Features Investment

Jonathan Socolow – Silverpeak

Est. reading time: 5 mins

Soon that mothballed refinery in Newfoundland will be fully back in business. Only it’ll be a different and much greener business for the rebranded Braya Renewable Fuels facility on the southeast corner of Maritime Canada’s fabled “The Rock.”  The newly reorganized terminal will again accept deliveries from ocean-going tankers and distribute the refined product to […]

James J. Killerlane III – BNY Mellon

Est. reading time: 5 mins

Last summer, a genuine Wall Street heavyweight, BNY Mellon, was characterized for something seemingly unrelated to its fiscal performance. According to an internal review comparing proxy statements of Fortune 200 companies, BNY Mellon was tied first in metrics for gender and ethnic diversity relating to the composition of its board of directors. Only it is […]

Joshua Sidney Hyman – Integrated Financial Holdings

Est. reading time: 4 mins

Joshua Sidney Hyman never liked being office-bound as an attorney, but visiting a hemp farm in Kentucky was unusual even for him. Hemp, which is of the same species as cannabis but has a THC level of 0.3 percent or less, was a staple crop from the earliest colonization of the U.S., grown at Mount […]

Julie Pine – Lead Bank

Est. reading time: 4 mins

It can be difficult to get a credit card if you have bad credit or no credit at all. Many banks don’t trust young people or people with low credit and deny them loans or cards. Lead Bank gives customers the benefit of the doubt, though, and works with them to build their credit responsibly, […]

Josh Widoff – Black Creek Group

Est. reading time: 4 mins

On most days you’ll find Josh Widoff operating as a senior strategic advisor and head of legal matters at Denver-based Black Creek Group. During evenings you’ll find him teaching at the University of Colorado Law School. And some early morning, he might be chairing a meeting of commissioners at Denver’s Urban Renewal Authority. For Widoff, […]

Jim Potts – RateGenius

Est. reading time: 5 mins

It would be an overstatement to say this year has been the best and worst of times for the nation’s leading refinancer of auto loans. Suffice it to say there are opportunities and obstacles facing RateGenius, as COVID-19 puts twists and turns in what had been a fairly smooth road. The number of consumers interested […]

John G. Saia – WageWorks

Est. reading time: 5 mins

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 […]

Jason Reiser – eMoney Advisor

Est. reading time: 5 mins

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 […]

Jorge Gómez-Möller – Driftwood Acquisitions & Development

Est. reading time: 4 mins

It’s an exciting time, says Jorge Gomez-Moller, to be at the center of what he refers to as the democratization of commercial real estate investment. As the general counsel of the hospitality private equity group Driftwood Acquisitions & Development [DAD] tells Vanguard, as recently as a couple of years ago, opportunities were limited for middle-class […]

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It was a great honor to be featured in Vanguard Law. Working with every member of the team, from the initial interview with Erin Clark, through production with Victor Martins, writing the article with Taryn Plumb and creating the final content with Dave Gushee, was a true pleasure. Everyone was very professional, enthusiastic and supportive, and their creative approach and positive attitude clearly came through in the final product.
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Summer III 2022

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