Leadership

Ashton Thomas Private Wealth: $2.5 Billion Team Onboarded

By Amit Chowdhry ● Today at 4:51 PM

Ashton Thomas Private Wealth (an Arax Investment Partners firm) announced that Mark Cavalier, Jonathan Smith, and Gregory Weiss have joined the firm as Managing Directors and Partners. And they will join former Wells Fargo Senior Vice President and Group Finance Officer Michael Hansen and four administrative staff to establish a new Ashton Thomas office in San Francisco’s Financial District, which will serve as a hub for the firm’s growth in the Western region.

Blank Rome: Daniel Sobol And Brandon Shemtob Joins Labor & Employment Group In Philadelphia

By Amit Chowdhry ● Jan 28, 2025

Blank Rome announced that Daniel J. Sobol and Brandon S. Shemtob have joined the firm’s nationally recognized Labor & Employment group in Philadelphia. And Daniel and Brandon represent national and regional employers across industries in various traditional labor, union, and employment matters. They joined Blank Rome from Stevens & Lee.

Morrison Foerster Brings In Xiaoxi Lin To Hong Kong Office As Partner

By Amit Chowdhry ● Jan 24, 2025

Leading global law firm Morrison Foerster announced the arrival of Xiaoxi Lin, who joins the firm as a partner in the Corporate Group based in Hong Kong. And Lin brings over 15 years’ experience to Morrison Foerster, with a private equity and M&A practice with established client relationships in the Greater China, Asia, and U.S. markets.

Raymond James Onboards $500 Million Financial Advisor Kristin Sullivan

By Amit Chowdhry ● Jan 23, 2025

Raymond James announced it recently welcomed financial advisor Kristin Sullivan, CWS, MBA, to Raymond James Financial Services (RJFS) – which is the firm’s independent advisor channel – according to Sanjiv Shukla, Western assistant division director for RJFS.

LPL Onboards $340 Million Advisor Marcus Alexander

By Amit Chowdhry ● Jan 22, 2025

LPL Financial announced that financial advisor Marcus Alexander, CPFA, MBA, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Alexander Wealth Solutions. He reported serving approximately $340 million in advisory, brokerage, and retirement plan assets and joined LPL from Merrill Lynch. He will serve clients from LPL’s newest Linsco office in Newport Beach, California.

Orrick: Cécile Mariotti Joins Paris Team As Partner

By Amit Chowdhry ● Jan 22, 2025

Orrick announced that tax advisor Cécile Mariotti will join the Paris team as a partner. Mariotti advises on the tax aspects of French and international transactions, such as M&A and private equity, venture capital, restructurings, private credit and other financings. She also advises on matters involving employee stock offerings and management packages. Mariotti joins from Latham & Watkins and previously practiced with Cleary Gottlieb.

Blue Wolf Capital: Three New Partners And New Promotions

By Amit Chowdhry ● Jan 21, 2025

Blue Wolf Capital Partners - a middle market private equity firm specializing in the healthcare and industrial sectors - announced new Partner appointments and several other firmwide promotions.

Yellow Wood Partners: Kelly Downey Named As Operating Partner

By Amit Chowdhry ● Jan 21, 2025

Yellow Wood Partners, a Boston-based private equity firm specializing in investments in consumer brands and companies, announced that Kelly Downey will be an Operating Partner at the firm. Downey brings decades of expertise in driving growth and transformation within the consumer-packaged goods (CPG) industry, having held executive leadership roles across prominent global organizations.