New Leader Takes Over Sarasota Law Firm, FourThought Expands

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Lyons

Telese L. Zuberer has succeeded Robert G. Lyons as chairman of the Sarasota-based law firm Icard Merrill. The management change is the first in 23 years and Zuberer is the first woman to hold the position.

Lyons, who joined Icard Merrill in 1986, has led the firm since 1999. He will continue his mediation and arbitration practice at the firm’s headquarters in Sarasota.

Zuberer co-founded and led McKay Law Firm, Pennsylvania, for 13 years before joining Icard Merrill as a shareholder in 2017. The move to Icard Merrill, with a larger infrastructure and framework, has allowed his practice to grow significantly the law of community associations.

Zuberer’s practice focuses on representing nonprofit community associations, including condominium associations, homeowners associations, voluntary community associations, and trade and business associations.

She was named to Florida’s 2021 Super Lawyers list and holds Martindale-Hubbell’s AV Preeminent Peer Review rating.

She served as president of the West Florida Chapter of the Community Association Institute in 2009 and served on the board of directors for six years before being re-elected for another three-year term beginning in 2018.

She received her JD from the University of Miami School of Law in 1999 and her LL.M. in real estate development in 2000.

Taaffe

Law Firm Shumaker Appoints Partner and Regional Head of Litigation and Disputes Service Line Michael S. Taaffe to serve as president of its financial services sector, where he will lead the national practice, serving national clients.

Certified by commercial litigation counsel, Taaffe has secured numerous million dollar recoveries in state and federal courts and FINRA arbitrations, adjudicated a landmark securities industry case that resulted in compensation of more than $10 million and led the charge in the Robinhood class action lawsuit brought by Shumaker.

His practice focuses on representing public and private companies and their officers, directors and key employees in a variety of matters, including: trade restrictions, garden leave provisions, unfair competition, labor, partnership separation and torts, as well as securities. – related disputes.

Wolf
Guzzo

FourThought Private Wealth (formerly Pinkerton Private Wealth), a Venice-based wealth management firm, grew by hiring Alex Wolfe as associate planner and Erin Guzzo as director of marketing.

Wolfe comes to FourThought with five years of financial services experience. He has held positions such as relationship manager, planning advisor and private client representative.

At FourThought, Wolfe will be responsible for partnering with other private wealth planners to ensure clients’ financial plans are aligned with their goals. He holds a bachelor’s degree in economics from Texas A&M University.

Guzzo will manage communication and branding for all FourThought brands. She has 20 years of experience in project management, communications, events, media relations, community outreach and client engagement.

She moved to Sarasota in 2005 as a marketing project manager. Prior to joining FourThought, Guzzo was Director of Marketing at Van Wezel for six years and Regional Marketing Coordinator for Florida at BMO-Harris Private Bank for over five years.

She holds a bachelor’s degree in business administration from Merrimack College and a master’s degree in paralegal studies from Northeastern University.

FourThought Private Wealth focuses on personalized, comprehensive wealth planning and advice for individuals, families, foundations and businesses under three distinct brands: FourThought Private Wealth, FourThought Signature and FourThought Institutions.

Leary

Jason Leary joined Envoi, Inc., as Business Partner and Chief Revenue Officer. Envoi, a Sarasota-based company, is known in the housing industry for offering a comprehensive platform operated and managed by artificial intelligence.

With over 20 years of sales and business development experience in the housing industry, Leary brings a wealth of knowledge of the technology needed by multi-family, commercial and residential housing customers. Her specialties include building strategic relationships, leading marketing campaigns and cultivating new accounts.

As an outside sales representative for Envoi, he will be based in Clearwater and serve customers worldwide.

Mariah Miller joined Berlin Patten Ebling, PLLC’s team of lawyers. She is a real estate attorney who practices primarily in the areas of residential real estate transactions.

Miller was born and raised in Venice. She was introduced to the world of development and real estate through the family business.

After graduating from Venice High School, Miller graduated from Florida State University with a bachelor’s degree in criminology and political science. Shen then graduated cum laude from Stetson University College of Law.

At Stetson Law, she was a member of the Child Advocates of Stetson Law, a student at the Veterans Advocacy Clinic, and a volunteer children’s advocate in the Guardian Ad Litem program for Pinellas County.

Miller was admitted to the Florida bar in 2021.

The Berlin Patten Ebling practice focuses on real estate legal and settlement services, including residential and commercial real estate transactions/closings, developer representation, lender representation, landlord/tenant matters, site plan and building permits, real estate litigation and loss mitigation, including foreclosure representation.

Vicki Clavins was promoted from Financial Controller to Chief Financial Officer at Berlin Patten Ebling, PLLC.

Klavins was instrumental in managing the company’s financial growth, helping it get listed on Inc. Magazine of the fastest growing companies in the country over the past two years.

Klavins is a graduate of the University of Wyoming, where she received a bachelor’s degree in accounting. After graduating, she worked for the Wyoming Department of Revenue, the US Department of the Interior, and the Colorado Department of Revenue as a royalty auditor.

After moving to Chicago in 1999, she became a CPA and spent most of her career as vice president and controller of Baird & Warner Real Estate, Inc.

Klavins started Patten Ebling at Berlin in 2015. She has been the company’s financial controller for the past six years.

Patel

CAN Community Health in Sarasota recently appointed Rishi Patel as President and CEO.

Patel joined the healthcare nonprofit as chief pharmacy officer in 2015 and has served as its interim president and CEO since July 2021.

He holds a Doctor of Pharmacy from Nova Southeastern University, an MBA from Florida Gulf Coast University, and a BS in Microbiology from the University of Florida.

CAN is a non-profit, community-based organization that provides medical, pharmaceutical, dental, case management, mental health and preventive services and comprehensive services such as nPEP, PrEP and education. CAN also offers testing and treatment services for hepatitis C and sexually transmitted diseases, as well as transgender health services.

kunz

PGT Innovations, Inc., of Venice, has appointed John E. Kunz as senior vice president and chief financial officer.

PGT manufactures and supplies premium windows and doors.

Kunz has over 25 years of experience in accounting, treasury, international finance and business operations.

In his new role, he will lead the company’s financial strategy, budgeting and planning, accounting, financial reporting and investor relations, as well as strategic direction relating to the company’s technology efforts. some information.

Most recently, Kunz served as senior vice president and chief financial officer at US Concrete, Inc.

He holds a master’s degree in finance from Northwestern University and a bachelor’s degree in accounting from the University of Notre Dame. He also sits on the board of the Wabash National Corp.

Brad West, who served as interim chief financial officer for PGT Innovations, resumed his role as senior vice president of corporate development and treasurer.

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