Banking & Finance

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 full-service commercial real estate firm...
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 Fifth Third Bank in Georgia,...
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...
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...
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...
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...
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
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...
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...
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...
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...
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

future of healthcare in Atlanta
Atlanta, Healthcare & Life Sciences, Technology
The future of healthcare on display in Atlanta
Writer: Brittany Pressner 2 min read September 2021—The healthcare industry is evolving rapidly as a result of shifts in education,...
Atlanta, Economy, Spotlight On, Technology, Transportation
Spotlight On: Shannon James, President & CEO, Aerotropolis Atlanta Alliance
Writer: Max Crampton-Thomas 2 min read September 2021 — The pandemic highlighted the need for greater community outreach to address...
Fox Rothschild managing partner
Legal Services, Professional Services, Raleigh-Durham, Spotlight On
Spotlight On: Matt Leerberg, Office Managing Partner – Raleigh, Fox Rothschild
Writer: Max Crampton-Thomas  2 min read September 2021 — Raleigh-Durham is consolidating its standing as a highly attractive legal market....
Economy, Orlando, Technology
Company arrivals fuel Lake Nona’s growing reputation as ‘an innovative living lab’
Writer: Sara Suarez 2 min read September 2021 — Lake Nona continues to add companies and events to its roster...