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Finance

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By Brian Hartz
June 19, 2020

Results-oriented accounting firm makes bold move to stand out

Accounting firm Hancock Askew & Co. LLP has launched Clarity Capital Advisors, a Tampa-based spinoff firm that handles interim/fractional CFO solutions, mergers and acquisitions and general corporate finance advice.

Finance

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By Grier Ferguson
June 17, 2020

Amid pandemic, banker reflects on experiences from years past, from hurricanes to real estate collapse

Kevin Hagan is the president of Englewood Bank & Trust and Crews Bank & Trust.

Finance

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By Grier Ferguson
June 17, 2020

Banking leader takes inspiration from the mantra 'Keep Calm and Carry On'

Adria Starkey is the Collier County president of FineMark National Bank & Trust.

Finance

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By Grier Ferguson
June 17, 2020

Investment research managing director says prudent, short-term planning is best course of action

Brian Frohn is the managing director of Venice-based Ned Davis Research.

Finance

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By Brian Hartz and Grier Ferguson
June 17, 2020

Banking leaders tackle PPP loans, look ahead to uncertain future

Gulf Coast banking executives faced a challenge like never before when COVID-19 shut down the economy. Many made herculean efforts to help their business banking clients survive, but much work remains to be done.

Finance

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By Mark Gordon
April 23, 2020

Business owners chase loans to make payroll, survive

With confusion at the top of the list, entreprenuers and bankers in the region muddled through the first two weeks of financial relief.

Finance

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By Mark Gordon
April 10, 2020

Community banks seize opportunities to help desperate clients

Go behind the scenes of a massive mobilization of manpower inside some of the region’s community banks.

Finance

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By Mark Gordon
April 2, 2020

Crisis relief is tantalizing, but patience, paperwork, will be key

Bankers, attorneys agree: having an up-to-date financial house will be a big asset in receiving federal funds.

Finance

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By Mark Gordon
March 27, 2020

Bankers embrace opportunities to shine for clients

Behind the drive-thru-only branches and iPad meetings lies a core community banker belief: They want to be there for customers.

Finance

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By Brian Hartz
March 25, 2020

Fast-moving financial crisis demands decisive action: banker

David Druey, Centennial Bank’s Florida regional president, says the coronavirus pandemic presents a host of challenges.

Finance

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By Mark Gordon
March 20, 2020

Wealth management firm throws itself big curveball

In addition to a new name and branding campaign, FourThought Financial is now an independent Registered Investment Advisor.

Finance

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By Beth Luberecki
March 13, 2020

Naples capital firm helps its portfolio of companies with hands-on strategy

Hands-on approach goes a long way for firm investing some $150 million in promising companies.

Finance

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By Grier Ferguson
December 27, 2019

Area bank has big ambitions for expansion into new community

Crews Bank & Trust is planning a grand opening of its new branch in Sarasota on Jan. 2.

Finance

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By Mark Gordon
December 27, 2019

Firm targeting high-net-worth clientele finishes 2019 on a high note

Sarasota Private Trust aims to at least double assets under management in 2020.

Finance

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By Business Observer Staff
December 20, 2019

Credit union gets bigger — and dismantles more of the community bank model

Suncoast Credit Union seized the buy-to-grow strategy when faced with a obstacle to its asset expansion.

Finance

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