Banking & Finance
March 27, 2023
3 min read March 2023 — In an interview with Invest:, Dan Stoltz, president and CEO of SPIRE Credit Union, discussed the potential impact of...
March 27, 2023
Writer: Joshua Andino 4 min read March 2023 — In Pittsburgh and across the country, the last two years have given business leaders some of...
March 24, 2023
3 min read March 2023 — Luis de la Aguilera, president, CEO and director of U.S. Century Bank, spoke with...
March 23, 2023
Writer: Joshua Andino 2 min read March 2023 — Southwestern Pennsylvania has been building momentum as companies continue to expand...
March 20, 2023
3 min read March 2023 — In an interview with Invest:, David Reiling, chairman and CEO of Sunrise Banks, talked...
March 15, 2023
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March 14, 2023
2 min read March 2023 — Damien Haitsuka, regional bank president for Wells Fargo, spoke to Invest: about ways they...
March 14, 2023
Writer: Joshua Andino 2 min read March 2023— Silicon Valley Bank failed. New Jersey responded. Starting on midday Friday and...
March 7, 2023
Writer: Eleana Teran 2 min read March 2023 - As the financial industry navigates through turbulent waters, wealth management services...
March 3, 2023
3 min read March 2023 — Bluevine is a fintech company that provides innovative banking solutions and cutting-edge services tailored...
March 3, 2023
Writer: Joshua Andino 2 min read March 2023— While the financial industry continues to change, cfsbank’s owner-builder lending program has...
March 1, 2023
2 min read March 2023 — RBC Wealth Management provides wealth management solutions tailored to individuals, families and institutions. Invest:...
February 27, 2023
2 min read February 2023 — Amerant Bank is the largest community bank headquartered in Florida. Invest: spoke with CEO...
February 27, 2023
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February 24, 2023
Writer: Ryan Gandolfo 2 min read February 2023 — Southwestern PA has been building momentum as companies continue to expand...
February 23, 2023
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February 21, 2023
4 min read February 2023 — Scott Baldinelli, Executive Vice President, Head of New England Commercial Banking at Santander, spoke...
February 21, 2023
Writer: Joshua Andino 2 min read February 2023 — Fidelity Investments, the Boston-based firm, is on a hiring spree and...
February 15, 2023
2 min read February 2023 — Consumer financial services company Synchrony sees many growth opportunities despite the economic downturn amid...
February 14, 2023
Writer: Jerrica DuBois 2 min read February 2023 — The Tampa Museum of Art received a nice boost to its...
February 13, 2023
2 min read February 2023 — Hector Ponte, senior vice president and South Florida branch banking region director of Wells...
February 2, 2023
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February 1, 2023
Writer: Joshua Andino 2 min read February 2023 — Wells Fargo is leaving Uptown for… Uptown. The national bank is...
February 1, 2023
2 min read February 2023 — In an interview with Invest:, Ann Meade, regional president for Webster Bank, discussed major milestones, the...
January 30, 2023
Writer: Joshua Andino 2 min read January 2023 — With the annual Invest: South Jersey launch conference only a few...
January 27, 2023
2 min read January 2023 — In an interview with Invest:, David Tawil, managing partner for Texas at Private Wealth...
January 19, 2023
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January 16, 2023
3 min read January 2023 — In an interview with Invest:, Darrel German, Minnesota regional president of Huntington National Bank,...
January 13, 2023
2 min read January 2023 — Wells Fargo is an American multinational financial services company with deep roots in Texas....
January 11, 2023
2 min read January 2023 — In an interview with Invest:, the East Region’s Branch and Small Business Banking Regional...
January 10, 2023
Writer: Eleana Teran 2 min read January 2023 - As the Twin Cities' business community continues to evolve, local business...
January 6, 2023
2 min read January 2023 — In an interview with Invest:, Abel Harding, executive vice president and North Florida market...
December 29, 2022
3 min read December 2022 — Peter Dontas, executive vice president of Wells Fargo, talked to Invest: about why New...
December 28, 2022
2 min read December 2022 — Invest: sat down with Chris Draughon, director of financial planning at First Coast Wealth...
December 13, 2022
3 min read December 2022 — The economic impact of a community bank is huge. In an interview with Invest:,...
December 9, 2022
Writer: Vittorio Parravano 2 min read December 2022 — Besides celebrating 20 years as an artistic staple in the City...
December 7, 2022
2 min read December 2022 — The 152-year-old WesBanco is an award-winning veteran of the Pittsburgh area’s financial services industry....
December 5, 2022
2 min read December 2022 — Baird is an employee-owned wealth management, capital markets, asset management and private equity firm...
December 2, 2022
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...
December 1, 2022
Writer: Liz Palmer 4 min read December 2022 — Invest: recently sat down with community banking leaders to discuss the...
November 30, 2022
2 min read November 2022 — Steven Mack, CEO of Texas Heritage Bank, spoke with Invest: about the future of...
November 29, 2022
2 min read November 2022 — In an interview with Invest:, Laura Oberst, executive vice president & head of the...
November 23, 2022
Writer: Jerrica DuBois 2 min read November 2022 — As the economy experiences change and national issues, like inflation and...
November 22, 2022
2 min read November 2022 — Invest: spoke with Theodore Bovard, founding partner & CEO of Fort Pitt Capital Group,...
November 22, 2022
Writer: Eleana Teran 2 min read November 2022 — Earlier this month, the Federal Reserve took further action to combat...
November 17, 2022
2 min read November 2022 — Seaside Bank & Trust serves clients of all sizes across Florida. Invest: spoke with...
November 15, 2022
2 min read November 2022 — With the mix of companies moving to the Raleigh-Durham region and the infrastructure investments...
November 3, 2022
3 min read November 2022 — In an Interview with Invest:, Kenneth LaChance, high net worth executive at Wells Fargo...
November 3, 2022
Writer: Eleana Teran 2 min read November 2022 — It's a widely known fact that nothing is certain except death...
October 31, 2022
2 min read October 2022 — The economic slowdown will likely impact areas like capital spending and mergers and acquisitions,...
October 26, 2022
Writer: Joshua Andino 2 min read October 2022 — While inflation remains a primary concern for businesses of all stripes,...
October 25, 2022
2 min read October 2022 —Invest: spoke with Chris Jones, president and CEO of Middle Tennessee Electric, about being the...
October 24, 2022
2 min read October 2022 — The recent stock market downturn has become a new opportunity for investors to reassess...
October 20, 2022
2 min read October 2022 — Greater Nashville's thriving and diversified economic landscape makes it an ideal launching pad for...
October 17, 2022
Writer: Sara Warden 2 min read October 2022 — When Weston Property & Casualty Insurance Co. was declared insolvent and...
September 26, 2022
3 min read September 2022 — Merchants Bank has been serving Minnesota for over 147 years. It is a community...
September 22, 2022
2 min read September 2022 — Dallas Capital Bank is a team of local banking executives and prominent investors joined...
September 20, 2022
2 min read September 2022 — Antonio Uribe, president and CEO at Terrabank, spoke with Invest: about a variety of...
September 16, 2022
2 min read September 2022 — Jacksonville offers a highly competitive landscape for high-net-worth asset management firms, so much so...
September 14, 2022
Writer: Jerrica DuBois 2 min read September 2022 — Both the global and national challenges of the last few years...
September 7, 2022
2 min read September 2022 — The Sunshine State’s dynamism and demographic explosion is shining a bright light on Miami’s...
September 7, 2022
Writer: Joshua Andino 2 min read September 2022 — From rising interest rates to big-name relocations, over the last year...
August 29, 2022
2 min read August 2022 — Invest: spoke with Charles Cross, market president of South Florida for Seacoast Bank, about...
August 1, 2022
Writer: Liz Palmer 2 min read August 2022 — Whether it’s being called another bad quarter, a downturn, a slowdown...
June 21, 2022
2 min read June 2022 — UBS is on the bleeding edge of intertwining ESG with investment decisions. In an...
June 20, 2022
2 min read June 2022 — Studio Bank is a boutique bank that provides organizations, families and individuals with sophisticated...
June 10, 2022
2 min read June 2022 — Consolidation is the name of the game in the credit union and community bank...
June 9, 2022
2 min read June 2022 — Tampa Bay is the place to be when it comes to real estate investment....
June 7, 2022
With public markets considered to be overvalued by many, the private markets are attracting a great deal of attention and...
June 1, 2022
New technologies are driving significant innovation and creative rethinking of business models. With Invest:Insights, Office Managing Partner in Minneapolis for...
June 1, 2022
Manuel Vidal founded Premium Finance Group to address the gap high-net-worth individuals were experiencing in large insurance policy funding. In...
May 31, 2022
Writer: Liz Palmer 2 min read May 2022 — As environmental, social and corporate governance (ESG) investments continue to heat up,...
May 31, 2022
2 min read May 2022 — The key to the future of the banking business is to develop a balance...
May 26, 2022
2 min read May 2022 — In an interview with Invest:, Jeff Mylton, market president of HomeTrust Bank, discussed the...
May 26, 2022
Keeping up with competition is no easy feat in today’s banking landscape. With Invest:Insights, President of the Western Pennsylvania (WPA)...
May 18, 2022
Recent times have posed both great opportunities and challenges for the engineering sector. With Invest:Insights, President and CEO of T&M...
May 17, 2022
Writer: Liz Palmer 2 min read May 2022 — With a growing spotlight on creating a more equitable community, metro...
May 16, 2022
The past few years have arguably been some of the most transformative in the history of the banking sector. With...
May 10, 2022
3 min read May 2022 — In an interview with Invest:, President and CEO of Delta Dental of New Jersey...
May 10, 2022
4 min read May 2022 — With Invest:, Jamie Tranfalia, commercial banking leader in Eastern PA and Southern NJ at...
May 5, 2022
From the rise of cryptocurrencies to the slow emergence from a historic low interest rate environment, the banking industry is...
May 3, 2022
U.S. Bank is one of the largest banking institutions in the United States. With Invest: Insights, Executive Vice President of...
April 29, 2022
Writer: Joshua Andino 2 min read April 2022 — The lending space is changing, largely due to the popularity of...
April 28, 2022
Writer: Alejandro Sanchez 2 min read April 2022 — Atlanta-based Navigation Capital Partners withdrew from plans to raise $690 million...
April 27, 2022
While the banking industry is undergoing an unprecedented evolution from a technology standpoint, much remains to be done when it...
April 26, 2022
2 min read April 2022 — Tom Iadanza, president at Valley Bank, says that jumping into new industries in New...
April 26, 2022
Writer: Caty Hirst 2 min read April 2022 — Texas' accelerated economic activity and the nation's shifting financial landscape over...
April 26, 2022
There is no ‘one size fits all’ strategy for organizations when handling the ever-changing landscape of banking. In his conversation...
April 20, 2022
The financial industry is undergoing one of its greatest evolutions in history. Heath Campbell, president of the Charlotte Metrolina Region...
April 20, 2022
While adaptation and innovation are not new ideas for community banks, Craft Bank has taken on the challenge of reinventing...
April 19, 2022
https://youtu.be/JsJKDHMsZpY The pandemic brought with it business and social disruptors to a degree not witnessed since WWII. With Invest:Insights,...
April 14, 2022
Writer: Caty Hirst 2 min read April 2022 — The Atlanta financial market is booming, with success stories ranging from...
April 14, 2022
2 min read April 2022 — Rising interest rates are eventually going to be positive for the economy, according to...
April 4, 2022
3 min read April 2022 — Ryan Hicke, chief information officer for technology and investment solutions company SEI, shared with...
April 1, 2022
Writer: Keaona Gray-Outlaw 2 min read April 2022 — Given a challenging national labor shortage, Charlotte’s regional banks are among...
March 31, 2022
Writer: Joshua Andino 2 min read March 2022— In Texas’ endeavor to become a hub for cryptocurrency mining, the resulting...
March 17, 2022
Writer: Jerrica DuBois 2 min read March 2022 — Jacksonville business leaders are looking toward the future. Whether it be...
March 9, 2022
Writer: Jerrica DuBois 2 min read March 2022 — Melbourne Orlando International Airport (MLB) is attracting further investment, new airlines,...
March 8, 2022
2 min read March 2022 — With the tremendous growth in Tampa, Senior Managing Director Joel Stevens of Bernstein Private...
March 1, 2022
Writer: Joey Garrand 2 min read March 2022 — While each company has their own roadmap for achieving a new...
March 1, 2022
2 min read March 2022 — Mid Penn Bank had an outstanding 2021. Throughout the year, the company grew its...
February 17, 2022
Writer: Alejandro Sanchez 2 min read February 2022 — After an exceptional year for the industry, banking and financial leaders...
February 9, 2022
2 min read February 2022 — Founded in 2015, Weatherford Capital has grown to become Tampa Bay's largest private equity...
February 3, 2022
2 min read February 2022 — Southern Florida’s bona fide status as an investment destination, particularly for Latin American high-net-worth...
February 3, 2022
2 min read February 2022 — With 10,000 people turning 65 every day in the United States, Joseph Bert, founder...
January 27, 2022
Writer: Joey Garrand 2 min read January 2022 — Home to the world’s first climate-focused commercial bank and a young...
January 24, 2022
2 min read January 2022 — In a conversation with Invest:, Dee O’Dell, executive vice president for consumer and business...
January 19, 2022
2 min read January 2022 — In a conversation with Invest:, Vantage Bank’s CEO Jeff Sinnott and Regional President Paul...
January 18, 2022
2 min read January 2022 — Central Minnesota Credit Union is unique in its emphasis on commercial transactions and has...
January 13, 2022
Writer: Caty Hirst 2 min read January 2022 — The start of the COVID-19 pandemic brought new urgency to the...
January 11, 2022
2 min read December 2021 — Founder and CEO Ken LaRoe of Climate First Bank describes himself as a “rabid...
January 11, 2022
2 min read January 2022 — FAIRWINDS is an American member-owned credit union that is headquartered in Orlando, Florida and...
December 29, 2021
2 min read December 2021 — Bank of England Mortgage offers the strengths of a strong capital base, a solid...
December 29, 2021
2 min read December 2021 — Ameris Bank is a financial institution serving customers across the Southeast and mid-Atlantic. In...
December 28, 2021
Writer: Jerrica DuBois 2 min read December 2021 — As the banking community evolves in the pandemic’s wake, leaders are...
December 22, 2021
2 min read December 2021 — Stearns Bank N.A. has generated success across a variety of markets, from supporting small...
December 21, 2021
2 min read December 2021 — In an interview with Invest:, David Bohne, president and CEO of Broadway Bank, talked...
December 16, 2021
2 min read December 2021 — Tradition Capital Bank has leveraged efficiency and a commitment to the community to grow...
December 16, 2021
Writer: Joshua Andino 2 min read December 2021— The Federal Reserve is beginning to aggressively shift its monetary policy and...
December 15, 2021
2 min read December 2021 — “Our goal is to deliver an exceptional banking experience,” said Tony Rocco, President of...
December 14, 2021
Writer: Alejandro Sanchez 2 min read December 2021— Through relocations, openings and closures, banks are rethinking their retail presence in...
December 2, 2021
2 min read December 2021 — During the last year, Keith Costello, president and CEO of Locality Bank IO, realized...
December 2, 2021
2 min read December 2021 — For seven of the last eight years, United Community Bank, Seaside Bank and Trust’s...
December 1, 2021
2 min read December 2021 — "We are in the process of a building boom," City Manager Norton Bonaparte of...
November 30, 2021
2 min read November 2021 — Fragasso Financial Advisors is an investment management and financial planning firm headquartered in Pittsburgh....
November 18, 2021
2 min read November 2021 — Interim President Pamela Chally at the University of North Florida stated in an interview...
November 11, 2021
2 min read November 2021 — In an interview with Invest:, Rick Pullum, president of One Florida Bank, discussed the...
November 11, 2021
Writer: Alejandro Sanchez 2 min read November 2021 — While technology and digitized banking have taken center stage for the...
November 4, 2021
2 min read November 2021 — Citizens Bank is the oldest, continuously operating African American-owned bank in the country, and...
November 4, 2021
2 min read November 2021 — Brian Parks, regional president of Ameris Bank, spoke to Invest: about the opportunities for...
November 3, 2021
Writer: Alejandro Sanchez 2 min read November 2021— Banking leaders in Atlanta are building upon the challenges from the last...
October 19, 2021
In order to grow a business, diversity is a necessity. Stuart Goldstein, managing partner of the Charlotte office for Cadwalader,...
October 18, 2021
2 min read October 2021 — Craft Bank is an Atlanta community bank that gives customers the ability to craft...
October 14, 2021
Writer: Alejandro Sanchez 2 min read October 2021— Despite the challenges of the last 19 months, the Triangle has remained...
October 13, 2021
Writer: Joey Garrand 2 min read October 2021— In an increasingly competitive and rapidly evolving world, many industries are experiencing...
October 13, 2021
While most of the banking industry continues to embrace the digitalization of operations, the in-person experience remains an essential function...
October 11, 2021
2 min read October 2021 — In an interview with Invest:, President of the Nassau Chamber of Commerce, Regina Duncan,...
October 11, 2021
Atlanta’s vibrancy is rippling across the entire Southeast, bolstered by the growth of e-commerce and its inherent need for new...
October 6, 2021
Writer: Alejandro Sanchez 2 min read October 2021— A once obscure path for private companies to go public is gaining...
October 5, 2021
2 min read October 2021 — VyStar is a not-for-profit, member-owned credit union that offers a spectrum of banking products...
October 1, 2021
2 min read October 2021 — Community First Credit Union of Florida has been serving the needs of Northeast Florida...
September 23, 2021
Throughout the pandemic, the banking sector worked hand in hand with commercial and personal banking clients, guiding them through the...
September 22, 2021
Writer: Joey Garrand 2 min read September — While newcomers to Florida are immediately welcomed upon arrival by sunshine, pristine...
September 21, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — In an interview with Invest:, Laura Gonzales, regional managing director of...
September 17, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — In an interview with Focus: Atlanta Randy Koporc, regional president of...
September 16, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — As Minnesota becomes the new tech hub in the nation, Vice...
September 9, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — In an interview with Invest:, Calixto Mateos-Hanel, managing director for North...
September 1, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — First Coast Wealth Advisors is a fiduciary financial planner serving Jacksonville...
August 19, 2021
Writer: Max Crampton-Thomas 2 min read August 2021 — The uncertainty of the pandemic has pushed financial services to new...
August 17, 2021
Writer: Max Crampton-Thomas 2 min read August 2021 — Small, nimble community banks proved to be a vital cog in...
August 17, 2021
Writer: Max Crampton-Thomas 2 min read August 2021 — Rob McCabe, chairman of Pinnacle Financial Partners, is optimistic about the...
August 16, 2021
Writer: Max Crampton-Thomas 2 min read August 2021 — Atlanta’s fintech hub, prized location and talent capacity make it the...
August 3, 2021
Writer: Sara Warden 2 min read August 2021 — Across the US, banks have been closing doors at a rate...
July 29, 2021
Writer: Felipe Rivas 2 min read July 2021— For the banking and finance sector, the pandemic ushered in a wave of disruption...
July 21, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — Mike Jones, Huntington National Bank’s chair for Minnesota and Colorado, spoke...
July 19, 2021
Writer: Max Crampton-Thomas 2 min read July 2021 — Michael Woocher, managing director of Bernstein Private Wealth Management in Atlanta,...
July 16, 2021
Writer: Max Crampton-Thomas 2 min read July 2021 — Miami’s strong bet on becoming a tech hub and magnet for...
July 16, 2021
Writer: Alejandro Sanchez 2 min read JULY 2021 — This year, Wells Fargo announced its intention to invest up to...
July 15, 2021
Writer: Max Crampton-Thomas 2 min read July 2021 — Professional Bank tends to the financial needs of its clients through...
July 7, 2021
Writer: Joshua Andino 2 min read July 2021 — With the United States slowly beginning to close the door on...
July 2, 2021
Writer: Joey Garrand 3 min read July 2021 — The pandemic accelerated the digital transformation within the banking industry, forcing...
June 30, 2021
Writer: Felipe Rivas 2 min read June 2021 — With roots that date back to more than a century of...
June 15, 2021
Writer: Joshua Andino 2 min read June 2021 — The early phases of the pandemic saw the “COVID-pivot,” where businesses,...
June 3, 2021
Writer: Max Crampton-Thomas 2 min read June 2021 — Pilar Oppedisano, executive director and Minnesota market manager at J.P. Morgan...
May 28, 2021
Writer: Felipe Rivas 2 min read May 2021 — Though lampooned by Saturday Night Live as the “the regional banking...
May 27, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — There are many opportunities for a wealth management firm like Wealth...
May 26, 2021
Writer: Joshua Andino 2 min read May 2021 — While 2020 saw the worst of the COVID-19 pandemic, Tampa Bay’s...
May 13, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — TCM Bank, N.A., a subsidiary of ICBA Bancard, serves as a...
May 12, 2021
In a landscape with an unprecedented amount of capital and saturated markets, it is essential that a firm is adapting...
May 7, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — United Bank is a subsidiary of United Bankshares, Inc. (UBSI) and...
May 7, 2021
Writer: Felipe Rivas 2 min read May 2021 — As the Philadelphia market recovers from the pandemic, Chester County is...
May 5, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — Community banks are a vital part of the banking and financial...
April 28, 2021
Writer: Max Crampton-Thomas 2 min read April 2021 — Hamptons Group is an alternative investment and advisory firm headquartered in...
April 22, 2021
Writer: Felipe Rivas 2 min read April 2021 — Though induced by the ongoing health crisis, the pandemic-led economic recession...
April 20, 2021
As a community bank with a robust digital presence, Locality Bank has a few creative advantages in addressing customers’ specific...
April 16, 2021
Writer: Max Crampton-Thomas 2 min read April 2021 — Despite the sizable challenges inherent to the pandemic, small community banks...
April 16, 2021
Writer: Joey Garrand 2 min read April 2021 — In a world where people feel uncomfortable leaving their homes, or...
April 15, 2021
Writer: Max Crampton-Thomas 2 min read April 2021 — Mike Tomko, president & CEO of BrightStar Credit Union, is in...
April 13, 2021
Writer: Max Crampton-Thomas 2 min read April 2021 — Capitol Financial Solutions is a financial services firm that specializes in...
April 13, 2021
Writer: Catie Schwartzman 2 min read April 2021 — The Triangle region is proving favorable for the banking industry as...
April 12, 2021
Writer: Felipe Rivas 2 min read April 2021 — A year into the COVID-19 pandemic, the light at the end...
April 8, 2021
Writer: Max Crampton-Thomas 2 min read April 2021 — American National Bank is the oldest and largest community bank headquartered...
April 7, 2021
Writer: Max Crampton-Thomas 2 min read April 2021 — Charlotte’s reputation for growth takes effort from the whole community. Wells...
April 2, 2021
Writer: Catie Schwartzman 2 min read April 2021 — Atlantans want to see a greater effort on racial equity from...
April 1, 2021
Writer: Joey Garrand 2 min read April 2021 — Financial technology, or fintech, has revolutionized the banking industry, and its...
March 25, 2021
Writer: Joshua Andino 2 minute read March 25 - Charlotte is flexing its financial muscle as locally-based business-to-business (B2B) payments...
March 19, 2021
Writer: Joshua Andino 2 min read March 19, 2021 — It’s not just spring-breakers coming to Miami anymore. Florida Funders,...
March 18, 2021
Writer: Max Crampton-Thomas 2 min read March 2021 — The COVID-19 environment in Tampa Bay has opened a window of...
March 18, 2021
Writer: Felipe Rivas 2 min read March 2020 — For First Horizon, 2020 was a year of growth and deepening...
March 16, 2021
Writer: Joshua Andino 2 min read, March 2021 — The only ETF invested primarily in Minnesota Municipal Bonds in the...
March 11, 2021
Writer: Joey Garrand 2 min read March 2021 — Philadelphia’s economic resilience in the face of unprecedented challenges to highlight...
March 11, 2021
COVID has not changed Balentine’s approach to financial knowledge and wealth management firm strategies, it has only reinforced them. For...
March 9, 2021
Writer: Joey Garrand 2 min read March 2021 — The pandemic has forced many to rethink their investment and retirement...
March 4, 2021
Writer: Max Crampton-Thomas 2 min read March 2021 — Wells Fargo, a leading financial services company serving 10% of all...
March 4, 2021
Community banks have and will continue to play a vital role in the local economy. For Pilot Bank, although there...
March 2, 2021
Diversity and inclusion has been top of mind for JP Morgan Chase with 2020 seeing a much stronger push in...
February 26, 2021
Writer: Felipe Rivas 2 min read February 2021 —Change is often gradual in the realm of real estate, construction...
February 25, 2021
Writer: Max Crampton-Thomas 2 min read February 2021 —SEDCO is a not-for-profit certified development corporation licensed by the Small...
February 25, 2021
Writer: Max Crampton-Thomas 2 min read February 2021 — Solving the issue of “banking deserts” requires banks to make a...
February 22, 2021
SBA loans have been key in helping businesses maintain operations throughout the pandemic. These loans are essential and can really...
February 19, 2021
Writer: Max Crampton-Thomas 2 min read February 2021 —The Florida Business Development Corporation helps small businesses obtain Small Business Administration...
February 4, 2021
Writer: Joey Garrand 3 min read February 2021 — As in many other industries, the pandemic has accelerated innovations...
January 28, 2021
Writer: Max Crampton-Thomas 2 min read January 2021 — One outcome of the 2020 pandemic is that it pushed people...
January 21, 2021
By: Max Crampton-Thomas 2 min read Jan 2021 — “M&T Bank prides itself on having a solid, carefully selected portfolio of...
December 29, 2020
By: Sara Warden 2 min read December 2020 — New York City has always been known as the financial capital...
December 23, 2020
By: Sara Warden 2 min read December 2020 — As demand for professional services and advice ramped up amid the...
December 17, 2020
By: Felipe Rivas 2 min read December 2020— COVID-19 has stressed the importance of innovation and sustainability when it comes to...
December 9, 2020
By: Felipe Rivas 2 min read December 2020 — The zeitgeist of the new normal created by the COVID-19 pandemic...
December 4, 2020
By: Brendan Meagher 2 Min read December 2020 — For those who call Miami-Dade home, the image of construction cranes...
November 30, 2020
By: Sara Warden 2 min read November 2020 — Ranked by Forbes as the 13th-best place in the country for...
November 24, 2020
By: Felipe Rivas 2 min read November 2020 — Atlanta is consistently known as a transportation hub in the Southeast....
November 24, 2020
By: Felipe Rivas 2 min read November 2020 — Bank of America and Atlanta Technical College have partnered on a...
November 20, 2020
By: Felipe Rivas 2 min read November 2020–2020s ever changing landscape has been a roller-coaster ride for companies, small businesses, families and...
November 19, 2020
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November 19, 2020
By: Max Crampton-Thomas 2 min read November 2020 — Transparency and communication with clients are two sides of the coin that...
November 13, 2020
By: Felipe Rivas 2 min read November 2020 — Recovery is the first order of business for Cobb County in 2021....
November 12, 2020
By: Beatrice Silva 2 min read November 2020 — Technology is revolutionizing the way financial institutions operate. Gone are the...
November 6, 2020
By: Felipe Rivas 2 min read November 2020 — In South Florida, the COVID-19 pandemic pressed the brakes on years...
October 28, 2020
By: Felipe Rivas FOR IMMEDIATE RELEASE October 27, 2020 Atlanta’s economic resilience in the face of unprecedented challenges to highlight...
October 28, 2020
Living in a digital age, technological innovation continues to be a resource for any type of organization's efficiency and growth....
October 19, 2020
Getting financial tools and resources out to the community is a priority for Addition Financial, which is one of the...
October 15, 2020
After four consecutive years as being ranked as one of Florida Trend's 'Best Companies to Work For' Gunster has maintained...
October 13, 2020
By: Felipe Rivas 2 min read October 2020 — Middle-market companies eyeing private capital investments in the technology, manufacturing, distribution and retail spaces,...
October 9, 2020
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...
October 9, 2020
By: Felipe Rivas 2 min read October 2020 — While the national real estate and development sector continues to adjust to the ever-changing...
September 30, 2020
By: Beatrice Silva 3 min read September 2020 — Coming off a record economic year for the Philadelphia region, no one...
September 21, 2020
Financial planning is important in all economic cycles. In South Florida, The Coral Gables Trust Company has been able to...
September 17, 2020
The initial rollout of the PPP loans were met with some frustration and an overall mood of anxiety. Chris Stewart,...
September 16, 2020
In 2007 it was a financial crisis but this time around it is a health crisis that has influenced the...
September 9, 2020
Truist, an American bank holding company, created Truist Cares to provide philanthropic support to its communities by distributing funds to...
September 9, 2020
Truist, an American bank holding company, created Truist Cares to provide philanthropic support to its communities by distributing funds to...
August 21, 2020
By: Max Crampton Thomas FOR IMMEDIATE RELEASE August 21, 2020 Tampa Bay’s economic resilience in the face of unprecedented challenges...
August 12, 2020
By: Felipe Rivas 2 min read August 2020 — As the summer wanes, Queen City businesses and residents face major...
July 28, 2020
By: Felipe Rivas 2 min read July 2020 — Individuals and companies alike need reliable legal counsel during a time...
July 22, 2020
By: Max Crampton Thomas 2 min read July 2020 — To say the least, the COVID-19 pandemic has been nothing...
June 25, 2020
By: Beatrice Silva 2 min read - Philadelphia is the seventh-largest metropolitan area in the United States. Its diverse population,...
June 24, 2020
By: Abby Melone, President & CEO, Capital Analytics It’s a truism in today’s hyper-connected world that people go where the...
June 5, 2020
By: Max Crampton Thomas 2 min read June 2020 — For 188 years, WSFS has served its community by staying...
May 29, 2020
By: Max Crampton-Thomas 2 min read May 2020 — Wealth management services have undergone significant transformation over the last two decades,...
May 28, 2020
By: Felipe Rivas 2 min read May 2020 — Charlotte is strongly positioned to capitalize on the investment diversification push...
May 22, 2020
By: Felipe Rivas 2 min read May 2020 —SunTrust and BB&T have combined in a historic merger of equals to create...
May 19, 2020
While most people and organizations have stepped up to try and help their communities through this difficult period of time,...
May 15, 2020
By: Felipe Rivas 2 min read May 2020 — HFM Investment Advisors has been advising South Jersey and the Greater...
May 4, 2020
Since the passage of the CARES Act, banks around the nation have been inundated with PPP loan applications. Jose Cueto,...
May 1, 2020
By: Max Crampton-Thomas 2 min read May 2020 — In a crowded accounting and consulting services marketplace, it can be...
April 24, 2020
By: Max Crampton-Thomas 2 min read April 2020 — Accounting and consultancy firm RSM’s Orlando practice had little problem migrating...
April 3, 2020
By: Felipe Rivas 2 min read April 2020 — Accounting and financial services are a market sector that has been on...
April 3, 2020
By: Felipe Rivas 2 min read April 2020 — Over the last few years, consolidation and mergers and acquisitions have...
March 20, 2020
By: Yolanda Rivas 2 min read March 2020 — Investment advisory, cybersecurity, business planning and strategy and other related advisory...
March 19, 2020
By: Felipe Rivas 2 min read March 2020—Technology and the changing economic landscape is forcing accounting firms to look beyond traditional...
March 19, 2020
By: Sara Warden 2 min read March 2020 — Businesses across South Florida have been hit by the impact of the...
March 11, 2020
By: Yolanda Rivas 2 min read March 2020 — Chase is the U.S. consumer and commercial banking business of JPMorgan Chase...
March 9, 2020
By: Yolanda Rivas 2 min read March 2020 — Orlando’s diversifying economy has been attracting a high amount of investment...
March 6, 2020
By: Yolanda Rivas 2 min read MARCH 2020— Alloy Silverstein is a regional full-service accounting and advisory firm, headquartered in Southern...
February 27, 2020
By: Max Crampton-Thomas 2 min read February 2020 — Recent advancements in technology, economic uncertainty and the constantly changing needs...
February 20, 2020
By: Yolanda Rivas 2 min read February 2020 — The Southern New Jersey region is mainly driven by the healthcare,...
February 5, 2020
Spotlight On:
Silvana Capaldi, Founding Chair, Alliance of Merger & Acquisition Advisors of Tampa Bay
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...
February 3, 2020
By: Felipe Rivas 2 min read February 2020 — Charlotte’s growth continues to attract a gamut of industries and talent...
January 23, 2020
By: Yolanda Rivas 2 min read January 2020 — Mergers and acquisitions are a trend in the banking industry. A...
January 20, 2020
By: Felipe Rivas 2 min read January 2020 — In December, the banking industry welcomed the nation’s sixth-largest commercial bank as...
January 13, 2020
By: Felipe Rivas 2 min read January 2020 — After its recent acquisition of Carolina Bank, regional North Carolina financial...
January 13, 2020
By: Felipe Rivas 2 min read January 2020 — The Queen City closed out the decade as one of the hottest...
January 8, 2020
By: Yolanda Rivas 2 min read January 2020 — An increase in high-net-worth investors, financial professionals moving back to the city...
January 7, 2020
By: Felipe Rivas 2 min read January 2020 — Credit unions are growing at a fast pace across the country...
January 7, 2020
By: Yolanda Rivas 2 min read anuary 2020 — Parke Bank is expanding its lending business, including construction lending, from the...
December 30, 2019
By: Sara Warden 2 min read January 2019 — With its status as one of the most important swing states in federal...
December 19, 2019
By: Max Crampton-Thomas 2 min read December 2019 — There are options when it comes to banking and it’s not...
December 15, 2019
By: Sara Warden In NBC’s 2019 ranking of Top States for Business, Pennsylvania landed a lacklustre 28th position – lower...
December 9, 2019
By: Yolanda Rivas 2 min read December 2019 — Philadelphia’s growing economy and robust education and life sciences sectors have...
November 27, 2019
By: Yolanda Rivas 2 min read November 2019 — As the banking sector gets more concentrated, some financial institutions are...
November 20, 2019
Spotlight On:
Sam Miles, First Senior Vice President, Central Florida Regional President, Valley Bank
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...
November 15, 2019
By: Max Crampton-Thomas 2 min read November 2019 — In today’s tight labor market, companies are feeling the pressure more...
November 13, 2019
By: Max Crampton-Thomas 2 min read November 2019 — Achieving longevity in any marketplace is difficult. That level of difficulty...
November 11, 2019
By: Max Crampton-Thomas 2 minute read November 2019 — Staying competitive and emerging as a leader in a crowded banking...
November 8, 2019
By: Max Crampton-Thomas 2 min read October 2019 — Connectivity to the community is the key differentiator when it comes...
November 5, 2019
By: Felipe Rivas 2 min read November 2019 - In the last few years, the Charlotte Metro Area has enjoyed consistent growth,...
October 24, 2019
Writer: Yolanda Rivas 2 min read October 2019 — Gary Gagnon’s family has been involved in the real estate industry...
October 23, 2019
Writer: Max Crampton-Thomas 2 min read October 2019 — As the need for office space continues unabated, innovative solutions like...
October 23, 2019
By Felipe Rivas 2 min read October 2019 — The Charlotte Metro Area is home to a plethora of banks...
October 17, 2019
By Felipe Rivas 2 min read October 2019 - The business world was abuzz earlier in October when American conglomerate Honeywell broke...
October 10, 2019
Writer: Sara Warden 2 min read October 2019- When the Opportunity Zones (OZs) were created by the federal government in the...
October 9, 2019
Writer: Max Crampton-Thomas 2 min read October 2019 —There has never been a more perfect time to invest in Tampa...
October 4, 2019
By Max Crampton-Thomas 2 min read October 2019 — Seaside National Bank & Trust may be considered a newer entry...
October 1, 2019
By Max Crampton-Thomas 2 min read October 2019 - With over 30 years in the banking industry, Chuck Cross has...
September 26, 2019
Writer: Max Crampton-Thomas 4 min read September 2019 — The health of the banking sector is a great way to...
September 24, 2019
Writer: Yolanda Rivas 2 min read SEPTEMBER 2019 — Technology is disrupting every industry in the world. From healthcare to...
September 9, 2019
by Yolanda Rivas 2 min read SEPTEMBER 2019 — Over the last few years, Philadelphia’s legal sector has seen a...
August 29, 2019
Writer: Sara Warden 2 min read AUGUST 2019 — Charlotte has long been the eastern hub of Bank of America...
August 29, 2019
By Max Crampton-Thomas 2 min read August 2019 —During times of economic prosperity, the banking sector is primed to benefit...
August 26, 2019
Writer: Yolanda Rivas 2 min read AUGUST 2019 — The economic environment in Philadelphia, with many world-class educational and healthcare...
August 20, 2019
By Max Crampton-Thomas 2 min read August 2019 — There are multiple factors that attract people to Florida, including wonderful...
July 26, 2019
By Max Crampton-Thomas 2 min read July 2019 — The demand for residential and commercial real estate development in Palm...
July 18, 2019
Max Crampton-Thomas 2 minute read July 2019 — Quite often when the city of Tampa Bay is mentioned it is...
July 17, 2019
By Yolanda Rivas 2 min read JULY 2019 — Accountants and financial professionals play an important role in the global...
July 11, 2019
By Yolanda Rivas July 2019 2 min read — Advances in technology are having a dramatic influence in the banking sector...
June 23, 2019
By staff writer June 2019 — As the baby boomer generation retires from the workforce, the need for business succession...
October 26, 2017
The development slowdown will most drastically affect luxury high-rise residential condominium buildings, which we are not in the space of...
October 18, 2017
How the South Florida market is impacting banks of all sizes Tony Coley President - South Florida Region BB&T In 2015, Florida...
October 7, 2017
There is a favorable tax environment here in South Florida and, when compared to other world-class cities, we are...
October 2, 2017
Mortgage lending is an area where Professional Bank has done exceptionally well. Even so, we are cautiously optimistic as...
September 28, 2017
The mortgage lending market has performed well. With rates as low as they are now, despite the Fed’s recent increase,...
September 27, 2017
How global issues are impacting banking in South Florida Pablo Pino Market President, South Florida Commercial - TD Bank What are South...
September 21, 2017
How small businesses are driving South Florida's economic growth Jorge Gonzalez President & CEO - City National Bank In which area of...
September 14, 2017
Which business line saw the most growth in 2016? I have the greatest interaction with the community banking line of...
September 7, 2017
How local banks are meeting the needs of the market in South Florida Manny Perdomo CEO & President - SunTrust Bank What...
August 17, 2017
Focus: Atlanta speaks with Metro Atlanta’s governing bodies August 2017 - In 2016, the Metro Atlanta workforce grew by 2.7...
July 5, 2017
Capital Analytics speaks to Jorge Gonzalez, President & CEO, City National Bank July 2017 — The last 12 months has...
June 15, 2017
Once the domain of the science fiction fantasy, experts are predicting a cashless society in the U.S. by 2030. As...
April 28, 2017
Invest: Miami speaks to Nicholas Remillard, President & CEO, World Strategic Forum What was the initial vision of the World Strategic...
February 20, 2017
When: January 24, 2017 Where: Intercontinental Miami, Miami Keynote conversations from some of Miami's most prominent figures This program consisted of...
February 20, 2017
When: March 9-11 2017 Where: InterContential Hotel Miami Sample Topics: Executive Education Session - Global Impact of Tech Disruption and...
February 6, 2017
Middle-market and small businesses are changing their growth strategies as they move forward with plans to ramp up expansion over...
January 30, 2017
Wells Fargo South Florida Region President Joe Atkinson discusses the importance of community for large banks and small business alike...
January 30, 2017
JPMorgan Chase & Co. Southeast U.S. and Latin America Chairman Mel Martinez discusses the blurring of the local and international...
January 14, 2017
Invest: Miami speaks with Abel Iglesias, President and CEO, Professional Bank How has Professional Bank evolved since its opening in...
January 13, 2017
Invest: Miami speaks with Andrew Carillo, President, Barnet Capital Advisors What have been the most important milestones of 2016? In...
November 16, 2016
Invest: Miami speaks to Sherwood Neiss, Partner, Crowdfund Capital Advisors Business partners Jason Best, Sherwood Neiss and Zak Cassady-Dorion knew...
August 1, 2016
Capital Analytics speaks to Jorge Gonzalez, president & CEO, City National Bank July 2017 — The last 12 months has...
June 5, 2016
How banks are evolving to meet the needs of small businesses Joe Atkinson South Florida Region President – Wells Fargo...
June 5, 2016
How operating in the middle space between big and small banks is a sound strategy Jorge Gonzalez President & CEO –...
June 5, 2016
How banking services are evolving to accommodate a more diversified market Ernie Diaz Florida Regional President – TD Bank What...
June 5, 2016
How banks are strategizing to cater to middle market clients Margaret Callihan President & CEO – SunTrust Bank South Florida What...
June 5, 2016
How Miami’s thriving international population creates lucrative opportunities for the banking sector Antonio Cassio Segura President & CEO – Banco...
May 5, 2016
Invest: Miami speaks with Israel Velasco, Florida Region Executive One of our goals at Popular Community Bank is to maximize...
May 3, 2016
Invest: Miami speaks with Jorge Salas, President and CEO As Miami’s banking sector has grown significantly in recent years, it...
March 23, 2016
When: March 23, 2016 Where: The Rusty Pelican The half-day business conference focuses on the opportunities and challenges faced by local...
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
Economy, Government, Greater Fort Lauderdale, Infrastructure, Jacksonville, Miami, Orlando, Palm Beach, Residential Construction, Residential Real Estate, Tampa Bay, Transportation
Writer: Joshua Andino 2 min read March 2023 — Governor Ron DeSantis signed the Live Local Act yesterday, promising millions...
2 min read March 2023 — Invest: caught up with Melissa Seixas, Florida president of Duke Energy, to discuss how...
2 min read March 2023 — Invest: spoke with Anna Roach, executive director and CEO at Atlanta Regional Commission, about...
Writer: Gabriela Enamorado 2 min read March 2023 — As the hybrid model of work continues to grow in popularity...