Allocate, a private markets operating system for wealth advisory firms and fund managers, has announced the appointment of Matt Dunn as chief revenue officer (CRO). A veteran of PIMCO, Morgan Stanley and Opto Investments, Dunn’s role follows a series of strategic senior hires as Allocate scales to meet surging demand for modern private markets infrastructure.
The appointment comes amid significant momentum for Allocate. During the past year, the company has grown to support more than 375 wealth advisory firms, built relationships with more than 1,500 private asset managers and grown platform assets to more than $4.8 billion, cementing its role as the infrastructure layer connecting advisers, investors and fund managers across the private markets lifecycle.
Before taking on the role of CRO, Dunn served as an adviser to Allocate, where he helped shape the company’s growth strategy and go-to-market approach. Throughout his career, he has specialized in helping compani
