Global gurus

Good thing Global Financial Private Capital Human Resource Director Dale Thompson minored in psychology.

That's because Thompson, from his downtown Sarasota office, recently defused a sticky situation between employees who work for a Global Financial client in Washington state. The work involved a series of sometimes-tense phone calls over a dispute the employees had in money management tactics.

It's a bit different from traditional wealth management and stock picking, an area where Sarasota-based Global Financial, founded in 1994, really makes its money. Clients range from other wealth managers, for whom it provides back office support and products, to individual investors and retirees, for whom it manages money.