Leadership

The AmeriFlex Group: 200 Partner Advisors And $13 Billion Assets Surpassed

By Amit Chowdhry ● Sep 4, 2024

The AmeriFlex Group—a rapidly growing advisor-owned hybrid RIA—announced it has surpassed 200 pillar partner advisors on its platform. This growing team also confirmed that it is on track to reach or surpass its goal of 315 financial advisors by 2026. The team credits its sophisticated programs and industry-leading succession support for its rapid expansion.

White & Case Adds New Partners Melissa Anyetei (Chicago), Anne-Sophie Noury (Paris), Alicia Albury (Sydney), And Shinsuke Yakura (Tokyo)

By Amit Chowdhry ● Sep 3, 2024

Global law firm White & Case has expanded several of its practices by hiring several partners.

Kirkland & Ellis: Energy Regulatory Partner Damien Lyster Joins The Firm

By Amit Chowdhry ● Sep 3, 2024

Kirkland & Ellis announced that Damien Lyster has joined the Firm as an Energy Regulatory Practice Group corporate partner.

DLA Piper: Legal Delivery Center Launched In Germany

By Amit Chowdhry ● Sep 3, 2024

DLA Piper announced it has appointed partners Dr. Michael Zollner and Dr. Carl Renner to establish and lead the Legal Delivery Centre (LDC) in Germany from September 1, 2024. The LDC is part of DLA Piper's Law& for disruptive legal, technology, and business advisory solutions.

Freshfields: Eva Mak Joins As Private Capital Partner

By Amit Chowdhry ● Sep 2, 2024

Freshfields announced that Eva Y. Mak has joined the firm as a private capital partner based in the Silicon Valley office. Mak’s practice is focused on representing private equity (PE), growth, and venture funds and their portfolio companies in large capital, mid-market, and growth transactions.

Latham & Watkins: Leen Zaza Joins As M&A Partner In Riyadh

By Amit Chowdhry ● Sep 2, 2024

Latham & Watkins announced that Leen Zaza has joined the firm’s Riyadh office as an M&A and Private Equity Practice partner. Zaza regularly advises Saudi and international companies, private equity firms, investors, and government bodies on various complex transactions, with a focus on private M&A, joint ventures, divestments, corporate governance, and corporate regulatory and advisory matters.

Latham: Leading PTAB Practitioner Raghav Bajaj Joins IP Litigation Team

By Amit Chowdhry ● Sep 2, 2024

Latham & Watkins announced that Raghav Bajaj has joined the firm’s Austin office as a partner in the Intellectual Property Litigation Practice and Litigation & Trial Department. Bajaj is a skilled patent litigator whose practice focuses on contested Patent Trial and Appeal Board (PTAB) proceedings with the US Patent and Trademark Office (USPTO), such as inter partes reviews (IPRs), post-grant reviews, and their respective appeals.

Linklaters Hires Magnus Wennerhorn As Head of Banking & Finance in Sweden

By Amit Chowdhry ● Sep 2, 2024

Linklaters announced it is enhancing its leveraged finance offering in Stockholm with the hiring of Magnus Wennerhorn, who joins as a partner and will lead the firm’s Banking & Finance practice in Sweden.

Ameriprise: $120+ Million FA Karen DeBaker Joins

By Amit Chowdhry ● Sep 2, 2024

Ameriprise Financial announced that financial advisor Karen DeBaker, CFP has joined the well-established independent Ameriprise practice Threshold Financial Partners. This team is based in De Pere, Wisconsin, and led by financial advisor Carey Somerville. DeBaker brings ten years of experience as a financial advisor, most recently with Raymond James, and more than $120 million in client assets.

Equita Financial Adds Three New Member Firms

By Amit Chowdhry ● Aug 21, 2024

Equita Financial Network, a privately held entity that offers a proven business platform for women-led, independently owned, and operated fee-only financial planning firms, announced three new member firms have joined its signature platform, bringing the number of signature firms to ten. Mountain Wealth Planning, led by Amy Hamasaki, CFP; Equila Financial, led by Ann J. Shubert, CFP; and Your Story Financial, led by Shehara Wooten, CFP, have all been added to the Equita community in recent months.

GoldenTree: Avineet Punhani Named As Principal

By Amit Chowdhry ● Aug 21, 2024

GoldenTree Asset Management - a global asset management firm with about $55 billion in assets under management (AUM) - has announced the hiring of Avineet Punhani as Principal. And he will be based in the firm’s New York office and will report to Grady Frank, Partner and Head of Private Credit Origination.

Paul, Weiss Adds David Pritchett As Partner In London

By Amit Chowdhry ● Aug 21, 2024

Paul, Weiss, Rifkind, Wharton & Garrison announced that investment funds lawyer David Pritchett will join the firm as a partner in the Corporate Department within the Investment Funds Group, resident in London.

Baker McKenzie Names Partners In Monterrey, Johannesburg, And Palo Alto

By Amit Chowdhry ● Aug 21, 2024

Leading global law firm Baker McKenzie recently announced several major hires. These hires will expand the firm to Monterrey, Johannesburg, and Palo Alto.

Two Bear Capital Appoints Five Key Executives

By Amit Chowdhry ● Aug 18, 2024

Two Bear Capital, a VC firm investing in life sciences and technology disruptors, announced the appointment of five key executives, expanding its team of experts during a period of rapid growth for the venture capital firm. These appointments strengthen Two Bear Capital’s ability to help build the operations of its impressive portfolio companies by delivering deep domain experts who partner with founders as they bring their breakthroughs to market and scale operations.

Autotech Ventures: Lyft Co-Founder Logan Green Joins As Venture Partner

By Amit Chowdhry ● Aug 18, 2024

Logan Green, co-founder and board chairman of Lyft, has joined Autotech Ventures as a venture partner. Autotech Ventures is a premier VC firm investing in mobility and transportation.

White & Case: Jacek Jezierski Named As Partner In Warsaw

By Amit Chowdhry ● Aug 17, 2024

White & Case LLP expanded its Global Real Estate Industry Group and Global Mergers & Acquisitions Practice by adding Jacek Jezierski as a partner in Warsaw.

Paul Weiss Names Leading M&A Management Partners In New York

By Amit Chowdhry ● Aug 17, 2024

Paul, Weiss, Rifkind, Wharton & Garrison announced that David Hepp and Matthew Collin, two of the nation’s leading asset management M&A lawyers, are joining the firm in New York as partners in the Asset Management M&A practice within the Corporate Department.

Dentons: Former CFTC Commissioner Mark Wetjen Joins Federal Regulatory Team

By Amit Chowdhry ● Aug 14, 2024

Dentons announced that Mark Wetjen has joined the Firm’s Federal Regulatory and Compliance practice as a partner, resident in its Washington, DC, office. Wetjen's career spans across government, regulatory, in-house legal and private practice, with experience in financial markets, asset management, digital assets, derivatives, commodities and financial technology matters.

Kirkland & Ellis: Laura Vartain Horn Joins Firm As Partner In IP Practice Group

By Amit Chowdhry ● Aug 14, 2024

Kirkland & Ellis announced that Laura Vartain Horn has joined the firm as a Intellectual Property Practice Group partner. Vartain Horn is a former senior federal prosecutor with over a decade of experience handling and overseeing significant criminal, intellectual property, national security and cybersecurity cases.

Kirkland & Ellis: Dr. Tobias Larisch Joins Firm As Partner In Frankfurt

By Amit Chowdhry ● Aug 14, 2024

Kirkland & Ellis announced that leading M&A lawyer Dr. Tobias Larisch will join the firm as a partner. Dr. Larisch will be based out of Frankfurt, where Kirkland will open a new office to support the Firm’s growing transactional practice in Germany.

Serenus Wealth Advisors Launched By $1.2 Billion Team

By Amit Chowdhry ● Jul 25, 2024

Kara Boccella (a seasoned wealth advisor) and Devon Galindo, CFP, ChFC, AIF (a wealth advisor with 15+ years of experience serving high-net-worth clients) announced the launch of Serenus Wealth Advisors. The Santa Monica-based independent firm is focused on serving as a trusted partner for legal professionals, executives, entrepreneurs, and high-net-worth individuals and families nationwide.

Terance Takyi: An Interview On Breaking Barriers In Finance and Music

By Amit Chowdhry ● Jul 25, 2024

Bailey & Company Adds Four New Managing Directors

By Amit Chowdhry ● Jul 19, 2024

Bailey & Company, a Nashville-based merchant banking platform that is focused on lower and middle market healthcare, technology and insurance companies, announced that it has expanded its investment banking team with the addition of four new managing directors: James Castro, James Metcalf, Ben Matz and Andrew Hewlett. These four join Bailey & Company from B. Riley Financial Services. In connection with the expansion, James Castro and James Metcalf have been named co-heads of the firm’s healthcare services practice.

Star Mountain Capital: Curtis Glovier Named As Managing Director And Strategic Portfolio Officer

By Amit Chowdhry ● Jul 19, 2024

Star Mountain Capital, a specialized investment manager with over $4 billion in assets under management (AUM) focused on generating premium yield and total returns from the less efficient and resources-intensive market of U.S. private small and medium-sized businesses (SMBs), announced that Curtis Glovier has increased his involvement with Star Mountain from a Senior Advisor to a full-time role of Managing Director and Strategic Portfolio Officer.

Latham & Watkins Brings In New Partners To London, Boston, And Frankfurt

By Amit Chowdhry ● Jul 17, 2024

Global law firm Latham & Watkins LLP revealed that it has added new partners to its offices in London, Boston, and Frankfurt. These are the details.

DLA Piper: Hiring Of Gregory Saiontz, Camilla Wollan, Tanya Greene, And Michael Fleischman

By Amit Chowdhry ● Jul 17, 2024

DLA Piper recently announced the hiring of Gregory Saiontz, Camilla Wollan, Tanya Greene, and Michael Fleischman for various roles. These are the details.

White & Case Expands Germany-Based Team With New Hires

By Amit Chowdhry ● Jul 16, 2024

Global law firm White & Case LLP announced it has expanded its Global Capital Markets Practice, its Global Financial Institutions Industry Group, and its Global Private Equity Industry Group, with the addition of partners Oliver Seiler and David Rath in Germany, where they will be based in Frankfurt.

Dentons Reveals New Hires In Melbourne And DC Offices

By Amit Chowdhry ● Jul 16, 2024

Dentons has revealed a couple of new hires. These are the details.

Simpson Thacher Expanding European Private Credit Team With New Hire

By Amit Chowdhry ● Jul 16, 2024

Simpson Thacher & Bartlett LLP announced that Hadrien Servais will join the Firm’s Alternative Capital and Private Credit group, where he will lead the European Private Credit team.

Alston & Bird: 3 Lateral Partners Added To Support Corporate, Healthcare, And Real Estate Practices

By Amit Chowdhry ● Jul 16, 2024

Alston & Bird announced it has strengthened its Corporate, Health Care, and Real Estate practices with the addition of 3 new partners. Dave Zampa (focuses on complex M&A transactions, health care, and life sciences) and Erin Felchner (concentrates on real estate finance) will join the firm’s new Chicago office. And Brielle Cuskelly (handles real estate and real estate finance matters) will reside in the firm’s new Century City office.