Features Finance

It’s a near-certainty for business owners: at some point, they will need to part with their business. While most business owners are aware of this, few have the foresight to plan ahead, an oversight that could cost them a lot of money in the long run, according to Ryan Bartley. That’s why, as the senior vice president of investments […]

“A System of Lessons Learned” is how Javier Oroz Coppel refers to the repository that he and his in-house team are compiling of the judicial rulings and case law that AXA México has dealt with in recent years. Whatever the outcome is in a case, there’s always something to be learned, he reminds from the […]

Martijn Tel breaks down financial executives into three categories. First, there are what he calls blue-collar executives, who wade, elbow-to-elbow with their accounting team, into the thick of balancing the books and compiling reports. These executives are often a necessity for scrappy startups. Then, there are the white-collar CFOs—typically found at larger companies—who focus on […]

As origin stories go, launching a company at your own coffee table, to little fanfare beyond the well wishes of family and a small cohort of loyal clients, almost certainly sets you apart from other financial planners. But for Ryan Belanger and Claro Advisors, unassuming roots and skyward growth are by no means mutually exclusive. […]

A mechanical engineer by training, who enhanced his credentials with an MBA, also from the University of New Mexico, Lou Hoffman has ample opportunity to use his diverse background as director of finance and administrative services for Albuquerque. “In engineering you learn that you can’t solve what you can’t define,” the mild-mannered, 70-year-old public administration […]

Nowadays, almost every office worker’s resume states that the candidate is well-versed in Microsoft programs like Word, Outlook, PowerPoint and Excel. Of course, this wasn’t always true. When the first version of Windows was unveiled in 1985, few people knew how much technology would soon make their lives easier, and even fewer knew how to […]

Upon crossing an impressive bridge over a tidal river, folks driving into the most northeastern state are greeted by a “Welcome to Maine” sign that includes two more messages that really are complementary: “The Way Life Should Be” and “Open For Business.” Mainers like to strike the right balance between working hard and enjoying the […]

Tom Masthay doesn’t necessarily agree that the financial industry deserves the public’s suspicion, but can understand from where it comes. After all, high finance—heck, even low finance—isn’t a subject readily comprehended by the masses, and the folks in charge sometimes seem to want it that way. But as director of real assets for the Texas […]

Rock bands aren’t assembled on music alone. Even when the members feud—think Mick and Keith, think any band involving brothers—there’s a chemistry that still must come into play; a singer, a couple of guitarists who can play off each other’s abilities, a bassist who may be most content standing in the background and a drummer […]

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 […]