Managing Partner

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 kept his organization busy over the last year and how they are expanding their service offerings. Holmes also discussed his outlook for the current market and priorities moving forward.  What

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 providing its clients over the last 40 years, with 150 legal experts covering 20 specific disciplines, headquartered in Fort Worth, Texas. Invest: spoke with Marianne Auld, managing partner of Kelly

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 Wicker, Smith, O'Hara, McCoy & Ford PA, still sees a lot of growth for his legal practice in Jacksonville because of the booming activity in the region’s economy. How has

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 returns. David Stonesifer, managing partner at Herbein + Company, Inc., spoke with Invest: and shared his insights on his company’s nontraditional CPA services, strategies to hire in a tightened talent

2022-07-15T09:53:18-04:00June 13th, 2022|Philadelphia, Professional Services, Spotlight On|

Leading with creativity in a frothy market

With public markets considered to be overvalued by many, the private markets are attracting a great deal of attention and keeping up to speed with competition is becoming increasingly difficult. With Invest:Insights, Founder and Managing Partner of True North Equity Partners Brian Slipka discussed how True North Equity Partners is

Creatively handling deals in today’s market

With increased interest and investment pouring into multistate and multitenant transactions, the need to be more creative has never been more important in handling these transactions and client demand. Invest:Insights sat down with Walter Fisher, Charlotte office managing partner for Troutman Pepper, to discuss this as well as how he