Leadership

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.

UBS: James Herring And John Gaffney Join Private Wealth Management Team

By Amit Chowdhry ● Apr 21, 2024

UBS announced that Private Wealth Advisors James Herring and John Gaffney will join the New York City firm. And at the conclusion of their notice periods, Herring and Gaffney will join the UBS Manhattan Market. They will be based at the firm’s 299 Park Ave Private Wealth Management office, which Chris Amo and Bob Sorrentino manage.