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CAPTRUST Financial Advisors (CAPTRUST) announced today the addition of TrustCore Financial Services (TrustCore). The registered investment advisor (RIA) is based in Nashville, Tennessee, and is led by Partner and CEO Gary Dean. TrustCore is the second CAPTRUST office in Nashville, following the addition of New Market Wealth Management in 2021. TrustCore oversees nearly $2.3 billion in assets and supports individuals, families, endowments, and foundations. More than 75 percent of TrustCore’s clients are located in the Middle Tennessee region. The deal brings 48 new colleagues to...

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Fidelity Investments® today announced the expansion of its rapidly growing alternative investments (alts) product lineup with the launch of the Fidelity Private Credit Fund, a business development company (BDC). The new BDC is available today for individual investors* and distributed through financial advisors and intermediaries in most states**, and we continue to look for opportunities to expand our offering. Fidelity Private Credit Fund will be managed by Fidelity Diversifying Solutions LLC***, an investment adviser that was...

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Centerview Partners, a leading independent investment banking advisory firm, announced today that Olga Lewis has joined the firm as a Partner in its New York office. Lewis joins Centerview from Goldman Sachs, where she most recently served as Managing Director in the Consumer Retail investment banking group, focused on covering retail, restaurants, branded apparel, and personal care. “I am thrilled to join Centerview as the next step in my career. I have had the privilege...

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TA Associates (“TA”), a leading global growth private equity firm, today announced nine promotions earned by investment staff, effective January 1, 2023. These include the promotion of Mike Libert to Managing Director and Stefan Dandl to Director. Additionally, Ben Bold and Rafael Telahun have been promoted to Senior Vice President, and Ali Abdel-Halim, Yash Baheti, Laurent Indekeu, Enzo Loreti and Kaelan Ong have been promoted to Vice President. “The strength and versatility of our team...

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Social impact venture capital firm partners with mission-based companies to combat poverty Makes first investment in XENO, a fintech platform helping millions in Africa to plan, save and invest Plesion Capital today announced its formation as a social impact venture capital firm focused on partnering with mission-based entrepreneurs and companies to combat poverty around the world. Plesion Capital’s strategy is predicated on making pre-seed and seed investments in promising startups whose products and services are...

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The Kessler Group has rebranded to Onboard Partners as of today. While the company retains 40 years of history and a deep expertise in financial markets, the new name speaks to the evolution of the business. The rebrand coincides with a purchase of the company. The management team has partnered with Stone Point Capital to purchase the company from ECN Capital who acquired the company in 2018. Stone Point is a private equity firm with...

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