Leadership

BlackLine: Camille Drummond Joins Board of Directors

By Amit Chowdhry ● Mar 18, 2024

BlackLine announced that Camille Drummond has joined its board of directors, effective March 15th, 2024. Drummond will tap into her 36 years of leading finance and global business process services at oil, gas, and energy leader bp to support BlackLine's growth trajectory, help extend market leadership, and elevate its position within the Office of the CFO.

Strategic Value Partners Names Mike Ungari As Head of Real Estate

By Amit Chowdhry ● Mar 17, 2024

Strategic Value Partners - a global alternative investment firm focused on opportunistic credit opportunities with over $18 billion of assets under management - announced the appointment of Mike Ungari as Head of Real Estate to lead the firm's global real estate business and portfolio. Ungari will also serve on SVP's Management Council and Investment Committee.

LPL: 7 Financial Advisors Serving About $700 Million In Assets Join

By Amit Chowdhry ● Mar 16, 2024

LPL Financial announced that seven financial advisors from five firms joined its broker-dealer, RIA, and custodial platforms. Collectively, they reported serving about $700 million in advisory, brokerage, and retirement plan assets. They joined LPL from Osaic.

Merit Financial Advisors Brings In $542+ Million Viren And Associates Team

By Amit Chowdhry ● Mar 16, 2024

Merit Financial Advisors, a Georgia-based financial advisory firm focusing on financial planning and wealth management solutions for high-net-worth individuals, families, and those navigating life transitions, announced it has acquired Viren and Associates.

Hertz Names Gil West As CEO

By Amit Chowdhry ● Mar 16, 2024

Leading global rental car company Hertz Global Holdings announced that Gil West, former Chief Operating Officer of Delta Airlines and GM's Cruise unit, will become CEO effective April 1, 2024, when he will join the Board. West will succeed Stephen Scherr, who decided to step down as CEO and member of the Board of Directors on March 31, 2024. West and Scherr will work together to make the transition smooth.

Hunter Point Announces New Global Head Of Capital Formation And CIO

By Amit Chowdhry ● Mar 15, 2024

Leading independent investment firm Hunter Point Capital (HPC) announced that Conway Bate and Melvin Hibberd have been promoted to Global Head of Capital Formation and Chief Investment Officer, respectively.

J.P. Morgan Asset Management Hires Jon Maier As Chief ETF Strategist

By Amit Chowdhry ● Mar 14, 2024

J.P. Morgan Asset Management announced that Jon Maier will join as Chief ETF Strategist, effective March 18. In this role, Maier will oversee ETF Insights, a global program of actionable thought leadership and resources focused on ETFs.

LPL Financial: $345 Million Asset Manager Brian Pflaum Joining As Advisor

By Amit Chowdhry ● Mar 14, 2024

LPL Financial announced that financial advisor Brian Pflaum, MBA has joined LPL Financial’s broker-dealer, RIA, and custodial platforms. Pflaum reported serving about $345 million in advisory, brokerage and retirement plan assets and joins LPL Financial from Lincoln Financial Advisors.

Chickasaw Nation Names Curt Crofford As Head Of Pennington Creek Capital

By Amit Chowdhry ● Mar 14, 2024

The Chickasaw Nation announced the establishment of Pennington Creek Capital - a wholly owned private capital investment subsidiary of Sovereign Native Holdco - with plans to set up an investment office in Dallas, Texas, led by long-time Hicks Equity Partners Managing Director Curt Crofford.

Pet Resort Hospitality Group Names Jason Duffy As CEO

By Amit Chowdhry ● Mar 14, 2024

The Board of Directors of pet services industry leader Pet Resort Hospitality Group (PRHG) announced that it has appointed Jason Duffy to serve as Chief Executive Officer (CEO).

Equinix Names Google Cloud Executive Adaire Fox-Martin As Next CEO

By Amit Chowdhry ● Mar 13, 2024

Digital infrastructure company Equinix announced a planned leadership transition effective late second quarter of 2024 when the current President and CEO Charles Meyers will transition to the role of Executive Chairman, and Google Cloud Go-to-Market President Adaire Fox-Martin will start serving as Equinix President and CEO. Peter Van Camp - currently the Executive Chairman - will step away from his formal responsibilities as a Board member to take the role of Special Advisor to the Board.

Rede Partners Hires Riccardo Villa From Lazard As Head Of Strategic Capital Advisory

By Amit Chowdhry ● Mar 13, 2024

Rede Partners announced it appointed Riccardo Villa to the newly created Head of Strategic Capital Advisory role. Villa joins Rede with 20 years of experience from Lazard to deepen the firm's capabilities in supporting clients in building their franchises through accessing capital at the portfolio and corporate levels.