Teams from UBS and Oppenheimer join Wells Fargo Advisors by Elise Mackanych | Dec 23, 2025 Teams from UBS Wealth Management and Oppenheimer & Co., with combined assets of $760 million, have joined Wells Fargo Advisors.
Capital Square expands Southeast sales team by Released | Dec 22, 2025 Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, has announced it has hired external wholesaler Mick McClendon as senior vice president, Southeast sales, and internal wholesaler Preston Nevins as vice president, Southeast and Blue Ridge sales.
Real Assets Adviser appoints John Humphreys to editorial advisory board by Elise Mackanych | Dec 18, 2025 John Humphreys has been appointed to the Real Assets Adviser editorial advisory board.
Focus Financial Partners announces leadership transition as part of succession strategy by Released | Dec 16, 2025 Focus Financial Partners, a fiduciary advice company, comprising independent wealth management, multi-family office and business management services, has announced that Adam Birenbaum has been named the company’s incoming CEO, as well as a member of its board of directors, effective Feb. 1, 2026.
Shulman Rogers welcomes Kevin Lees to its corporate and investment funds practices by Released | Dec 16, 2025 Shulman Rogers has announced that Kevin Lees has joined the firm as a shareholder in the corporate and investment funds practices.
Callodine Group announces hiring of Hunter Allen as head of intermediary distribution by Released | Dec 16, 2025 Callodine Group has announced that Hunter Allen has joined subsidiary Manning & Napier as head of intermediary distribution.
NewEdge Capital Group names James Jesse CEO by Released | Dec 10, 2025 NewEdge Capital Group, a wealth management firm supporting advisers and their clients through NewEdge Advisors and NewEdge Wealth, has announced that James Jesse has joined the firm as CEO.
Institutional Real Estate, Inc. appoints John Cech as managing director – IRE.IQ by Released | Dec 4, 2025 Institutional Real Estate, Inc. (IREI), the 38-year-old independent publisher of news and analysis for the institutional real estate investment community, today announced the appointment of John Cech as Managing Director – IRE.IQ.
Dream Industrial REIT appoints COO by Released | Dec 2, 2025 Dream Industrial REIT has appointed Gord Wadley as the trust's COO effective Jan. 1, 2026. In his new role with the trust, Wadley will be responsible for all aspects of portfolio operations including property management and leasing.
StratCap appoints Michael Kerrigan as senior regional vice president of Southeast U.S. by Released | Dec 1, 2025 StratCap has announced that its affiliate, StratCap Securities, a broker-dealer and wholesale distributor of alternative investment offerings, has hired Michael Kerrigan as senior regional vice president overseeing the Southeast territory.
Katten adds Alexander Volsky in Dallas by Released | Nov 26, 2025 Katten has announced that Dr. Alexander Volsky has joined its private credit practice as a partner in Dallas.
Walton Global strengthens leadership team in capital markets and fund operations by Released | Nov 26, 2025 Walton Global, a real estate investment and land asset management company, has announced the promotion of Katie Hubbard, president, U.S. capital markets, and Maggie O’Neill to director of fund operations, effective November 1, 2025.
Waveland Energy Partners appoints Ante Skorput as senior vice president of business development by Elise Mackanych | Nov 24, 2025 Waveland Energy Partners has appointed Ante Skorput as senior vice president of business development, where he will head capital formation throughout the Midwest.
Regions Bank names Andy Voress head of affordable housing investor sales and servicing by Released | Nov 21, 2025 Regions Bank on Thursday announced Andy Voress has joined Regions Affordable Housing as head of investor sales and servicing.
Tim Froehlich named head of investment products for Wells Fargo wealth & investment management by Released | Nov 20, 2025 Wells Fargo has named Tim Froehlich as head of investment products within its wealth and investment management (WIM) business, effective January 1, 2026.
