Professional Services

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 New York offices, discussed how...
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 Bennett Thrasher, discussed the firm’s...
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...
Spotlight On: Charles Muracco, CEO, CPA & Principal Consultant, CLM Advisors
2 min read July 2022 — Charles Muracco, CEO and principal consultant of CLM Advisors, believes a recession is on...
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,...
unsplash
The key to digital transformation is strategy, not tech
Writer: Joshua Andino  2 min read March 2022— The prevailing perception is that technology is the key to a successful...
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

Banking & Finance, Nashville, Spotlight On
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...
Economy, Palm Beach, Real Estate
Palm Beach real estate market shifts as homes linger on the market
Writer: Gabriela Enamorado 2 min read December  2022 —Palm Beach County, an area that has emerged as the “Wall Street...
Top articles of the week
Top articles of the week from November 28 to December 2
  1. Philadelphia for the holidays: What to do and where to go As another Thanksgiving Day passes, the Philadelphia...
Economy, Pittsburgh, Spotlight On
Spotlight On: Scott Dunn, Commissioner, Fayette County
2 min read November 2022 — Invest: spoke with Fayette County Commissioner Scott Dunn about his take on industry growth,...