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Finance

  • By Mark Gordon
  • May 10, 2024
$73M water, wastewater nonprofit in Lee County names new leader

New Bonita Springs Utilities Executive Director Andy Koebel has been with Bonita Springs Utilities for over a decade.

  • Charlotte–Lee–Collier
  • By Louis Llovio
  • May 9, 2024
Mortgage investor moves HQ to Tampa from New Jersey

Roemanu, which originates and invests in business purpose mortgages in the U.S. and U.K., will have its joint headquarters with a subsidiary in the city while keeping a presence in New Jersey.

  • Tampa Bay-Lakeland
  • By Beth Luberecki
  • May 9, 2024
Katie Pemble found her entrepreneurial stride later in her career

“Let there be some frivolity. You did this because you wanted to, so enjoy it. And trust your instincts. Trust yourself and what you’re bringing.” –Katie Pemble, Adelphi Trust Co.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • May 2, 2024
Noted Tampa investment banker, lawyer joins bitcoin company’s board

Marty Traber has invested in community banks, tech companies and many other entities.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • April 26, 2024
Tampa Bay CPA firm rebrands to reflect more services

Company stems from a 2016 merger.

  • Tampa Bay-Lakeland
  • By Elizabeth King
  • April 13, 2024
Sarasota insurance company's ratings under review by AM Best

The ratings company placed SafePort Insurance's ratings under review with developing implications.

  • Manatee-Sarasota
  • By Mark Gordon
  • April 8, 2024
Tampa, Sarasota wealth management firm adds tax and accounting unit

Graham Capital Wealth Management, a Tampa-based independent Registered Investment Advisor with an office in Sarasota, is adding a tax and accounting services unit.

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • April 2, 2024
Bankers keep pushing for changes to legal aid funding rule

The Florida Bankers Association says it's hopeful a resolution can be reached over a new rule that affects certain accounts that generate money for legal aid programs.

  • Florida
  • By Louis Llovio
  • March 22, 2024
CEO Shirl Penney: From the depths of poverty to running a billion-dollar business

Shirl Penney’s life — from homeless teen to founding a $90 billion financial services company — is a made-for-Hollywood story. It’s also a story of grit, guts and grandfatherly lessons.

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • March 21, 2024
Tampa REIT secures $250 million loan

Sila Realty Trust paid off a previous note that was coming due in December.

  • Tampa Bay-Lakeland
  • By Jim Stinson
  • March 21, 2024
Bitcoin, stock split boost Tampa company's shares

LM Funding appears to have had a successful reverse-split of its stock.

  • Tampa Bay-Lakeland
  • By Jim Stinson
  • March 19, 2024
Raymond James promotes CFO to president, CEO-in-waiting role

St. Pete financial giant says move is part of multiyear plan.

  • Tampa Bay-Lakeland
  • By Jim Stinson
  • March 14, 2024
BayFirst names loan production star president of SBA unit

St. Petersburg-based BayFirst promoted Christopher Hackney to president of lending for Small Business Administration and U.S. Department of Agriculture.

  • Tampa Bay-Lakeland
  • By Louis Llovio
  • March 12, 2024
Lawyers vs. bankers fight over legal aid funding dies in Legislature

A pair of bills would have addressed a rule change that forced banks to pay higher interest payments for certain accounts.

  • Florida
  • By Jim Stinson
  • March 5, 2024
Bonita Springs firm to study cannabis financing

Green Check, a fintech company connecting hemp and cannabis commerce, partnered with two entities to produce a research report examining cannabis debt and equity financing.

  • Charlotte–Lee–Collier
« 5 6 7 8 9 10 11 12 13 14 »
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