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Finance

  • By Jim Stinson
  • November 19, 2023
$3.9 billion trust company names a Fort Myers office president

The Sanibel Captiva Trust Co. says it has made Megan Marquardt its president of the company's new Bell Tower office.

  • Charlotte–Lee–Collier
  • By Jim Stinson
  • November 14, 2023
St. Pete green-focused bank wins major certification, adds execs

Climate First Bank, the world's first FDIC-insured community bank founded to combat the climate crisis, won a vaunted LEED "platinum certification" for its Winter Park branch.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • November 7, 2023
Sarasota tax office returns nearly $18 million to county in excess fees

The office has returned $114 million in the past decade.

  • Manatee-Sarasota
  • By Mark Gordon
  • November 1, 2023
Tampa Bay credit union expands again, buying a 900-client insurance firm

Achieva Credit Union continues offering more financial services for clients and customers.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • October 31, 2023
South Florida global trade firm moves HQ to Manatee County

The Oxford Group Inc. had been based in Boca Raton.

  • Manatee-Sarasota
  • By Mark Gordon
  • October 27, 2023
Professional fiduciary firm appoints new director-level executive from Miami area

Fiduciary Associates has two offices in the region.

  • Charlotte–Lee–Collier
  • By Jim Stinson
  • October 26, 2023
St. Pete financial services giant reports record quarter and fiscal year

Longtime Tampa Bay finance giant Raymond James Financial says 2023 was a record revenue year.

  • Tampa Bay-Lakeland
  • By Mark Gordon
  • October 26, 2023
$2.7 billion credit union hiring for two new branches, call center

Achieva Credit Union’s Collier County branches are set to open early next year.

  • Charlotte–Lee–Collier
  • By Mark Gordon
  • October 19, 2023
Sarasota-Manatee banker named local lender for Georgia banking giant

Ugur "Lucky" Durmaz has been a banker in the market since 2016.

  • Manatee-Sarasota
  • By Louis Llovio
  • October 12, 2023
Wyatt Krapf, 33

Curiosity drove an aspiring engineer to a career in finance.

  • Class of 2023
  • By Beth Luberecki
  • October 12, 2023
Alietys Pineiro, 38

From teller to Bank of America market executive, Alietys Pineiro rarely strays far from Cuban roots.

  • Class of 2023
  • By Alex Walsh
  • October 12, 2023
Ann Pankow, 34

A trust company official parlays a right place, right time fortune into a solid career.

  • Class of 2023
  • By Mark Gordon
  • October 12, 2023
Jordan Hallam, 38

A banker who didn't think he'd be a banker now relishes opportunity to provide businesses with capital.

  • Class of 2023
  • By Amanda Postma
  • October 10, 2023
Longtime Sarasota bank executive, politico to chair national trust board

Christine Jennings founded Sarasota Bank for 15 years and ran for a congressional seat twice.

  • Manatee-Sarasota
  • By Jim Stinson
  • October 9, 2023
Naples wealth firm appoints new South Florida leader

Manning and Napier of New York seek to grow in the Naples and St. Pete regions.

  • Charlotte–Lee–Collier
« 8 9 10 11 12 13 14 15 16 17 »
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