Leadership

Simplicity Group Buying Aptus Wealth And Adds Josh Pick New Partner

By Amit Chowdhry ● Aug 24, 2025

Simplicity Group Holdings, a leader in financial product distribution and advisory services, has announced the strategic acquisition of Aptus Wealth, a rapidly growing Registered Investment Advisor that originated within Aptus Marketing—now known as Simplicity Columbus.

CalSTRS: Kirsty Jenkinson Named As Senior Investment Director

By Amit Chowdhry ● Aug 24, 2025

The California State Teachers’ Retirement System (CalSTRS) has appointed Kirsty Jenkinson as Senior Investment Director of Private Markets and Sustainable Investment and Stewardship Strategies (SISS). Jenkinson, who joined CalSTRS in 2019, played a key role in launching and growing the multi-asset class SISS Private Portfolio and has led the organization’s net-zero strategy since 2021.

DLA Piper: Investment Funds Practice Expanded With Addition Of Alec Campbell

By Amit Chowdhry ● Aug 23, 2025

DLA Piper announced the appointment of Alec Campbell as a Partner in its Investment Funds practice, further strengthening its presence in the financial sector. Campbell will be based in the New York office and brings extensive experience in representing both domestic and international investment fund managers.

TaxStatus: Eric Clarke And Ric Edelman Appointed To Board

By Amit Chowdhry ● Aug 23, 2025

TaxStatus, a leader in tax data intelligence solutions, recently announced the appointment of two talented figures to its Board of Directors: Eric Clarke and Ric Edelman. This strategic move reflects the company's commitment to enhancing its leadership with experienced professionals who have made notable contributions to the financial services sector.

DriveWealth: Naureen Hassan Named As Global CEO

By Amit Chowdhry ● Aug 23, 2025

DriveWealth, a leading financial technology platform offering Brokerage-as-a-Service, has appointed Naureen Hassan as its new Global CEO, succeeding Michael Blaugrund, who is moving to a new role at ICE (Intercontinental Exchange).

Noble: Marc Dober Named As Senior Director Of Asset Management

By Amit Chowdhry ● Aug 21, 2025

Noble Investment Group has appointed Marc Dober as Senior Director of Asset Management to strengthen its institutional investment platform. Dober will oversee asset performance in the portfolio, focusing on increasing revenue, improving efficiencies, and creating long-term value.

Alvarez & Marsal: Arpito Mukerji Named As Managing Director

By Amit Chowdhry ● Aug 19, 2025

Alvarez & Marsal (A&M) India has appointed Arpito Mukerji as Managing Director in its Financial Advisory and Special Situations practice, where he will focus on developing the Debt Financing vertical in India.

Douglass Winthrop: Keith Ardizzone Joins Firm As Senior Managing Director

By Amit Chowdhry ● Aug 19, 2025

Douglass Winthrop Advisors, an SEC-registered investment advisor managing $6.3 billion in assets for individuals, families, trusts, and endowments, announced that Keith Ardizzone has joined the firm as senior managing director on its wealth management team. Ardizzone is based in New York.

SlateStone Wealth: Erin Gibbs Named As Chief Equity Strategist

By Amit Chowdhry ● Aug 19, 2025

SlateStone Wealth, a boutique investment advisory firm in Jupiter, FL, has appointed Erin Gibbs as Chief Equity Strategist. With over 25 years of experience in quantitative equity research and portfolio strategy, Gibbs will lead the development of SlateStone’s quantitative equity platform, starting with a new small- and mid-cap (SMID) strategy.

Raymond James: $180 Million Father-Son Team Onboarded

By Amit Chowdhry ● Aug 18, 2025

Raymond James has announced the addition of experienced financial advisors Raymond "Ray" Croteau and Joseph "Joe" Croteau, CFP, to its independent advisor channel, Raymond James Financial Services (RJFS). This development was revealed by Alex David, the Northeast Divisional Director for RJFS, highlighting the firm’s ongoing commitment to expanding its network of skilled financial professionals.

H.I.G. Capital: Harrison B. Davis Added As Managing Director

By Amit Chowdhry ● Aug 18, 2025

H.I.G. Capital, a global alternative investment firm managing $70 billion of capital across various investment strategies, has announced a significant expansion of its dedicated Small-Cap & Growth (SCG) team with the appointment of Harrison B. Davis as Managing Director in the firm's Miami office.