Leadership

Arnold & Porter Recruits Aron Estaver Back As Investment Management Partner In San Francisco

By Amit Chowdhry ● May 8, 2026

Arnold & Porter announced that Aron Estaver has rejoined the firm as a partner in the Investment Management team within the Corporate & Finance practice, affiliated with the firm’s San Francisco office.

Middleburg: Mark Franceski Appointed Chief Strategist

By Amit Chowdhry ● May 7, 2026

Middleburg announced the appointment of Mark Franceski as Chief Strategist, where he will lead the firm’s research and strategy initiatives across its real estate investment and development platform.

BridgePort Financial Solutions: Clara Sierra Appointed Managing Director

By Amit Chowdhry ● May 7, 2026

BridgePort Financial Solutions announced the appointment of financial services executive Clara Sierra as Managing Director, where she will oversee strategy, growth, operational performance, and leadership of the firm’s wealth management platform.

Jurisphere Raises $2.2 Million To Build Outcome-Based Legal AI Platform

By Amit Chowdhry ● May 7, 2026

Jurisphere.ai announced it has raised $2.2 million in funding from institutional investors, including InfoEdge Ventures, Flourish Ventures, Antler, and 8i Ventures, as the company expands its AI-powered legal services platform.

Osaic: Eric Westall Joins Through Innovative Financial Group With More Than $250 Million In Client Assets

By Amit Chowdhry ● May 7, 2026

Osaic announced that financial advisor Eric Westall joined the firm through its office of supervisory jurisdiction, Innovative Financial Group, bringing more than $250 million in client assets.

Hapi Appoints Jaffrey Ali As Chief Product Officer

By Amit Chowdhry ● May 7, 2026

Hapi announced the appointment of Jaffrey Ali as Chief Product Officer as the company continues expanding its hospitality data connectivity and real-time collaboration platform. Ali will report directly to Hapi CEO Jeff Bzdawka and lead the company’s product strategy and innovation initiatives.

Aspiriant Names Four New Partners Across San Francisco And Los Angeles Offices

By Amit Chowdhry ● May 7, 2026

Aspiriant announced the addition of four new partners to its ownership group as the independent wealth management firm continues expanding its employee-owned leadership structure.

Bitwise Appoints Bhaskar Dhawan As Senior Vice President And Global Head Of AI

By Amit Chowdhry ● May 7, 2026

Bitwise announced the appointment of Bhaskar Dhawan as Senior Vice President and Global Head of AI as the company expands its AI-first engineering strategy and enterprise artificial intelligence capabilities.

GMVA Appoints John F. Rodis, MD, MBA As Chief Medical Advisor To Expand Hospital And Health System Partnerships

By Amit Chowdhry ● May 7, 2026

Global Medical Virtual Assistants announced the appointment of John F. Rodis, MD, MBA, as Chief Medical Advisor effective April 29, 2026. GMVA said the appointment comes as the company expands its focus toward serving large hospitals and health systems facing increasing administrative workloads and workforce shortages.

Fermi Appoints Larry Kellerman To Board Of Directors

By Amit Chowdhry ● May 7, 2026

Fermi America announced the appointment of Larry Kellerman to its Board of Directors as an independent director. The company said Kellerman brings more than 40 years of experience across the electric power and utility sectors as Fermi continues developing large-scale private electric grid infrastructure for artificial intelligence and advanced computing applications.

Bizzdesign Appoints Daniel Hebda As Head Of AI

By Amit Chowdhry ● May 7, 2026

Bizzdesign announced the appointment of Daniel Hebda as Head of AI in a newly created leadership role focused on advancing the company’s global artificial intelligence strategy and enterprise transformation initiatives.

Bionano Genomics: Al Luderer Appointed Interim President And CEO

By Amit Chowdhry ● May 7, 2026

Bionano Genomics announced that Al Luderer, Ph.D., chairman of the company’s Board of Directors, has been appointed interim president and chief executive officer effective May 5, 2026.

Hilltop Holdings: Dana Bober And Stephen Haworth Appointed To Board Of Directors

By Amit Chowdhry ● May 7, 2026

Hilltop Holdings announced the appointments of Dana Bober and Stephen Haworth to the company’s Board of Directors, effective April 23, 2026. Both appointees will serve as independent directors.

argenx: Karen Massey Appointed Chief Executive Officer Following Annual General Meeting

By Amit Chowdhry ● May 7, 2026

argenx announced the appointment of Karen Massey as Chief Executive Officer and Tim Van Hauwermeiren as Chairperson of the Board of Directors following the company’s Annual General Meeting of shareholders. The leadership transition marks what the company described as the next phase of growth for the immunology-focused biotechnology company.

SNH Capital Partners: Adam Gravitt Promoted To Principal

By Amit Chowdhry ● May 7, 2026

SNH Capital Partners announced the promotion of Adam Gravitt to Principal as the firm continues expanding its middle-market investment platform.

Nano One Materials: Jason Zandberg Appointed Director Of Capital Markets

By Amit Chowdhry ● May 7, 2026

Nano One Materials appointed Jason Zandberg, CFA, as Director of Capital Markets effective May 7, 2026, to support the company’s investor relations and capital markets activities.

DLA Piper Promotes Over 60 Lawyers To Global Partnership Across Key Practices And Regions

By Amit Chowdhry ● May 7, 2026

DLA Piper announced the promotion of over 60 lawyers to its global partnership effective May 1, 2026, reflecting continued expansion across multiple practice areas and international markets.

Orrick Adds Employment Partner Sarah Tauman To Tech Companies Platform

By Amit Chowdhry ● May 7, 2026

Orrick announced the addition of employment advisor Sarah Tauman as a partner in the firm’s California Employment team based in Sacramento. Tauman advises venture-backed technology companies on employment matters as they scale operations and expand their businesses. Her practice also includes counseling clients on employment-related aspects of mergers and acquisitions and initial public offerings.

Dentons Appoints Gordon Anderson As Construction Partner In Glasgow

By Amit Chowdhry ● May 7, 2026

Dentons announced the appointment of Gordon Anderson as a construction partner in the firm’s Projects practice in Glasgow. Anderson joins Dentons from Addleshaw Goddard, where he previously served as a partner.

Evernorth Appoints New Board Members And Senior Executives Ahead Of Planned Public Listing

By Amit Chowdhry ● May 7, 2026

Evernorth Holdings announced the appointment of four new directors expected to join the company’s board following the closing of its previously announced business combination with Armada Acquisition Corp II. The company also appointed Boris Kapeller as Chief Risk Officer and Charles Stewart as Chief Communications Officer.

TripleLift Appoints Timothy Jasionowski As CPTO And Adds Benjamin Felix To Leadership Team

By Amit Chowdhry ● May 7, 2026

TripleLift announced the appointments of Timothy Jasionowski as Chief Product and Technology Officer and Benjamin Felix as Chief Marketing Officer as the company expands its leadership team to support its next phase of growth.

Gemcorp Capital Appoints Bradshaw McKee As Senior Portfolio Manager And Head Of Private Credit

By Amit Chowdhry ● May 7, 2026

Gemcorp Capital has appointed Brad McKee as Senior Portfolio Manager and Head of Private Credit, based in its New York office. McKee joins to deepen the firm's expertise and broaden the geographical coverage of its emerging markets private credit platform, with particular focus on Latin America.

Bogart Wealth Adds Bryce Black As Director Of Corporate Development To Support Expanding M&A Strategy

By Amit Chowdhry ● May 6, 2026

Bogart Wealth, an independent, fee-only Registered Investment Adviser, has appointed Bryce Black as Director of Corporate Development. The role is new and is designed to institutionalize the firm's mergers and acquisitions strategy as it pursues selective partnerships with RIAs serving Fortune 500 executives, professionals, and employee communities.

OnePoint BFG Surpasses $16 Billion In AUM And Appoints Sam Cari As Chief Strategy Officer

By Amit Chowdhry ● May 6, 2026

OnePoint BFG Wealth Partners has appointed Sam Cari as Chief Strategy Officer as the firm surpasses $16 billion in assets under management and continues to expand its national footprint through a disciplined combination of organic growth and strategic partnerships.

Lido Advisors Appoints Brian Haloossim As President To Drive Next Chapter Of Growth

By Amit Chowdhry ● May 6, 2026

Lido Advisors, a nationally recognized wealth advisory firm with over $42.5 billion in regulatory assets under management, has announced the appointment of Brian Haloossim as President and the elevation of founding partner Ken Stern to Co-Chief Executive Officer, strengthening the leadership team of one of the nation's fastest-growing independent wealth management firms.

UBS Appoints Jeremy Autry As Market Director In The Manhattan Market

By Amit Chowdhry ● May 6, 2026

UBS has announced that Jeremy Autry has joined the firm as a Market Director in the Manhattan Market, based at UBS's 1285 Avenue of the Americas location and reporting to Manhattan Market Executive Kellie Brady.

Citizens Expands Leadership Across Wealth And Private Bank To Enhance Client Experience

By Amit Chowdhry ● May 6, 2026

Citizens has announced the addition of two strategic hires — Joe Roberts as Head of Family Office Solutions within Citizens Wealth, and Adam Devlin as Head of Platform Transformation across Citizens Private Bank and Citizens Wealth — underscoring the firm's continued investment in serving high- and ultra-high-net-worth clients.

J.P. Morgan Expanding Private Capital Advisory & Solutions Team With Will Boyle Hire

By Amit Chowdhry ● May 6, 2026

J.P. Morgan is expanding its Private Capital Advisory & Solutions (PCAS) team with the addition of Will Boyle as Global Head of Secondary Advisory, according to a LinkedIn post from Keith Canton, Managing Director at J.P. Morgan.

Citigroup: Raj Rathi Hired As Head Of M&A In India

By Amit Chowdhry ● May 6, 2026

Citigroup hired Raj Rathi as Head of Mergers and Acquisitions in India, continuing the bank’s expansion of its investment banking leadership team across Asia. Rathi is expected to join Citi in June and will be based in Mumbai, according to Bloomberg.

Dentons Adds Real Estate Partners And Counsel To Rapidly Expanding Charleston, South Carolina, Office

By Amit Chowdhry ● May 6, 2026

Dentons US has announced the addition of Real Estate partners Ryan Goer and Bryan Walpole, along with Real Estate counsel Steve McCrae and Caitlin Nevin, to its Charleston, South Carolina, office. The additions come just one week after Dentons US announced the opening of its Charleston office, marking another step forward in the firm's strategic expansion into one of the fastest-growing markets in the country.