Banking & Finance
Spotlight On: Rodger Levenson, Chairman, President & CEO, WSFS Bank
By: Max Crampton Thomas2 min read June 2020 — For 188 years, WSFS has served its community by staying true to its values and managing for the long term. Ultimately, the true measure of the value of any company is how it responds during periods of adversity. WSFS Bank...
Spotlight On: Joseph Fernandez, Regional President – Florida, BNY Mellon Wealth Management
By: Max Crampton-Thomas2 min read May 2020 — Wealth management services have undergone significant transformation over the last two decades, as the financial landscape grows in sophistication. Joseph Fernandez, regional president of BNY Mellon Wealth Management,...
Spotlight On: Tom Finke, Chairman and CEO, Barings
By: Felipe Rivas2 min read May 2020 — Charlotte is strongly positioned to capitalize on the investment diversification push from both local and foreign investors to keep its growth sustainable. Tom Finke, chairman and CEO of Barings, walks Invest: through the key...
Spotlight On: Jenna Kelly, Northern Georgia Region President, Truist
By: Felipe Rivas2 min read May 2020 —SunTrust and BB&T have combined in a historic merger of equals to create Truist, the sixth-largest U.S. bank holding company. With 275 years of combined history serving clients and communities in high-growth markets, the new...
Spotlight On: Michael Pallozzi, President, HFM Investment Advisors, LLC
By: Felipe Rivas2 min read May 2020 — HFM Investment Advisors has been advising South Jersey and the Greater Philadelphia region residents on financial and investment planning since 1989. Last year was a banner year for the company in terms of team growth. HFM...
Spotlight On: Kenneth Rosenfield, Managing Partner, Rosenfield & Company PLLC
By: Max Crampton-Thomas2 min read May 2020 — In a crowded accounting and consulting services marketplace, it can be hard to differentiate from the masses. Kenneth Rosenfield, managing partner of Rosenfield & Company PLLC, is accomplishing this by putting a greater...
Spotlight On: Clay Worden, Office Managing Partner, RSM US LLP
By: Max Crampton-Thomas 2 min read April 2020 — Accounting and consultancy firm RSM’s Orlando practice had little problem migrating its operation to remote after the COVID-19 pandemic hit the state. The company’s managing partner for the Central Florida city’s...
Spotlight On: Charles Muracco, CEO & Principal Consultant, CLM Advisors
By: Felipe Rivas2 min read April 2020 — Accounting and financial services are a market sector that has been on a steady growth trajectory for years, and with this growth comes a significant increase in competition and the need to differentiate. Charles Muracco, CEO...
Spotlight On: Chuck Cross, Regional Market President, Seacoast Bank
By: Felipe Rivas 2 min read April 2020 — Over the last few years, consolidation and mergers and acquisitions have dominated the banking industry. In Florida, as the population continues to grow and the financial sector diversifies further, the Palm Beach market...
Face Off: Leveraging tech in providing accounting and finance services
By: Yolanda Rivas2 min read March 2020 — Investment advisory, cybersecurity, business planning and strategy and other related advisory services are seeing a steady demand in the accounting and finance sector. Another change driver in the industry has been the advances...