As 2022 draws to a close, our investment team has spent considerable time thinking about the year ahead and specifically about investment themes and portfolio positioning. In advance of our year end investment newsletter, which will include more depth on these topics, we wanted to share our latest thoughts for 2023 and beyond. One of …
FineMark continues to assist in Hurricane Ian relief efforts by donating $100,000
FineMark continues to assist in Hurricane Ian relief efforts by donating $100,000 to the United Way and Community Cooperative in Southwest Florida. From the moment the storm passed in late September, our associates began helping each other and the community. FineMark launched an internal donation drive to deliver much needed supplies to people who lost …
Tax Relief Information Post Hurricane Ian
In the wake of Hurricane Ian, the IRS is providing tax relief for those impacted by the storm. Hear from seasoned tax professional Randy Wright with Markham Norton Mosteller Wright and Company, P.A. to learn about deductions and extensions for filing.
Insurance Claims Post-Natural Disaster
Florida homeowners devastated by Hurricane Ian now face a difficult road as they work through the insurance process to get their homes and their lives back to normal. Beyond the typical questions regarding claims, this storm has been challenging because for many people it was a flood event, which is likely covered by flood insurance, …
Disaster Relief for Florida Teachers
FineMark’s South Lee County President Harlan Parrish was alongside Florida Governor Ron DeSantis this morning at San Carlos Park Elementary in Lee County, where the Governor awarded $2 million from the Florida Disaster Fund to help teachers impacted by Hurricane Ian. The six hardest hit counties will share in the funds and this morning, The …
2022 Q3 Shareholder’s Earnings Release
On behalf of everyone at FineMark Holdings, Inc.—the Board of Directors, the executive management team, and our dedicated associates—I am pleased to report on our performance for the third quarter of 2022.
Hurricane Ian Recovery and Relief Resources
As Southwest Florida begins the long road to recovery in the aftermath of Hurricane Ian, we want to provide you information to help in the process. Unfortunately, that means arming you with information to avoid being taken advantage of by fraudsters. After a disaster, scam artists, identity thieves and other criminals are out, trying to take advantage of disaster survivors.
FineMark at Shell Point Retirement Community
Watch an exclusive interview with FineMark’s Chairman and CEO, Joseph R. Catti and Fort Myers President, Tiffany Williams as they discuss the history of FineMark’s Shell Point office, and the bank’s impact within the community.
FineMark’s Personal Banking New Features
Powerful insights about your financial activity are now available through FineMark’s Personal Online Banking and Mobile App. From balance and cashflow trackers, to duplicate charges and bills coming due, delivered to your personal device.
FineMark welcomes Jupiter Executive Chef, Daniel Diaz
In celebration of National Culinary Arts Month, we want to extend appreciation to our Executive Chefs for allowing us to get to know our clients more personally over a masterfully crafted meal.
We would also like to take this time to welcome Executive Chef Daniel Diaz to our new Jupiter, Florida location. Chef Diaz studied culinary arts at Le Cordon Bleu College of Culinary Arts in Miami and has an extensive culinary background. Thank you for being part of the FineMark Family.
The Anatomy of a Bear Market
The benchmark S&P 500 stock index has fallen into bear market territory. FineMark’s Chief Investment Officer, Chris Battifarano, gives insight into how long the slump may last and what investors should consider now.
Special Interview with Hall of Famer, Hale Irwin
FineMark’s Dave Highmark did a very special virtual interview with three-time U.S. Open winner and Hall of Famer, Hale Irwin. The two talked about Hale’s experiences at this major championship, along with this year’s U.S. Open: the course, the players, and the pressures of competition.
