Leadership

S&P Global: Martina Cheung Named As President And CEO

By Amit Chowdhry ● Jun 27, 2024

S&P Global announced today that its Board of Directors has unanimously elected Martina Cheung, S&P Global's current President of S&P Global Ratings, to succeed Douglas Peterson as the company's President and Chief Executive Officer, effective November 1, 2024. Cheung has also been appointed a member of the Board, effective July 1, 2024. Peterson will remain on the Board until May 2025 and be a special advisor to the company until December 31, 2025. 

Morgan Lewis Names Leonora Shalet As Partner In New York

By Amit Chowdhry ● Jun 27, 2024

Law firm Morgan Lewis is adding Leonora Shalet as a partner resident in New York to support its global private investment funds practice. And she joins from Schulte Roth & Zabel and will continue her focus on advising investment funds and investment advisers in connection with fund structuring, formation, and ongoing operational and compliance needs.

Holland & Knight Names Ryan Phelps As Partner In Houston

By Amit Chowdhry ● Jun 27, 2024

Holland & Knight announced it has welcomed Ryan Phelps as a partner in the Tax, Executive Compensation, and Benefits Practice Group in Houston. Most recently, Phelps was a partner at Kirkland & Ellis.

PwC: Jamie Peel Named As Director Of Lead Advisory Team

By Amit Chowdhry ● Jun 24, 2024

PwC announced it has invested further in its Deals practice by appointing Jamie Peel as Director in its Lead Advisory team. Peel will lead the special situations and restructuring M&A offerings across the North of England, working as an integrated part of PwC’s national team in this area.

17Capital Reveals Leadership Changes

By Amit Chowdhry ● Jun 23, 2024

17Capital, a private credit manager specializing in NAV finance for the private equity industry, announced the promotions of Investment team members Dane Graham and Greg Hardiman to Partner and Michael Timms to Managing Director.

Permira Reveals Leadership Changes

By Amit Chowdhry ● Jun 22, 2024

Global private equity firm Permira announced that Brian Ruder and Dipan Patel will become co-managing Partners and co-CEOs, and Kurt Björklund will become Executive Chairman, effective September 1, 2024. And Ruder joined Permira in 2008 and now serves on Permira’s Executive Committee, chairs the Permira Growth Opportunities Investment Committee, and co-chairs the buyout funds’ Investment Committee.

White & Case: Mark Davies Named As A Partner In Washington, DC

By Amit Chowdhry ● Jun 20, 2024

Law firm White & Case LLP has expanded its Intellectual Property Practice and Global Technology Industry Group with the addition of Mark Davies as a partner in Washington, DC. And Davies' practice focuses on appellate litigation matters for the most innovative technology companies. As an appellate lawyer, Davies has argued and briefed 50+ cases, both in private practice and for the government. And he has handled appeals for leading American technology companies as well as Asia-Pacific and European companies.

Baker McKenzie: Colin Bowes-Carlson Rejoins As Partner in Chicago

By Amit Chowdhry ● Jun 20, 2024

Baker McKenzie announced that Colin Bowes-Carlson, former General Counsel at the Illinois Department of Revenue (IDOR), has rejoined the firm in Chicago. As a renowned transactional attorney who focuses on cross-border transactions and reorganizations, Colin is the newest partner to join Baker McKenzie's global transactional team, which has seen the addition of 20 partners since the start of the year.

Viridi: Wayne Garrett Named As Chief Commercial Officer

By Amit Chowdhry ● Jun 20, 2024

Viridi Parente, a leader in developing the first fail-safe battery energy storage system that provides on-demand and affordable power for use in industrial, medical, commercial, municipal, and residential building applications, today announced the expansion of its executive leadership team with the addition of Wayne Garrett as Chief Commercial Officer (CCO).

Freshfields: Jackie Marino Named As Capital Markets Partner

By Amit Chowdhry ● Jun 19, 2024

Freshfields announced that Jacqueline (Jackie) Marino has joined the Capital Markets practice as a partner based in New York. Marino’s practice focuses on representing issuers and underwriters on a variety of capital markets transactions, including IPOs and other equity offerings, investment-grade, high-yield, and convertible debt financings, private placements, and liability management transactions.

LPL: $300 Million Advisor Duo Team Launches 1818 Wealth Management

By Amit Chowdhry ● Jun 17, 2024

LPL Financial announced that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice 1818 Wealth Management. And the team reported having served about $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co.

Dentons Names Mark Ricketts As Partner In Calgary Banking And Finance Group

By Amit Chowdhry ● Jun 17, 2024

Dentons announced it has welcomed Mark Ricketts as a partner in the Calgary Banking and Finance group. Ricketts brings over a decade of experience in secured financing transactions, with a focus on real estate secured lending, including construction financing, term financing, and CMHC financing for fee simple, leasehold, and sub-leasehold estates. As part of Ricketts' banking and financial services practice, he regularly advises banks, credit unions, and other financial institutions, as well as borrowers, on a broad range of matters.

Wealthspire Advisors: Michael Santo Named As Managing Director And Advisor

By Amit Chowdhry ● Jun 15, 2024

Wealthspire Advisors (an NFP company and independent investment adviser) announced the addition of industry veteran and portfolio manager Michael J. Santo to the team. Santo, who oversaw portfolios for public company executives, business owners, philanthropic organizations, and multigenerational households in prior roles, joins the firm in both its New York and South Florida markets and brings decades of experience serving high net worth clients.

Sequoia Financial Group: Chris Thom Named As Chief Strategy And Partnerships Officer

By Amit Chowdhry ● Jun 15, 2024

Akron, Ohio-based Sequoia Financial Group, a leading SEC-registered wealth manager with over $18 billion in assets under management as of March 31, 2024, has hired Chris Thom, CFP, as chief strategy and partnerships officer. And Thom is a member of the executive committee while reporting to Tom Haught, CEO and founder of Sequoia Financial Group.

Nuveen: William Huffman Named As CEO

By Amit Chowdhry ● Jun 14, 2024

Nuveen (the investment manager of TIAA) - with $1.2 trillion in assets under management - announced the appointment of William Huffman as Chief Executive Officer. MrHuffman will chair the Nuveen Executive Leadership Team and serve as a member of TIAA's Executive Committee. Huffman succeeds Jose Minaya.

Wealth Enhancement Group Adds $658 Million Gavin Financial Team

By Amit Chowdhry ● Jun 14, 2024

Wealth Enhancement Group, a national independent wealth management firm with $82.1+ billion in client assets, announced that it joined forces with Gavin Financial Group in Midland, Michigan. This team of five manages over $658 million in client assets and is led by Owner and Financial Advisor, Michael Gavin, CFP.

Raymond James Adds $500+ Million Alaska-Based Advisor Team

By Amit Chowdhry ● Jun 14, 2024

Michael O'Meara, Midwest regional director for the firm's employee advisor channel Raymond James & Associates (RJA) welcomed financial advisors Keith Green, CFP, CIMA, and Jon Coon, CPFATM, MBA, in Anchorage, Alaska.

LPL Financial Brings In $265 Million Generational Asset Planning And Cousino Teams

By Amit Chowdhry ● Jun 14, 2024

LPL Financial announced it added a couple of teams that both reported serving $265 million in advisory, brokerage and retirement plan assets each.

Focus Financial Partners: 4 Key Executive Appointments Revealed

By Amit Chowdhry ● Jun 14, 2024

Focus Financial Partners, a partnership of fiduciary wealth management and related financial services firms, revealed four key executive appointments that build on the firm’s commitment to operational excellence, unlocking strategic growth opportunities, and delivering innovative solutions.

Digital Turbine: Michael Akkerman Joins As Chief Business Officer

By Amit Chowdhry ● Jun 13, 2024

Digital Turbine, a global leader in growth solutions for the mobile ecosystem, announced the appointment of Michael Akkerman as the company's new Chief Business Officer. For this role, Akkerman will lead the company's global go-to-market efforts, including sales, partnerships, marketing, product, and business operations.

Avantax Brings In $120 Million Financial Advisor Erin Hinzmann

By Amit Chowdhry ● Jun 10, 2024

Avantax, a leader in tax-focused financial planning and wealth management, announced it welcomed Erin Hinzmann - who joined Avantax Wealth Management via Alliance Wealth Strategies. Hinzmann was previously affiliated with Ameriprise Financial and had about $120 million in client assets under administration as of May 2024.

RWA Wealth Partners: Michelle Knight Named As CEO

By Amit Chowdhry ● Jun 10, 2024

RWA Wealth Partners, a leading independent fiduciary responsible for $15 billion in client assets, announced the promotion of Michelle Knight as the firm’s Chief Executive Officer. Most recently, Knight served as RWA Wealth’s President following the merger of Adviser Investments and Ropes Wealth Advisors.

Kirkland & Ellis: Michael Urschel Joins Firm As Partner In Debt Finance Group

By Amit Chowdhry ● Jun 9, 2024

Kirkland & Ellis announced that Michael Urschel has joined the firm as a partner in the Debt Finance Group, where he will lead its Structured Finance & Structured Private Credit Practice.

Renovus Capital Partners: Gary Tang Named As Principal

By Amit Chowdhry ● Jun 7, 2024

Renovus Capital Partners, a Philadelphia-based investment firm, announced that it has hired seasoned private equity professional Gary Tang as Principal. Tang will focus on expanding Renovus’ healthcare services investment vertical.

Realta Wealth: John Barragan Named As Chief Operating Officer

By Amit Chowdhry ● Jun 5, 2024

Realta Wealth, an exclusive independent wealth management firm, announced the appointment of John Barragan as Chief Operating Officer (COO). Reporting to CEO Kevin Keefe, Barragan will provide strategic direction and oversight for all operating, service, and technology elements of the firm’s offerings for financial advisors and their clients.