Leadership

Raymond James Reveals Leadership Changes

By Amit Chowdhry ● May 24, 2024

Raymond James Financial announced several executive leadership changes effectuated by the firm’s March CEO and leadership succession announcement. These changes will be effective October 1, 2024.

Clarion Capital: Jeff Sipos Named As General Counsel And Chief Administrative Officer

By Amit Chowdhry ● May 20, 2024

Clarion Capital Partners announced that Jeff Sipos returned to the firm as General Counsel and Chief Administrative Officer. Sipos previously worked at Clarion from 2011 to 2015 and brings over two decades of experience across the insurance, finance, and legal industries.

BayPine Names Migo Terjanian As Partner And Head Of IR

By Amit Chowdhry ● May 20, 2024

BayPine LP, a private investment firm that drives digital transformation in market-leading businesses, announced the appointment of Migo Terjanian as a Partner and Head of Investor Relations. In this role, Terjanian will lead the firm’s fundraising efforts and deepen and expand BayPine’s relationships with the global institutional investment community.

CalSTRS: Scott Chan Named As Chief Investment Officer

By Amit Chowdhry ● May 20, 2024

The California State Teachers' Retirement System (the world's largest educator-only pension fund) announced the selection of Scott Chan as chief investment officer (CIO).

Garnett Station Partners Names Jordan Garay As Partner

By Amit Chowdhry ● May 20, 2024

Garnett Station Partners, a NY-based principal investment firm managing over $2.3 billion in assets, announced the promotion of Jordan Garay to Partner. Since joining Garnett Station in 2016 as an Associate, Garay has been integral to the firm’s growth and value creation.

White & Case: Emmanuel Gutton Named As Partner In Luxembourg

By Amit Chowdhry ● May 20, 2024

Global law firm White & Case LLP has added funds partner Emmanuel Gutton in Luxembourg. Gutton advises on the creation, structuring, and conversion of funds across a wide range of asset classes, including private equity and real estate. He also assists in setting up and advising investment fund managers.

Jolt Capital: Meriem Smida Named As Managing Director UK

By Amit Chowdhry ● May 20, 2024

Jolt Capital, a leading private equity firm specializing in European growth deep technology, announced the appointment of Meriem Smida as Managing Director UK.

Cleary Gottlieb: Alexander Van Der Gaag And Joanna Roberts Join London Office

By Amit Chowdhry ● May 20, 2024

Cleary Gottlieb announced the arrival of Alexander van der Gaag and Joanna Roberts, who are joining the firm’s London office.

Cetera Reveals Multiple Key Hires In Advisory Business

By Amit Chowdhry ● May 20, 2024

Cetera Financial Group, a premier financial advisor Wealth Hub, announced that it has expanded its investment in advisory solutions with several key hires.

Paul, Weiss: M&A Partner Chelsea Darnell Joins Firm In New York

By Amit Chowdhry ● May 20, 2024

Paul, Weiss, Rifkind, Wharton & Garrison LLP announced that Chelsea N. Darnell has joined the firm as a partner in the Mergers & Acquisitions practice in the Corporate Department, resident in New York. Darnell advises public and private companies and private equity firms on M&A, corporate governance matters, and activism defense issues.

Vanguard Names Salim Ramji As New CEO

By Amit Chowdhry ● May 19, 2024

Vanguard announced that its Board of Directors has named Salim Ramji, a longtime financial services executive, as the company’s new Chief Executive Officer and a member of the Board, effective July 8, 2024. Ramji succeeds Tim Buckley, who will retire and step down as Chairman and CEO.

Reed Smith: Anne Peetz Added As Capital Markets Partner In Houston

By Amit Chowdhry ● May 18, 2024

Law firm Reed Smith announced capital markets and corporate lawyer Anne Peetz joined as a partner of the Global Corporate Group, based in Houston. Peetz was previously a partner at Kirkland & Ellis.

Dentons: Jonathan Shulan Added As Litigation Practice Partner In St. Louis

By Amit Chowdhry ● May 18, 2024

Dentons recently announced the addition of Jonathan Shulan to its Litigation practice as a partner and resident in the firm’s St. Louis office. Shulan represents clients in complex commercial disputes and high-stakes insurance issues.

Bailey & Company Names Tim Scallen As CEO

By Amit Chowdhry ● May 17, 2024

Bailey & Company, a Nashville-based merchant banking platform focused on growth and late-stage healthcare and technology companies, has appointed Tim Scallen as its chief executive officer. Scallen joined the firm in 2020 and previously served as its chief operating officer and managing partner of its principal investing business.

Baker McKenzie KLP JV Names Sunyoung Kim As Partner In Seoul

By Amit Chowdhry ● May 16, 2024

Baker McKenzie announced that leading international arbitration practitioner Sunyoung Kim will be joining Baker McKenzie & KL Partners Joint Venture Law Firm (Baker McKenzie KLP JV) as a partner effective May 20, 2024. This hiring further supports the Baker McKenzie KLP JV's bench strength and boosts Baker McKenzie's dispute resolution and international arbitration capabilities, a strategic area of focus for the firm globally.

Integrated Partners Names Andree Mohr As President

By Amit Chowdhry ● May 16, 2024

Integrated Partners - a national financial planning and registered investment advisory (RIA) firm that serves $18+ billion in assets under advisement (AUA) - announced the promotion of Andree Mohr to president. Mohr has frequently earned recognition among her peers via accolades and industry awards, playing a major role in the firm's development since joining in 2015.

Squire Patton Boggs: Chris Hastings Named As Partner In London

By Amit Chowdhry ● May 15, 2024

Squire Patton Boggs has announced the appointment of Chris Hastings as a partner in its Financial Services Practice Group in London. Hastings - who joins from Eversheds Sutherland - is a finance lawyer focused on leveraged and acquisition financing. He acts for PE firms and their portfolio companies, corporate borrowers, and private credit funds related to transactions at all levels of capital structures. His experience includes complex domestic and international transactions in support of M&A activity, leveraged buyouts, refinancing, and distressed or opportunistic investments.

Blue Wolf Capital: William MacColl Named As Director Of Investor Relations

By Amit Chowdhry ● May 15, 2024

Blue Wolf Capital Partners, a middle market private equity firm specializing in the industrial and healthcare sectors, announced that William MacColl has joined the firm as Director of Investor Relations. Before joining Blue Wolf, he was Director of North America Investor Relations for European private equity platform IK Partners.

Paul, Weiss Adds Silvia Menendez As Finance Partner In London

By Amit Chowdhry ● May 10, 2024

Paul, Weiss, Rifkind, Wharton & Garrison LLP announced that Silvia Menendez has joined the firm as a partner in the Finance Group in the Corporate Department, resident in London.

LPL: $830 Million Thimble Island Private Wealth Team Launches Independent Practice

By Amit Chowdhry ● May 9, 2024

LPL Financial announced that financial advisors Logan Reed, CFP, CEPA, CIMA, CLU, AIF, James “Jim” English III, Michael Allegra Jr., CRPC, and Matthew Fleming, CFP, launched a new independent practice, Thimble Island Private Wealth, through affiliation with LPL Financial’s supported independence model LPL Strategic Wealth Services. The team reported having served approximately $830 million in advisory, brokerage, and retirement plan assets* while at Janney Montgomery Scott.

Raymond James Brings In $200 Million OK-Based Husband-Wife Financial Advisor Team

By Amit Chowdhry ● May 9, 2024

Raymond James’ Central division director for the firm’s independent advisor channel, Raymond James Financial Services (RJFS), Kirk Bell, announced that the firm has welcomed financial advisors Mike Sikes and Shaley Sikes to RJFS. The husband-and-wife team are founding partners of Sikes Wealth Partners in Edmond, Oklahoma, where they are joined by client service manager Susan Moore.

Darrow: Mathew Keshav Named As Chief Revenue Officer

By Amit Chowdhry ● May 9, 2024

Darrow, a leading AI-powered justice intelligence platform, announced the appointment of Mathew Keshav Lewis as its first Chief Revenue Officer and US General Manager. Lewis has over 20 years of experience driving revenue and growth for high-profile legal and technology companies, including Dealpath, Yieldstreet, and Axiom Law.

Bernhard Capital: Jeff Baudier Named As Senior Managing Director

By Amit Chowdhry ● May 9, 2024

Bernhard Capital Partners, a services and infrastructure-focused private equity management firm, announced that Jeff Baudier has rejoined the firm as a Senior Managing Director. He will focus primarily on leading and supporting the firm's infrastructure-related investment activities.

Dentons: Laura Whyatt Named As Competition Partner In London

By Amit Chowdhry ● May 9, 2024

Dentons announced it had hired contentious competition lawyer Laura Whyatt as a Partner in London. Whyatt joins from Willkie Farr & Gallagher, having previously worked at Quinn Emanuel Urquhart & Sullivan and Sherman & Sterling, both in London and Brussels.

Clifford Chance: Todd Lowther Named As Partner In Houston

By Amit Chowdhry ● May 9, 2024

Clifford Chance announced it has hired Todd Lowther as a partner in its US Tax practice. This move is part of the continuing expansion of its US Energy & Infrastructure practice and the growth of its Houston office. Lowther offers significant energy sector taxation experience, further strengthening the firm's global tax offering to clients.

White & Case: Eriko Sakata Named As Partner In Tokyo

By Amit Chowdhry ● May 9, 2024

White & Case LLP announced it has added funds partner Eriko Sakata in Tokyo. Sakata is an investment funds partner with additional expertise in real estate, infrastructure, financial regulation, and structured finance.

Dentons: Jason Brooks Added To Papua New Guinea Office

By Amit Chowdhry ● May 9, 2024

Dentons announced it has welcomed Partner Jason Brooks to its Litigation team in Papua New Guinea (PNG). Brooks is an experienced commercial litigation lawyer who specializes in all aspects of litigation, including judicial review, tax litigation, customs litigation, employment law, and regulatory and advisory work.

Dentons: Raphael Tachie Named As Partner In Trusts, Estates And Wealth Preservation Group

By Amit Chowdhry ● May 8, 2024

Ropes & Gray Adds Former Assistant U.S. Attorney Sarah Walters As Partner In Boston Office

By Amit Chowdhry ● May 8, 2024

Law firm Ropes & Gray announced it expanded its award-winning litigation & enforcement practice again with the arrival of former federal prosecutor and experienced trial lawyer Sarah Walters as a partner in the firm’s Boston office.

DLA Piper Adds David Kreisler As Partner In Investment Funds Practice

By Amit Chowdhry ● May 8, 2024

DLA Piper announced it welcomes David Kreisler as a partner in the firm’s Investment Funds Practice. And he will be based in the firm’s Boston office.