Professional Services

Professional Services

Spotlight On: Austin Shapard, President & CEO, Fiduciary Trust Company

3 min read April 2023 — Invest: interviewed Austin Shapard, president & CEO of Fiduciary Trust Company, a 138-year-old wealth management firm serving individuals, families...
How Boston is at the forefront of ESG reporting
Writer: Esteban Pages 2 min read April 2023 — ESG reporting is slowly but surely transitioning from a corporate nice-to-have that attracts investors and unlocks...
Spotlight On: John Lanza, Office Managing Partner NJ, Life Science National Industry Leader , RSM US LLP
2 min read April 2023 — In an interview with Invest:, John Lanza, office managing partner and life sciences national...
MSP leadership summit to showcase resilience, future workforce
Writer: Ryan Gandolfo 2 min read April 2023 - Investments in workforce, development, healthcare, housing and higher education will be...
Spotlight On: Todd Lisle, Managing Partner, FORVIS
2 min read April 2023 — Todd Lisle, managing partner at FORVIS, shared his perspective with Invest: on growth and...
Spotlight On: Garrett Alton, Executive Vice President & Southeast Region President, Wilmington Trust
2 min read April 2023 — Focus: spoke with Garrett Alton, executive vice president and southeast region president of Wilmington...
Spotlight On: Neal Rotenberg, Office Managing Partner, Marcum LLP – NJ
4 min read April 2023 — In an interview with Invest:, Neal Rotenberg, Saddle Brook Office Managing Partner of national...
Spotlight On: Joshua LaPan, Partner, S&G LLP
3 min read April 2023 — Joshua LaPan, partner at S&G LLP, spoke on trends in the accounting industry, adapting...
Spotlight On: Rick Ferretti, Founder & CEO, Pursuit Search Group
2 min read March 2023 — Rick Ferretti, founder and CEO of Pursuit Search Group, spoke with Invest: about the...
Spotlight On: Marty Fiorentino, President, The Fiorentino Group
2 min read March 2023 — In an interview with Invest:, President of The Fiorentino Group Marty Fiorentino discussed the...
Spotlight On: Louis Crosier, President & Chief Executive Officer, Boston Financial Management
3 min read March 2023 — Boston Financial Management (BFM) is an independent financial services firm that provides wealth management...
Spotlight On: Robert Miller, Managing Partner, Stone & Co.
3 min read March 2023 — Stone & Co. is the largest minority-owned accounting firm in Massachusetts. Invest: spoke with...
Spotlight On: Russell Mansfield, Senior Vice President & Branch Director, RBC Wealth Management
2 min read March 2023 — RBC Wealth Management provides wealth management solutions tailored to individuals, families and institutions. Invest:...
Spotlight On: Neela Mollgaard, Executive Director, Launch Minnesota
4 min read February 2023 — In an interview with Invest:, Neela Mollgaard, the executive director of Launch Minnesota, spoke...
Spotlight On: Ann Peña, Tax Office Managing Partner – San Antonio, BDO
2 min read February 2023 — BDO is a top-ranked national accounting and advisory firm that serves domestic and international...
Spotlight On: Christopher Walker, Partner in Charge – Jacksonville, Lippes Mathias LLP
2 min read February 2023 — Office Partner-in-Charge of Lippes Mathias LLP in Jacksonville, Christopher Walker, sat down with Invest:...
More jobs coming to the Triangle region
Writer: Joshua Andino 2 min read February 2023 — Fidelity Investments, the Boston-based firm, is on a hiring spree and...
Spotlight On: Jen Swanson, Founder & Principal, Tuckpoint Advisory Group
4 min read February 2023 — In an interview with Invest:, Jen Swanson, founder and principal of Tuckpoint Advisory Group,...
Spotlight On: John Wright, CEO & Managing Partner, Northwestern Mutual Goodwin, Wright
2 min read February 2023 — In an interview with Invest:, John Wright, CEO and managing partner of financial planning...
Face Off: What makes Boston a great place to work and reside
Writer: Ryan Gandolfo  3 min read February 2023 — With uncertainty a running theme in 2023 as the economy continues...
Spotlight On: Mike Shea, President, SGP Advisors
2 min read January 2023 — Mike Shea, president of independent insurance advisory firm SGP Advisors, spoke with Invest: and...
Pittsburgh is a leading city for Gen Z talent
Writer: Eleana Teran 2 min read January 2023 - Pittsburgh, ranked among the top 20 cities in the U.S. with...

Featured Articles

Economy, Greater Orlando, Legal, Spotlight On
Spotlight On: Craig Forness, CEO, Moss, Krusick & Associates LLC
3 min read May 2024 — Invest: spoke with Craig Forness, CEO of Moss, Krusick & Associates LLC, about the...
Moving the Middle Tennessee needle forward
Economy, Government, Nashville
Moving the Middle Tennessee needle forward
Writer: Jerrica DuBois 3 min read May 2024 — Middle Tennessee is growing, and it is more than just Nashville....
Andy Clinton
Charlotte, Economy, Spotlight On
Spotlight On: Andy Clinton, President & CEO, Visit York County
3 min read May 2024 — In an interview with Invest:, Andy Clinton, president and CEO of Visit York County,...
Interviews
Andy Clinton, President & CEO, Visit York County
In an interview with Invest:, Andy Clinton, president and CEO of Visit York County, shared the significant economic impact from...