1. Finance

Lavine, Lofgren, Morris & Engelberg, LLP announces that Christine Cornejo has joined the firm as a client accounting services manager. Cornejo has more than 20 years of experience providing accounting services to a wide range of industries, including asset management, manufacturing and distribution, non-profit and e-...

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Harvest Commercial Capital, LLC (“HCC”), the nationwide non-bank leader in owner-occupied small balance commercial real estate loans, securitized $266.6 million of first-lien, SBA 504 and conventional fixed rate commercial real estate loans that the company references as HCCLT 2019-1. The transaction was co-lead manage...

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The accounting firm proudly announces the promotions of Chelsea Castillo, Kristi Norg and Drew Parker to the position of tax manager. Castillo has been with the firm since 2014 and has experience in a variety of tax areas, including matters involving closely held companies, pass-through entities and high net worth indiv...

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Effective today, the company formerly known as Pro Back Office is now PBO Advisory Group. Based in San Diego, the company provides outsourced accounting, financial and compliance services and strategic business consulting to the west coast region. “Our new name – PBO Advisory Group – reflects the expansion of our s...

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Lavine, Lofgren, Morris & Engelberg, LLP announces that Victor Shlionsky has joined the firm as a tax director. Shlionsky has more than 12 years of experience providing income and estate tax planning services to high net worth individuals and closely held business. He specializes in guiding clients through their esta...

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 is proud to announce the admittance of Michele Barrow, CPA and Jennifer Glaser, CPA to the partnership.

Barrow has been with the firm since 2006 and has more than 17 years of experience providing tax compliance and planning services to corpo...

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Lavine, Lofgren, Morris & Engelberg, LLP announces that Dale Snead and Brian Surratt have joined the firm as partners.

Snead specializes in providing quality, personalized financial guidance to local individuals and businesses. His expertise r...

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 It’s a new year, new office and New York for . A leading national executive compensation consulting firm, Semler Brossy is expanding its East Coast presence with the launch of its Manhattan office in the legendary Empire State Building.


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Longtime bankers envision a different kind of financial institution

By Teresa Warren & Andrea Papagianis-Camacho Article originally published in When is a bank not a bank? When Dan Yates and Steve Sefton are in charge. The two long-time bankers and businessmen are opening San Diego...

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Brad Kirk has joined Grandpoint Bank’s Specialty Deposits group as Vice President/Relationship Manager. Kirk will be responsible for cultivating and maintaining specialty deposit client relationships for Grandpoint Bank. He will focus primarily on clients within the title insurance, independ...

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