Josh Warren named Chief Financial Officer of Envestnet Inc.
September 26, 20235 min
Succeeds Pete D'Arrigo Who Will Assist During Transition
Patient Square Capital appoints David Katz as a Partner
September 25, 20235 min
Patient Square Capital, a leading health care investment firm, announced that David Katz has been named a Partner of the firm. Prior to joining Patient Square, Mr. Katz served as an advisor and Investment Committee member of The Pritzker Organization. Prior to The Pritzker Organization, he spent nine years as a Managing Director at GTCR, where he co-led the Health Care team and served as a member of the firm’s Investment Committee. At Patient Square, Mr. Katz...
CO2 Ecosystem by CO2 Bank launches CO2 DAO Treasury
September 19, 20238 min
CO2 Ecosystem has launched the CO2 DAO treasury
B. Riley adds Michael Devitt, as Managing Director
September 14, 20233 min
B. Riley Securities, a leading middle market investment bank and subsidiary of B. Riley Financial (Nasdaq: RILY), announced the addition of experienced consumer investment banker, Michael Devitt as a Managing Director based in the firm’s Greenbrae, San Francisco office.”Michael has been a trusted advisor to high growth consumer brands, marketplaces, and eCommerce platforms on innovative strategic and capital raising initiatives for over 17 years. He brings significant industry and transactional experience across consumer public and private companies, and his addition...
Lantern appoints Tony Poulson as Chief Revenue Officer
September 13, 20234 min
Seasoned fintech executive joins pioneering data platform to drive expansion efforts
TDC Investment Advisory announces rebrand to TFO Wealth Partners
September 1, 20233 min
TDC Investment Advisory announces rebrand to TFO Wealth Partners
Flavio Porciani joins TPG as Partner
August 29, 20234 min
Appointment expands and strengthens TPG Capital’s industry-leading software franchise in Europe
Sowell Management grows organically, ahead of RIA Curve
August 28, 20238 min
RIA adds more advisor partners to its expanding firm
Merit Financial upgrades Client Experience with Nitrogen Growth Platform
August 23, 20234 min
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities
Cboe Global Markets announced new appointment
August 18, 20234 min
Cboe Global Markets, Inc, the world’s leading derivatives and securities exchange network, announced Mandy Xu had joined the company as Vice President and Head of Derivatives Market Intelligence. In this role, Xu is planning to produce high-level insights and analysis on derivatives market themes and flows, with a focus on furthering client education on Cboe’s markets and its leading suite of derivatives products. “Being a trusted derivatives marketplace and information provider is part of Cboe’s...