Tagged
Finance
Allegiant Private Advisors chief investment officer Benjamin Jones was recently recognized by Forbes.
08/15/2018 By Staff
New hires
Venice's Pinkerton, Harkins & Mehserle Private Wealth recently hired Brad Patton.
07/31/2018 By Staff
Phil Crocker was recently recognized for his volunteer service with BetterInvesting.
07/20/2018 By Staff
Venice's Caldwell Trust Company recently promoted Kimberly Evener and Marci Sweat.
07/18/2018 By Staff
David Kotok, the chairman and chief investment officer at Sarasota's Cumberland Advisors, recently shared his insights into the global economy.
07/17/2018 By Staff
Attorney and certified public accountant Jo Ann Koontz was recently installed as president of the American Academy of Attorney-CPAs.
07/12/2018 By Staff
PNC recently hired Susan Brennan, one of the early founders of the bank's Sarasota office.
06/22/2018 By Staff
Deals
Sarasota's Grain Management is acquiring Great Plains Communications.
06/19/2018 By Staff
Manufacturing
The popular insulated cup manufacturer Tervis recently promoted Hosana Fieber.
06/18/2018 By Staff
Cumberland Advisors recently selected John Mousseau as its new president and CEO.
06/12/2018 By Staff
PGT Innovations recently offered a one-time stock grant that will provide 10 shares of company stock to all employees.
06/07/2018 By Staff
Venice's Caldwell Trust Company recently hired Gina Jordan as senior vice president and trust officer.
06/05/2018 By Staff
IberiaBank recently hired Kimberly Hopper and Brad Severson.
05/22/2018 By Staff
Venice's Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.
05/08/2018 By Staff
The U.S. Securities and Exchange Commission recently filed charges against two Palmetto residents and one Sarasota resident.
05/04/2018 By Staff
Openings
Jaime Marco recently launched Evolve Business Consulting, a Manatee County-based business coaching and customer service training agency.
04/25/2018 By Staff
Wells Fargo agreed last week to pay $1 billion in federal penalties for violating consumer protection laws with its auto loan and mortgage lending practices.
Money
Scott Pinkerton of Venice's Pinkerton Private Wealth was recently named to a list of the top 1,200 U.S. financial advisers by Barron’s.
04/13/2018 By Staff
IberiaBank recently hired Joseph Talerico as vice president and branch manager for its office located on 17th Street.
04/05/2018 By Staff
The April 5 event features several financial experts, including Raphael Bostic, the president and CEO of the Federal Reserve Bank of Atlanta.
03/16/2018 By Staff
