Tag: Financial Services

St. Pete Makes a Name for itself with NYC Firms

ST. PETERSBURG, FL (October 2, 2019)— A cohort representing St. Pete’s financial services leaders joined the Greater St. Petersburg Area EDC in Times Square on October 25 to talk to New York-based companies about the business opportunity in the Sunshine City.  Immediately following the media panel, Elwyn and Penney joined Co-Founder and CEO of Intrinio… Read more »

Dynasty Financial Builds New Home in Florida and Employees Are Awestruck by One Big Difference

RIA Intel By: Michael Thrasher August 28, 2019 Employees who relocated from New York are enjoying world-class beaches, golf, sailing, a burgeoning arts scene, and favorable taxes. However, they are most excited about something else entirely. Shirl Penney, the president and CEO of Dynasty Financial Partners, crisscrossed two dozen cities during the yearlong process of… Read more »

St. Pete EDC’s Meet the Projects event connects firms to new local network

ST. PETERSBURG, FL (August 21, 2019) — St. Petersburg Area EDC Investors joined representatives from companies the organization has assisted to facilitate expansion and relocation projects for the second annual ‘Meet the Projects 2019.’ The forum, hosted by the Tampa Bay Rays and sponsored by the Don Cesar provided the opportunity for high-growth companies and… Read more »

Business in the ‘Burg

Industry leaders spanning Marine & Life Sciences, Financial Services, and Creative sectors choose to grow their operations and their careers in St. Pete. We sat down with star of TLC’s, The Little Couple, Dr. Jen Arnold of Johns Hopkins All Children’s Hospital, Founder & CEO of Dynasty Financial Partners, Shirl Penney, Founder of Echo Bridge,… Read more »

Behind the Scenes of the Dynasty Deal with Founder & CEO Shirl Penney

Shirl Penney, Founder & CEO of Dynasty Financial Partners In February 2019, the New York City-based wealth management and technology provider, Dynasty Financial Partners, announced the relocation of its headquarters from Manhattan to St. Petersburg, Florida. Founder & CEO of Dynasty Financial Partners, Shirl Penney shares why St. Pete proved to be the perfect fit for… Read more »

Dynasty Financial Partners to relocate HQ from New York City to St. Petersburg, Florida

Dynasty Financial Partners to relocate HQ from New York City to St. Petersburg, Florida Leading wealth management firm to bring high-wage jobs to Tampa-St. Pete ST. PETERSBURG, Fla.– (Feb. 19, 2019) – The New York City-based wealth management and technology provider, Dynasty Financial Partners, announced today that the firm is moving its headquarters from New… Read more »

Burgess Returns to St. Pete with Disruptive InsurTech Enterprise

Trevor Burgess is best known in the greater Tampa-St. Pete region for his leadership in the redevelopment of the Community Bank of Manatee to St. Petersburg-based, C1 Bank- a deal that led to the company’s public offering in 2014 and purchase by Bank OZK (formerly Bank of the Ozarks) in 2016 for $402 million. He… Read more »

The Unexpected Haven for Entrepreneurs

Inc. Magazine Online With a remarkable focus on business development, St. Pete, Florida is becoming a hotspot for startups and small businesses. When Rachel Carpenter and her partner, Joseph French, were looking for a place to relocate their Chicago-based fin-tech business, Intrinio, they wanted to find a city focused on strategic business development, with access… Read more »

Paying the Bills Smarter

Florida Trend Online  Lynn Waddell | 1/26/2018 The city is home base to some of the largest and most innovative companies, including Raymond James Financial and Jabil. Duke Energy bases its Florida operations in St. Petersburg as do many others, large and small — Tech Data, iQor, Valpak, and LumaStream. To protect the vibe that’s contributed… Read more »