Features

Sam Boileau – KJ Contracting

It truly is a new generation at KJ Contracting. Sam Boileau hasn’t simply eased into his role as CEO of the family business—he’s firmly taken the helm and set initiatives into motion to fortify and build upon the company’s strong foundation. In just a little over two years, he’s introduced new equipment, revamped workflows, upgraded […]

Saygus

Talking with Chad Sayers, the question inevitably arises: Is there anything he hasn’t done? A jack-of-many trades, Sayers is the architect behind the soon-to-be released—and long anticipated—V SQUARED, a self-described smartphone designed to top all smartphones from his Salt Lake City company, Saygus. But the road of life has taken him along many paths (and […]

Scott Freund – Family Office Research

Even the most capable business person might need assistance when it comes to managing his or her wealth for the long term. To that Scott Freund can well attest. For the easy-going president and founder of Family Office Research in Bethesda, Maryland, has many successful business people and respected professionals among his clientele. When Freund […]

Scott Haralson – Spirit Airlines

Although it might not seem like it when you’re hustling to catch a flight—especially at a giant hub like O’Hare or LaGuardia—airports are finite in space. There are only so many gates, ticket counters and runways to go around. Vying for this space is one of Scott Haralson’s primary concerns. As vice president of finance […]

Scott Stone – Pentegra

Back in his days at the University of Kansas, Pentegra’s CIO Scott Stone had a professor who laid out what he called “the first three rules of investment finance”. Rule one: Get the cash. Rule two: Get the darn cash. Rule three: Get the darn cash now. Although Stone cautions that the reality of the […]

Shan Bhati and Peter Petros – Edelman

“At this point, we can read each other’s minds,” says attorney Shan Bhati of her co-counsel Peter Petros. The two attorneys may not have super powers, but after 11 years of working together to build the legal department of the world’s largest public relations firm, Bhati and Petros have formed a partnership that’s unique in […]

Shoretel

The public is conditioned to see the world of finance as one of cut-throat power plays and constant hustle. While it is fast paced, at least one CFO says that patience and intuition can’t be overlooked. Michael Healy has been in the finance game for 30 years and has led over a dozen acquisitions, all […]

Sofia Almeida Montero – QBE Seguros Colonial S.A.

In a way, Sofia Almeida Montero’s career started with a lie—however white and well-intentioned. When she was 18, Almeida arrived at what would be her “alma mater” to take what she thought was a pre-university political science test. After notching one of the highest scores in her class, Almeida soon discovered she’d instead been enrolled […]

Sofia Zuloaga – Aon

The legal department might have run like clockwork when, at just 32, Sofia Zuloaga joined the South American arm of professional services giant Aon, the first woman to manage the legal functions of a subregion that includes Argentina, Chile and Peru. But Zuloaga wanted the department to be about more than just cold efficiency. For […]

Steve Barimo, Andrew Mehalko – AM Global Family Investment Office

While the markets continued with steady growth in January and February, capping off more than a productive decade, AM Global Family Investment Office took a measured approach to serve its client families. Based in West Palm Beach, Florida, the firm works with families who have created substantial wealth, and a few who are on their […]

Testimonials

My experience with the team at Vision was great. Their professional and courteous staff took every opportunity to make the production of our article a real pleasure. From the initial contact, through the interview and all the way into production, the process was easy and fun. On behalf of the members of Anza Electric, thank you for highlighting what we do here to make rural living and cooperative membership more valuable in our community and across the country.
– Kevin Short, General Manager, Anza Electric Cooperative Inc.

LATEST EDITION

vol. I 2019

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