Finance

Wealth Adviser Recognized By Forbes

Matthew Otto, the managing director and partner of the Otto Group at HighTower, was recently ranked among the top wealth advisers in the state of Florida.

02/22/2019 By Staff

Finance

Trust Company Names New Assistant Vice President

Venice's Caldwell Trust Company recently hired Reppard Gordon.

01/03/2019 By Staff

Finance

Wealth Management Firm Names New President

Allegiant Private Advisors recently promoted Benjamin Jones, who currently serves as the firm's chief investment officer, to the role of president.

12/21/2018 By Staff

Finance

Wealth Management Firm Launches New Division for Businesses, Nonprofits

The Venice firm Pinkerton, Harkins & Mehserle Private Wealth recently launched FourThought Institutions.

12/05/2018 By Staff

Finance

Financial Adviser Named a 'Five Star Wealth Manager'

Raul Elizalde is the founder, president and chief investment officer of Path Financial, a 10-year-old investment advisory firm.

11/20/2018 By Staff

Finance

Trust Company Names New Operations Specialist

Venice's Caldwell Trust Company recently promoted Kim Pettit, who joined the firm last year.

11/02/2018 By Staff

Design

Interior Design Firm Recognized for Work on Wealth Management, Tech Spaces

Sarasota's Space as Art Interior Design recently won three design excellence awards from the American Society of Interior Designers.

11/01/2018 By Staff

Honors

Financial Adviser Ranked the Top 'Next-Generation' Adviser in Florida

Merrill Lynch financial adviser Dominic Casanueva was recently recognized by Forbes.

10/01/2018 By Staff

Finance

Financial Adviser Named to Top 'Next-Gen' Wealth Managers List

Allegiant Private Advisors chief investment officer Benjamin Jones was recently recognized by Forbes.

08/15/2018 By Staff

New hires

Wealth Management Firm Adds New Financial Adviser

Venice's Pinkerton, Harkins & Mehserle Private Wealth recently hired Brad Patton.

07/31/2018 By Staff

From the Editor

From the Editor: Thoughts on Wealth

A bumper crop of rich people from around the country continues to settle here.

07/26/2018 By Susan Burns

Finance

Trust Company Promotes Two to Trust Officer

Venice's Caldwell Trust Company recently promoted Kimberly Evener and Marci Sweat.

07/18/2018 By Staff

Finance

Bank Co-Founder Returns as Senior Relationship Strategist

PNC recently hired Susan Brennan, one of the early founders of the bank's Sarasota office.

06/22/2018 By Staff

Finance

Wealth Management Firm Appoints New President, CEO

Cumberland Advisors recently selected John Mousseau as its new president and CEO.

06/12/2018 By Staff

Finance

Trust Company Selects New Senior Vice President

Venice's Caldwell Trust Company recently hired Gina Jordan as senior vice president and trust officer.

06/05/2018 By Staff

Finance

Wealth Management Firm Promotes Three

Venice's Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.

05/08/2018 By Staff

Money

Financial Adviser Ranked Among America's Best

Scott Pinkerton of Venice's Pinkerton Private Wealth was recently named to a list of the top 1,200 U.S. financial advisers by Barron’s.

04/13/2018 By Staff

Finance

Financial Adviser Named to 'Best-in-State' List

Merrill Lynch financial adviser Brian Mariash was recently included in the Forbes 'Best-in-State Wealth Advisors' list.

02/27/2018 By Staff

New hires

Wealth Management Firm Names New Research Assistant

Sarasota's Allegiant Private Advisors recently hired Cameron Dees.

02/21/2018 By Staff

Construction

New Wealth Management Headquarters Completed

Venice's J.E. Charlotte Construction Corp. recently completed a 10,000-square-foot retail and office building in downtown Venice for Pinkerton Private Wealth.

02/16/2018 By Staff