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.
Dynasty Financial Partners appoints Karim Simplis as director of private markets by Released | Nov 19, 2025 Dynasty Financial Partners has announced the appointment of Karim Simplis as director of private markets.
Cresset welcomes new $1.8b advisory team, expanding presence in Atlanta and Jackson Hole, Wyo. by Released | Nov 19, 2025 Cresset has announced that it has welcomed a seasoned wealth advisory team led by Jamie Gilbert, Jean Wright and Max Ripans.
Managing director and CIO for global credit at Pimco, Mark Kiesel, announces retirement by Released | Nov 18, 2025 Mark Kiesel, managing director and CIO for global credit at Pimco, has announced his retirement from the firm.
Cohen & Steers promotes Daniel Noonan to head of global distribution by Released | Nov 14, 2025 Cohen & Steers has announced that Daniel Noonan, executive vice president and head of global wealth, has been promoted to head of global distribution.
First Citizens Wealth expands San Francisco Bay Area team with Lee Erby as region head by Released | Nov 14, 2025 First Citizens Wealth, a division of First Citizens Bank serving individuals and institutions, has announced the appointment of Lee Erby as Northern California market leader.
Andersen strengthens private client services with addition of managing director, Fanny She by Released | Nov 12, 2025 Andersen has appointed Yingsi “Fanny” She as a managing director in the firm’s Private Client Services practice, further strengthening its ability to serve ultra-high-net-worth individuals, family enterprises and private companies with sophisticated tax strategies.
