March 5, 2024

Financial Services / Investments

UBS Private Wealth Management, Miami

UBS Private Wealth Management announces Andrea Freiman, CFP®, has joined the firm as a Financial Advisor in South Florida. Read more »
Published on 12/27/2023

ClassWallet, Miami

Stephen Lindeman has been appointed COO at ClassWallet. Read more »
Published on 12/27/2023

Wells Fargo Advisors, Naples

Marc Beshany has been named Managing Director - Market Leader of the newly formed Florida Gulf Coast Market of Wells Fargo Advisors. He will be responsible for a team of more than 500 financial advisors, managers, and staff in the Tampa, Sarasota, and Naples area. Beshany previously served as Market Leader of the firm's Michigan, Rocky Mountain, and northeast Ohio markets. Read more »
Published on 6/14/2023

Rehmann, Orlando, Florida

Steven Castino has been named chief growth officer for Rehmann, a fully integrated financial services and business advisory firm. Castino, formerly with Orlando-based Vestal & Wiler that combined with Rehmann in 2022 will develop and maintain an integrated growth culture. Clients will benefit from the same exceptional resources, with access to additional services. Read more »
Published on 1/25/2023

UBS Financial Services Inc, Tampa

UBS Wealth Management USA has announced Financial Advisor Marcus van der Meulen has joined the firm's Tampa office. Read more »
Published on 12/26/2022

Lincoln International, Miami

Lincoln International announced it has expanded its U.S. footprint with the opening of an office in Florida. Read more »
Published on 11/7/2022

FIS, Jacksonville

FIS has announced the appointment of Stephanie L. Ferris as President and Chief Executive Officer. Read more »
Published on 10/18/2022

Cypress Equity Investments, Miami

Cypress Equity Investments has Errol Blumer as SVP of Acquisitions, and Wesley Geys to be SVP of Development. Read more »
Published on 9/5/2022

Northern Trust, Miami

Northern Trust has appointed Jose M. Perez Senior Lending Officer of the South Florida Market. Read more »
Published on 9/1/2022

Comerica Incorporated, Boca Raton

Comerica Incorporated announced that Dave Galbreath has been named its Florida Market President. Read more »
Published on 5/24/2022

LSQ, Orlando

LSQ announces the hire of DJ Krystopa as its new Regional Vice President for Sales and Bank Partnership Development. Read more »
Published on 3/29/2022

BBX Capital Partners, Fort Lauderdale

BBX Capital, Inc., today announced the appointment of Randall Vitale as President of BBX Capital Partners. Vitale previously served as President of Hoffman's Chocolates, also a BBX Capital company. BBX Capital Partners, a division of BBX Capital, supports BBX Capital companies for acquisitions, business development, capital raising, and other strategic initiatives. Read more »
Published on 3/14/2022

Fifth Third Wealth Advisors , Naples, Florida

Fifth Third Wealth Advisors is pleased to announce that Omar Bhangia has joined the organization as Managing Director. He delivers investment services to assist clients working towards their financial goals. He uses experience to establish an integrated investment approach, offering asset allocation strategies and recommendations based on short and long term objectives. Read more »
Published on 2/14/2022

Fifth Third Wealth Advisors , Naples, Florida

Fifth Third Wealth Advisors is pleased to announce that Scott Kremer has joined the organization as Managing Director. With more than 20 years experience, Scott serves clients by focusing on their financial goals and aspirations. He assists in the implementation of financial outcomes utilizing customized portfolio management, planning, trust and private banking services. Read more »
Published on 2/14/2022

Fifth Third Wealth Advisors, Naples, Florida

Fifth Third Wealth Advisors is pleased to announce that Heather Borelli, CFP, has joined the organization as Managing Director. As a wealth advisor, Heather has more than 25 years of experience in accounting, finance, trusts and wealth management, primarily focused on high-net-worth families. Read more »
Published on 2/14/2022

Keo World , Miami, FL

Keo World is excited to announce Hernán Magarin?os as Chief Corporate Development Officer. With more than 20 years of industry experience, Magarin?os successfully structured and closed countless complex cross-border transactions in excess of $10 billion. Before joining Keo World, Magariños served as Head of the Americas at Alantra's Corporate Portfolio Advisors Group. Read more »
Published on 2/14/2022

Fifth Third Bank, Naples

Fifth Third Bank has appointed Craig Watson as senior vice president and managing director of the Private Bank, South Florida region. Craig will lead the wealth and asset management division with a focus on growth and execution of wealth strategies to meet the complex objectives of high-net worth individuals, families, and estates. Read more »
Published on 1/24/2022

ProVise Management Group, Clearwater

ProVise Management Group named Eric Ebbert, CFP®, MBA as CEO, replacing Ray Ferrara, CFP®. Ferrara will remain as Executive Chair and Chief Compliance Officer. Succeeding Ebbert as President is Jon Brethauer, CFP®, AIF®, CPFA, MBA. Brethauer has been Executive Vice President for the past three years and oversees the Retirement Plan Division, serving over 1,500 participants. Shane O'Hara, CFP® was also named Executive Vice President. Shane is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7 FINRA General Securities Representative License. Shane is also an Investment Adviser Representative (IAR). Read more »
Published on 1/17/2022

Lake Michigan Credit Union, Tampa Bay

Roy Hellwege, Chairman and CEO of Pilot Bank, will serve as the president of LMCU's Central Florida region. Read more »
Published on 12/29/2021

Iberiabank|First Horizon, Orlando

IBERIABANK First Horizon welcomes Bart Bishop, EVP Commercial Banking Executive for the Central Florida region. Bart brings over 35 years of commercial banking expertise and leadership to the organization and will lead the Bank's growth plans for the Commercial Banking, Business Banking, Commercial R/E and Corporate Banking segments. Read more »
Published on 12/1/2021

Iberiabank|First Horizon, Greater Tampa Bay

Doug Pieper joins First Horizon as an SBA Banker serving Central Florida, Tampa Bay, Naples and Fort Myers. He has 22 years of experience in commercial banking and finance. Doug has spent the last 6 years as an SBA Lender helping small business owners navigate lending options for expansions, acquisitions, startups and changes of ownership. Read more »
Published on 12/1/2021

Capital Wealth Planning LLC, Naples

Kesia Sondrini has joined Capital Wealth Planning's senior management team as Managing Director of Advisor Relationship Management Read more »
Published on 10/4/2021

Accuro Solutions, Sarasota

B. J. Dougherty has joined Accuro Solutions as Chief Operating Officer. Read more »
Published on 9/15/2021

FIS, Jacksonville

Financial technology leader FIS® announces the appointment of Stephanie Ferris to its executive leadership team. Read more »
Published on 9/6/2021

Insigneo, Miami

Roberto R. Pena will join the well-established team Tenet Global Advisors as Senior Financial Consultant and Vice President. Read more »
Published on 9/1/2021

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