Leadership

EQT: Jean Eric Salata Nominated As Chairperson Of Board In 2026

By Amit Chowdhry ● Oct 7, 2025

EQT has announced that Jean Eric Salata has been nominated to become the next Chairperson of its Board, pending approval at the Annual Shareholders’ Meeting in May 2026 and subject to regulatory clearance. This nomination marks a significant leadership transition for one of the world’s largest private equity firms.

SEI: Dave Langdale Named As Chief Revenue Officer For U.S. Private Banking Business

By Amit Chowdhry ● Oct 7, 2025

SEI has announced the appointment of Dave Langdale as Chief Revenue Officer for its U.S. Private Banking business, effective January 1, 2026. In this new role, Langdale will report to Sanjay Sharma, Global Head of SEI’s Private Banking business and CEO of SEI International. He will be responsible for leading sales and client service, while shaping and executing growth strategies aimed at expanding the business through new and existing clients, as well as diversifying revenue streams.

Norton Rose Fulbright: Chip Gage Added As Corporate Finance Partner

By Amit Chowdhry ● Oct 2, 2025

Norton Rose Fulbright is expanding its business practice group with the strategic addition of corporate finance partner Chip Gage, who will be based in the Dallas office. This move aligns with the firm's commitment to enhancing its transactional practices and underscores its proactive response to the growing demand for expert counsel in leveraged and acquisition finance, particularly among middle-market private equity clients seeking tailored financial solutions.

Blackstone: Kimberly Kim To Head APAC Insurance Client Coverage

By Amit Chowdhry ● Oct 2, 2025

Blackstone has announced that Kimberly Kim will be joining the firm as a Senior Managing Director. In her new role, she will lead the APAC Insurance Institutional Client Solutions division for Blackstone Credit & Insurance (BXCI). This position has been created specifically to support the firm’s strategic initiative of expanding its footprint in the Asia-Pacific (APAC) region, which is becoming increasingly vital for its business growth.

BGF: Tracy Bownes Named As Head Of Value Creation

By Amit Chowdhry ● Sep 29, 2025

BGF, a leading investor focusing on growth-stage companies, has announced the appointment of Tracy Bownes as its new Head of Value Creation. This strategic move aims to strengthen BGF's commitment to supporting its portfolio companies in achieving rapid growth and maximizing their potential.

Paul Hastings: Sally Evans Added As Partner For Global Antitrust Practice In London

By Amit Chowdhry ● Sep 24, 2025

Paul Hastings has enhanced its global antitrust capabilities, particularly in London and Brussels, with the exciting addition of Sally Evans as a new partner. This strategic move underscores the firm's commitment to building a formidable antitrust platform across key international markets.

Baker McKenzie: New Tax Partner Sam Trowbridge Joins London Office

By Amit Chowdhry ● Sep 24, 2025

Baker McKenzie has recently expanded its London team by bringing on Sam Trowbridge as a new partner in their highly regarded Tax practice. This strategic move is part of the firm's ongoing effort to strengthen its senior talent pool in the city.

Savvy Wealth: $3 Billion AUM Surpassed And Anshul Sharma Appointed As CIO

By Amit Chowdhry ● Sep 24, 2025

Savvy Wealth, a technology-driven platform focused on modernizing financial advice, has announced the appointment of Anshul Sharma as its new Chief Investment Officer. Sharma brings more than 25 years of experience in wealth management and investment strategy, having built and led multi-billion-dollar platforms at major financial institutions. He will be based in New York City and will work closely with Savvy’s leadership and advisory teams nationwide to help shape the future of investment management for high-net-worth clients.

Chilton Trust: Jennifer Lee Appointed As President And CEO

By Amit Chowdhry ● Sep 23, 2025

Chilton Trust, a respected independent wealth management firm and national trust bank, has announced that Jennifer Lee will become its new President and Chief Executive Officer starting October 6. She will report directly to Richard Lockwood Chilton, Jr., the firm’s Founder and Chairman. Jennifer Lee will succeed Peter Kim, who has been serving as Interim President. Kim will continue to play a key role at the firm by returning to his previous positions as General Counsel and Chief Compliance Officer.

Uniting Wealth Partners Brings In $235 Million AUM Team

By Amit Chowdhry ● Sep 21, 2025

Uniting Wealth Partners (UWP), an Registered Investment Advisor (RIA) succession incubator supported by the Wealth Advisor Growth Network (WAGN), has announced an exciting development: Rick and Alecia Dougherty have officially joined the firm, bringing along their well-established practice based in Rochester, New York, which manages an impressive $235 million in assets under management (AUM).