Professional Services

Spotlight On: Keith Burns, Raleigh Office Managing Partner, Maynard Nexsen

2 min read November 2023 — Invest: spoke with Keith Burns, managing partner at Maynard Nexsen, about the recent merger that expanded his organization's geographical...
Face Off: Broward leaders laser-focused on how technology impacts business
3 min read October 2023 — While firms in the professional services industry bolster its technological capabilities, this has led to increased vulnerabilities and cyber...
Spotlight On: Jeff Brovet, Managing Partner, TJT
2 min read October 2023 — Invest: spoke with Jeff Brovet, managing partner of TJT, about how the evolution of...
How AI and innovation are changing Miami’s professional services industry
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Invest: Miami Launch Conference celebrates regional growth, South Florida’s promising future
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Spotlight On: Andrew Kassner, Chair Emeritus, Faegre Drinker Biddle & Reath LLP
3 min read September 2023 — As corporations become increasingly sophisticated in selecting outside counsel in their respective industries, they...
Atlanta’s leaders express confidence in near-term outlook
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Spotlight On: Hala Sandridge, Shareholder & Tampa Office Head, Buchanan Ingersoll & Rooney PC
2 min read September 2023 — Invest: was joined by Hala Sandridge, shareholder and Tampa office head of Buchanan Ingersoll...
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...
Spotlight On: Reid Phillips, Managing Partner, Brooks Pierce
2 min read September 2023 — In an interview with Invest:, Reid Phillips, managing partner at law firm Brooks Pierce,...
Face Off: Palm Beach County legal leaders on community, diversity and more
Writer: Gabriela Enamorado 2 min read September 2023 — Palm Beach County's legal landscape has seen an increase of firms...
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: Susan Miller, Partner, DMJPS PLLC
2 min read September 2023 — In an interview with Invest:, Susan Miller, CPA and partner at the accounting, tax...
Spotlight On: Tasha Dickinson, Partner – West Palm Beach, Day Pitney LLP
2 min read August 2023 — In an interview with Invest:, Tasha Dickinson, a partner at law firm Day Pitney...
Unleashing potential: Boston’s professional services driven by digital transformation
Writer: Eleana Teran  3 min read August 2023 — In an era where technological integration has become a determining factor...
Spotlight On: Ron Christaldi, Tampa Managing Partner/President & CEO, Shumaker, Loop & Kendrick, LLP/Shumaker Advisors
2 min read August 2023 — Ron Christaldi, Tampa managing partner of Shumaker, Loop & Kendrick, LLP, and president and...
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...
Spotlight On: Matthew Patsky, CEO, Trillium Asset Management
3 min read July 2023 — In an interview with Invest:, Matthew Patsky, CEO of Trillium Asset Management, discussed expanding...
Spotlight On: Adam Thomas, Market Leader – Tampa, FORVIS
2 min read June 2023 — Tampa Market Leader at FORVIS, Adam Thomas, sat down with Invest: to discuss the...
Spotlight On: Kelly Mulhearn, Partner – Audit & Assurance, EisnerAmper LLP
4 min read June 2023 — In an interview with Invest:, Kelly Mulhearn, Partner of Audit & Assurance at EisnerAmper...
Spotlight On: Ryan Richard, CEO, Shred America
2 min read June 2023 — In an interview with Invest:, Ryan Richard, CEO of Shred America discussed the company's...
Spotlight On: Gary Barnes, Managing Shareholder, Baker Donelson
2 min read June 2023 — Baker Donelson is one of the country's largest law firms and provides commercial legal...
Spotlight On: Allen Maines, Partner, Holland & Knight LLP
2 min read June 2023 — Focus: spoke with Allen Maines, a senior equity partner at Holland & Knight LLP,...
Spotlight On: Ben Solomon, Managing Partner, Solomon, Cooperman, Recondo & Weiss
3 min read May 2023 — In an interview with Invest: Ben Solomon, managing partner of law firm Solomon, Cooperman,...
Spotlight On: Timothy Ferguson, Managing Partner, Miami, Foley Mansfield
3 min read May 2023 — Foley Mansfield is a national defense law firm that provides legal expertise, creative solutions...
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,...
Spotlight On: Ray Jimenez, Vice President Sales – LATAM & US South, Check Point Software Technologies
3 min read May 2023 — Invest: spoke with Ray Jimenez, vice president sales - LATAM & US South of...
Invest: Jacksonville 2022-2023 takes a digital dive into Northeast Florida economy
Writer: Ryan Gandolfo 2 min read May 2023 — Invest: Jacksonville’s second edition has officially been released in a new,...
Spotlight On: Jamie Woell, Office Managing Partner – Minneapolis, RSM US LLP
3 min read May 2023 — In an interview with Invest:, Jamie Woell, managing partner at RSM, discussed key highlights...
Spotlight On: Tim Corriston, Managing Partner, Connell Foley
2 min read May 2023 — In an interview with Invest:, Tim Corriston, managing partner at law firm Connell Foley,...
Spotlight On: Jaret Davis, Co-Managing Shareholder, Greenberg Traurig Miami Office
2 min read May 2023 — Greenberg Traurig is a global law firm founded in Miami. Invest: spoke with Miami...
Spotlight On: Austin Shapard, President & CEO, Fiduciary Trust Company
3 min read April 2023 — Invest: interviewed Austin Shapard, president & CEO of Fiduciary Trust Company, a 138-year-old wealth...
How Boston is at the forefront of ESG reporting
Writer: Esteban Pages 2 min read April 2023 — ESG reporting is slowly but surely transitioning from a corporate nice-to-have...
Spotlight On: John Lanza, Office Managing Partner NJ, Life Science National Industry Leader , RSM US LLP
2 min read April 2023 — In an interview with Invest:, John Lanza, office managing partner and life sciences national...
MSP leadership summit to showcase resilience, future workforce
Writer: Ryan Gandolfo 2 min read April 2023 - Investments in workforce, development, healthcare, housing and higher education will be...
Spotlight On: Todd Lisle, Managing Partner, FORVIS
2 min read April 2023 — Todd Lisle, managing partner at FORVIS, shared his perspective with Invest: on growth and...
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: Neal Rotenberg, Office Managing Partner, Marcum LLP – NJ
4 min read April 2023 — In an interview with Invest:, Neal Rotenberg, Saddle Brook Office Managing Partner of national...
Spotlight On: Joshua LaPan, Partner, S&G LLP
3 min read April 2023 — Joshua LaPan, partner at S&G LLP, spoke on trends in the accounting industry, adapting...
Spotlight On: Rick Ferretti, Founder & CEO, Pursuit Search Group
2 min read March 2023 — Rick Ferretti, founder and CEO of Pursuit Search Group, spoke with Invest: about the...
Spotlight On: Marty Fiorentino, President, The Fiorentino Group
2 min read March 2023 — In an interview with Invest:, President of The Fiorentino Group Marty Fiorentino discussed the...
Spotlight On: Louis Crosier, President & Chief Executive Officer, Boston Financial Management
3 min read March 2023 — Boston Financial Management (BFM) is an independent financial services firm that provides wealth management...
Spotlight On: Robert Miller, Managing Partner, Stone & Co.
3 min read March 2023 — Stone & Co. is the largest minority-owned accounting firm in Massachusetts. Invest: spoke with...
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: Neela Mollgaard, Executive Director, Launch Minnesota
4 min read February 2023 — In an interview with Invest:, Neela Mollgaard, the executive director of Launch Minnesota, spoke...
Spotlight On: Ann Peña, Tax Office Managing Partner – San Antonio, BDO
2 min read February 2023 — BDO is a top-ranked national accounting and advisory firm that serves domestic and international...
Spotlight On: Christopher Walker, Partner in Charge – Jacksonville, Lippes Mathias LLP
2 min read February 2023 — Office Partner-in-Charge of Lippes Mathias LLP in Jacksonville, Christopher Walker, sat down with Invest:...
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: Jen Swanson, Founder & Principal, Tuckpoint Advisory Group
4 min read February 2023 — In an interview with Invest:, Jen Swanson, founder and principal of Tuckpoint Advisory Group,...
Spotlight On: John Wright, CEO & Managing Partner, Northwestern Mutual Goodwin, Wright
2 min read February 2023 — In an interview with Invest:, John Wright, CEO and managing partner of financial planning...
Face Off: What makes Boston a great place to work and reside
Writer: Ryan Gandolfo  3 min read February 2023 — With uncertainty a running theme in 2023 as the economy continues...
Spotlight On: Mike Shea, President, SGP Advisors
2 min read January 2023 — Mike Shea, president of independent insurance advisory firm SGP Advisors, spoke with Invest: and...
Pittsburgh is a leading city for Gen Z talent
Writer: Eleana Teran 2 min read January 2023 - Pittsburgh, ranked among the top 20 cities in the U.S. with...
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...
Spotlight On: Jâlie Cohen, Group SVP & Head of Global Talent, The Adecco Group
2 min read January 2023 — Jâlie Cohen is the Group SVP and Head of Global Talent for the Adecco...
Spotlight On: Donald Scarinci, Managing Partner, Scarinci Hollenbeck
3 min read January 2023 —Invest: spoke with Donald Scarinci, managing partner at law firm Scarinci Hollenbeck, about the reasons...
Spotlight On: Jeff Deane, Partner, FORVIS
3 min read January 2023 — Greater Pittsburgh’s diversified local economy is an authentic CPA firm boon. Jeff Deane, partner...
Spotlight On: Nader Farhat, Office Managing Partner, PwC
  2 min read January 2023 — Invest: spoke with Nader Farhat, managing partner of PwC’s Jacksonville office, about the...
Cincinnati experiences significant growth in a mix of industries
Writer: Ryan Gandolfo 2 min read January 2023 — The Cincinnati region is not messing around when it comes to...
Spotlight On: John Capone, Office Managing Partner, Boston, KPMG US
3 min read January 2023 — In 2023, the economy is heading toward a slowdown but, according to John Capone,...
Spotlight On: Brenda Arce, Vice President & Branch Director, Robert Half
2 min read January 2023 — In an interview with Invest:, Brenda Arce, vice president and branch director of the...
Holland & Knight arrives in Nashville via merger
Writer: Joshua Andino  2 min read January 2023 — In what is one of the first major mergers of 2023,...
Spotlight On: Patrick Walsh, CEO and Managing Partner, Withum
3 min read January 2023 — In an interview with Invest:, Withum CEO and Managing Partner Patrick Walsh discussed recent...
Spotlight On: Gene Waddy, CEO, Alpha Business Solutions
3 min read December 2022 — The Greater Jersey region is in active growth mode and can realize its full...
Spotlight On: Roberto Pupo, Chair – Latin America Practice Group, Holland & Knight
2 min read December 2022 — Holland & Knight is one of the largest law firms in Florida and the...
Spotlight On: Douglas Farrington, Boston Office Managing Partner, Marcum LLP
3 min read December 2022 — Invest: spoke with Douglas Farrington, managing office partner of Marcum LLP, to discuss the...
Spotlight On: Marshall Wall, Managing Partner, Cranfill Sumner LLP
2 min read December 2022 — Cranfill Sumner LLP provides the Triangle with corporate and personal legal services. Invest: spoke...
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: Scott Brandman, Managing Partner – Miami & New York, Baker McKenzie
2 min read November 2022 — In an interview with Invest:, Scott Brandman, managing partner of Baker McKenzie's Miami and...
Spotlight On: Jeff Call, Managing Partner, Bennett Thrasher
2 min read November 2022 — In an interview with Invest:, Jeff Call, managing partner of accounting and consulting firm...
Technological advancement and mindset shifts point to wealth management evolution
Writer: Liz Palmer 2 min read November 2022 — Consultants and advisors in wealth and investment management are evolving in...
Spotlight On: Armando Hernandez, CEO, H&CO
2 min read November 2022 — Invest: spoke with Armando Hernandez, CEO at H&CO, about the continued influx of foreign...
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,...
Spotlight on: Rob Killen, Partner, Killen, Griffin & Farrimond
2 min read  November 2022—Invest: spoke with Rob Killen of Killen, Griffin & Farrimond, a law firm specializing in land...
Spotlight On: Antonio Argiz, South Florida Managing Partner, BDO USA, LLP
2 min read November 2022 — Invest: spoke with Antonio Argiz, South Florida managing partner at BDO, about the impact...
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: Rick Slater, Managing Principal – Palm Beach & Broward, Kaufman Rossin
2 min read October 2022 — Palm Beach County’s economic diversity continues to serve as a solid launching pad for...
Spotlight On: Glenn Ullmann, President, Ullmann Wealth Partners
4 min read October 2022 — In an interview with Invest:, Glenn Ullmann, president of wealth management firm Ullmann Wealth...
Spotlight On: Jaime Tuite, Shareholder, Buchanan, Ingersoll & Rooney PC
4 min read September 2022 — Invest: spoke with Jaime Tuite, shareholder at law firm Buchanan, Ingersoll & Rooney PC...
Navigating the accounting industry’s evolution
Writer: Joey Garrand 2 min read September 2022 — In a not so distant future, someone with a master's degree...
Spotlight On: Philip Wilkinson, Principal, AE7
2 min read September 2022 — A recession is not going to be all bad for the construction industry. Philip...
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...
Spotlight On: Larry Alexander, Chairman and Shareholder, Jones Foster
2 min read September 2022 — Invest: was joined by Jones Foster’s Chairman and Board Certified Real Estate attorney Larry...
Spotlight On: Michael Syme, Pittsburgh Office Managing Partner, Fox Rothschild LLP
2 min read September 2022 — Michael Syme, office managing partner for Fox Rothschild in Pittsburgh, has seen the firm...
Spotlight On: Darin Lynch, Founder & CEO, Irish Titan
3 min read September 2022 — In an interview with Invest:, Darin Lynch, founder and CEO of full-service e-commerce and...
Accounting leaders talk strategy for recruiting and retaining talent
Writer: Ryan Gandolfo 2 min read September 2022 — Accounting firms need to redouble their efforts to retain and hire...
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...
Tampa Bay’s top financial advisors weigh in on literacy, education and more
Writer: Liz Palmer 2 min read August 2022 — In 2022 professionals in wealth management and financial advisory are focused...
Spotlight On: Fred Kent, President & Shareholder, Marks Gray, P.A.
2 min read August 2022 — Marks Gray, P.A. is a business law firm located in Jacksonville and has been...
Spotlight On: John Gonella, Regional Market Leader – Carolinas, Cherry Bekaert Advisory LLC
2 min read August 2022 — Hiring an experienced CPA has become so difficult that John Gonella, regional market leader...
Spotlight On: Jami McKeon, Chair, Morgan, Lewis & Bockius LLP
3 min read August 2022 — Jami McKeon, chair of legal firm Morgan, Lewis & Bockius, discussed with Invest: the...
Spotlight On: Jim Holmes, Managing Partner, Sentinel Risk Advisors
2 min read July 2022 — Jim Holmes, managing partner for Sentinel Risk Advisors, spoke with Invest: about what has...
Spotlight On: Marianne Auld, Managing Partner, Kelly Hart
2 min read August 2022 — Kelly Hart Attorneys brings a community-focused ethic to the legal services it has been...
Spotlight On: Mark Nolan, Managing Partner, Batson Nolan
2 min read August 2022 — In an interview with Invest:, Managing Partner of legal firm Batson Nolan, Mark Nolan,...
Spotlight On: Jeff Brovet, Managing Partner, TJT
2 min read August 2022 —  Jeff Brovet, managing partner for TJT, spoke with Invest: and discussed what he sees...
Spotlight On: Richard Ramsey, Managing Partner, Wicker, Smith, O’Hara, McCoy & Ford, PA
2 min read August 2022 — Although the economy could be headed toward a recession, Richard Ramsey, managing partner of...
David Stonesifer
Spotlight On: David Stonesifer, Managing Partner, Herbein + Company, Inc.
2 min read June 2022 — Accounting firms have been focused on bolstering their service offerings beyond audits and tax...
George Pallas
Spotlight On: George Pallas, Managing Partner, Cohen Seglias
2 min read June 2022 — George Pallas, managing partner at law firm Cohen Seglias, views Philadelphia as a fantastic...
Orlando legal sector
What to look for in the legislative space in 2022
Writer: Alejandro Sanchez 2 min read May  2022— As the regulatory environment for businesses becomes increasingly complex, leaders in the...
Plastridge
Property Insurance in Florida: Why it’s skyrocketing and what you can do about it
Writer: Joshua Andino 2 min read May 2022— If you’ve had to renew or apply for property insurance in Florida lately,...
Scott Purviance Amwins
Spotlight On: Scott Purviance, CEO, Amwins
2 min read April 2022 —  Amwins Group is the largest independent wholesale distributor of specialty insurance products in the...
marketing
What makes a successful marketing strategy? Connection and a human touch
Writer: Joshua Andino  2 min read April 2022 —  As companies continually need to compete for the hearts and minds...
insurance rates
As Florida property insurance premiums skyrocket, lawmakers consider special session
Writer: Caty Hirst  2 min read March 2022 — Florida may be heading for a special legislative session as residents...
Craig Ustler Ustler Development
Spotlight On: Craig Ustler, President, Ustler Development
2 min read March 2022 — Creative Village in Downtown Orlando is emblematic of the innovative growth the city has...
Spotlight On: Michael Okaty, Office Managing Partner, Foley & Lardner LLP
2 min read March 2022 — “Our people are our assets,” Michael Okaty, office managing partner of Foley and Lardner,...
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...
Russell Goldberg - Withum
Spotlight On: Russell Goldberg, Partner, Withum
2 min read February 2022 — Withum is a leading public accounting firm that grew by 20% over the pandemic...
Signature Consultants
Spotlight On: Geoff Gray, Executive Vice President – Enterprise Sales, Signature Consultants (A DISYS Company)
 2 min read February 2022 — Signature Consultants had immense success in 2021, finalizing a merger while earning record profits....
Kreischer Miller
Spotlight On: Chris Meshginpoosh, Managing Director, Kreischer Miller
2 min read January 2022 — Kreischer Miller is an accounting, tax, and business advisory firm that serves the Greater...
Womble Bond Dickinson
Spotlight On: Clark Goodman, Charlotte Office Managing Partner, Womble Bond Dickinson (US) LLP
2 min read January 2022 — Womble Bond Dickinson (US) LLP is a transatlantic law firm serving corporate, individual, and...
McGuireWoods Jacksonville
Spotlight On: Sara Holladay, Office Managing Partner – Jacksonville, McGuireWoods
2 min read January 2022 — The Jacksonville area legal market is seeing a shift in demand toward risk management....
Anthony Ostlund Louwagie Dressen & Boylan PA
Spotlight On: Janel Dressen, CEO,Shareholder & Attorney, Anthony Ostlund Louwagie Dressen & Boylan P.A.
2 min read December 2021 — The turbulence of the COVID pandemic experienced by the business community has led to...
Stearns Weaver Miller
Spotlight On: Ronald Weaver, Of Counsel, Stearns Weaver Miller, P.A.
2 min read December 2021 — Ronald Weaver, a partner at Stearns Weaver Miller, P.A., told Invest: that Tampa Bay...
The Fiorentino Group
Spotlight On: Marty Fiorentino, President, The Fiorentino Group
2 min read December 2021 — Despite still reeling from the effects of the pandemic, Jacksonville is primed for long-term...
Aprio LLP
Spotlight On: John Bly, Regional Managing Partner – South Atlantic, Aprio LLP
2 min read December 2021 — Aprio offers innovative business advisory with new technology and a proactive approach to the...
advantage of DEI
Data & Diversity: the competitive advantage of DEI
Writer: Joshua Andino  2 min read December 2021— With the debate over equity and addressing systemic inequalities dominating the public...
Troutman Pepper Hamilton Walter Fisher
Spotlight On: Walter Fisher, Charlotte Office Managing Partner, Troutman Pepper Hamilton Sanders, LLP
2 min read December 2021 — Troutman Pepper is a national law firm with more than 1,200 attorneys in 23...
Jennifer Olmedo-Rodriguez, shareholder and head of the Miami office, spoke with Invest: about the crucial role the legal sector plays in the overall economic recovery efforts
Spotlight On: Jennifer Olmedo-Rodriguez, Shareholder & Head of the Miami Office, Buchanan Ingersoll & Rooney
2 min read December 2021 —  Buchanan Ingersoll & Rooney is a law firm constituted by 450 attorneys distributed across...
Jerry Johnson UBS Wealth Management
Spotlight On: Jerry Johnson, South Central Market Head, UBS Wealth Management USA
2 min read November 2021 — Jerry Johnson, South Central market head at UBS Wealth Management USA, had a conversation...
Sean Taylor, Managing Partner, Smith + Howard.jpg
Spotlight On: Sean Taylor, Managing Partner, Smith + Howard
Writer: Max Crampton-Thomas 2 min read November 2021 — Sean Taylor, managing partner at Smith + Howard, spoke to Invest:...
accounting
Brave new (accounting) world
Writer: Alejandro Sanchez  2 min read October 2021— Business leaders in Miami agree that the accounting sector is undergoing a...
Vincent Lefler
Spotlight On: Vincent Lefler, Executive Managing Director, Newmark
2 min read October 2021 —  Vincent Lefler, executive managing director at Newmark, spoke to Invest: about the growth in...
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...
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,...
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...
Shervin Eftekhari, President, Zander Insurance
Spotlight On: Shervin Eftekhari, President, Zander Insurance
2 min read October 2021 — Zander Insurance offers services that extend through all insurance lines, including term life, long-term...
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...
Spotlight On: Mike Hewitt, President & CEO, vTestify
2 min read October 2021 — vTestify provides software to the legal industry that simplifies workflows and makes remote proceedings...
San Antonio’s professional services industry is rethinking mental health
Writer: Brittany Pressner 2 min read September 2021 — As a result of the challenges posed by COVID-19, like social...
Jeffrey Pfeifer LexisNexis North America
Spotlight On: Jeffrey Pfeifer, Chief Product Officer, LexisNexis North America
Writer: Max Crampton-Thomas  2 min read September 2021 — In a wide-ranging conversation with Invest:, Chief Product Officer of LexisNexis...
Erik Moses Nashville Superspeedway
Spotlight On: Erik Moses, President, Nashville Superspeedway
Writer: Max Crampton-Thomas 2 min read September 2021 — NASCAR has made its return to Nashville but Erik Moses, president...
Fox Rothschild managing partner
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....
ADKF, P.C
Spotlight On: Scott Kopecky, Managing Partner, ADKF, P.C.
Writer: Max Crampton-Thomas 2 min read September 2021 — Scott Kopecky, managing partner at accounting and advisory firm ADKF, spoke...
Mike Ellis
Spotlight On: Mike Ellis, President & Owner, Madden Advisory Services
Writer: Max Crampton-Thomas 2 min read September 2021 — During the last year, the democratization of investing jumped ahead a few...
Rand Meyer
Spotlight On: Rand Meyer, Office Managing Partner, Dixon Hughes Goodman LLP (DHG)
Writer: Max Crampton-Thomas 2 min read September 2021 — Rand Meyer, managing partner at professional services firm DHG, spoke to...
Spotlight On: Leon Hoffman, Office Managing Partner – Pittsburgh, EY
Writer: Max Crampton-Thomas 2 min read September 2021 — “The people of Pittsburgh have a lot of character and we...
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...
James Gnefkow
Spotlight On: James Gnefkow, Executive Vice President, Peachtree Planning
Writer: Max Crampton-Thomas 2 min read August 2021 — James Gnefkow, executive vice president for Peachtree Planning, spoke with Invest:...
JAG Insurance Group Douglas Jones
Spotlight On: Douglas Jones, Managing Partner, JAG Insurance Group
Writer: Max Crampton-Thomas 2 min read August 2021 — South Florida faces a particularly challenging landscape when it comes to...
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...
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...
Paul Beard
Spotlight On: Paul Beard, Co-Founder & Partner, SkyWater Search Partners
Writer: Max Crampton-Thomas 2 min read August 2021 — SkyWater Search Partners Co-Founder and Partner Paul Beard spoke to Invest:...
Kevin Leder
Spotlight On: Kevin Leder, Managing Partner, CliftonLarsonAllen LLP
Writer: Max Crampton-Thomas  2 min read July 2021 — CliftonLarsonAllen LLP is a professional services network and the eighth-largest accountancy...
Jim Allen
Spotlight On: Jim Allen, President & Broker, The Jim Allen Group
Writer: Max Crampton-Thomas  2 min read July 2021 — Raleigh-Duram’s insatiable real estate demand is close to depleting inventory, stretching...
Timothy Devlin
Spotlight On: Timothy Devlin, Co-Managing Partner, Daszkal Bolton LLP
Writer: Max Crampton-Thomas 2 min read May 2021 — Timothy Devlin speaks to Invest: about the professional services landscape in...
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,...
George Norcross
Spotlight On: George Norcross, Executive Chairman, Conner Strong & Buckelew
2 min read July 2021 — Conner Strong & Buckelew is one of the country’s largest insurance, risk management and...
Stu Clark
Spotlight On: Stu Clark, CEO, Premise Health
Writer: Max Crampton-Thomas 2 min read July 2021 — Nashville is the epicenter of the US healthcare industry, said Stu...
Stewart Appelrouth
Spotlight On: Stewart Appelrouth, Co-Founder, Appelrouth Farah & Co
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Connor Lynch
Spotlight On: Connor Lynch, CEO, Plastridge Insurance Agency
Writer: Max Crampton-Thomas 2 min read May 2021 — Plastridge Insurance Agency is a family-owned business that serves the South...
Charlie Muracco
Spotlight On: Charlie Muracco, CEO & Principal Consultant, CLM Advisors
Writer: Max Crampton-Thomas  2 min read June 2021 — CLM Advisors is a fiscal management firm that builds business strategies...
Jeff Drummonds
Spotlight On: Jeff Drummonds, Managing Partner & CEO, LBMC
Writer: Max Crampton-Thomas 2 min read June 2021 — LBMC is the largest professional services solutions provider in Tennessee. In...
Russell Reece
Spotlight On: Russell Reece, Managing Partner – Atlanta, Hancock Askew & Co. LLP
Writer: Max Crampton-Thomas 2 min read May 2021 — For Russell Reece, managing partner of Askew & Co. LLP in...
Spotlight On: Lee Hogewood, Managing Partner Raleigh Office, K&L Gates LLP
Writer: Max Crampton-Thomas  2 min read May 2021 — Managing Partner at K&L Gates Lee Hogewood says some of the...
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...
Lela Hollabaugh
Spotlight On: Lela Hollabaugh, Managing Partner, Nashville Office, Bradley Arant Boult Cummings LLP
Writer: Max Crampton-Thomas 2 min read May 2021 — Bradley Arant Boult Cummings, LLP, has been busier than ever over...
Spotlight On: Mark Nolan, Managing Partner, Batson Nolan
Writer: Max Crampton-Thomas 2 min read May 2021 — Based in Tennessee and Kentucky, Batson Nolan is a law firm...
Reynold Cicalese
Spotlight On: Reynold Cicalese, Managing Shareholder, Alloy Silverstein
Writer: Max Crampton-Thomas  2 min read April 2021 — In an interview with Invest:, Reynold Cicalese, a managing shareholder of...
Marshall Stein Invest Raleigh Durham
Spotlight On: Marshall Stein, Shareholder & Construction Specialty Practice Leader, Elliott Davis
Writer: Max Crampton-Thomas  2 min read March 2021 — Elliott Davis offers a wide range of accounting, tax, assurance and...
Martin White
Spotlight On: Marty White, Managing Partner, Johnston Allison & Hord
Writer: Max Crampton-Thomas 2 min read March 2021 — The Queen City’s legal sector anticipates an uptick in litigation as...
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...
Matt Taylor
Spotlight On: Matt Taylor, Chairman & CEO, Duane Morris LLP
Writer: Max Crampton-Thomas    2 min read February 2021 — Duane Morris LLP is a law firm that provides innovative...
Andrew Wright
Spotlight On: Andrew Wright, CEO and Managing Partner, Franklin Street
Writer: Max Crampton-Thomas    2 min read February 2021 — Despite the challenges of the last 12 months, opportunities for...
Clark Goodman
Spotlight On: Clark Goodman, Charlotte Office Managing Partner, Womble Bond Dickinson (US) LLP
Writer: Max Crampton-Thomas   2 min read February 2020 — Womble Bond Dickinson is now enjoying the benefits of its...
Seth Seigel
Spotlight On:
Seth Siegel, Managing Partner – South Florida, Grant Thornton
Writer: Max Crampton-Thomas  2 min read January 2021 —Technology is setting the stage for unparalleled professional services with the highest...

Featured Articles

Commercial Construction, Nashville, Spotlight On
Spotlight On: Paul Lawson, Vice President & General Manager, Turner Construction Company
2 min read November 2023 — In an interview with Invest:, Paul Lawson, vice president and general manager at Turner...
In The News
Invest: Boston featured on Boston Globe
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Economy, Life Sciences, Philadelphia, Spotlight On
Spotlight On: John Grady, Senior Vice President, NE Region Executive, Wexford Science & Technology
3 min read November 2023 — In an interview with Invest:, John Grady, senior vice president at development company Wexford...
Economy, Government, Philadelphia
New mayor aims to make Philadelphia safer, cleaner
Writer: Esteban Pages 3 min read  November 2023 — Stepping in to lead the city as Philadelphia’s 100th mayor, Cherelle...