Professional Services
May 31, 2023
3 min read May 2023 — In an interview with Invest: Ben Solomon, managing partner of law firm Solomon, Cooperman, Recondo & Weiss, discussed how...
May 18, 2023
3 min read May 2023 — Foley Mansfield is a national defense law firm that provides legal expertise, creative solutions and extensive trial experience across...
May 9, 2023
Writer: Jerrica DuBois 2 min read May 2023 — Financial advising and wealth management are imperative when times are good,...
May 8, 2023
3 min read May 2023 — Invest: spoke with Ray Jimenez, vice president sales - LATAM & US South of...
May 5, 2023
Writer: Ryan Gandolfo 2 min read May 2023 — Invest: Jacksonville’s second edition has officially been released in a new,...
May 4, 2023
3 min read May 2023 — In an interview with Invest:, Jamie Woell, managing partner at RSM, discussed key highlights...
May 3, 2023
2 min read May 2023 — In an interview with Invest:, Tim Corriston, managing partner at law firm Connell Foley,...
May 3, 2023
2 min read May 2023 — Greenberg Traurig is a global law firm founded in Miami. Invest: spoke with Miami...
April 26, 2023
3 min read April 2023 — Invest: interviewed Austin Shapard, president & CEO of Fiduciary Trust Company, a 138-year-old wealth...
April 26, 2023
Writer: Esteban Pages 2 min read April 2023 — ESG reporting is slowly but surely transitioning from a corporate nice-to-have...
April 25, 2023
2 min read April 2023 — In an interview with Invest:, John Lanza, office managing partner and life sciences national...
April 21, 2023
Writer: Ryan Gandolfo 2 min read April 2023 - Investments in workforce, development, healthcare, housing and higher education will be...
April 21, 2023
2 min read April 2023 — Todd Lisle, managing partner at FORVIS, shared his perspective with Invest: on growth and...
April 20, 2023
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...
April 19, 2023
4 min read April 2023 — In an interview with Invest:, Neal Rotenberg, Saddle Brook Office Managing Partner of national...
April 11, 2023
3 min read April 2023 — Joshua LaPan, partner at S&G LLP, spoke on trends in the accounting industry, adapting...
March 21, 2023
2 min read March 2023 — Rick Ferretti, founder and CEO of Pursuit Search Group, spoke with Invest: about the...
March 10, 2023
2 min read March 2023 — In an interview with Invest:, President of The Fiorentino Group Marty Fiorentino discussed the...
March 7, 2023
3 min read March 2023 — Boston Financial Management (BFM) is an independent financial services firm that provides wealth management...
March 2, 2023
3 min read March 2023 — Stone & Co. is the largest minority-owned accounting firm in Massachusetts. Invest: spoke with...
March 1, 2023
2 min read March 2023 — RBC Wealth Management provides wealth management solutions tailored to individuals, families and institutions. Invest:...
February 28, 2023
4 min read February 2023 — In an interview with Invest:, Neela Mollgaard, the executive director of Launch Minnesota, spoke...
February 27, 2023
2 min read February 2023 — BDO is a top-ranked national accounting and advisory firm that serves domestic and international...
February 24, 2023
2 min read February 2023 — Office Partner-in-Charge of Lippes Mathias LLP in Jacksonville, Christopher Walker, sat down with Invest:...
February 21, 2023
Writer: Joshua Andino 2 min read February 2023 — Fidelity Investments, the Boston-based firm, is on a hiring spree and...
February 21, 2023
4 min read February 2023 — In an interview with Invest:, Jen Swanson, founder and principal of Tuckpoint Advisory Group,...
February 2, 2023
2 min read February 2023 — In an interview with Invest:, John Wright, CEO and managing partner of financial planning...
February 1, 2023
Writer: Ryan Gandolfo 3 min read February 2023 — With uncertainty a running theme in 2023 as the economy continues...
January 31, 2023
2 min read January 2023 — Mike Shea, president of independent insurance advisory firm SGP Advisors, spoke with Invest: and...
January 31, 2023
Writer: Eleana Teran 2 min read January 2023 - Pittsburgh, ranked among the top 20 cities in the U.S. with...
January 27, 2023
2 min read January 2023 — In an interview with Invest:, David Tawil, managing partner for Texas at Private Wealth...
January 26, 2023
2 min read January 2023 — Jâlie Cohen is the Group SVP and Head of Global Talent for the Adecco...
January 25, 2023
3 min read January 2023 —Invest: spoke with Donald Scarinci, managing partner at law firm Scarinci Hollenbeck, about the reasons...
January 17, 2023
3 min read January 2023 — Greater Pittsburgh’s diversified local economy is an authentic CPA firm boon. Jeff Deane, partner...
January 12, 2023
2 min read January 2023 — Invest: spoke with Nader Farhat, managing partner of PwC’s Jacksonville office, about the...
January 11, 2023
Writer: Ryan Gandolfo 2 min read January 2023 — The Cincinnati region is not messing around when it comes to...
January 10, 2023
3 min read January 2023 — In 2023, the economy is heading toward a slowdown but, according to John Capone,...
January 9, 2023
2 min read January 2023 — In an interview with Invest:, Brenda Arce, vice president and branch director of the...
January 5, 2023
Writer: Joshua Andino 2 min read January 2023 — In what is one of the first major mergers of 2023,...
January 3, 2023
3 min read January 2023 — In an interview with Invest:, Withum CEO and Managing Partner Patrick Walsh discussed recent...
December 22, 2022
3 min read December 2022 — The Greater Jersey region is in active growth mode and can realize its full...
December 13, 2022
2 min read December 2022 — Holland & Knight is one of the largest law firms in Florida and the...
December 12, 2022
3 min read December 2022 — Invest: spoke with Douglas Farrington, managing office partner of Marcum LLP, to discuss the...
December 7, 2022
2 min read December 2022 — Cranfill Sumner LLP provides the Triangle with corporate and personal legal services. Invest: spoke...
December 5, 2022
2 min read December 2022 — Baird is an employee-owned wealth management, capital markets, asset management and private equity firm...
November 29, 2022
2 min read November 2022 — In an interview with Invest:, Scott Brandman, managing partner of Baker McKenzie's Miami and...
November 28, 2022
2 min read November 2022 — In an interview with Invest:, Jeff Call, managing partner of accounting and consulting firm...
November 23, 2022
Writer: Liz Palmer 2 min read November 2022 — Consultants and advisors in wealth and investment management are evolving in...
November 23, 2022
2 min read November 2022 — Invest: spoke with Armando Hernandez, CEO at H&CO, about the continued influx of foreign...
November 22, 2022
2 min read November 2022 — Invest: spoke with Theodore Bovard, founding partner & CEO of Fort Pitt Capital Group,...
November 2, 2022
2 min read November 2022—Invest: spoke with Rob Killen of Killen, Griffin & Farrimond, a law firm specializing in land...
November 1, 2022
2 min read November 2022 — Invest: spoke with Antonio Argiz, South Florida managing partner at BDO, about the impact...
October 24, 2022
2 min read October 2022 — The recent stock market downturn has become a new opportunity for investors to reassess...
October 18, 2022
2 min read October 2022 — Palm Beach County’s economic diversity continues to serve as a solid launching pad for...
October 18, 2022
4 min read October 2022 — In an interview with Invest:, Glenn Ullmann, president of wealth management firm Ullmann Wealth...
September 27, 2022
4 min read September 2022 — Invest: spoke with Jaime Tuite, shareholder at law firm Buchanan, Ingersoll & Rooney PC...
September 23, 2022
Writer: Joey Garrand 2 min read September 2022 — In a not so distant future, someone with a master's degree...
September 22, 2022
2 min read September 2022 — A recession is not going to be all bad for the construction industry. Philip...
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 16, 2022
2 min read September 2022 — Invest: was joined by Jones Foster’s Chairman and Board Certified Real Estate attorney Larry...
September 14, 2022
2 min read September 2022 — Michael Syme, office managing partner for Fox Rothschild in Pittsburgh, has seen the firm...
September 9, 2022
3 min read September 2022 — In an interview with Invest:, Darin Lynch, founder and CEO of full-service e-commerce and...
September 9, 2022
Writer: Ryan Gandolfo 2 min read September 2022 — Accounting firms need to redouble their efforts to retain and hire...
September 7, 2022
Writer: Joshua Andino 2 min read September 2022 — From rising interest rates to big-name relocations, over the last year...
August 31, 2022
Writer: Liz Palmer 2 min read August 2022 — In 2022 professionals in wealth management and financial advisory are focused...
August 30, 2022
2 min read August 2022 — Marks Gray, P.A. is a business law firm located in Jacksonville and has been...
August 24, 2022
2 min read August 2022 — Hiring an experienced CPA has become so difficult that John Gonella, regional market leader...
August 16, 2022
3 min read August 2022 — Jami McKeon, chair of legal firm Morgan, Lewis & Bockius, discussed with Invest: the...
August 9, 2022
2 min read July 2022 — Jim Holmes, managing partner for Sentinel Risk Advisors, spoke with Invest: about what has...
August 4, 2022
2 min read August 2022 — Kelly Hart Attorneys brings a community-focused ethic to the legal services it has been...
August 3, 2022
2 min read August 2022 — In an interview with Invest:, Managing Partner of legal firm Batson Nolan, Mark Nolan,...
August 2, 2022
2 min read August 2022 — Jeff Brovet, managing partner for TJT, spoke with Invest: and discussed what he sees...
August 1, 2022
2 min read August 2022 — Although the economy could be headed toward a recession, Richard Ramsey, managing partner of...
June 13, 2022
2 min read June 2022 — Accounting firms have been focused on bolstering their service offerings beyond audits and tax...
June 8, 2022
2 min read June 2022 — George Pallas, managing partner at law firm Cohen Seglias, views Philadelphia as a fantastic...
May 5, 2022
Writer: Alejandro Sanchez 2 min read May 2022— As the regulatory environment for businesses becomes increasingly complex, leaders in the...
May 4, 2022
Writer: Joshua Andino 2 min read May 2022— If you’ve had to renew or apply for property insurance in Florida lately,...
April 13, 2022
2 min read April 2022 — Amwins Group is the largest independent wholesale distributor of specialty insurance products in the...
April 13, 2022
Writer: Joshua Andino 2 min read April 2022 — As companies continually need to compete for the hearts and minds...
March 28, 2022
Writer: Caty Hirst 2 min read March 2022 — Florida may be heading for a special legislative session as residents...
March 18, 2022
2 min read March 2022 — Creative Village in Downtown Orlando is emblematic of the innovative growth the city has...
March 1, 2022
2 min read March 2022 — “Our people are our assets,” Michael Okaty, office managing partner of Foley and Lardner,...
March 1, 2022
Writer: Joey Garrand 2 min read March 2022 — While each company has their own roadmap for achieving a new...
February 18, 2022
2 min read February 2022 — Withum is a leading public accounting firm that grew by 20% over the pandemic...
February 8, 2022
2 min read February 2022 — Signature Consultants had immense success in 2021, finalizing a merger while earning record profits....
January 28, 2022
2 min read January 2022 — Kreischer Miller is an accounting, tax, and business advisory firm that serves the Greater...
January 18, 2022
2 min read January 2022 — Womble Bond Dickinson (US) LLP is a transatlantic law firm serving corporate, individual, and...
January 12, 2022
2 min read January 2022 — The Jacksonville area legal market is seeing a shift in demand toward risk management....
December 28, 2021
2 min read December 2021 — The turbulence of the COVID pandemic experienced by the business community has led to...
December 22, 2021
2 min read December 2021 — Ronald Weaver, a partner at Stearns Weaver Miller, P.A., told Invest: that Tampa Bay...
December 20, 2021
2 min read December 2021 — Despite still reeling from the effects of the pandemic, Jacksonville is primed for long-term...
December 14, 2021
2 min read December 2021 — Aprio offers innovative business advisory with new technology and a proactive approach to the...
December 9, 2021
Writer: Joshua Andino 2 min read December 2021— With the debate over equity and addressing systemic inequalities dominating the public...
December 8, 2021
2 min read December 2021 — Troutman Pepper is a national law firm with more than 1,200 attorneys in 23...
December 7, 2021
2 min read December 2021 — Buchanan Ingersoll & Rooney is a law firm constituted by 450 attorneys distributed across...
November 10, 2021
2 min read November 2021 — Jerry Johnson, South Central market head at UBS Wealth Management USA, had a conversation...
November 3, 2021
Writer: Max Crampton-Thomas 2 min read November 2021 — Sean Taylor, managing partner at Smith + Howard, spoke to Invest:...
October 20, 2021
Writer: Alejandro Sanchez 2 min read October 2021— Business leaders in Miami agree that the accounting sector is undergoing a...
October 18, 2021
2 min read October 2021 — Vincent Lefler, executive managing director at Newmark, spoke to Invest: about the growth in...
October 13, 2021
Writer: Joey Garrand 2 min read October 2021— In an increasingly competitive and rapidly evolving world, many industries are experiencing...
October 11, 2021
2 min read October 2021 — In an interview with Invest:, President of the Nassau Chamber of Commerce, Regina Duncan,...
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 — Zander Insurance offers services that extend through all insurance lines, including term life, long-term...
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...
October 1, 2021
2 min read October 2021 — vTestify provides software to the legal industry that simplifies workflows and makes remote proceedings...
September 30, 2021
Writer: Brittany Pressner 2 min read September 2021 — As a result of the challenges posed by COVID-19, like social...
September 24, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — In a wide-ranging conversation with Invest:, Chief Product Officer of LexisNexis...
September 24, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — NASCAR has made its return to Nashville but Erik Moses, president...
September 23, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — Raleigh-Durham is consolidating its standing as a highly attractive legal market....
September 22, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — Scott Kopecky, managing partner at accounting and advisory firm ADKF, spoke...
September 9, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — During the last year, the democratization of investing jumped ahead a few...
September 9, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — Rand Meyer, managing partner at professional services firm DHG, spoke to...
September 3, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — “The people of Pittsburgh have a lot of character and we...
September 1, 2021
Writer: Max Crampton-Thomas 2 min read September 2021 — First Coast Wealth Advisors is a fiduciary financial planner serving Jacksonville...
August 27, 2021
Writer: Max Crampton-Thomas 2 min read August 2021 — James Gnefkow, executive vice president for Peachtree Planning, spoke with Invest:...
August 20, 2021
Writer: Max Crampton-Thomas 2 min read August 2021 — South Florida faces a particularly challenging landscape when it comes to...
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 — Rob McCabe, chairman of Pinnacle Financial Partners, is optimistic about the...
August 3, 2021
Writer: Max Crampton-Thomas 2 min read August 2021 — SkyWater Search Partners Co-Founder and Partner Paul Beard spoke to Invest:...
July 30, 2021
Writer: Max Crampton-Thomas 2 min read July 2021 — CliftonLarsonAllen LLP is a professional services network and the eighth-largest accountancy...
July 22, 2021
Writer: Max Crampton-Thomas 2 min read July 2021 — Raleigh-Duram’s insatiable real estate demand is close to depleting inventory, stretching...
July 21, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — Timothy Devlin speaks to Invest: about the professional services landscape in...
July 19, 2021
Writer: Max Crampton-Thomas 2 min read July 2021 — Michael Woocher, managing director of Bernstein Private Wealth Management in Atlanta,...
July 15, 2021
2 min read July 2021 — Conner Strong & Buckelew is one of the country’s largest insurance, risk management and...
July 8, 2021
Writer: Max Crampton-Thomas 2 min read July 2021 — Nashville is the epicenter of the US healthcare industry, said Stu...
July 1, 2021
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June 24, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — Plastridge Insurance Agency is a family-owned business that serves the South...
June 16, 2021
Writer: Max Crampton-Thomas 2 min read June 2021 — CLM Advisors is a fiscal management firm that builds business strategies...
June 8, 2021
Writer: Max Crampton-Thomas 2 min read June 2021 — LBMC is the largest professional services solutions provider in Tennessee. In...
June 3, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — For Russell Reece, managing partner of Askew & Co. LLP in...
May 28, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — Managing Partner at K&L Gates Lee Hogewood says some of the...
May 27, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — There are many opportunities for a wealth management firm like Wealth...
May 19, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — Bradley Arant Boult Cummings, LLP, has been busier than ever over...
May 13, 2021
Writer: Max Crampton-Thomas 2 min read May 2021 — Based in Tennessee and Kentucky, Batson Nolan is a law firm...
April 7, 2021
Writer: Max Crampton-Thomas 2 min read April 2021 — In an interview with Invest:, Reynold Cicalese, a managing shareholder of...
March 31, 2021
Writer: Max Crampton-Thomas 2 min read March 2021 — Elliott Davis offers a wide range of accounting, tax, assurance and...
March 25, 2021
Writer: Max Crampton-Thomas 2 min read March 2021 — The Queen City’s legal sector anticipates an uptick in litigation as...
March 9, 2021
Writer: Joey Garrand 2 min read March 2021 — The pandemic has forced many to rethink their investment and retirement...
February 18, 2021
Writer: Max Crampton-Thomas 2 min read February 2021 — Duane Morris LLP is a law firm that provides innovative...
February 12, 2021
Writer: Max Crampton-Thomas 2 min read February 2021 — Despite the challenges of the last 12 months, opportunities for...
February 12, 2021
Writer: Max Crampton-Thomas 2 min read February 2020 — Womble Bond Dickinson is now enjoying the benefits of its...
February 1, 2021
Writer: Max Crampton-Thomas 2 min read January 2021 —Technology is setting the stage for unparalleled professional services with the highest...
Featured Articles
2 min read June 2023 — In an interview with Focus:, Melvin Coleman, president and CEO of the Atlanta Black...
2 min read June 2023 — To be bolder is the name of the game in the coming years for...
3 min read June 2023 — Its status as a historic city is both a blessing and a curse for...
Writer: Ryan Gandolfo 2 min read June 2023 — Economic uncertainty has clouded Massachusetts employers’ outlook as business confidence turned...