Leadership

AllianceBernstein Appoints Onur Erzan As CEO As Seth Bernstein Plans Retirement

By Amit Chowdhry ● Sep 28, 2026

AllianceBernstein has appointed Onur Erzan as President and Chief Executive Officer, effective April 1, 2027, as the global investment manager prepares for a leadership transition following nearly a decade under CEO Seth Bernstein.

Meta Launches Enterprise Platform And Names CJ Desai As Chief Enterprise Platform Officer

By Amit Chowdhry ● Sep 28, 2026

Meta has launched Meta Enterprise Platform, a new business initiative designed to help companies use the company’s artificial intelligence technology to grow, transform operations, and build new products and services. Meta founder and CEO Mark Zuckerberg described the platform as the next major pillar of Meta’s business, building on the company’s existing reach across billions of consumers and hundreds of millions of businesses.

AngloGold Ashanti Appoints Former Rio Tinto Lithium CEO Paul Graves To Board Of Directors

By Amit Chowdhry ● Sep 27, 2026

AngloGold Ashanti has appointed Paul Graves as an independent Non-Executive Director, effective October 1, 2026, adding an executive with more than 30 years of experience across natural resources, corporate finance, and public company leadership.

FactSet Appoints Former Robeco COO Marcel Prins To Board Of Directors

By Amit Chowdhry ● Sep 27, 2026

FactSet has appointed Marcel Prins to its board of directors, adding an executive with more than 25 years of experience across technology, operations, and asset management.

ACAMS Appoints HSBC Financial Crime Executive Jen Calvery To Board Of Directors

By Amit Chowdhry ● Sep 27, 2026

ACAMS has appointed Jen Calvery, Group Head of Financial Crime Risk and Compliance at HSBC and former Director of the U.S. Financial Crimes Enforcement Network (FinCEN), to its board of directors.

Advanced Power Appoints Former CPV President Peter Podurgiel To Lead 15 GW Development Pipeline

By Amit Chowdhry ● Sep 27, 2026

Advanced Power, an ArcLight Capital Partners portfolio company, has appointed Peter Podurgiel as President and a member of its board of directors, adding an executive with more than 25 years of experience developing and commercializing large-scale power generation projects.

Eastern Bank Appoints Alexander E. Anderson Senior Vice President Of Cambridge Trust Private Banking

By Amit Chowdhry ● Sep 27, 2026

Eastern Bank has appointed Alexander E. Anderson as Senior Vice President and Private Banker at Cambridge Trust Private Banking, expanding its capabilities in serving high-net-worth individuals, family offices, institutional investors, and business owners.

Janney Adds $125+ Million Advisor Todd Phelan As Team Reaches $1.5 Billion

By Amit Chowdhry ● Sep 27, 2026

Janney Montgomery Scott has recruited Todd Phelan, a financial advisor overseeing more than $125 million in client assets, to its Willett Phelan Myers Rodts Wealth Management Group. His arrival expands the group into a 10-person team overseeing more than $1.5 billion in assets.

Composition Wealth Appoints Gabrielle Glemann As General Counsel And CCO And Joe Salcido As Head Of Advisors

By Amit Chowdhry ● Sep 27, 2026

Composition Wealth has expanded its executive leadership team with the appointments of Gabrielle Glemann as General Counsel and Chief Compliance Officer and Joe Salcido as Head of Advisors.

Baird Recruits Christy Gatien As Director And Financial Advisor In Bellevue

By Amit Chowdhry ● Sep 27, 2026

Baird has appointed Christy Gatien, CFP, as Director and Financial Advisor in its Bellevue, Washington, wealth management office. Gatien joins from D.A. Davidson, where she managed more than $300 million in client assets, and brings nearly three decades of experience in financial services.

Crescent Grove Advisors Promotes Andrew Krei To Chief Investment Officer As Dave Keevins Assumes Investment Committee Chairmanship

By Amit Chowdhry ● Sep 27, 2026

Crescent Grove Advisors has promoted Andrew Krei, CFA, to Chief Investment Officer, expanding his responsibilities as the employee-owned wealth management firm continues developing its investment platform and leadership team.

BlackRock TCP Capital Appoints Dan Worrell COO As Patrick Wolfe Announces December Departure

By Amit Chowdhry ● Sep 27, 2026

BlackRock TCP Capital has appointed Dan Worrell as Chief Operating Officer, effective December 18, 2026, succeeding Patrick Wolfe, who is leaving the company to pursue other business opportunities outside BlackRock.

Mayer Brown Adds Former Sidley Austin Partner John Grothaus To Expand Insurance Transactions Practice In Chicago

By Amit Chowdhry ● Sep 27, 2026

Mayer Brown has appointed John Grothaus as a partner in its Corporate & Securities and Global Insurance practices in Chicago, expanding its capabilities in insurance-related mergers and acquisitions, reinsurance, capital markets, and complex financing transactions.

BRG Appoints Former Saks Global CEO Marc Metrick As Managing Director In Corporate Finance

By Amit Chowdhry ● Sep 27, 2026

BRG has appointed Marc Metrick as Managing Director of its Corporate Finance practice, expanding its expertise in the retail and consumer industries. Based in New York, Metrick brings more than 30 years of operational, financial, and business transformation experience, including senior executive leadership at Saks Global.

LTC Properties Adds Co-CEOs Pam Kessler And Clint Malin To Board Of Directors

By Amit Chowdhry ● Sep 27, 2026

LTC Properties has elected Pam Kessler and Clint Malin, the company's Co-Presidents and Co-Chief Executive Officers, to its board of directors, effective September 22, 2026. The appointments expand LTC's board from six to eight directors, five of whom are independent.

CAIRDAC Appoints Former Axonics CEO Raymond Cohen As Chairman To Advance Self-Powered Pacemaker Technology

By Amit Chowdhry ● Sep 27, 2026

CAIRDAC, a France-based medical technology company developing a leadless, self-powered cardiac pacemaker, has appointed Raymond W. Cohen as Chairman of its Board of Directors.

JLL Names Deirdre Costello As CEO Of Ireland As John Moran Becomes Chairman And Dan O’Connor Leads Capital Markets

By Amit Chowdhry ● Sep 27, 2026

JLL has announced a leadership succession plan for its Ireland business, appointing Deirdre Costello as CEO of Ireland and John Moran as Chairman, effective January 2027. The company has also appointed Dan O'Connor as Head of Capital Markets and Hotels in Ireland, expanding his responsibilities across its investment advisory operations.

Lightning AI Appoints Heather Paduck As CFO, Betty Junod As CMO, And Jarlath Doherty As Chief People Officer

By Amit Chowdhry ● Sep 27, 2026

Lightning AI has expanded its executive leadership team with the appointments of Heather Paduck as Chief Financial Officer, Betty Junod as Chief Marketing Officer, and Jarlath Doherty as Chief People Officer. The three executives join the New York-based AI cloud company as it expands its infrastructure and software operations following its merger with Voltage Park earlier this year.

EP Wealth Appoints John McConnell CFO And Promotes Erin Voisin To Chief Client Solutions Officer As AUM Exceeds $50.4 Billion

By Amit Chowdhry ● Sep 26, 2026

EP Wealth Advisors has expanded its executive leadership team with the appointment of John McConnell as Chief Financial Officer and the promotion of Erin Voisin to Chief Client Solutions Officer. The appointments are part of a broader series of leadership, technology, and governance investments as the Torrance, California-based wealth management firm continues its national expansion.

Harris Williams Appoints Former Solomon Partners Executive Tucker Laurens As Managing Director Of Financial Sponsor Coverage

By Amit Chowdhry ● Sep 26, 2026

Harris Williams has appointed Tucker Laurens as Managing Director in its Financial Sponsor Coverage Group, expanding its relationships with private equity investors and strengthening its M&A and private capital advisory capabilities.

Milbank Appoints Former O’Melveny Tax Chair Alex Anderson As Partner In New York

By Amit Chowdhry ● Sep 26, 2026

Milbank has appointed Alex Anderson as a partner in its Tax Group in New York, expanding its capabilities in complex corporate transactions, restructurings, financing arrangements, and investment fund formation.

Morrison Foerster Appoints Former DOJ Official Paul Perkins As Partner And False Claims Act Practice Chair

By Amit Chowdhry ● Sep 26, 2026

Morrison Foerster has appointed Paul Perkins as a partner in its Investigations and White Collar Defense Group and chair of its False Claims Act practice in Washington, D.C.

Massumi + Consoli Launches ElevenHundred+ With Financial Sponsor And Appoints Shon Glusky Chief Strategy Officer

By Amit Chowdhry ● Sep 26, 2026

Massumi + Consoli has launched ElevenHundred+, a management services organization backed by an undisclosed financial sponsor, to support its continued expansion and investment in technology and operational infrastructure. The law firm also appointed Shon Glusky as a partner and Chief Strategy Officer in its New York office.

Citi Private Bank Appoints Former Bank Of America Executive Samuel Gottesman As Northeast Market Executive

By Amit Chowdhry ● Sep 26, 2026

Citi Private Bank has appointed Samuel Gottesman as Market Executive for the Northeast, expanding its senior leadership team as it strengthens its relationships with ultra-high-net-worth clients across several major U.S. wealth management markets.

Wedbush Appoints Former Osaic Executive Jim McDermott As Managing Director Of Investments In Chicago

By Amit Chowdhry ● Sep 26, 2026

Wedbush Securities has appointed Jim McDermott as Managing Director, Investments, within its Wealth Management division, expanding its presence in Chicago and strengthening its advisory capabilities across the Midwest.

KBR Names Michael LaRouche As CEO Of Trinzic Ahead Of Planned 2027 Spin-Off

By Amit Chowdhry ● Sep 26, 2026

KBR has named Michael LaRouche President and CEO-Designate of Trinzic, the planned spin-off of its Mission Technology Solutions business. The company also announced the appointment of Gabe Butler as Vice President-Designate of Investor Relations, effective October 5, 2026.

S&W Appoints Rosemary Prendecki And Andrew Robinson As Partners To Expand Transaction Tax Advisory Business

By Amit Chowdhry ● Sep 26, 2026

S&W Group has appointed Rosemary Prendecki and Andrew Robinson as partners in its transaction tax practice, expanding its advisory capabilities for private equity firms, investment funds, financial services companies, and corporate clients.

Beacon Financial Appoints Sean Gray CEO As Paul Perrault Retires Following Five-Decade Banking Career

By Amit Chowdhry ● Sep 26, 2026

Beacon Financial, the holding company of Beacon Bank, has appointed Sean A. Gray as Chief Executive Officer of the company and its banking subsidiary, effective September 21, 2026. Gray succeeds Paul A. Perrault, who retired from his executive positions after a banking career spanning more than five decades.

Alpha Ladder Appoints Former Shanghai Innovation Bank Executive Jade Lu As Wealth And International CEO

By Amit Chowdhry ● Sep 26, 2026

Alpha Ladder Group has appointed Jade Lu as Wealth CEO and International CEO, expanding its leadership team as the Singapore-based financial services group develops its wealth management business and international operations.

Search Minerals Appoints Jonathan Beigle As CEO And Director To Advance Labrador Rare Earth Projects

By Amit Chowdhry ● Sep 26, 2026

Search Minerals has appointed Jonathan Beigle as Chief Executive Officer and a member of its board of directors, effective September 25, 2026. The leadership transition comes as the company continues developing its rare earth mineral projects in southeastern Labrador, including Foxtrot and Deep Fox.