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

Venice Man Honored for Volunteer Work with Investment Education Nonprofit

Phil Crocker was recently recognized for his volunteer service with BetterInvesting.

07/20/2018 By Staff

Finance

Trust Company Promotes Two to Trust Officer

Venice's Caldwell Trust Company recently promoted Kimberly Evener and Marci Sweat.

07/18/2018 By Staff

Finance

Financial Adviser Outlines Uncertainties About the Direction of the Economy

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

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

Deals

Private Equity Firm Buys Nebraska Telecommunications Company

Sarasota's Grain Management is acquiring Great Plains Communications.

06/19/2018 By Staff

Manufacturing

Tervis Names New Chief Financial Officer

The popular insulated cup manufacturer Tervis recently promoted Hosana Fieber.

06/18/2018 By Staff

Finance

Wealth Management Firm Appoints New President, CEO

Cumberland Advisors recently selected John Mousseau as its new president and CEO.

06/12/2018 By Staff

Finance

Manufacturer Provides Stock to All Employees

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

Finance

Trust Company Selects New Senior Vice President

Venice's Caldwell Trust Company recently hired Gina Jordan as senior vice president and trust officer.

06/05/2018 By Staff

Finance

Bank Hires Two

IberiaBank recently hired Kimberly Hopper and Brad Severson.

05/22/2018 By Staff

Finance

Wealth Management Firm Promotes Three

Venice's Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.

05/08/2018 By Staff

Finance

Securities and Exchange Commission Charges Three with Fraud

The U.S. Securities and Exchange Commission recently filed charges against two Palmetto residents and one Sarasota resident.

05/04/2018 By Staff

Openings

New Business Coaching Agency Launches

Jaime Marco recently launched Evolve Business Consulting, a Manatee County-based business coaching and customer service training agency.

04/25/2018 By Staff

Finance

Bank to Pay $1 Billion in Federal Penalties

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.

04/25/2018 By Staff

Money

Financial Adviser Ranked Among America's Best

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

Finance

Bank Names New Vice President

IberiaBank recently hired Joseph Talerico as vice president and branch manager for its office located on 17th Street.

04/05/2018 By Staff

Finance

Financial Literacy Day Features Atlanta Federal Reserve Leader

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