Real Assets Adviser appoints David Butler to editorial advisory board by Elise Mackanych | Mar 5, 2026 David Butler has been appointed to the Real Assets Adviser editorial advisory board.
Angeles Family Office appoints Kate Flume as senior managing director, expands Dallas presence by Released | Mar 4, 2026 Angeles Family Office (AFO), the family office affiliate of Angeles Wealth Management, designed to serve families with complex, large-scale wealth, has announced the appointment of Kate Flume as senior managing director.
J.P. Morgan Asset Management grows private wealth alternatives with senior hires by Released | Mar 4, 2026 J.P. Morgan Asset Management has announced the appointment of Stephanie Davis as head of private wealth alternatives, leading an increased focus on serving financial advisors across the United States.
Inland appoints Michael Collins as head of global wealth by Released | Mar 3, 2026 The Inland Real Estate Group, a commercial real estate investment, finance and operating group, has announced Michael Collins will serve as head of global wealth of Inland Securities Corporation (ISC).
Madison Capital Group strengthens Southern region distribution with addition of Archie Hughes as executive vice president by Released | Mar 3, 2026 Madison Capital Group, a Charlotte-based real estate investment firm, has announced that industry veteran Archie Hughes has joined the firm as executive vice president to lead distribution efforts in Texas, New Mexico, Oklahoma, Arkansas and Louisiana.
Sonali Patel joins Prime Capital Financial by Released | Mar 3, 2026 Prime Capital Financial continues its expansion with the addition of Sonali Patel, a San Antonio-based financial adviser with more than a decade of experience guiding clients in building, preserving and transferring wealth.
Ballentine Partners announces four new partners by Released | Feb 26, 2026 Ballentine Partners, an independent wealth management firm, has announced the promotion of Alexa Carbone, Ryan McManus, Jessica Minty, and Courtney Scott to partner.
Beacon Pointe CEO steps down, Matt Cooper appointed successor by Elise Mackanych | Feb 26, 2026 CEO Shannon Eusey is stepping down from Beacon Pointe Advisors, a $62 billion registered investment advisory firm which she co-founded in 2002.
NewEdge Advisors welcomes $1b New York team by Released | Feb 26, 2026 NewEdge Capital Group has announced that Seven Bridges Wealth Advisors of White Plains, N.Y., has affiliated with NewEdge Advisors, the firm’s growth-oriented RIA supporting entrepreneurial financial advisers nationwide.
Madison Capital Group names Andrew Nerney executive vice president to lead Midwest distribution expansion by Released | Feb 25, 2026 Madison Capital Group, a Charlotte, N.C.–based real estate investment firm, has announced that Andrew Nerney has joined the firm as executive vice president where he will be responsible for expanding the firm's distribution efforts across the Midwest.
Aspen Standard Wealth names Kevin DiSano as president by Released | Feb 25, 2026 Aspen Standard Wealth has announced that Kevin DiSano has been named president.
GFG Capital announces Tucker Donahue as CIO by Released | Feb 23, 2026 GFG Capital has announced the promotion of Tucker Donahue to the position of CIO.
Industry veteran Scott Little joins Independent Financial Group by Released | Feb 23, 2026 Independent Financial Group (IFG), a San Diego–based, privately held independent wealth management provider, has announced the addition of Scott Little as regional business development, Midwest.
ExchangeRight names CFO and CIO Dave Van Steenis as president by Released | Feb 20, 2026 ExchangeRight, a provider of diversified real estate investment trusts (REITs) and Delaware statutory trust (DST) investments, has announce the formal promotion of Dave Van Steenis to president of ExchangeRight.
Eric Felder joins Colter Lewis Investment Partners as CIO and partner by Released | Feb 19, 2026 Colter Lewis Investment Partners has announced that Eric Felder has joined as CIO and partner, further strengthening the firm’s commitment to providing clients with best-in-class investment counsel and portfolio management.
