AllianceBernstein appoints Onur Erzan president and CEO by Released | Sep 25, 2026 AllianceBernstein Holding (AB) has named Onur Erzan, its president, as president and CEO.
Former BlackRock director joins Freestone Capital Management as managing director by Released | Sep 25, 2026 Carolyn Barnette has joined Freestone Capital Management as a managing director on its investment team.
Americana Partners launches family office group by Released | Sep 25, 2026 Americana Partners has launched Americana Partners Family Office Group.
Wedbush welcomes Jim McDermott as managing director, investments by Released | Sep 25, 2026 Wedbush has appointed Jim McDermott as managing director, investments, within its wealth management division.
Institute for Portfolio Alternatives announces 2027 board of directors by Released | Sep 24, 2026 The Institute for Portfolio Alternatives (IPA) has announced its 2027 board of directors, welcoming 14 newly elected directors representing leading firms across the alternative investments and private wealth industry.
Blackstone launches Blackstone Private Markets Fund by Released | Sep 24, 2026 Blackstone has launched Blackstone Private Markets Fund (BXPM), a new, perpetual flagship strategy providing simplified access to Blackstone’s private markets platform in a single allocation.
Fiduciary Trust Co. names Sidney Queler president of wealth by Released | Sep 24, 2026 Fiduciary Trust Co., a Boston-based private wealth management and trust firm, named Sidney Queler as president of wealth.
CAIS expands advisory council by Released | Sep 24, 2026 CAIS has announced seven new additions to the CAIS Advisory Council (CAC), expanding the perspectives represented on the council as alternative investments play a growing role in how advisers build portfolios and serve their clients.
Proterra Investment Partners announces expansion of investor solutions and capital formation team by Released | Sep 23, 2026 Proterra Investment Partners has hired Jennie Park as head of capital formation and appointed Matt Coad as head of investor solutions.
Merit Financial Advisors appoints Kay Lynn Mayhue CEO, Zach Mersberger president and Rick Kent executive chairman by Released | Sep 22, 2026 Merit Financial Advisors, a national wealth management firm serving high-net-worth individuals and families, has announced a planned evolution of its executive leadership team designed to support the firm’s continued growth and long-term strategy.
Sightbridge Capital Partners names Katie Peterson and Nick Brakovich managing directors, private wealth by Released | Sep 22, 2026 Sightbridge Capital Partners has announced the appointment of Katie Peterson and Nick Brakovich as managing directors, private wealth.
Concorde-affiliated Fortitude Investment Group adds four registered representatives by Released | Sep 22, 2026 Concorde, an independent broker-dealer and registered investment adviser serving financial professionals nationwide, has announced that four registered representatives have joined Fortitude Investment Group, a Concorde-affiliated national advisory firm specializing in 1031 exchanges and Delaware statutory trust (DST) investments.
Proterra Investment Partners announces expansion of investor solutions and capital formation team by Released | Sep 22, 2026 Proterra Investment Partners, an alternative asset manager focused on private equity and private credit investments across the global food value chain, has announced the hiring of Jennie Park as head of capital formation and the appointment of Matt Coad as head of investor solutions.
Andrew Krei elevated to CIO to lead Crescent Grove Advisors by Released | Sep 21, 2026 Crescent Grove Advisors, an employee-owned boutique wealth management firm serving ultra-high-net-worth individuals, families, institutions, foundations and endowments, has announced the promotion of Andrew Krei to CIO.
Alaska Wealth Advisors promotes CIO by Released | Sep 18, 2026 Anchorage-based fiduciary wealth management firm Alaska Wealth Advisors promoted Kirsten Halpin to CIO, leading the firm’s investment platform, philosophy and strategy.
