Leadership

World Investment Advisors Appoints Jeffrey Sheftic As Chief Growth Officer

By Amit Chowdhry ● Feb 21, 2026

World Investment Advisors, a financial advisory firm and division of World Insurance Associates, announced that Jeffrey Sheftic has joined the firm as Chief Growth Officer, bringing more than 30 years of wealth management leadership experience to drive organic growth, advisor engagement, and operational clarity.

Evolve Private Wealth Names Brett Cohen As Managing Partner

By Amit Chowdhry ● Feb 20, 2026

Evolve Private Wealth, an independent wealth management firm serving high-net-worth and ultra-high-net-worth families, announced it has appointed Brett Cohen as Managing Partner, strengthening its leadership team as the firm continues its national expansion.

Envestnet Appoints Rich Friedberg As Chief Information Security Officer

By Amit Chowdhry ● Feb 20, 2026

Envestnet announced the appointment of Rich Friedberg as Chief Information Security Officer, extending the company’s C-suite transformation and reinforcing its focus on enterprise resilience, secure-by-design innovation, and disciplined cyber governance across its $7.4 trillion platform.

Branch Appoints Matt Peterson As Chief Financial Officer

By Amit Chowdhry ● Feb 19, 2026

Branch, a workforce payments platform, has appointed Matt Peterson as chief financial officer as the company enters its next phase of growth, expanding its enterprise reach and scaling its payments infrastructure.

AE Wealth Management Appoints Shannon Larson As President

By Amit Chowdhry ● Feb 19, 2026

AE Wealth Management announced that industry veteran Shannon Larson has joined the firm as president, reinforcing its leadership team as it continues an extended period of rapid expansion.

Compound Planning Expands Leadership And Advisor Ranks After Surpassing $4 Billion In AUM

By Amit Chowdhry ● Feb 19, 2026

Compound Planning, a digital family office and tech-enabled registered investment adviser, announced a series of executive hires and advisor additions as it builds on strong growth momentum following a standout 2025 in which the firm surpassed $4 billion in assets under management.

FINTRX Expands C-Suite Amid Rapid Growth

By Amit Chowdhry ● Feb 19, 2026

FINTRX has expanded its executive leadership team as the private wealth intelligence platform continues to scale its client base and product capabilities.

Cardinality.ai Appoints Phil Agee As CEO To Lead Next Phase Of Growth

By Amit Chowdhry ● Feb 19, 2026

Cardinality.ai, a public-sector AI and analytics company, has appointed Phil Agee as chief executive officer as it prepares for its next phase of disciplined, scalable growth. The leadership transition comes as artificial intelligence, advanced analytics, and data-driven modernization continue to reshape how government health and human services agencies deliver services and improve outcomes.

MHC Names Chris Hartigan Chief Executive Officer To Drive Next Phase Of Growth

By Amit Chowdhry ● Feb 19, 2026

MHC, a provider of intelligent document and payment automation SaaS solutions, has appointed Chris Hartigan as Chief Executive Officer, effective February 17, 2026, as the company looks to accelerate its next phase of growth.

Enchanted Rock Appoints Niki Herr As Chief Marketing Officer

By Amit Chowdhry ● Feb 19, 2026

Enchanted Rock, a provider of reliable, large-scale onsite power and microgrid solutions, has appointed Niki Herr as Chief Marketing Officer as the company scales its presence across critical infrastructure and large-load markets.

Altus Commercial Receivables Appoints Josh Kincaid As Vice President Of Associations & Partnerships

By Amit Chowdhry ● Feb 19, 2026

Altus Commercial Receivables has appointed Josh Kincaid as Vice President of Associations & Partnerships, reinforcing its focus on expanding industry relationships and deepening strategic partnerships across its commercial platform.

Vaimo Appoints Woody Anderson As Senior Enterprise Account Executive, North America

By Amit Chowdhry ● Feb 19, 2026

Vaimo, a global digital commerce and experience agency, has appointed Woody Anderson as Senior Enterprise Account Executive for North America as it continues to expand its enterprise presence across the region.

FranNet Appoints Amanda Duplantis As President To Drive Next Phase Of Growth

By Amit Chowdhry ● Feb 19, 2026

FranNet has appointed Amanda Duplantis as President, tasking the longtime executive with leading day-to-day operations and strategic execution across the company’s nationwide franchise consulting network.

Bettear Launches U.S. Entity And Appoints Kent Cawthorne To Lead Americas Expansion

By Amit Chowdhry ● Feb 19, 2026

Bettear announced the official launch of Bettear, its U.S. entity, marking a significant step in the company’s global expansion strategy and a focused push into the Americas market.

Robert Half Promotes Linda Christensen To Lead Global Marketing

By Amit Chowdhry ● Feb 19, 2026

Global talent solutions and business consulting firm Robert Half has promoted Linda Christensen to senior vice president of global marketing, effective immediately. In this role, Christensen will lead the company’s global marketing organization and oversee strategies to strengthen brand positioning, advance marketing capabilities, and support long-term growth objectives.

White & Case Expands M&A And Life Sciences Practice With Nicole Daley Partner Hire In Boston

By Amit Chowdhry ● Feb 18, 2026

White & Case has expanded its Global Mergers & Acquisitions Practice and Global Life Sciences and Healthcare Industry Group with the addition of Nicole Daley as a partner in Boston.

Sterlington Expands Executive Compensation Practice With Addition Of Jake Ebers From Kirkland & Ellis

By Amit Chowdhry ● Feb 18, 2026

Sterlington announced that Jake Ebers has joined the firm as a partner in its Executive Compensation practice, enhancing the firm’s capabilities in complex transactional and executive compensation matters. Ebers joins from Kirkland & Ellis, where he was a partner.

Troutman Pepper Locke: Allison Perlman Joins Energy Transactional Practice Group As Partner

By Amit Chowdhry ● Feb 18, 2026

Troutman Pepper Locke announced that Allison Perlman has joined the firm’s Energy Transactional Practice Group as a partner in its Los Angeles office, strengthening the firm’s West Coast energy and infrastructure capabilities.

Jack Altman Joins Benchmark As General Partner

By Amit Chowdhry ● Feb 18, 2026

Benchmark has announced that Jack Altman is joining the firm as its newest General Partner, a move that underscores both Altman’s rising influence in venture capital and Benchmark’s ongoing focus on deepening its leadership ranks.

Dentons Appoints New Sector Leaders To Strengthen Client-Focused Strategy

By Amit Chowdhry ● Feb 18, 2026

Dentons has appointed a new slate of Global Sector Leaders as part of its strategy to further align its capabilities with client needs across industries worldwide. The appointments, made by the Firm’s Global Management Committee, are designed to deepen industry expertise and enhance collaboration across its international platform.

Gibson Dunn Expands Business Restructuring Practice With Addition Of Leo Plank

By Amit Chowdhry ● Feb 18, 2026

Gibson Dunn announced that it will further strengthen its Business Restructuring and Reorganization Practice Group and expand its European presence with the appointment of Leo Plank as a partner in the coming months.

O’Melveny Expands Executive Compensation Team With Thomas Asmar

By Amit Chowdhry ● Feb 18, 2026

O'Melveny & Myers announced that experienced corporate adviser Thomas Asmar has joined the firm’s Silicon Valley office as a partner in its Tax Practice and a member of the Executive Compensation Group, strengthening the firm’s West Coast capabilities and expanding its national bench of corporate practitioners.

Kirkland & Ellis Expands With New Nashville Office

By Amit Chowdhry ● Feb 18, 2026

Kirkland & Ellis, the world’s largest law firm by revenue, announced that it is opening a new office in Nashville, Tennessee, as part of its strategy to attract top legal talent and meet growing client demand.

Morgan Lewis Expands International Tax And Disputes Practice With Salim Rahim In Washington, DC

By Amit Chowdhry ● Feb 18, 2026

Morgan Lewis has added Salim Rahim as a partner in its Washington, DC office, strengthening the firm’s global tax capabilities as multinational companies face increasing complexity in international tax rules and enforcement. Rahim joins from Baker McKenzie, where he most recently served as chair of the Americas tax practice group.

DLA Piper Hires IPO Partner Sherlyn Lau To Lead APAC Capital Markets In Hong Kong

By Amit Chowdhry ● Feb 18, 2026

DLA Piper has strengthened its Hong Kong capital markets bench with the hire of leading IPO and Equity Capital Markets specialist Sherlyn Lau as Head of Capital Markets and Corporate Finance, APAC.

Latham & Watkins Expands Texas Litigation Practice With Taj Clayton And Scott Thomas

By Amit Chowdhry ● Feb 18, 2026

Latham & Watkins announced that Taj Clayton and Scott Thomas have joined the firm as partners in its Complex Commercial Litigation Practice, further strengthening its litigation bench in Texas and nationwide. Clayton will also serve as Chair of the firm’s Litigation & Trial Department in Texas.

Dentons Adds Employment And Sports Lawyer Ian Carleton Schaefer As New York Partner

By Amit Chowdhry ● Feb 18, 2026

Dentons announced that Ian Carleton Schaefer has joined the firm’s Employment and Labor practice as a partner in its New York office, strengthening its capabilities in high-stakes workplace, sports, and crisis-related matters.

Latham & Watkins: Energy And Infrastructure Private Equity Team Joins Paris Office

By Amit Chowdhry ● Feb 18, 2026

Latham & Watkins has announced that a market-leading energy and infrastructure private equity team will join the firm’s Paris office, strengthening its capabilities across private equity, M&A, finance, and public law.

Kigo Appoints Evelyne Forester As EVP Of Publisher Growth

By Amit Chowdhry ● Feb 17, 2026

Kigo, a loyalty and rewards platform and subsidiary of Augeo, has appointed Evelyne Forester as Executive Vice President of Publisher Growth.

Bitwise Appoints Sarith Sabarinath As SVP And Global Head Of Marketing

By Amit Chowdhry ● Feb 17, 2026

Bitwise has appointed Sarith Sabarinath as Senior Vice President and Global Head of Marketing, adding strategic marketing leadership to sharpen its go-to-market execution and support global growth.