April 19, 2024
Financial Services / Investments
Insigneo, Miami
Nelson O. Vallin has joined Insigneo as Senior Vice President and Investment Consultant.
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Published on 6/21/2021
CGI Merchant Group, Miami
CGI Merchant Group is pleased to welcome Euclid Walker as Senior Managing Director. With 27 years of experience, Walker will be leading strategy and acquisition efforts for CGI's Hospitality Fund while supporting investor relations, among other duties. Prior to joining CGI, Walker founded and led several businesses, including Parkway Investment Management, LLC.
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Published on 2/22/2021
Comerica Incorporated, Boca Raton
Comerica Incorporated announces David Kunik has been selected to lead its Florida Market.
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Published on 2/3/2021
South State, Winter Haven
South State has announced the appointment of LeDon Jones, its first director of Corporate Stewardship.
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Published on 11/9/2020
Florida Funders Board of Directors, Tampa
Florida Funders elects Rachel Sapoznik, Founder, President, & CEO of Sapoznik Insurance, to the Board of Directors. With over 30 years of corporate wellness and insurance industry experience coupled with a background as an angel investor, Sapoznik will assist the Board in strategic decisions around the organization's future.
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Published on 11/2/2020
eCapital Corp, Miami
eCapital Corp announces Charles Sheppard has been named Chief Operating Officer.
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Published on 11/2/2020
First Port City Bank, Fernandina Beach
First Port City Bank is pleased to announce it has hired USDA industry veteran Richard Duncan to its SBA/USDA lending division.
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Published on 11/2/2020
Coral Gables Trust Company, Coral Gables
Coral Gables Trust Company, the largest independent and privately held trust company headquartered in South Florida, has appointed esteemed finance professionals Simon Levin Esq, and Gary C. Trief to the firm's Board of Directors. Levin serves as Co-Chair of the Tax and Financial Planning Practice Group at Sills Cummis & Gross P.C. Trief is a Partner at Crane Capital.
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Published on 10/19/2020
Fortress Wealth Group, Orlando, Florida
John Ledford, CFP® is proud to announce the launch of Fortress Wealth Group, a privately-owned registered investment advisory firm serving the Central Florida community. As President and CEO, John and his team provide comprehensive wealth management services as well as tax strategy, legal services, and property casualty insurance through Fortress Family Office. With more than 75 years of combined experience, the Fortress team is uniquely positioned to serve the needs of the growing Central Florida marketplace and to provide truly comprehensive services and a single point of contact for all of their clients' financial needs.
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Published on 9/1/2020
Capital Wealth Planning LLC, Naples
Capital Wealth Planning, LLC is proud to announce Keith Wagner joined the firm as Director of National Accounts and Institutional Sales...
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Published on 8/5/2020
Black Dragon Capital, Miami
Black Dragon Capital CEO, Louis Hernandez Jr., has been appointed to the Board of Directors of Nicklaus Children's Hospital Foundation
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Published on 7/7/2020
Veridis Management, Tampa
Veridis Management announced Samuel Salario has joined the firm as Managing Director of Investments.
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Published on 7/1/2020
Skyway Capital Markets, Tampa
Skyway Capital Markets, LLC, a Tampa, FL-based privately held investment banking firm names Barry Shevlin as Senior Managing Director.
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Published on 4/29/2020
BFS Capital, Coral Springs
BFS Capital, the small business financing platform, has announced the appointment of Peter Ng as Chief Revenue Officer.
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Published on 3/25/2020
MMG Consumer Brands, Miami
MMG Consumer Brands, a specialist growth equity firm focused on high-growth consumer brands, announces longtime CPG executive Nicole Butera has joined the firm as Product Development Manager at MMGCB. Butera...
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Published on 12/27/2019
BBVA USA, Miami
BBVA USA has announced the appointment of Fernando L. Crespo as Global Wealth Relationship Manager in its Miami office.
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Published on 12/4/2019
SlateStone, Jupiter
SlateStone is pleased to announce Kenny Polcari has joined the firm as a Consultant and Senior Market Strategist.
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Published on 12/4/2019
Skyway Capital Markets, Tampa
Skyway Capital Markets is pleased to announce Henry Schmitt has joined as Managing Director.
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Published on 11/27/2019
Suncoast Credit Union, Tampa, FL
Suncoast Credit Union announces the hiring of John Saunders as a Business Relationship Officer for the Suncoast Commercial Lending department.
Saunders is responsible for expanding commercial financing needs and managing existing commercial loan relationships throughout Hillsborough County.
Saunders began work in October 2019.
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Published on 11/19/2019
Suncoast Credit Union, Fort Myers, Florida
Suncoast Credit Union announces the hire of Michael Greenhoe as a Business Relationship Officer for the Suncoast Commercial Lending department.
Greenhoe is responsible for growth in the commercial loan and deposit portfolios in Southwest Florida, working with a variety of businesses and industries.
Greenhoe joined Suncoast's commercial lending team in August 2019.
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Published on 11/11/2019
BBX Capital, Fort Lauderdale
The Board of Directors of BBX Capital Corporation has announced the appointment of Mr. Gregory Adam Haile to its Board of Directors.
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Published on 10/30/2019
Marc Bell Capital, Boca Raton
Marc Bell Capital is pleased to announce Betty Sapp as Senior Advisor to the firm.
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Published on 8/5/2019
BFS Capital, Coral Springs
BFS Capital, has announced the appointment of Fred Kauber as Chief Technology Officer and Chief Product Officer.
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Published on 5/29/2019
Riverwalk Wealth Advisors - Northwestern Mutual , Tampa
Matthew Lytell has been named one of Financial Times 400 Top Financial Advisers. Matt is the only adviser chosen from Tampa. Based on six criteria: assets under management; AUM growth rate; experience; advanced credentials; online accessibility; and compliance, the list is an impressive group of advisers with an average of 29 years of experience & managing $1.8B in assets.
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Published on 5/28/2019
Wilmington Trust, Palm Beach, Florida
Wilmington Trust appointed Theodore A. Brown as regional president, Florida. In this role he will oversee all wealth management services, including planning, trust, investment management, family office and private banking, to high-net-worth clients throughout the state. Brown will focus on growing the firm's wealth advisory business and expanding to new parts of the state.
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Published on 2/4/2019
