Tagged
Wealth management
Merrill Lynch financial adviser Owen Thiessen was recently recognized by Forbes.
03/22/2019 By Staff
Scott Pinkerton of Venice's Pinkerton Private Wealth was recently recognized by Forbes.
03/15/2019 By Staff
Nonprofits
Big Brothers Big Sisters of the Sun Coast recently added Daniel Carter to its board of directors.
Finance
Matthew Otto, the managing director and partner of the Otto Group at HighTower, was recently ranked among the top wealth advisers in the state of Florida.
02/22/2019 By Staff
Venice's Caldwell Trust Company recently hired Reppard Gordon.
01/03/2019 By Staff
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
The Venice firm Pinkerton, Harkins & Mehserle Private Wealth recently launched FourThought Institutions.
12/05/2018 By Staff
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
Venice's Caldwell Trust Company recently promoted Kim Pettit, who joined the firm last year.
11/02/2018 By Staff
Honors
Merrill Lynch financial adviser Dominic Casanueva was recently recognized by Forbes.
10/01/2018 By Staff
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
Venice's Caldwell Trust Company recently promoted Kimberly Evener and Marci Sweat.
07/18/2018 By Staff
PNC recently hired Susan Brennan, one of the early founders of the bank's Sarasota office.
06/22/2018 By Staff
Cumberland Advisors recently selected John Mousseau as its new president and CEO.
06/12/2018 By Staff
Venice's Caldwell Trust Company recently hired Gina Jordan as senior vice president and trust officer.
06/05/2018 By Staff
Venice's Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.
05/08/2018 By Staff
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
Merrill Lynch financial adviser Brian Mariash was recently included in the Forbes “Best-in-State Wealth Advisors" list.
02/27/2018 By Staff
Sarasota's Allegiant Private Advisors recently hired Cameron Dees.
02/21/2018 By Staff
