Leadership

DLA Piper: Xavier Guzman Named Country Managing Partner for Luxembourg

By Amit Chowdhry ● Yesterday at 3:48 PM

Global law firm DLA Piper appointed Xavier Guzman as the Country Managing Partner for Luxembourg, effective May 1, 2024. Guzman will succeed Catherine Pogorzelski, who has successfully led DLA Piper’s Luxembourg office since its inception. The firm is marking 10 years in the location. This announcement follows the office's relocation in early April to a new central Luxembourg address.

LPL Brings In $860 Million Strategic Wealth Partners Team

By Amit Chowdhry ● Yesterday at 3:29 PM

LPL Financial announced that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. This team reported serving about $860 million in advisory, brokerage and retirement plan assets and joins LPL from Lincoln Financial.

Latham & Watkins: M&A Partner Yohei Nakagawa Joins Tokyo Office

By Amit Chowdhry ● May 2, 2024

Jones Day: Two Banking And Finance Partners Added To Australia Office

By Amit Chowdhry ● May 2, 2024

Alastair Gourlay has joined the Jones Day as a partner in the Financial Markets Practice in the Sydney Office. Gourlay is a banking and finance lawyer with over 20 years of experience representing financial institutions, investors, and corporations on complex cross-border leveraged finance, corporate finance, private credit, funds finance, and real estate finance throughout the Asia-Pacific region.

Flourish Ventures: Ravi Kaushik Named As Executive Director, Head of Asia Investments

By Amit Chowdhry ● May 2, 2024

Early-stage venture capital firm Flourish Ventures announced the appointment of Ravi Kaushik as Executive Director, Head of Asia Investments. Kaushik will lead the global firm's fintech investments and portfolio management in India and Southeast Asia.

Palistar Capital: Brittenay Banh Named Principal, Head of Investor Relations & Capital Formation

By Amit Chowdhry ● May 2, 2024

Palistar Capital LP, an alternative asset manager focused on mission-critical communications and digital infrastructure, announced the appointment of Brittenay Banh as Principal, Head of Investor Relations & Capital Formation.

Trive Capital: Amy Wesley Joins As Global Head of Investor Relations

By Amit Chowdhry ● May 2, 2024

Dallas-based private equity firm Trive Capital announced it welcomed Amy Wesley as Global Head of Investor Relations. Wesley will oversee capital formation, product development and investor communication. And as a leader with deep experience in Investor Relations disciplines for over half of her career, she has a demonstrated track record of success in fundraising in diverse situations.

Blackstone: Dan Leiter Named As Head of International For Credit & Insurance

By Amit Chowdhry ● May 2, 2024

Blackstone announced the appointment of Dan Leiter as Head of International for Blackstone Credit & Insurance (BXCI). In this role, reporting to Gilles Dellaert (Global Head of BXCI), Leiter will lead the activity and expansion of BXCI in EMEA and APAC. And Michael Carruthers is appointed as European Head of Private Credit, reporting to Leiter.

LPL: $190 Million Financial Advisor Justin Souma Returns

By Amit Chowdhry ● May 2, 2024

LPL Financial announced that financial advisor Justin Souma, CFP, AAMS, returned to LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving about $190 million in advisory, brokerage, and retirement plan assets and joins LPL from Benjamin F. Edwards & Co.

Focus Financial Partners: Michael Nathanson Named As CEO

By Amit Chowdhry ● May 2, 2024

Focus Financial Partners, a leading partnership of fiduciary wealth management and related financial services firms, announced that Michael Nathanson (President of Focus) has been appointed the company’s Chief Executive Officer (CEO), effective immediately. Dan Glaser, Chairman of Focus’ Board of Directors and Operating Partner at Focus’ majority investment partner, Clayton, Dubilier & Rice (CD&R) - who had been serving as Interim CEO - has been named Executive Chairman.

Heartwood Partners Reveals New Managing Partners

By Amit Chowdhry ● May 2, 2024

Heartwood Partners, a middle-market private equity firm founded in 1982, announced the promotions of Demetrios Dounis, James Sidwa, and Edwin (Ed) Tan to Managing Partners. They will continue to serve on Heartwood's Management Committee alongside Rob Tucker and Mark Allsteadt.

Clifford Chance: 29 Lawyers Promoted To Partnership

By Amit Chowdhry ● May 2, 2024

British law firm Clifford Chance has announced it has promoted 29 lawyers to partnership. These new partners highlight the strength and diversity of top talent available to clients across international markets, products, and sectors aligned with the firm's global growth strategy.

Goodwin: Partners Ian Keefe And George Weavil Joining UK Private Equity Practice

By Amit Chowdhry ● May 1, 2024

Global law firm Goodwin announced that Ian Keefe and George Weavil will join the firm’s Private Equity practice as partners for the London office. Keefe focuses on pan-European and international private equity and M&A transactions. And his clients include corporations, institutional investors, alternative asset managers, founders, senior management teams, and portfolio companies.

Houlihan Lokey: Senior Hires Brought In For Technology Group

By Amit Chowdhry ● May 1, 2024

Global investment bank Houlihan Lokey announced that Ryan Lund has joined the firm’s global Technology Group as a Managing Director. Lund is based in Miami and has been appointed Co-Head of U.S. Technology alongside John Lambros and Jason Hill and Global Co-Head of Software with Sascha Pfeiffer.

Advisor360°: Mike Fanning Named As CEO

By Amit Chowdhry ● May 1, 2024

Littlejohn Capital: Carl Schlotman Promoted To Principal

By Amit Chowdhry ● May 1, 2024

Littlejohn Capital, a lower middle market investor and the family office of Angus C. Littlejohn Jr., announced the promotion of Carl R. Schlotman IV to Principal. Schlotman joined Littlejohn Capital in 2018 as a Senior Associate and was named Vice President in 2021.

Mayfair Equity Partners: Two New Partners And Team Promotions

By Amit Chowdhry ● May 1, 2024

Mayfair Equity Partners, a technology and consumer investor with over £2 billion in assets under management, announced three promotions, including the appointment of two new Partners and the creation of a new senior data role focused on scaling the firm’s capabilities. This role will report directly to Daniel Sasaki, Mayfair’s Managing Partner.

Automation Anywhere: Tim McDonough Named As Chief Marketing Officer

By Amit Chowdhry ● Apr 28, 2024

Automation Anywhere, an AI-powered automation solutions leader, announced that AI marketing veteran Tim McDonough has joined the company as chief marketing officer (CMO). McDonough, who has over two decades of experience driving growth across startups and Fortune 100 companies, will shape and lead Automation Anywhere's global brand and growth strategies and go-to-market functions.

Baker McKenzie: Leading Transactional Team Joining Firm In LA

By Amit Chowdhry ● Apr 27, 2024

Global law firm Baker McKenzie announced that a leading transactional team will join the firm in Los Angeles, enhancing its M&A, private equity, funds, finance, and transactional tax capabilities. This group includes corporate and tax partners Jennifer Broder, Kimberly Chi, David Goldman, Michael Greaney, Tyler Hilton, Judith Kitano, Kelly Kriebs, David Lee, Brett Rodda, Matthew Schonholz, and Nikole Zoumberakis and a group of associates from Munger, Tolles & Olson (MTO).

Ritholtz Wealth Management Pushes For Expansion With New Manhattan Beach Office

By Amit Chowdhry ● Apr 26, 2024

Ritholtz Wealth Management (RWM), a national RIA overseeing over $4 billion in assets for high-net-worth clients and institutions, announced opening a new office in the Manhattan Beach neighborhood of Los Angeles, California. Building on the recent opening of the firm’s Charlotte, North Carolina office, this expansion highlights the appeal of RWM’s sophisticated yet straightforward approach to financial planning and asset management.

LPL Brings In $800+ Million Heritage Private Wealth Team

By Amit Chowdhry ● Apr 26, 2024

LPL Financial announced that financial advisor Clayton Ortloff has launched a new independent practice called Heritage Private Wealth through affiliation with LPL Financial’s supported independence model LPL Strategic Wealth Services. And he reported having served about $800 million in advisory, brokerage and retirement plan assets and joins LPL from Merrill Lynch.

Wilmington Trust Reveals Global Capital Markets Team Additions

By Amit Chowdhry ● Apr 25, 2024

Wilmington Trust, a leader in corporate and institutional trust services, announced changes to its Global Capital Markets (GCM) leadership team. Susie Aliker will be welcomed as head of GCM Europe, and Alan Geraghty will be named head of GCM Global Product Management.

Epiris: Mike Ebeling Joins Senior Investment Team

By Amit Chowdhry ● Apr 25, 2024

Epiris has announced the appointment of Mike Ebeling as a partner on its investment team. Ebeling will join the firm’s executive and investment committees and work with Epiris’ investment team to deploy Epiris Fund III, which held its final close in February with total commitments of £1.044 billion. The fund's target was £850 million and oversubscribed at its hard cap.

Jolt Capital Names Zineb Semlali As Director of Investor Relations

By Amit Chowdhry ● Apr 25, 2024

Jolt Capital, a leading private equity firm specializing in European growth tech companies, announced the appointment of Zineb Semlali as Director of Investor Relations. Semlali will report to Chairman and Managing Partner Jean Schmitt and will actively participate in the company's fundraising efforts.

Homrich Berg: Andrew Page Named As Head of Corporate Development

By Amit Chowdhry ● Apr 25, 2024

Homrich Berg (HB), a leading Atlanta-based RIA serving families and investors from its offices in the Southeast, announced it is welcoming Andrew Page as Head of Corporate Development. HB launched this new position to add a leader utilizing Page’s dealmaking experience - signaling the $16 billion firm’s continuing focus on growth by acquisition.

EQT: Private Wealth Team Expanded With Hiring Of Peter Aliprantis

By Amit Chowdhry ● Apr 24, 2024

EQT announced the appointment of Peter Aliprantis as partner and head of EQT's fast-growing Private Wealth Management business in the Americas. Aliprantis will report to Peter Beske Nielsen, partner and global head of private wealth, based in EQT's New York office.

Paul Hastings Brings In Private Equity Buyout Team For New Boston Office

By Amit Chowdhry ● Apr 24, 2024

Paul Hastings announced it added further strength with a leading private equity team headed by partner Alexander Temel. Temel will serve as global co-chair of the firm’s private equity practice and a founding member of its new Boston office.

UBS Brings In Financial Advisor Team Headed By Christopher Toregas In LA

By Amit Chowdhry ● Apr 22, 2024

UBS Wealth Management USA announced that Christopher Toregas, CFP, has joined the firm as a Managing Director and Senior Portfolio Manager in the Century City office. Toregas and his team joined the firm’s Los Angeles Market, managed by Market Executive Lauren Gorsche and Market Director Kreg Pearless.

Cresset Brings In Two Advisory Teams That Managed About $5 Billion In AUM

By Amit Chowdhry ● Apr 21, 2024

Cresset announced that it has brought two new advisory teams to its San Francisco office. Previously with J.P. Morgan Wealth Management and First Republic Bank, the two teams comprise three lead advisors and 12 supporting financial professionals. The teams previously managed about $5 billion in assets for 160 client households.

DLA Piper Names Renewables Leader Luke Westmore As Partner

By Amit Chowdhry ● Apr 21, 2024

DLA Piper has announced it has named leading renewables lawyer Luke Westmore, who will be based in Melbourne, as a projects and infrastructure partner.