Features Investment

In the four and a half years since Angela Petrucci joined Denver-based NBH Bank, a wholly-owned subsidiary of National Bank Holdings Corp., the organization has surpassed a quarry’s worth of milestones. It established itself as a publicly-traded company. It converted to a Colorado state-chartered bank in 2016. It acquired two banks in 2017. It refined […]

Bigger isn’t always better. Need proof? Look no further than Nicole Macarchuk and the team at Angel Island Capital (AIC) in San Francisco. Named for one of the Bay Area’s most treasured landmarks, the alternative investment firm doesn’t boast quite the assets of its more seasoned rivals. But that’s not stopping the firm from forging […]

The clichés would have ScaleFactor Chief Legal Officer Scott Shepherd landing on his feet, his boots on the ground as the Austin, Texas, company embarks on a new round of growth. And indeed, the clichés are true, as Shepherd becomes the company’s first in-house attorney, bringing a combination of military and legal experience with him […]

The Middle East and Africa being under a torrid sun, it would seemingly make sense to tap renewable power from that gift from above, but such projects can carry a prohibitive price and limited financing options. Those obstacles notwithstanding, Dubai-based Yellow Door Energy raised $65 million early last year to proceed with deployment of lease-to-own […]

Gordon Repp loves the sigh of relief that he hears when industry regulators conduct a routine audit at LaSalle Investment Management. He fully expects the firm will get a clean bill of health, given the attention his team devotes to improving operations. After 30 years in the industry, Repp, the general counsel at the Chicago-based […]

He essentially worked his way out of a desirable position, even hastening his departure, by streamlining the process that resulted in WageWorks being absorbed last summer by HealthEquity Inc., which is headquartered in the Salt Lake City suburb of Draper, Utah. John G. Saia remains anchored in the Bay Area where many professional opportunities would […]

Broadway Technology had been making its mark by building intelligent trading systems for some of the world’s leading financial institutions, but was ringing up big outside legal costs as its business model and the industry itself were becoming more sophisticated. Finally in early 2013 the company committed to bringing its legal expertise in-house, welcoming Claudia […]

With a couple of pending acquisitions and internal build-outs on her to-do list, the workload was heavy in 2017, causing Lori Buchanan Goldman to think creatively in her capacity as legal boss at Bryn Mawr Trust. Head of what was then just a three-member legal team for the regional bank in Greater Philadelphia, Goldman didn’t […]

It’s not something people like to talk about, or even think about, especially when they are young. Yet a lack of financial and retirement planning can come back to haunt people as they get older. As reported in a recent GOBankingRates survey, 64 percent of people asked said they expect to retire with less than […]

Douglas Charton vividly remembers sitting in an internet café on the Greek island of Ios in the Summer of 2007, enjoying a much-deserved holiday following the bar exam. It was there he received an email notifying him he got a job in the Investment Management practice group of K&L Gates LLP, a prominent global law […]