Leadership

Raymond James Brings In $525 Million Florida-Based Advisor Mary Lauritano

By Amit Chowdhry ● Jan 15, 2025

Raymond James announced it welcomed financial advisor Mary Lauritano, CFA, to Raymond James & Associates (RJA) – which is the firm's employee advisor channel, as revealed by Gregg Stupinski, Southeast division director for RJA. As managing director, Lauritano heads Lauritano Wealth Management of Raymond James and is joined by senior client service associates Natalia Morales and Melody Price.

Indivisible Partners Onboards $640 Million Team And Launches Advisory Firm

By Amit Chowdhry ● Jan 15, 2025

Indivisible Partners - a privately-owned independent advisory firm - announced the launch of its company while responding to the changing expectations and needs of financial advisors and clients. This firm was built around a common purpose — empowering advisors to help clients achieve their desired outcomes by focusing on quality decision-making and redefining the wealth advisory experience.

Blank Rome: Stephen Koval Named As Corporate Partner In NY

By Amit Chowdhry ● Jan 14, 2025

Blank Rome announced that Stephen “Steve” C. Koval has joined the firm’s New York office as a partner in the Corporate, M&A, and Securities group. As a renowned dealmaker, Koval focuses his practice on structuring and negotiating complex business and private equity (PE) transactions, including public and private mergers, acquisitions, divestitures, carveouts, and recapitalizations. He joined Blank Rome from Arnold & Porter, where he served as a partner and co-head of the firm’s global private equity practice.

Summit Partners: Ricardo Gonzalez Named As Partner

By Amit Chowdhry ● Jan 14, 2025

Growth-focused investment firm Summit Partners announced the addition of Ricardo Gonzalez as a Partner on the firm’s Growth Products & Services team. Gonzalez brings over 15 years of investing and operating experience to the role and will draw on this experience to help support the growth of profitable, category-leading businesses and talented executives in the financial services, consumer, business services, and industrial technology sectors.

Norton Rose Fulbright: Jamal Tuhin Named As Partner In London

By Amit Chowdhry ● Jan 14, 2025

Law firm Norton Rose Fulbright announced the appointment of Jamal Tuhin as a partner in London. And Tuhin, a private equity lawyer who joins from Dechert, acts for private equity and financial sponsor clients across Europe and the US on every phase of international and domestic M&A transactions.

Procyon Partners Appoints Mark Sullivan As SVP And Senior Private Wealth Advisor

By Amit Chowdhry ● Jan 14, 2025

Procyon Partners announced the appointment of Mark Sullivan as Senior Vice President and Senior Private Wealth Advisor, a key move in the firm’s growth strategy. And Sullivan, an industry veteran with deep expertise in wealth management, will join the team at the firm’s Shelton, Connecticut headquarters, where he is expected to play a pivotal role in advancing Procyon’s success.

KeyBank: Robert Weiss To Head Family Wealth Business

By Amit Chowdhry ● Jan 13, 2025

KeyCorp announced that Robert Weiss has joined the company as Head of Key Family Wealth, where he will work across the enterprise to grow the ultra-high net worth client segment. And he is based in New York City and reports to Key Wealth President Joe Skarda.

Qure.ai: Jim Mercadante Named As Chief Commercial Officer

By Amit Chowdhry ● Jan 13, 2025

Healthcare AI company Qure.ai has appointed a new Chief Commercial Officer to oversee and expand global sales and business development strategy. Based in New York, Jim Mercadante joins a growing commercial and operations team to consolidate growing momentum and further success.