Finance

'Financial Literacy Day' Returns to USF Sarasota-Manatee

The half-day event will take place Feb. 14, 2020.

11/26/2019 By Staff

Wealth management

Venice Financial Adviser Named to 'Best-in-State' List

Merrill Lynch financial adviser Owen Thiessen was recently recognized by Forbes.

03/22/2019 By Staff

Wealth management

Financial Adviser Ranked Among the State's Best

Scott Pinkerton of Venice's Pinkerton Private Wealth was recently recognized by Forbes.

03/15/2019 By Staff

Meetings

Cumberland Advisors Sets Third Annual Financial Literacy Conference for April 11

Cumberland Advisors has partnered with USF Sarasota-Manatee for the third year in a row.

02/06/2019 By Staff

Finance

Federal Reserve Economist to Discuss U.S. Manufacturing on Feb. 1

The Global Interdependence Center, the Financial Planning Association of the Suncoast and Cumberland Advisors are hosting a talk by William Strauss.

01/15/2019 By Staff

Finance

Wealth Management Firm Names New President

Allegiant Private Advisors recently promoted Benjamin Jones, who currently serves as the firm's chief investment officer, to the role of president.

12/21/2018 By Staff

Finance

Wealth Management Firm Launches New Division for Businesses, Nonprofits

The Venice firm Pinkerton, Harkins & Mehserle Private Wealth recently launched FourThought Institutions.

12/05/2018 By Staff

Finance

Accountant Earns 'Standing Ovation' Award

Chris Wailand of Sarasota's Piper, Hawkins & Company was recently recognized by the American Institute of Certified Public Accountants.

11/20/2018 By Staff

Finance

Financial Adviser Named a 'Five Star Wealth Manager'

Raul Elizalde is the founder, president and chief investment officer of Path Financial, a 10-year-old investment advisory firm.

11/20/2018 By Staff

Events

January Economic Forecast Breakfast to Feature Well-Known Economist

Hank Fishkind will speak at the Bradenton Area Economic Development Corporation's next Economic Forecast Breakfast.

11/16/2018 By Staff

Design

Interior Design Firm Recognized for Work on Wealth Management, Tech Spaces

Sarasota's Space as Art Interior Design recently won three design excellence awards from the American Society of Interior Designers.

11/01/2018 By Staff

Technology

Goodwill Manasota Launches Financial Literacy App

The app, Show Me the Good Money, focuses on managing a checkbook, accumulating wealth and more.

10/26/2018 By Staff

Education

Professor Named to National Economics Faculty Advisory Board

Kristen Zaborski teaches economics and finance at State College of Florida in Venice.

10/24/2018 By Staff

Awards

Insurance Company Named to 'Best Places to Work' List

Sarasota's FCCI Insurance Group provides commercial insurance products to agency partners and policyholders in 19 states and the District of Columbia.

10/03/2018 By Staff

Honors

Financial Adviser Ranked the Top 'Next-Generation' Adviser in Florida

Merrill Lynch financial adviser Dominic Casanueva was recently recognized by Forbes.

10/01/2018 By Staff

Finance

Financial Adviser Named to Top 'Next-Gen' Wealth Managers List

Allegiant Private Advisors chief investment officer Benjamin Jones was recently recognized by Forbes.

08/15/2018 By Staff

New hires

Wealth Management Firm Adds New Financial Adviser

Venice's Pinkerton, Harkins & Mehserle Private Wealth recently hired Brad Patton.

07/31/2018 By Staff

Finance

Sarasota Woman Becomes President of National Attorney-Accountant Organization

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

Finance

Bank Co-Founder Returns as Senior Relationship Strategist

PNC recently hired Susan Brennan, one of the early founders of the bank's Sarasota office.

06/22/2018 By Staff

Manufacturing

Tervis Names New Chief Financial Officer

The popular insulated cup manufacturer Tervis recently promoted Hosana Fieber.

06/18/2018 By Staff