Leadership

CD&R Names Consumer Products Executive Leslie Starr As Operating Advisor

By Amit Chowdhry ● Feb 28, 2024

Clayton, Dubilier & Rice (CD&R) announced the appointment of Leslie Starr as an Operating Advisor to CD&R funds. Starr will work with CD&R's consumer team to advise the funds' consumer businesses.

Fengate Reveals Key Leadership Appointments For Real Estate Business

By Amit Chowdhry ● Feb 28, 2024

Fengate Asset Management has announced three key leadership appointments for the firm’s real estate business.

JLL Names Cara Killackey As Managing Director Of Investor Relations

By Amit Chowdhry ● Feb 28, 2024

JLL Partners - a New York-based middle market private equity firm focused on investing in businesses in the healthcare, aerospace, defense, and business services sectors - announced that Cara Killackey has joined the Firm as Managing Director of Investor Relations. Killackey will oversee the investor relations function at JLL and lead capital formation efforts for the firm’s flagship funds and active co-investment program.

LPL Financial Launches New Continuity Private Wealth Practice

By Amit Chowdhry ● Feb 28, 2024

LPL Financial announced that financial advisors James “Jamie” P. Debuque, CPFA, CPWA, CRPC, and Timothy M. Baltz, CPFA, CRPC, have launched a new independent practice Continuity Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. And they reported having served approximately $1 billion in advisory, brokerage, and retirement plan assets and joined LPL from Merrill Lynch.

Cin7 Names Ajoy Krishnamoorthy As CEO

By Amit Chowdhry ● Feb 28, 2024

Cin7 – an industry-leading inventory and order management software provider – announced it has appointed Ajoy Krishnamoorthy as Chief Executive Officer and Nolan Smith as President and Chief Operating Officer to lead Cin7 into its next phase of substantial growth.

SeventySix Capital Promotes Chad Stender To Managing Partner

By Amit Chowdhry ● Feb 27, 2024

SeventySix Capital - the venture capital company that invests in early-stage sports, media, and entertainment companies - announced Chad Stender was promoted to Managing Partner along with SeventySix Capital’s Founder, Wayne Kimmel. Stender and Kimmel will have the title of Managing Partner and the shared responsibility of running the investment company.

LeoLabs Names Commercial Space Executive Tony Frazier As New CEO

By Amit Chowdhry ● Feb 27, 2024

LeoLabs - a leading provider of integrated solutions that persistently monitor activity in space to reveal threats to safety and security - announced Tony Frazier has been appointed as its new CEO. Frazier will lead LeoLabs as it scales to become a critical mission partner for combined military space operations and next-generation space safety systems.

Ares Management Special Opportunities Team Joining The Global Credit Group

By Amit Chowdhry ● Feb 27, 2024

Ares Management announced that its Special Opportunities strategy, currently a business within its Private Equity Group, will be joining the firm’s Credit Group and named Opportunistic Credit. Moving from the strategy to the Credit Group is expected to enable greater collaboration across the Ares platform, enhancing benefits to Ares’ limited partners, sponsor partners, and portfolio companies.

EVject Names Judi Storey As New Chief Executive Officer

By Amit Chowdhry ● Feb 27, 2024

EVject - an electric vehicle (EV) safety accessory company - has welcomed Judi Storey as Chief Executive Officer (CEO). With a background in executive management as a former CTO, COO, and CXO, Storey is well suited to assume this leadership role within EVject.

KV Capital Appoints Paul Verhesen As Strategic Advisor

By Amit Chowdhry ● Feb 26, 2024

KV Capital recently announced the appointment of Paul Verhesen as a strategic advisor for their operating company's private equity team.

Victory Park Capital Advisors Hires Stephanie Mesheski As Principal, Investor Relations

By Amit Chowdhry ● Feb 26, 2024

Victory Park Capital (VPC) - a global alternative investment firm specializing in private credit - announced that Stephanie Mesheski has joined the firm as Principal on the Investor Relations & Marketing team. Working with Sora Monachino, Managing Director & Head of Investor Relations, Mesheski will primarily be responsible for business development.

Wells Fargo: Erik Karanik Named As Head Of WIM Independent Solutions

By Amit Chowdhry ● Feb 26, 2024

Wells Fargo & Company announced Erik Karanik as the head of Independent Solutions for its Wealth & Investment Management (WIM) business. And he will report to WIM Chief Executive Officer Barry Sommers and will remain on the WIM Operating Committee.

Stratos Wealth Partners Brings In Pettinelli Financial Partners Of California

By Amit Chowdhry ● Feb 26, 2024

Stratos Wealth Partners (a part of Stratos Wealth Holdings) announced it has successfully recruited Pettinelli Financial Partners of Redwood City, California, with $700 million in total client assets. And founder and Firm Ambassador Dennis Pettinelli, President Jon Pettinelli and their team of 20, which includes advisors and support members, will join Stratos. The firm was formerly affiliated with Osaic's Royal Alliance.

Snowden Lane Partners Brings In $208 Million Advisor Team

By Amit Chowdhry ● Feb 26, 2024

Snowden Lane Partners (an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture) announced that Ornella and Brian Solomon have joined the firm as Managing Directors, based in Snowden Lane’s New York City headquarters. Together, the mother-son wealth management team will form The Lewis-Solomon Group with $208 million in client assets and have selected Charles Schwab as their custodian.

Global X ETFs Names Ryan O’Connor As CEO

By Amit Chowdhry ● Feb 23, 2024

Global X ETFs - a New York-based provider of exchange-traded funds (ETFs) - announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. And O’Connor will oversee the firm's strategy, reinvigorating its product suite and leading Global X's talented, performance-driven team into a new, growth-focused era for the company.

Willkie Names Briony Pollard As Data Privacy Partner In London

By Amit Chowdhry ● Feb 23, 2024

Willkie Farr & Gallagher LLP announced that data privacy attorney Briony Pollard has joined the firm as a partner. She is based in the firm’s London office and is part of Willkie’s Privacy, Cybersecurity & Data Strategy practice group.

Nova Clean Energy Names Dylan Reeves As SVP of Commercial Operations

By Amit Chowdhry ● Feb 23, 2024

Nova Clean Energy announced the appointment of Dylan Reeves as Senior Vice President of Commercial Operations. Reeves joins Nova from its controlling shareholder Bluestar Energy Capital where he has played a central role in BEC’s rapid growth as a member of the founding team, including its entry into the Australian market and the formation and growth of Nova Clean Energy. In his new role, Reeves will lead Nova’s M&A as well as procurement, construction, and asset management functions.