April 16, 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.
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Published on 12/27/2023
ClassWallet, Miami
Stephen Lindeman has been appointed COO at ClassWallet.
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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.
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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.
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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.
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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.
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Published on 11/7/2022
FIS, Jacksonville
FIS has announced the appointment of Stephanie L. Ferris as President and Chief Executive Officer.
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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.
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Published on 9/5/2022
Northern Trust, Miami
Northern Trust has appointed Jose M. Perez Senior Lending Officer of the South Florida Market.
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Published on 9/1/2022
Comerica Incorporated, Boca Raton
Comerica Incorporated announced that Dave Galbreath has been named its Florida Market President.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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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.
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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.
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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.
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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
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Published on 10/4/2021
Accuro Solutions, Sarasota
B. J. Dougherty has joined Accuro Solutions as Chief Operating Officer.
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Published on 9/15/2021
FIS, Jacksonville
Financial technology leader FIS® announces the appointment of Stephanie Ferris to its executive leadership team.
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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.
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Published on 9/1/2021
