Finance

For Subscribers Only

By Louis Llovio
May 20, 2024

Polk County bank expands into Texas, Colorado with $2B purchase

The deal between SouthState Corp. and Texas-based Independent Bank Group still needs shareholder approval.

Tampa Bay-Lakeland

For Subscribers Only

By Louis Llovio
May 20, 2024

National investment bank’s Tampa office nearly doubles in size

Kevin Phillips, managing partner at PEI Global Partners, says the move was made as it seeks to attract top-tier talent to the city.

Tampa Bay-Lakeland

For Subscribers Only

By Mark Gordon
May 18, 2024

Community-first leader, Bank of Tampa founder dies at 88

Jerry Divers considered banking to be a profession, not an industry.

Tampa Bay-Lakeland

For Subscribers Only

By Mark Gordon
May 15, 2024

$2.1B bank names Polk County leader

Crews Bank & Trust has named Andrew Foreman market president for Polk County.

Tampa Bay-Lakeland

For Subscribers Only

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

For Subscribers Only

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

For Subscribers Only

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

For Subscribers Only

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

For Subscribers Only

By Mark Gordon
April 26, 2024

Tampa Bay CPA firm rebrands to reflect more services

Company stems from a 2016 merger.

Tampa Bay-Lakeland

For Subscribers Only

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

For Subscribers Only

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

For Subscribers Only

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

For Subscribers Only

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.