Real Estate

Could Park East Be Downtown’s Next Hot Neighborhood?

“East of Washington Boulevard” used to be a barrier for real estate investors. Not anymore.

04/16/2021 By Kim Doleatto

Fast Track

Jordan Noyes Named Registered Assistant with Access Advisors

Noyes also earned his Series 7 license.

11/03/2020 By Staff

Finance

Manufacturer Makes $4 Million Stock Grant to Employees

PGT Innovations, a maker of impact-resistant doors and windows, will offer a one-time grant of restricted stock to more than 3,000 of its employees in January.

12/12/2018 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

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

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

Luncheon Covers 'Smart Investing for Young Professionals'

Topics covered will include the difference between investing on your own and using computer programs, debt, 401(k)s and artificial intelligence trends.

03/08/2018 By Staff

Finance

Lunchtime Presentation Covers Cryptocurrency

Ryan Moseley of Moseley Investment Management, Inc. will lead a non-technical presentation on cryptocurrency at an upcoming luncheon

02/05/2018 By Staff

Marijuana

Cannabis Networking Event Scheduled for June

MJ Cannaday, a networking and investment event for the legal cannabis industry, is scheduled to take place 6-9 p.m. Thursday, June 22.

05/24/2017 By staff

Honors

Financial Adviser Picked to Attend Industry Summit

Susan Moseley, founder and CEO of Sarasota's Moseley Investment Management, Inc., was recently selected by Barron's magazine to attend its Top Independent Advisors Summit.

03/02/2017 By staff