Hamilton Lane board elects Michael Schmertzler as new independent director by Released | Jul 24, 2026 Private markets investment management firm Hamilton Lane has announced that its board of directors elected Michael Schmertzler as a new independent director, effective July 22.
Mariner names Brad Rollins CIO by Elise Mackanych | Jul 23, 2026 Mariner has appointed Brad Rollins as chief investment officer, following the departure of Katrina Radenberg in May.
Shemara Wikramanayake to retire in November 2026, Greg Ward to become managing director and CEO of Macquarie Group by Released | Jul 23, 2026 Macquarie Group chair Glenn Stevens has announced Shemara Wikramanayake’s upcoming retirement from her role as managing director and CEO of Macquarie Group and the board’s decision to appoint Greg Ward, currently head of banking and financial services, as her successor subject to the receipt of necessary approvals.
Skyway Capital Markets launches DST platform, names Amy Arnold to lead 1031 exchange business by Released | Jul 22, 2026 Skyway has announced the appointment of Amy Arnold as senior managing director and head of product development, where she will lead the firm’s newly launched 1031 Exchange Delaware Statutory Trust (DST) platform.
Cresset welcomes $1.1b advisory team to New York and L.A. offices by Released | Jul 22, 2026 Cresset has announced that Chris Tiano and Nick Smith have joined the firm as managing directors, wealth advisers in Cresset’s Los Angeles and New York offices, respectively.
IREI appoints Alistair Smith as managing director, EMEA by Released | Jul 21, 2026 Institutional Real Estate, Inc. (IREI) has announced the appointment of Alistair T.H. Smith, BSc, FRICS, as managing director, EMEA, effective July 20.
AlTi Tiedemann Global expands presence in key growth hub Miami with senior adviser appointment by Released | Jul 21, 2026 AlTi Global, an independent global wealth manager with approximately $90 billion in combined assets, has announced that Cesar Pachon has joined the firm to lead its Miami office.
Cohen & Steers appoints Erik Schneberger as chief marketing officer by Released | Jul 20, 2026 Cohen & Steers has named Erik Schneberger as executive vice president, chief marketing officer.
Modera Wealth Management names CIO, COO by Released | Jul 15, 2026 Modera Wealth Management has named Gaurav Mallik as CIO and Shelly Kapoor as COO.
Summitry appoints Alex Katz and Conor Wilkes as co-CEOs by Released | Jul 13, 2026 Summitry, a Bay Area RIA that provides personalized financial planning and investment strategies that are rooted in local insight, has appointed Summitry president Alex Katz and COO Conor Wilkes to the roles of co-CEOs.
Ballast Rock Asset Management names Michael Welch head of investor relations and capital formation by Released | Jul 10, 2026 Ballast Rock Asset Management, a diversified alternative investment manager, has announced that it has appointed Michael G. Welch, as head of investor relations and capital formation.
Prairie Wealth Advisors names Mike Finnegan CIO by Released | Jul 9, 2026 Prairie Wealth Advisors, a registered investment adviser (RIA) providing families with personalized investment management and wealth planning, has announced the hire of Mike Finnegan as chief investment officer (CIO).
Allocate expands leadership team amid rapid growth, appoints Matt Dunn as chief revenue officer by Released | Jul 8, 2026 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).
AEA Investors expands investor relations presence in the Americas with appointment of Adam Biren by Released | Jul 8, 2026 AEA Investors, a global private investment firm, has announced that Adam Biren has joined the firm as partner and head of capital formation – Americas within its investor relations & fundraising team.
Cetera welcomes Edward Duffy and his Lexington Financial team overseeing approximately $608m in assets under administration by Released | Jul 8, 2026 Cetera has welcomed financial adviser Edward J. Duffy and his Lexington Financial team, which has approximately $608 million in assets under administration.
