
Pushing the needle forward in banking
Keeping up with competition is no easy feat in today’s banking landscape. With Invest:Insights, President of the Western Pennsylvania (WPA)...
Today’s engineering landscape
Recent times have posed both great opportunities and challenges for the engineering sector. With Invest:Insights, President and CEO of T&M...
Metro Atlanta zeroing in on financial literacy
Writer: Liz Palmer  2 min read May 2022  — With a growing spotlight on creating a more equitable community, metro...
Bringing creativity and innovation to banking
The past few years have arguably been some of the most transformative in the history of the banking sector. With...
D Wilson
Spotlight On: Dennis Wilson, President & CEO, Delta Dental of New Jersey & Connecticut
3 min read May 2022 — In an interview with Invest:, President and CEO of Delta Dental of New Jersey...
Jamie Tranfalia
Spotlight On: Jamie Tranfalia, Commercial Banking Leader, Eastern Pennsylvania Market, KeyBank
4 min read May 2022 — With Invest:, Jamie Tranfalia, commercial banking leader in Eastern PA and Southern NJ at...
Joseph Losch
Navigating an evolving banking landscape
From the rise of cryptocurrencies to the slow emergence from a historic low interest rate environment, the banking industry is...
Dee O'Dell
Meeting modern banking needs and expectations
U.S. Bank is one of the largest banking institutions in the United States. With Invest: Insights, Executive Vice President of...
tampa
After a record 2021, the lending space is changing. The reason is the SBA
Writer: Joshua Andino 2 min read April 2022 — The lending space is changing, largely due to the popularity of...
Atlanta
Are SPACs losing their luster?
Writer: Alejandro Sanchez  2 min read April 2022 — Atlanta-based Navigation Capital Partners withdrew from plans to raise $690 million...
Johnny Moore
What’s next for banking?
While the banking industry is undergoing an unprecedented evolution from a technology standpoint, much remains to be done when it...
Tom Iadanza Valley Bank
Spotlight On: Tom Iadanza, President, Valley Bank
2 min read April 2022 — Tom Iadanza, president at Valley Bank, says that jumping into new industries in New...
San Antonio
Working hard to match the region’s pace of growth
Writer: Caty Hirst 2 min read April 2022 — Texas' accelerated economic activity and the nation's shifting financial landscape over...
Rick Pullum
Keeping strategy creative and adaptable
There is no ‘one size fits all’ strategy for organizations when handling the ever-changing landscape of banking. In his conversation...
Tomorrow’s financial landscape
The financial industry is undergoing one of its greatest evolutions in history. Heath Campbell, president of the Charlotte Metrolina Region...
Reinventing the community banking model
While adaptation and innovation are not new ideas for community banks, Craft Bank has taken on the challenge of reinventing...
Tim Welsh
A new era of banking
https://youtu.be/JsJKDHMsZpY   The pandemic brought with it business and social disruptors to a degree not witnessed since WWII. With Invest:Insights,...
Atlanta financial growth
Atlanta sees growth as an epicenter for the financial industry
Writer: Caty Hirst 2 min read April 2022 — The Atlanta financial market is booming, with success stories ranging from...
ProVise Management Group
Spotlight On: V. Raymond Ferrara, Executive Chair & CCO, ProVise Management Group, LLC
2 min read April 2022 — Rising interest rates are eventually going to be positive for the economy, according to...
Ryan Hicke SEI
Spotlight On: Ryan Hicke, CIO, SEI
3 min read April 2022 — Ryan Hicke, chief information officer for technology and investment solutions company SEI, shared with...
charlotte banks
Charlotte banks eye higher wages, benefits to attract talent
Writer: Keaona Gray-Outlaw 2 min read April 2022 — Given a challenging national labor shortage, Charlotte’s regional banks are among...
cryptocurrency mining
Crypto crunch: Texas will require authorization before cryptocurrency miners plug in
Writer: Joshua Andino 2 min read  March 2022— In Texas’ endeavor to become a hub for cryptocurrency mining, the resulting...
Jacksonville leaders
What’s next for Jacksonville?
Writer: Jerrica DuBois 2 min read March 2022 — Jacksonville business leaders are looking toward the future. Whether it be...
elbourne Orlando International Airport
Regional airport sets sights on ‘record year’
Writer: Jerrica DuBois 2 min read March 2022 — Melbourne Orlando International Airport (MLB) is attracting further investment, new airlines,...
Joel Stevens Bernstein Private Wealth
Spotlight On: Joel Stevens, Senior Managing Director, Bernstein Private Wealth Management
2 min read March 2022 — With the tremendous growth in Tampa, Senior Managing Director Joel Stevens of Bernstein Private...
Virtual world in philadelphia
Industries across Philadelphia are adjusting to an increasingly virtual world
Writer: Joey Garrand 2 min read March 2022 — While each company has their own roadmap for achieving a new...
Rory Ritrievi Mid Penn Bank
Spotlight On: Rory Ritrievi, President & CEO, Mid Penn Bank
2 min read March 2022 — Mid Penn Bank had an outstanding 2021. Throughout the year, the company grew its...
tampa business leaders
Tampa Bay: An unwritten story
Writer: Alejandro Sanchez 2 min read February 2022 — After an exceptional year for the industry, banking and financial leaders...
Weatherford Capital
Spotlight On: Will Weatherford, Managing Partner, Weatherford Capital
2 min read February 2022 — Founded in 2015, Weatherford Capital has grown to become Tampa Bay's largest private equity...
Premium Finance Group
Spotlight On: Manuel Vidal, Founder & CEO, Premium Finance Group
2 min read February 2022 —  Southern Florida’s bona fide status as an investment destination, particularly for Latin American high-net-worth...
Certified Financial Group
Spotlight On: Joseph Bert, Founder & CEO, Certified Financial Group
2 min read February 2022 — With 10,000 people turning 65 every day in the United States, Joseph Bert, founder...
ESG tampa
Tampa Bay to lead US in ESG era
Writer: Joey Garrand 2 min read January 2022 — Home to the world’s first climate-focused commercial bank and a young...
U.S. Bank Dee O'Dell
Spotlight On: Dee O’Dell, Executive Vice President Consumer & Business Banking, U.S. Bank
2 min read January 2022 — In a conversation with Invest:, Dee O’Dell, executive vice president for consumer and business...
Vantage Bank
Spotlight On: Jeff Sinnott & Paul Thornton, President & CEO/Regional President – Central Market, Vantage Bank
2 min read January 2022 — In a conversation with Invest:, Vantage Bank’s CEO Jeff Sinnott and Regional President Paul...
Central Minnesota Credit Union CEO
Spotlight On: Charles Friederichs, CEO, Central Minnesota Credit Union
2 min read January 2022 — Central Minnesota Credit Union is unique in its emphasis on commercial transactions and has...
Branch closures in Philadelphia
Branch closures set to continue in Philadelphia
Writer: Caty Hirst  2 min read January 2022 — The start of the COVID-19 pandemic brought new urgency to the...
Climate First Bank
Spotlight On: Ken LaRoe, Founder, Chairman & CEO, Climate First Bank
2 min read December 2021 — Founder and CEO Ken LaRoe of Climate First Bank describes himself as a “rabid...
FAIRWINDS Credit Union
Spotlight On: Jim Adamczyk, SEVP & Chief Revenue Officer, FAIRWINDS Credit Union
2 min read January 2022 — FAIRWINDS is an American member-owned credit union that is headquartered in Orlando, Florida and...
Bank of England Mortgage
Spotlight On: Quinton Harris, VP – Northeast Florida, Bank of England Mortgage
2 min read December 2021 — Bank of England Mortgage offers the strengths of a strong capital base, a solid...
Spotlight On: Bill Lutes, Market President, Ameris Bank
2 min read December 2021 — Ameris Bank is a financial institution serving customers across the Southeast and mid-Atlantic. In...
banking
Money matters: Changes abound for 2022
Writer: Jerrica DuBois 2 min read December 2021 — As the banking community evolves in the pandemic’s wake, leaders are...
Stearns Bank N.A. president
Spotlight On: Kelly Skalicky, President & CEO, Stearns Bank N.A.
2 min read December 2021 — Stearns Bank N.A. has generated success across a variety of markets, from supporting small...
Broadway Bank David Bohne
Spotlight On: David Bohne, CEO, Broadway Bank
2 min read December 2021 — In an interview with Invest:, David Bohne, president and CEO of Broadway Bank, talked...
Tradition Capital Bank
Spotlight On: Dan Fagan, President & CEO, Tradition Capital Bank
2 min read December 2021 — Tradition Capital Bank has leveraged efficiency and a commitment to the community to grow...
The Federal Reserve
The Fed has spoken: Tapering has begun
Writer: Joshua Andino  2 min read December 2021— The Federal Reserve is beginning to aggressively shift its monetary policy and...
Spotlight On: Tony Rocco, President – WPA Market, WesBanco Bank, Inc.
2 min read December 2021 — “Our goal is to deliver an exceptional banking experience,” said Tony Rocco, President of...
retail banking
What is the future of retail banking? Depends on who you ask
Writer: Alejandro Sanchez  2 min read December 2021— Through relocations, openings and closures, banks are rethinking their retail presence in...
Locality Bank IO Keith Costello
Spotlight On: Keith Costello, President & CEO, Locality Bank IO
2 min read December 2021 — During the last year, Keith Costello, president and CEO of Locality Bank IO, realized...
Seaside Bank and Trust David Davis
Spotlight On: David Davis, President – North Florida, Seaside Bank and Trust
2 min read December 2021 — For seven of the last eight years, United Community Bank, Seaside Bank and Trust’s...
Norton Bonaparte, City Manager, City of Sanford
Spotlight On: Norton Bonaparte, City Manager, City of Sanford
2 min read December 2021 — "We are in the process of a building boom," City Manager Norton Bonaparte of...
Fragasso Financial Advisors, Inc., Robert Fragasso
Spotlight On: Robert Fragasso, Chairman & CEO, Fragasso Financial Advisors, Inc.
2 min read November 2021 — Fragasso Financial Advisors is an investment management and financial planning firm headquartered in Pittsburgh....
University of North Florida Pamela Chally
Spotlight On: Pamela Chally, Interim President, University of North Florida
2 min read November 2021 — Interim President Pamela Chally at the University of North Florida stated in an interview...
Rick Pullum One Florida Bank
Spotlight On: Rick Pullum, President, One Florida Bank
2 min read November 2021 — In an interview with Invest:, Rick Pullum, president of One Florida Bank, discussed the...
Brick and mortar banking
Brick and mortar banking is still part of the plan
Writer: Alejandro Sanchez  2 min read November 2021 — While technology and digitized banking have taken center stage for the...
Citizens Savings Bank Sergio Ora
Spotlight On: Sergio Ora, President & CEO, Citizens Savings Bank & Trust Co.
2 min read November 2021 — Citizens Bank is the oldest, continuously operating African American-owned bank in the country, and...
Ameris Bank Brian Parks
Spotlight On: Brian Parks, Regional President, Ameris Bank
2 min read November 2021 — Brian Parks, regional president of Ameris Bank, spoke to Invest: about the opportunities for...
banking in atlanta
Behold the future of banking
Writer: Alejandro Sanchez 2 min read November 2021— Banking leaders in Atlanta are building upon the challenges from the last...
Diversity is a necessity for business growth
In order to grow a business, diversity is a necessity. Stuart Goldstein, managing partner of the Charlotte office for Cadwalader,...
Ross Mynatt
Spotlight On: Ross Mynatt, President & CEO, Craft Bank
2 min read October 2021 — Craft Bank is an Atlanta community bank that gives customers the ability to craft...
financial institutions in raleigh
Financial institutions set sights on the Triangle market for expansion
Writer: Alejandro Sanchez  2 min read October 2021— Despite the challenges of the last 19 months, the Triangle has  remained...
M&A in high gear across industries
Writer: Joey Garrand 2 min read October 2021— In an increasingly competitive and rapidly evolving world, many industries are experiencing...
Diversification remains essential for the banking industry
While most of the banking industry continues to embrace the digitalization of operations, the in-person experience remains an essential function...
Nassau County Chamber of Commerce
Spotlight On: Regina Duncan, President, Nassau County Chamber of Commerce
2 min read October 2021 — In an interview with Invest:, President of the Nassau Chamber of Commerce, Regina Duncan,...
Investor appetite is healthy and eyeing the Atlanta market
Atlanta’s vibrancy is rippling across the entire Southeast, bolstered by the growth of e-commerce and its inherent need for new...
SPACs
The art of going public
Writer: Alejandro Sanchez  2 min read October 2021— A once obscure path for private companies to go public is gaining...
Brian Wolfburg, President and CEO, VyStar Credit Union
Spotlight On: Brian Wolfburg, President & CEO, VyStar Credit Union
2 min read October 2021 — VyStar is a not-for-profit, member-owned credit union that offers a spectrum of banking products...
John Hirabayashi Community First Credit Union Of Florida
Spotlight On: John Hirabayashi, President & CEO, Community First Credit Union Of Florida
2 min read October 2021 — Community First Credit Union of Florida has been serving the needs of Northeast Florida...
Quickness and agility has been key for American National Bank
Throughout the pandemic, the banking sector worked hand in hand with commercial and personal banking clients, guiding them through the...
Florida’s tax structure is appealing but remarkably challenging
Writer: Joey Garrand 2 min read September — While newcomers to Florida are immediately welcomed upon arrival by sunshine, pristine...
Franklin Street
Spotlight On: Laura Gonzales, Regional Managing Director – Jacksonville, Franklin Street
Writer: Max Crampton-Thomas 2 min read September 2021 — In an interview with Invest:, Laura Gonzales, regional managing director of...
Randy Koporc
Spotlight On: Randy Koporc, Regional President Georgia, Fifth Third Bank
Writer: Max Crampton-Thomas 2 min read September 2021 — In an interview with Focus: Atlanta Randy Koporc, regional president of...
Tim Welsh
Spotlight On: Tim Welsh, Vice Chair, U.S. Bank
Writer: Max Crampton-Thomas 2 min read September 2021 — As Minnesota becomes the new tech hub in the nation, Vice...
Calixto Mateos
Spotlight On: Calixto Mateos-Hanel, Managing Director, North American Development Bank
Writer: Max Crampton-Thomas 2 min read September 2021 — In an interview with Invest:, Calixto Mateos-Hanel, managing director for North...
Chris Draughon
Spotlight On: Chris Draughon, Director of Financial Planning, First Coast Wealth Advisors
Writer: Max Crampton-Thomas 2 min read September 2021 —  First Coast Wealth Advisors is a fiduciary financial planner serving Jacksonville...
Steve Dziuk
Spotlight On: Steve Dziuk, President, Mesquite Wealth Management Group
Writer: Max Crampton-Thomas 2 min read August 2021 — The uncertainty of the pandemic has pushed financial services to new...
Jeff Wessels
Spotlight On: Jeff Wessels, President, Crown Bank
Writer: Max Crampton-Thomas 2 min read August 2021 — Small, nimble community banks proved to be a vital cog in...
Spotlight On: Rob McCabe, Chairman, Pinnacle Financial Partners
Writer: Max Crampton-Thomas 2 min read August 2021 — Rob McCabe, chairman of Pinnacle Financial Partners, is optimistic about the...
Milton Jones
Spotlight On: Milton Jones, Founder, Peachtree Providence Partners
Writer: Max Crampton-Thomas 2 min read August 2021 — Atlanta’s fintech hub, prized location and talent capacity make it the...
Philadelphia banking
Philadelphia banks working to find balance between physical and digital presence
Writer: Sara Warden 2 min read August 2021 — Across the US, banks have been closing doors at a rate...
TCM Bank
Banking on people: TCM Bank’s people-first culture key in handling pandemic disruptions
Writer: Felipe Rivas 2 min read July 2021— For the banking and finance sector, the pandemic ushered in a wave of disruption...
Mike Jones
Spotlight On: Mike Jones, Chair for Minnesota and Colorado, Huntington National Bank
Writer: Max Crampton-Thomas 2 min read May 2021 — Mike Jones, Huntington National Bank’s chair for Minnesota and Colorado, spoke...
Michael Woocher
Spotlight On: Michael Woocher, Managing Director—Atlanta, Bernstein Private Wealth Management
Writer: Max Crampton-Thomas 2 min read July 2021 — Michael Woocher, managing director of Bernstein Private Wealth Management in Atlanta,...
David Schwartz
Spotlight On: David Schwartz, President & CEO, Florida International Bankers Association (FIBA)
Writer: Max Crampton-Thomas 2 min read July 2021 —  Miami’s strong bet on becoming a tech hub and magnet for...
Wells Fargo
Partnership aims to close banking gaps for minority-owned businesses in Atlanta
Writer: Alejandro Sanchez 2 min read JULY 2021 — This year, Wells Fargo announced its intention to invest up to...
Daniel R. Sheehan
Spotlight On: Daniel Sheehan, Chairman & CEO, Professional Bank
Writer: Max Crampton-Thomas 2 min read July 2021 — Professional Bank tends to the financial needs of its clients through...
charlotte
Some banks go big on branches while others reconsider
Writer: Joshua Andino  2 min read July 2021 — With the United States slowly beginning to close the door on...
digital banking
Banking has changed, forever
Writer: Joey Garrand 3 min read July 2021 — The pandemic accelerated the digital transformation within the banking industry, forcing...
Vincent D'Alessandro
Spotlight On: Vincent D’Alessandro, First Senior Vice President & Regional President, OceanFirst Bank
Writer: Felipe Rivas  2 min read June 2021 — With roots that date back to more than a century of...
South Florida
South Florida stretches its legs
Writer: Joshua Andino 2 min read June 2021 — The early phases of the pandemic saw the “COVID-pivot,” where businesses,...
Spotlight On: Pilar Oppedisano, Executive Director – Head of Minnesota Market, J.P. Morgan Private Bank
Writer: Max Crampton-Thomas 2 min read June 2021 — Pilar Oppedisano, executive director and Minnesota market manager at J.P. Morgan...
Fidelity Investments and Credit Karma plant flags North Carolina
Writer: Felipe Rivas 2 min read May 2021 — Though lampooned by Saturday Night Live as the “the regional banking...
Paul Allen
Spotlight On: Paul Allen, President, Wealth Strategies Partners
Writer: Max Crampton-Thomas 2 min read May 2021 — There are many opportunities for a wealth management firm like Wealth...
tampa
How Tampa Bay’s financial sector faced off with the pandemic
Writer: Joshua Andino  2 min read May 2021 — While 2020 saw the worst of the COVID-19 pandemic, Tampa Bay’s...
Spotlight On: Damon Moorer, President & CEO, TCM Bank, N.A.
Writer: Max Crampton-Thomas  2 min read May 2021 — TCM Bank, N.A., a subsidiary of ICBA Bancard, serves as a...
Jim Anthony
Adapting strategy to accommodate the current climate
In a landscape with an unprecedented amount of capital and saturated markets, it is essential that a firm is adapting...
Spotlight On: Taylor Vaughn, Market President, United Bank
Writer: Max Crampton-Thomas 2 min read May 2021 — United Bank is a subsidiary of United Bankshares, Inc. (UBSI) and...
Chester county
Chesco turns its attention to recovery with community support, infrastructure improvements
Writer: Felipe Rivas  2 min read May 2021 — As the Philadelphia market recovers from the pandemic, Chester County is...
Lloyd DeVaux
Spotlight On: Lloyd DeVaux , President & CEO, Sunstate Bank
Writer: Max Crampton-Thomas 2 min read May 2021 — Community banks are a vital part of the banking and financial...
Jeff Bartel.
Jeff Bartel, Chairman and Managing Director, Hamptons Group
Writer: Max Crampton-Thomas 2 min read April 2021 — Hamptons Group is an alternative investment and advisory firm headquartered in...
What’s next for one of the nation’s preeminent banking hubs?
Writer: Felipe Rivas 2 min read April 2021 — Though induced by the ongoing health crisis, the pandemic-led economic recession...
Remaining competitive in a crowded space
As a community bank with a robust digital presence, Locality Bank has a few creative advantages in addressing customers’ specific...
Spotlight On: Brian Jones, President & CEO, The First National Bank of Elmer
Writer: Max Crampton-Thomas  2 min read April 2021 — Despite the sizable challenges inherent to the pandemic, small community banks...
mobile banking
Bankers meeting greater expectations while struggling for talent
Writer: Joey Garrand 2 min read April 2021 — In a world where people feel uncomfortable leaving their homes, or...
Spotlight On: Mike Tomko, President & CEO, BrightStar Credit Union
Writer: Max Crampton-Thomas 2 min read April 2021 — Mike Tomko, president & CEO of BrightStar Credit Union, is in...
Robert Turner
Spotlight On: Robert Turner, President & CEO, Capitol Financial Solutions
Writer: Max Crampton-Thomas 2 min read April 2021 — Capitol Financial Solutions is a financial services firm that specializes in...
Triangle’s banking sector grows as employees await an ambiguous return to office
Writer: Catie Schwartzman 2 min read April 2021 — The Triangle region is proving favorable for the banking industry as...
Invest Philadelphia 2021
Future of education, energy and financial sectors highlight Invest: Philadelphia 2021 Launch Conference
Writer: Felipe Rivas 2 min read April 2021 — A year into the COVID-19 pandemic, the light at the end...
Ginger Martin
Spotlight On: Ginger Martin, President & CEO, American National Bank
Writer: Max Crampton-Thomas 2 min read April 2021 — American National Bank is the oldest and largest community bank headquartered...
Kendall Alley
Spotlight On: Kendall Alley, Regional Bank President, Wells Fargo
Writer: Max Crampton-Thomas  2 min read April 2021 — Charlotte’s reputation for growth takes effort from the whole community. Wells...
Atlanta
Diversity push broadens to bridge racial wealth gap
Writer: Catie Schwartzman 2 min read April 2021 ⁠— Atlantans want to see a greater effort on racial equity from...
Fintech is growing rapidly
Fintech is growing rapidly, and banks are adjusting accordingly
Writer: Joey Garrand  2 min read April 2021 — Financial technology, or fintech, has revolutionized the banking industry, and its...
Charlotte skyline
AvidXchange considers IPO as Charlotte financial sector grows
Writer: Joshua Andino 2 minute read March 25 - Charlotte is flexing its financial muscle as locally-based business-to-business (B2B) payments...
Greater Miami
Miami brings the business
Writer: Joshua Andino 2 min read March 19, 2021 — It’s not just spring-breakers coming to Miami anymore. Florida Funders,...
Bill Lutes
Spotlight On: Bill Lutes, Market President, Tampa Bay & Southwest Florida, Ameris Bank
Writer: Max Crampton-Thomas  2 min read March 2021 — The COVID-19 environment in Tampa Bay has opened a window of...
Spotlight On: Rick Manley, NC/VA Regional President, First Horizon Bank
Writer: Felipe Rivas 2 min read March 2020 — For First Horizon, 2020 was a year of growth and deepening...
Transportation
A national first: ETF to focus solely on Minnesota municipal bonds
Writer: Joshua Andino 2 min read, March 2021 — The only ETF invested primarily in Minnesota Municipal Bonds in the...
Invest: Philadelphia 2021 Launch Conference set to highlight Philadelphia’s economic
Writer: Joey Garrand  2 min read March 2021 — Philadelphia’s economic resilience in the face of unprecedented challenges to highlight...
COVID reinforced sound wealth management and investment strategies
COVID has not changed Balentine’s approach to financial knowledge and wealth management firm strategies, it has only reinforced them. For...
tampa
Pandemic fallout: Wealth managers say better to be ready than surprised
Writer: Joey Garrand  2 min read March 2021 — The pandemic has forced many to rethink their investment and retirement...
IP21_HS_ED Tom Harper
Spotlight On: Tom Harper, Executive Vice President & Head of Technology Banking, Wells Fargo Commercial Banking
Writer: Max Crampton-Thomas  2 min read March 2021 — Wells Fargo, a leading financial services company serving 10% of all...
Rita Lowman
COVID-inspired changes likely to be standard in banking moving forward
Community banks have and will continue to play a vital role in the local economy. For Pilot Bank, although there...
Roxann Cooke
Diversity & Inclusion drive the path forward for JP Morgan Chase
Diversity and inclusion has been top of mind for JP Morgan Chase with 2020 seeing a much stronger push in...
plantation walk
COVID-19 affords local architects a time for reflection and staying resilient
Writer: Felipe Rivas   2 min read February 2021 —Change is often gradual in the realm of real estate, construction...
Brooke Mirenda SEDCO President & CEO
Spotlight On: Brooke Mirenda, President & CEO, SEDCO
Writer: Max Crampton-Thomas    2 min read February 2021 —SEDCO is a not-for-profit certified development corporation licensed by the Small...
Brent Gore
Spotlight On: Brent Gore, Head of Commercial Banking – Carolinas, JPMorgan Chase
Writer: Max Crampton-Thomas  2 min read February 2021 — Solving the issue of “banking deserts” requires banks to make a...
Bill Habermeyer
SBA loans have been instrumental in keeping business going throughout the pandemic
SBA loans have been key in helping businesses maintain operations throughout the pandemic. These loans are essential and can really...
Bill Habermeyer
Bill Habermeyer, President & CEO, Florida Business Development Corporation
Writer: Max Crampton-Thomas  2 min read February 2021 —The Florida Business Development Corporation helps small businesses obtain Small Business Administration...
Philadelphia Skyline
Physical bank branches give way to robust digital platforms
Writer: Joey Garrand    3 min read February 2021 — As in many other industries, the pandemic has accelerated innovations...
Andy Brincefield
Spotlight On:
Andy Brincefield, President & CEO, Consolidated Planning
Writer: Max Crampton-Thomas  2 min read January 2021 — One outcome of the 2020 pandemic is that it pushed people...
Bernie Shields
Spotlight On:
Bernie Shields, Regional President, Philadelphia and South Jersey, M&T Bank
By: Max Crampton-Thomas  2 min read Jan 2021 —  “M&T Bank prides itself on having a solid, carefully selected portfolio of...
Palm Beach Skyline
Palm Beach steps up as the Wall Street of the South
By: Sara Warden 2 min read December 2020 — New York City has always been known as the financial capital...
Tech Image
Philadelphia’s professional services stand shoulder to shoulder with clients
By: Sara Warden 2 min read December 2020 — As demand for professional services and advice ramped up amid the...
Ed Cropped
Spotlight On:
Edward Doughty, Managing Partner, Epic Capital Wealth Management
By: Felipe Rivas 2 min read December  2020⁠— COVID-19 has stressed the importance of innovation and sustainability when it comes to...
Office Work
Businesses need to rely on financial professionals as tax season approaches
By: Felipe Rivas 2 min read December 2020 — The zeitgeist of the new normal created by the COVID-19 pandemic...
Miami Skyline
Downtown Miami banking on balance to attract businesses, investment
By: Brendan Meagher 2 Min read December 2020 — For those who call Miami-Dade home, the image of construction cranes...
Generic Graph
It’s Business as Usual for Atlanta’s Booming Economy
By: Sara Warden 2 min read November 2020 — Ranked by Forbes as the 13th-best place in the country for...
Bruce Ford
Spotlight On:
Bruce Ford, President – East Region, Transwestern
By: Felipe Rivas 2 min read November 2020 — Atlanta is consistently known as a transportation hub in the Southeast....
Atlanta Technical College
Atlanta Technical College receives boost for technical training, job placement
By: Felipe Rivas 2 min read November 2020 — Bank of America and Atlanta Technical College have partnered on a...
Cares Act
Experts applaud stimulus packages but eye long-term impact
By: Felipe Rivas 2 min read November 2020–2020s ever changing landscape has been a roller-coaster ride for companies, small businesses, families and...
Invest Miami 2020 Cover
Invest: Miami 2020 Launch Conference set to highlight Miami-Dade’s economic strength
[fusion_builder_container hundred_percent="no" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9"...
Michael Cabanas
Spotlight On:
Michael Cabanas, Regional Managing Director, Fiduciary Trust International
By: Max Crampton-Thomas 2 min read November 2020 — Transparency and communication with clients are two sides of the coin that...
Cobb County
Cobb Chamber gears up for a strong recovery
By: Felipe Rivas 2 min read November 2020 — Recovery is the first order of business for Cobb County in 2021....
Online Banking
How technology is revolutionizing the way banks and customers interact
By: Beatrice Silva 2 min read November 2020 — Technology is revolutionizing the way financial institutions operate. Gone are the...
Palm Beach County
Financial firms use pandemic landscape to settle into Palm Beach County
By: Felipe Rivas 2 min read November 2020 — In South Florida, the COVID-19 pandemic pressed the brakes on years...
Focus Atlanta 2020 Cover
Focus: Atlanta 2020 Press Release
By: Felipe Rivas FOR IMMEDIATE RELEASE  October 27, 2020 Atlanta’s economic resilience in the face of unprecedented challenges to highlight...
Tom Harper
Technological innovation continues to be a resource for efficiency and growth
Living in a digital age, technological innovation continues to be a resource for any type of organization's efficiency and growth....
Linh Dang
The key to success is to plan for what’s happening while adapting to current needs
Getting financial tools and resources out to the community is a priority for Addition Financial, which is one of the...
Retaining a strong company culture even when faced with crisis
After four consecutive years as being ranked as one of Florida Trend's 'Best Companies to Work For' Gunster has maintained...
Animated Generic
Adaptability critical for private equity
By: Felipe Rivas 2 min read October 2020 — Middle-market companies eyeing private capital investments in the technology, manufacturing, distribution and retail spaces,...
Invest: South Jersey’s first digital launch conference highlighted the region’s resilient and innovative business community
By: Beatrice Silva FOR IMMEDIATE RELEASE October 9, 2020 [embed]https://www.youtube.com/watch?v=Muf9YEiBX5Q&feature=emb_logo[/embed] South Jersey’s economic resilience in the face of unprecedented challenges, innovation...
South Florida Development
Claro Development has a clear picture of the Charlotte market
By: Felipe Rivas 2 min read October 2020 — While the national real estate and development sector continues to adjust to the ever-changing...
Generic office
Best practices for sustainable business growth in a post-pandemic world
By: Beatrice Silva 3 min read September 2020 — Coming off a record economic year for the Philadelphia region, no one...
Guiding clients to success in any economic cycle
Financial planning is important in all economic cycles. In South Florida, The Coral Gables Trust Company has been able to...
Chris Stewart
Continuous resilience and adaptation has been key to success for banks throughout pandemic
The initial rollout of the PPP loans were met with some frustration and an overall mood of anxiety. Chris Stewart,...
Banking in the age of COVID-19 means adaptation and resilience
In 2007 it was a financial crisis but this time around it is a health crisis that has influenced the...
During challenging times Truist Cares is uniting communities through its philanthropic support
Truist, an American bank holding company, created Truist Cares to provide philanthropic support to its communities by distributing funds to...
During challenging times Truist Cares is uniting communities through its philanthropic support
Truist, an American bank holding company, created Truist Cares to provide philanthropic support to its communities by distributing funds to...
Tampa Bay’s ingenuity and innovation in face of adversity highlighted second annual launch conference
By: Max Crampton Thomas FOR IMMEDIATE RELEASE  August 21, 2020 Tampa Bay’s economic resilience in the face of unprecedented challenges...
Financial recovery for businesses and individuals in Charlotte
By: Felipe Rivas 2 min read August 2020 — As the summer wanes, Queen City businesses and residents face major...
Why Palm Beach’s legal sector could emerge from pandemic a winner
By: Felipe Rivas 2 min read July 2020 — Individuals and companies alike need reliable legal counsel during a time...
Making the right financial choices in economic uncertainty
By: Max Crampton Thomas 2 min read July 2020 — To say the least, the COVID-19 pandemic has been nothing...
A deeper look into how Philadelphia’s economy is recovering
By: Beatrice Silva 2 min read - Philadelphia is the seventh-largest metropolitan area in the United States. Its diverse population,...
The Post-Pandemic City
By: Abby Melone, President & CEO, Capital Analytics It’s a truism in today’s hyper-connected world that people go where the...
Spotlight On:
Rodger Levenson, Chairman, President & CEO, WSFS Bank
By: Max Crampton Thomas 2 min read June 2020 — For 188 years, WSFS has served its community by staying...
Spotlight On:
Joseph Fernandez, Regional President – Florida, BNY Mellon Wealth Management
By: Max Crampton-Thomas 2 min read May 2020 — Wealth management services have undergone significant transformation over the last two decades,...
Spotlight On:
Tom Finke, Chairman and CEO, Barings
By: Felipe Rivas 2 min read May 2020 — Charlotte is strongly positioned to capitalize on the investment diversification push...
Spotlight On:
Jenna Kelly, Northern Georgia Region President, Truist
By: Felipe Rivas 2 min read May 2020 —SunTrust and BB&T have combined in a historic merger of equals to create...
Combating those individuals who are finding opportunity in other people’s struggles
While most people and organizations have stepped up to try and help their communities through this difficult period of time,...
Spotlight On:
Michael Pallozzi, President, HFM Investment Advisors, LLC
By: Felipe Rivas 2 min read May 2020 — HFM Investment Advisors has been advising South Jersey and the Greater...
Forward thinking gave this bank an advantage in processing PPP loan applications
Since the passage of the CARES Act, banks around the nation have been inundated with PPP loan applications. Jose Cueto,...
Spotlight On:
Kenneth Rosenfield, Managing Partner, Rosenfield & Company PLLC
By: Max Crampton-Thomas 2 min read May 2020 — In a crowded accounting and consulting services marketplace, it can be...
Spotlight On:
Clay Worden, Office Managing Partner, RSM US LLP
By: Max Crampton-Thomas 2 min read April 2020 — Accounting and consultancy firm RSM’s Orlando practice had little problem migrating...
Spotlight On:
Charles Muracco, CEO & Principal Consultant, CLM Advisors
By: Felipe Rivas 2 min read April 2020 — Accounting and financial services are a market sector that has been on...
Spotlight On:
Chuck Cross, Regional Market President, Seacoast Bank
By: Felipe Rivas 2 min read April 2020 — Over the last few years, consolidation and mergers and acquisitions have...
Face Off:
Leveraging tech in providing accounting and finance services
By: Yolanda Rivas 2 min read March 2020 — Investment advisory, cybersecurity, business planning and strategy and other related advisory...
Spotlight On:
Richard Battle, Shareholder, Elliott Davis
By: Felipe Rivas 2 min read March 2020—Technology and the changing economic landscape is forcing accounting firms to look beyond traditional...
GFL Businesses Adapt as Coronavirus Threat Looms for US
By: Sara Warden 2 min read March 2020 — Businesses across South Florida have been hit by the impact of the...
Spotlight On:
Arnold Johnson, Market Director – Banking, Chase Bank
By: Yolanda Rivas 2 min read March 2020 — Chase is the U.S. consumer and commercial banking business of JPMorgan Chase...
Spotlight On:
Daniel Zagata, Managing Partner, Evershore Financial Group
By: Yolanda Rivas 2 min read March 2020 — Orlando’s diversifying economy has been attracting a high amount of investment...
Spotlight On:
Reynold P. Cicalese, Managing Shareholder, Alloy Silverstein
By: Yolanda Rivas 2 min read MARCH 2020— Alloy Silverstein is a regional full-service accounting and advisory firm, headquartered in Southern...
Spotlight On:
Michael Hendricks, Office Managing Partner Tampa, Frazier & Deeter
By: Max Crampton-Thomas 2 min read February 2020 — Recent advancements in technology, economic uncertainty and the constantly changing needs...
Small business, commercial and construction lending drive strong growth for South Jersey banks
By: Yolanda Rivas 2 min read February 2020 — The Southern New Jersey region is mainly driven by the healthcare,...
Spotlight On:
Silvana Capaldi, Founding Chair, Alliance of Merger & Acquisition Advisors of Tampa Bay
By: Max Crampton-Thomas 2 min read January 2020 — The long-term success of any economy is predicated on both organic...
Spotlight On:
Christopher Lam, Partner, Bradley Arant Boult Cummings LLP
By: Felipe Rivas 2 min read February 2020 — Charlotte’s growth continues to attract a gamut of industries and talent...
Spotlight On:
Julie Kleffel, EVP, Community Banking Executive, Seacoast Bank
By: Yolanda Rivas 2 min read January 2020 — Mergers and acquisitions are a trend in the banking industry. A...
Spotlight On:
Heath Campbell, Metrolina Regional President Charlotte, Truist
By: Felipe Rivas 2 min read January 2020 — In December, the banking industry welcomed the nation’s sixth-largest commercial bank as...
Spotlight On:
Douglas Smith, Charlotte Market Executive, First Bank
By: Felipe Rivas 2 min read January 2020  — After its recent acquisition of Carolina Bank, regional North Carolina financial...
Local leaders optimistic amid Charlotte’s latest jobs ranking
By: Felipe Rivas 2 min read January 2020   — The Queen City closed out the decade as one of the hottest...
Spotlight On:
Joseph Culley, Head of Capital Markets Group, Janney Montgomery Scott LLC
By: Yolanda Rivas 2 min read January 2020 — An increase in high-net-worth investors, financial professionals moving back to the city...
Spotlight On:
Judy Wishnek, Commercial Market Executive, Truliant Federal Credit Union
By: Felipe Rivas 2 min read January 2020 — Credit unions are growing at a fast pace across the country...
Spotlight On:
Vito S. Pantilione, President & CEO, Parke Bank
By: Yolanda Rivas 2 min read anuary 2020 —  Parke Bank is expanding its lending business, including construction lending, from the...
South Florida to Address Heavy-Hitting Priorities Ahead of Election 2020
By: Sara Warden 2 min read January 2019 — With its status as one of the most important swing states in federal...
Spotlight On:
Richard Helber, President and CEO, Tropical Financial Credit Union
By: Max Crampton-Thomas 2 min read December 2019 — There are options when it comes to banking and it’s not...
Philly Leads in ‘Taking Care of Business’
By: Sara Warden In NBC’s 2019 ranking of Top States for Business, Pennsylvania landed a lacklustre 28th position – lower...
Spotlight On:
Robert Kane, Market President, KeyBank
By: Yolanda Rivas 2 min read December 2019 — Philadelphia’s growing economy and robust education and life sciences sectors have...
Spotlight On:
Kevin Miller, President & CEO, Addition Financial
By: Yolanda Rivas 2 min read November 2019 — As the banking sector gets more concentrated, some financial institutions are...
Spotlight On:
Sam Miles, First Senior Vice President, Central Florida Regional President, Valley Bank
By: Yolanda Rivas 2 min read November 2019 — Central Florida’s economic growth has driven many financial institutions to rebrand...
Spotlight On:
Tansy Jefferies, Principal, International Tax Services, RSM US LLP
By: Max Crampton-Thomas 2 min read November 2019 — In today’s tight labor market, companies are feeling the pressure more...
Spotlight On:
Matt Crum, Executive Vice President, FrankCrum
By: Max Crampton-Thomas 2 min read November 2019 — Achieving longevity in any marketplace is difficult. That level of difficulty...
Spotlight On:
Jesse Flowers, Community President, CenterState Bank
By: Max Crampton-Thomas 2 minute read November 2019 — Staying competitive and emerging as a leader in a crowded banking...
Spotlight On:
David Druey, South Florida Regional President, Centennial Bank
By: Max Crampton-Thomas 2 min read October 2019 — Connectivity to the community is the key differentiator when it comes...
Spotlight On:
Brett Gray, Managing Principal, Cushman & Wakefield
By: Felipe Rivas 2 min read November 2019 - In the last few years, the Charlotte Metro Area has enjoyed consistent growth,...
Spotlight On:
Gary Gagnon, President & CEO, Gagnon Development
Writer: Yolanda Rivas 2 min read October 2019 — Gary Gagnon’s family has been involved in the real estate industry...
Spotlight On:
Daniels Ikajevs, Chairman, The Ring Workspaces
Writer: Max Crampton-Thomas 2 min read October 2019 — As the need for office space continues unabated, innovative solutions like...
Spotlight On:
Jeffrey Mylton, Charlotte Market President, HomeTrust Bank
By Felipe Rivas 2 min read October 2019 — The Charlotte Metro Area is home to a plethora of banks...
Charlotte Rising to Tech Challenge Related to Emerging Workforce
By Felipe Rivas 2 min read October 2019 - The business world was abuzz earlier in October when American conglomerate Honeywell broke...
It’s Go Big or Go Home for Miami’s OZs
Writer: Sara Warden 2 min read October 2019- When the Opportunity Zones (OZs) were created by the federal government in the...
Spotlight On:
Brian Katz, CEO & Founder, Katz Capital
Writer: Max Crampton-Thomas 2 min read October 2019 —There has never been a more perfect time to invest in Tampa...
Spotlight On:
Kevin Rogers, Regional President, Seaside National Bank & Trust
By Max Crampton-Thomas 2 min read October 2019 — Seaside National Bank & Trust may be considered a newer entry...
Spotlight On:
Chuck Cross, Executive Vice President & Commercial Banking Executive, Seacoast Bank
By Max Crampton-Thomas 2 min read October 2019 - With over 30 years in the banking industry, Chuck Cross has...
Face Off:
The Bay’s Banking Bosses
Writer: Max Crampton-Thomas 4 min read September 2019 — The health of the banking sector is a great way to...
Spotlight On:
HBK CPAs & Consultants, James Bartolomei, Principal
Writer: Yolanda Rivas 2 min read SEPTEMBER 2019 — Technology is disrupting every industry in the world. From healthcare to...
Philly Legal: These Sectors Are on the Right Side of the Law
by Yolanda Rivas 2 min read SEPTEMBER 2019 — Over the last few years, Philadelphia’s legal sector has seen a...
Big Banks’ Long-Term Investment Vision for Charlotte
Writer: Sara Warden 2 min read AUGUST 2019 — Charlotte has long been the eastern hub of Bank of America...
Spotlight On:
Jeffery Klink, First Senior Vice President & Southern Florida Regional President, Valley Bank
By Max Crampton-Thomas 2 min read August 2019 —During times of economic prosperity, the banking sector is primed to benefit...
Banks increasing support for Philly’s growing small businesses sector
Writer: Yolanda Rivas 2 min read AUGUST 2019 — The economic environment in Philadelphia, with many world-class educational and healthcare...
Spotlight On:
Roxana Scaffidi, CEO and Owner, Florida Accounting & Advisers
By Max Crampton-Thomas 2 min read August 2019 — There are multiple factors that attract people to Florida, including wonderful...
Spotlight On:
Brett Forman, President & CEO, Trez Forman Capital
By Max Crampton-Thomas 2 min read July 2019 — The demand for residential and commercial real estate development in Palm...
No Stopping Tampa Tourism Rocket
Max Crampton-Thomas 2 minute read July 2019 — Quite often when the city of Tampa Bay is mentioned it is...
Spotlight on:
William Burns, Tax Office Managing Partner, BDO
By Yolanda Rivas 2 min read JULY 2019 — Accountants and financial professionals play an important role in the global...
Miami Banks Leading Tech Charge
By Yolanda Rivas July 2019 2 min read  — Advances in technology are having a dramatic influence in the banking sector...
Baby boomer retirees keeping accountants, advisers busy
By staff writer June 2019 — As the baby boomer generation retires from the workforce, the need for business succession...
Invest: Miami speaks with Calixto Garcia-Velez, Regional Executive & Executive Vice President, FirstBank
The development slowdown will most drastically affect luxury high-rise residential condominium buildings, which we are not in the space of...
Expansion trends
How the South Florida market is impacting banks of all sizes Tony Coley President - South Florida Region BB&T In 2015, Florida...
Invest: Miami speaks with Jay Pelham, President, Total Bank
  There is a favorable tax environment here in South Florida and, when compared to other world-class cities, we are...
Invest: Miami speaks with Abel Iglesias, President & CEO, Professional Bank
  Mortgage lending is an area where Professional Bank has done exceptionally well. Even so, we are cautiously optimistic as...
Invest: Miami speaks with Israel Velasco, Florida Regional Executive, Popular Community Bank
The mortgage lending market has performed well. With rates as low as they are now, despite the Fed’s recent increase,...
International impact
How global issues are impacting banking in South Florida Pablo Pino Market President, South Florida Commercial - TD Bank What are South...
Main drivers
How small businesses are driving South Florida's economic growth  Jorge Gonzalez President & CEO - City National Bank In which area of...
Invest: Miami speaks with Joe Atkinson, Regional President, South Florida Region, Wells Fargo
Which business line saw the most growth in 2016? I have the greatest interaction with the community banking line of...
Steady growth
How local banks are meeting the needs of the market in South Florida Manny Perdomo CEO & President - SunTrust Bank What...
City voices
Focus: Atlanta speaks with Metro Atlanta’s governing bodies August 2017 - In 2016, the Metro Atlanta workforce grew by 2.7...
Banking on growth
Capital Analytics speaks to Jorge Gonzalez, President & CEO, City National Bank July 2017 — The last 12 months has...
BisNow Atlanta’s Multifamily surge of 2017
Cash out across the Atlantic
Once the domain of the science fiction fantasy, experts are predicting a cashless society in the U.S. by 2030. As...
Better Together
Invest: Miami speaks to Nicholas Remillard, President & CEO, World Strategic Forum What was the initial vision of the World Strategic...
BISNOW’s MIAMI’S 2017 OUTLOOK & FORECAST FORUM
When: January 24, 2017 Where: Intercontinental Miami, Miami Keynote conversations from some of Miami's most prominent figures This program consisted of...
Wharton University 49th Global Forum
When: March 9-11 2017 Where: InterContential Hotel Miami Sample Topics: Executive Education Session - Global Impact of Tech Disruption and...
Atlanta M&A activity hot in health care, consumer goods, logistics, fintech
Middle-market and small businesses are changing their growth strategies as they move forward with plans to ramp up expansion over...
Community focus
Wells Fargo South Florida Region President Joe Atkinson discusses the importance of community for large banks and small business alike...
Local and global
JPMorgan Chase & Co. Southeast U.S. and Latin America Chairman Mel Martinez discusses the blurring of the local and international...
Strong fundamentals fueling growth in Miami’s financial industry
Invest: Miami speaks with Abel Iglesias, President and CEO, Professional Bank How has Professional Bank evolved since its opening in...
Baby-boomers and international clients are increasing the demand for CFP services
Invest: Miami speaks with Andrew Carillo, President, Barnet Capital Advisors What have been the most important milestones of 2016? In...
Crowdfunomics: When Social Media Meetings Finance
Invest: Miami speaks to Sherwood Neiss, Partner, Crowdfund Capital Advisors Business partners Jason Best, Sherwood Neiss and Zak Cassady-Dorion knew...
Banking on growth
Capital Analytics speaks to Jorge Gonzalez, president & CEO, City National Bank July 2017 — The last 12 months has...
Keeping pace
How banks are evolving to meet the needs of small businesses Joe Atkinson South Florida Region President – Wells Fargo...
Bridging gaps
How operating in the middle space between big and small banks is a sound strategy Jorge Gonzalez President & CEO –...
Growth Drivers
How banking services are evolving to accommodate a more diversified market Ernie Diaz Florida Regional President – TD Bank What...
Unique specialties
How banks are strategizing to cater to middle market clients Margaret Callihan President & CEO – SunTrust Bank South Florida What...
Foreigners’ bank
How Miami’s thriving international population creates lucrative opportunities for the banking sector Antonio Cassio Segura President & CEO – Banco...
What does Popular Community bank have to say about Miami?
Invest: Miami speaks with Israel Velasco, Florida Region Executive One of our goals at Popular Community Bank is to maximize...
What does Banesco USA have to say about Miami?
Invest: Miami speaks with Jorge Salas, President and CEO As Miami’s banking sector has grown significantly in recent years, it...
INTERNATIONAL BUSINESS LEADERSHIP SUMMIT AND AWARDS
When: March 23, 2016 Where: The Rusty Pelican The half-day business conference focuses on the opportunities and challenges faced by local...
Press Release: Capital Analytics Partners with Greater Miami Chamber of Commerce to Promote Miami, March 17, 2016
MIAMI – Capital Analytics is partnering with the Greater Miami Chamber of Commerce (GMCC) to sponsor events that promote Miami’s economy and...

Featured Articles

Boston, Healthcare, Insurance, Spotlight On
Spotlight On: Brooks Tingle, President & CEO, John Hancock
3 min read October 2023 — In an interview with Invest:, Brooks Tingle, president and CEO of John Hancock, discussed...
Boston, Commercial Real Estate, Economy, Transportation
Reimagining Boston’s urban landscapes
Writer: Eleana Teran 3 min read October 2023 — Boston is grappling with a rapidly evolving urban economy that is...
Raleigh-Durham, Residential Real Estate, Spotlight On
Spotlight On: Jim Allen, President & CEO, The Jim Allen Group | Coldwell Banker Howard Perry and Walston
2 min read October 2023 — In an interview, Jim Allen, president of the Jim Allen Group, talked about the...
Nashville, Residential Real Estate, Spotlight On
Spotlight On: Jessica Averbuch, CEO & Owner, Zeitlin Sotheby’s International Realty
2 min read October 2023 — Invest: was joined by Jessica Averbuch, CEO and owner of Zeitlin Sotheby’s International Realty,...