Leadership

White & Case Adds M&A Partner Nicole Daley In Boston

By Amit Chowdhry ● Feb 23, 2026

Global law firm White & Case announced that Nicole Daley has joined the firm as a partner in its Boston office, expanding both its Global Mergers & Acquisitions Practice and Global Life Sciences and Healthcare Industry Group.

Latham & Watkins Expands Structured Finance Practice With Joel Weinberger Partner Hire In Chicago

By Amit Chowdhry ● Feb 23, 2026

Latham & Watkins announced that Joel Weinberger has rejoined the firm’s Chicago office as a partner in its Structured Finance Practice, strengthening the firm’s capabilities in securitization and complex capital solutions.

Sidley Austin Expands Finance Practice With Leah Edelboim Hire In New York

By Amit Chowdhry ● Feb 23, 2026

Sidley Austin announced that Leah Edelboim has joined the firm’s Global Finance practice as a partner in its New York office, strengthening its fund finance capabilities and lender-side offerings. She previously served as a Fund Finance partner at Cadwalader, Wickersham & Taft. Edelboim is joined by counsel Ashley Flaherty in Charlotte, along with a team of eight associates based in New York, Chicago, and Charlotte.

Latham & Watkins Elects 22 Counsel To Partnership

By Amit Chowdhry ● Feb 23, 2026

Latham & Watkins announced that 22 counsel have been elected to the partnership, effective March 1, 2026. The promotions follow the firm’s previously announced election of 40 associates to the partnership, effective January 1, 2026.

Dentons Canada Adds Senior Energy Partner Peter Bryan In Calgary Expansion

By Amit Chowdhry ● Feb 23, 2026

Dentons Canada announced that Peter Bryan has joined the firm’s Calgary office as a partner in its national Energy group, reinforcing the firm’s focus on expanding its energy capabilities amid rapid transformation across the sector.

Prime Capital Financial Adds Amanda Salyer And Joan Greenspon

By Amit Chowdhry ● Feb 23, 2026

Prime Capital Financial announced the addition of two Philadelphia-area advisors, Amanda Salyer, CFP, and Joan Greenspon, CFP, as the firm continues expanding its presence across Pennsylvania and the broader Mid-Atlantic region.

Partners Group Announces Planned Office In Kuwait, Expanding GCC Presence

By Amit Chowdhry ● Feb 23, 2026

Partners Group announced plans to expand its footprint in the Gulf Cooperation Council region by opening a new office in Kuwait. The firm said the application process is currently underway and, subject to regulatory approvals, it expects to confirm completion of the office launch and appoint a local leadership team in due course.

ECI Partners Strengthens Team With Strategic Hires In Investment And Investor Relations

By Amit Chowdhry ● Feb 23, 2026

ECI Partners, a mid market private equity firm, announced the appointments of Marijn Pangemanan as Investment Director and Scarlett Salamon as Investor Relations Analyst as the firm advances deployment of its ECI 12 Fund and prepares for the launch of ECI 13.

Morningstar: Scott Brown Named As President Of Direct Platform Business

By Amit Chowdhry ● Feb 23, 2026

Morningstar has appointed Scott Brown as President of its Direct Platform business, effective March 2, 2026. In this role, Brown will lead the company’s largest business segment and a central growth engine that includes flagship offerings such as Morningstar Direct, Morningstar Data, and Direct Advisory Suite, the latest evolution of Advisor Workstation, along with embedded manager research and ratings capabilities.

FTV Capital Promotes Adam Hallquist To Partner And Announces Additional Team Advancements

By Amit Chowdhry ● Feb 22, 2026

FTV Capital, a sector-focused growth equity investment firm, announced the promotion of Adam Hallquist to partner as the firm continues to expand its investment platform and Ascend strategy. The firm also revealed a series of additional promotions across its investment, talent, and technology teams.

AEA Elevate Expands Operating Team With Two Senior Hires

By Amit Chowdhry ● Feb 22, 2026

AEA Elevate, the professional services-focused growth buyout investment strategy of AEA Investors, announced the expansion of its operating team with the appointments of Preston Hayes as Head of Portfolio M&A and Capital Markets and Kirk Goodman as Head of Portfolio Go-To-Market.

Jolt Capital Appoints Reza Zadno As Operating Partner In San Francisco

By Amit Chowdhry ● Feb 22, 2026

Jolt Capital, a growth-focused private equity firm specializing in European technology companies, announced that Reza Zadno has joined the firm as an Operating Partner based in San Francisco.

Pantheon Expands Global Investment And Client Solutions Capabilities With Four Partner Promotions

By Amit Chowdhry ● Feb 21, 2026

Pantheon announced the promotion of four new Partners as part of its annual promotions, strengthening senior leadership across its Investment and Client Solutions teams in Asia, Latin America and the private wealth channel. The firm said the promotions recognize the contributions of professionals supporting institutional and private wealth clients globally and reflect its continued growth across private markets strategies.

Bain & Company Appoints Tom De Waele As Regional Managing Partner For Europe, Middle East And Africa

By Amit Chowdhry ● Feb 21, 2026

Bain & Company has appointed Tom De Waele as its new regional managing partner for Europe, the Middle East and Africa (EMEA), effective January 26. The announcement comes as the firm reports strong expansion across the region, delivering robust double-digit growth across its practices and capabilities.

Remitly Appoints Sebastian Gunningham As Chief Executive Officer

By Amit Chowdhry ● Feb 21, 2026

Remitly Global announced the appointment of Sebastian J. Gunningham as Chief Executive Officer and member of the Board of Directors, effective February 19, 2026. He succeeds Co-Founder Matt Oppenheimer, who is transitioning from the CEO role after nearly 15 years leading the company’s growth and will continue to serve as Chairman of the Board.

AE Wealth Management: Veteran Wealth Executive Shannon Larson Appointed President

By Amit Chowdhry ● Feb 21, 2026

AE Wealth Management announced that industry veteran Shannon Larson has joined the firm as president, marking a key leadership addition as the company continues an ambitious expansion strategy.

Aprio Wealth Management Names Courtney Holt Chief Compliance Officer

By Amit Chowdhry ● Feb 21, 2026

Aprio Wealth Management, an SEC-registered investment advisor with over $5 billion in assets under management, offering integrated, fiduciary-based advisory services across all 50 states, announced that Courtney Holt has joined the firm as chief compliance officer. In this role, Holt will lead the firm’s compliance strategy, ensuring that its continued growth is grounded in strong regulatory governance and a commitment to client protection.

World Investment Advisors Appoints Jeffrey Sheftic As Chief Growth Officer

By Amit Chowdhry ● Feb 21, 2026

World Investment Advisors, a financial advisory firm and division of World Insurance Associates, announced that Jeffrey Sheftic has joined the firm as Chief Growth Officer, bringing more than 30 years of wealth management leadership experience to drive organic growth, advisor engagement, and operational clarity.

Evolve Private Wealth Names Brett Cohen As Managing Partner

By Amit Chowdhry ● Feb 20, 2026

Evolve Private Wealth, an independent wealth management firm serving high-net-worth and ultra-high-net-worth families, announced it has appointed Brett Cohen as Managing Partner, strengthening its leadership team as the firm continues its national expansion.

Envestnet Appoints Rich Friedberg As Chief Information Security Officer

By Amit Chowdhry ● Feb 20, 2026

Envestnet announced the appointment of Rich Friedberg as Chief Information Security Officer, extending the company’s C-suite transformation and reinforcing its focus on enterprise resilience, secure-by-design innovation, and disciplined cyber governance across its $7.4 trillion platform.

Branch Appoints Matt Peterson As Chief Financial Officer

By Amit Chowdhry ● Feb 19, 2026

Branch, a workforce payments platform, has appointed Matt Peterson as chief financial officer as the company enters its next phase of growth, expanding its enterprise reach and scaling its payments infrastructure.

AE Wealth Management Appoints Shannon Larson As President

By Amit Chowdhry ● Feb 19, 2026

AE Wealth Management announced that industry veteran Shannon Larson has joined the firm as president, reinforcing its leadership team as it continues an extended period of rapid expansion.

Compound Planning Expands Leadership And Advisor Ranks After Surpassing $4 Billion In AUM

By Amit Chowdhry ● Feb 19, 2026

Compound Planning, a digital family office and tech-enabled registered investment adviser, announced a series of executive hires and advisor additions as it builds on strong growth momentum following a standout 2025 in which the firm surpassed $4 billion in assets under management.

FINTRX Expands C-Suite Amid Rapid Growth

By Amit Chowdhry ● Feb 19, 2026

FINTRX has expanded its executive leadership team as the private wealth intelligence platform continues to scale its client base and product capabilities.

Cardinality.ai Appoints Phil Agee As CEO To Lead Next Phase Of Growth

By Amit Chowdhry ● Feb 19, 2026

Cardinality.ai, a public-sector AI and analytics company, has appointed Phil Agee as chief executive officer as it prepares for its next phase of disciplined, scalable growth. The leadership transition comes as artificial intelligence, advanced analytics, and data-driven modernization continue to reshape how government health and human services agencies deliver services and improve outcomes.

Leadership

White & Case Adds M&A Partner Nicole Daley In Boston

Latham & Watkins Expands Structured Finance Practice With Joel Weinberger Partner Hire In Chicago

Sidley Austin Expands Finance Practice With Leah Edelboim Hire In New York

Latham & Watkins Elects 22 Counsel To Partnership

Dentons Canada Adds Senior Energy Partner Peter Bryan In Calgary Expansion

Prime Capital Financial Adds Amanda Salyer And Joan Greenspon

Partners Group Announces Planned Office In Kuwait, Expanding GCC Presence

ECI Partners Strengthens Team With Strategic Hires In Investment And Investor Relations

Morningstar: Scott Brown Named As President Of Direct Platform Business

FTV Capital Promotes Adam Hallquist To Partner And Announces Additional Team Advancements

AEA Elevate Expands Operating Team With Two Senior Hires

Jolt Capital Appoints Reza Zadno As Operating Partner In San Francisco

Pantheon Expands Global Investment And Client Solutions Capabilities With Four Partner Promotions

Bain & Company Appoints Tom De Waele As Regional Managing Partner For Europe, Middle East And Africa

Remitly Appoints Sebastian Gunningham As Chief Executive Officer

AE Wealth Management: Veteran Wealth Executive Shannon Larson Appointed President

Aprio Wealth Management Names Courtney Holt Chief Compliance Officer

World Investment Advisors Appoints Jeffrey Sheftic As Chief Growth Officer

Evolve Private Wealth Names Brett Cohen As Managing Partner

Envestnet Appoints Rich Friedberg As Chief Information Security Officer

Branch Appoints Matt Peterson As Chief Financial Officer

AE Wealth Management Appoints Shannon Larson As President

Compound Planning Expands Leadership And Advisor Ranks After Surpassing $4 Billion In AUM

FINTRX Expands C-Suite Amid Rapid Growth

Cardinality.ai Appoints Phil Agee As CEO To Lead Next Phase Of Growth

MHC Names Chris Hartigan Chief Executive Officer To Drive Next Phase Of Growth

Enchanted Rock Appoints Niki Herr As Chief Marketing Officer

Altus Commercial Receivables Appoints Josh Kincaid As Vice President Of Associations & Partnerships

Vaimo Appoints Woody Anderson As Senior Enterprise Account Executive, North America

FranNet Appoints Amanda Duplantis As President To Drive Next Phase Of Growth