February 6, 2023
Banking & Finance
How a college injury put Brian Lamb on path to the Board of Governors
“How do you respond to that level of adversity that you haven't seen before? That really was a defining moment for me.”
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Published on 6/15/2022
Climate First Bank CEO forecasts a sunny outlook
CEO Ken LaRoe foresees a good year for banking.
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Published on 4/30/2022
Locality Bank in Fort Lauderdale stands out for being a rare bank startup
Locality Bank founders see an opening in the market.
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Published on 4/20/2022
Fairwinds Credit Union's COO forecasts more growth ahead
Fairwinds exec Phil Tischer looks ahead.
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Published on 4/20/2022
Pure optimism and momentum
When Jorge Gonzalez joined City National Bank in Miami 12 years ago, the community bank had about $3 billion in assets. Assets have since grown to nearly $22 billion, making CNB the second-largest bank based in Florida, with about 1,000 employees statewide.
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Published on 4/20/2022
The state of banking
Stephen A. LeMay is an associate professor at the University of West Florida's College of Business. He teaches both graduate and undergraduate courses in finance, marketing, banking and computer literacy and supply chain logistics. He spoke to FLORIDA TREND about the state's banking and finance industries...
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Published on 4/13/2022
TD Bank exec expects growth to continue despite challenges
Despite the specter of rising rates, growth in Florida is expected to continue.
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Published on 4/13/2022
Infrastructure: Critical strategies Florida can implement as it grows
Florida is projected to gain 2.5 million new residents by 2030. Here's what that means for schools, roads, homes and other infrastructure needs
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Published on 3/8/2022
Surety Bank finds niche serving clients that other banks shun
When Ryan James took the reins as CEO of Surety Bank, a small community bank in DeLand, in 2009, he planned to focus on marketing and growth...
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Published on 2/10/2022
Climate First Bank plans to supercharge solar loan products
After selling the first bank he started in 2006, Ken LaRoe and his wife bought a small motor home and traveled across country...
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Published on 5/26/2021
Florida financial planner's post-COVID-19 investment advice
Calling a year like 2020 a “free look” period, Michelle Barron advises her clients to examine their losses in early 2020 and adjust their portfolio if the figures were distressing.
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Published on 3/29/2021
2020 wealth management advice for Floridians
Florida Trend asked money managers around the state how investors should move forward during this extended bull market.
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Published on 3/25/2020
BB&T and SunTrust merger
In a recent interview, Sandy Hostetter talks about the $28-billion merger that “solidified” Truist as the biggest bank in Central Florida and the sixth-largest in the country.
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Published on 2/26/2020
JPMorgan Chase invests $250,000 in Palm Beach State College
Palm Beach State College has received a $250,000 investment from JPMorgan Chase to widen the reach of its Supply Chain programs and create a larger pipeline of skilled workers for Palm Beach County's growing distribution and logistics industry.
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Published on 11/14/2019
South Florida's Global Presence is Significant in Banking, Finance, and Professional Services
For years, Latin American and U.S. executives who sought bankers sophisticated in international finance bypassed Miami and went straight to New York.
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Published on 11/7/2019
Miami-Dade's largest accounting firms plan for tech changes
Accounting firms are adjusting as new tech takes over some traditional tasks.
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Published on 9/25/2019
Fort Lauderdale CPA Soneet Kapila is a numbers sleuth
Fort Lauderdale CPA Soneet Kapila got his introduction to forensic accounting in the mid- 1980s...
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Published on 9/25/2019
Credit unions go shopping
Florida leads the nation in the number of banks purchased by credit unions.
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Published on 9/25/2019
Florida's Neptune Flood Insurance: the FEMA alternative
Relying on analytics and algorithms, Neptune Flood Insurance provides flood insurance quotes in less than 2 minutes.
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Published on 9/25/2019
Healthier snacks from Windmere investment fund KEEN Growth Capital
After graduating from Rutgers College of Pharmacy in 1991, Jerry Bello launched a company called IntraCare in New Jersey.
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Published on 9/25/2019
Jax Federal's new CEO Joe Nowland talks expansion strategy
This month, Jax Federal Credit Union will open its ninth location in Northeast Florida after acquiring and renovating a vacant bank-branch building in Jacksonville's Southside.
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Published on 9/25/2019
Growth Engine: Navy Federal Credit Union
Navy Federal Credit Union has grown from a call center to an economic powerhouse.
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Published on 9/25/2019
Keith Hoskins: A Sense of Mission
Navy Federal's new Pensacola leader is a former Blue Angel and base commander for NAS Pensacola.
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Published on 9/24/2019
Is Mastercard avoiding Florida taxes?
This in-depth article looks at where Mastercard makes its money.
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Published on 1/25/2019
JPMorgan Chase to Add 35 Branches in Florida in Next Three Years
Bank has doubled its branch footprint since entering Florida 10 years ago; will create 200 more jobs
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Published on 9/27/2018
