Private Office

Building Tech Banking on the West Coast — with Will Bowmer, Lincoln International

Will Bowmer, Managing Director and Co-Head of Technology at Lincoln International, joins New York Private Finance MD David Marcus to share his path from corporate law to investment banking, including his time navigating the Lehman Brothers bankruptcy. Will discusses building Lincoln’s tech banking practice in San Francisco, the firm’s strength in valuing private companies and …

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Family Office Scale & Thoughtful Credit Strategy with Alex Penning of Cresset Capital

Alex Penning, Managing Director and Head of Banking and Lending at Cresset, joins the show to discuss how Cresset helps clients think strategically about credit. We talk about the firm’s rapid growth, its integrated approach to family office services, and how Alex’s team works with business owners and wealth creators to find the right lending …

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Independent Sponsors, Deal Networks & GridHawk with Christian Berger

David Marcus speaks with Christian Berger of McGuireWoods about his unique role as a business development leader in a top law firm, the rise of independent sponsors, the McGuireWoods Independent Sponsor Conference, and his utility infrastructure venture, GridHawk.

Goodwill Manasota honors 2023 Community Ambassadors of the Year

Nonprofit organization recognizes advocates and leaders in the areas of veterans services, philanthropy, and community partnership SARASOTA/BRADENTON, FL – On October 12, Goodwill Manasota was proud to bring back – for the first time since 2019 – its Community Ambassador of the Year Awards. This year’s event, which took place at Michael’s On East, recognized …

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Goodwill to distribute vouchers, gift cards to those impacted by Hurricane Ian

Donation of $1M from Sarasota Private Trust Company, New York Private Bank & Trust Company, and the Milstein Family will support residents affected by storm SARASOTA/BRADENTON, FL – A generous donation of $1M from Sarasota Private Trust Company, New York Private Bank & Trust Company, and the Milstein Family will be used – in partnership …

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