entity_id: paamco-prisma-capital

excerpt: Largest HF FoF with custom hedge fund seeding program through managed account structures; PAAMCO Launchpad Funds for emerging managers. AUM: $14.4B discretionary + $2.0M non-discretionary as of Dec 2025. Platforms: Molecule, CompleteAlpha, PAAMCO Launchpad.


display_note: Not displayed as primary-source evidence.

entity_id: goldman-sachs-petershill

entity_type: node

excerpt: Established 2007; $17+ billion capital raised across platform; 54+ firms partnered; 1,500+ opportunities sourced. Cornerstone LP capital to inaugural funds of emerging managers. Recently raised ~$5B for fifth flagship fund (2026).

source_type: url


entity_id: blackstone-strategic-capital-group

excerpt: Acquired minority stake in Francisco Partners (2026) alongside Goldman Sachs Petershill; part of Blackstone's $60B Absolute Return platform; folds hedge fund seeding into strategic capital initiatives.


entity_id: borealis-strategic-capital-partners

excerpt: Founded 2016, Chicago-based; sole focus on backing early-stage hedge fund managers; 30+ years combined experience in sourcing/vetting early-stage managers; customized deal terms; targets specialized, structural alpha strategies. Portfolio includes 7+ seeded funds (Vor Capital, Two Seas Capital, Dellora Investments, Walnut Level Capital, Manchester Global, Ripple Effect, Nine Left).


entity_id: larch-lane-advisors

excerpt: Founded 1999, Rye Brook NY; specializes in hedge fund investment strategies and seeding capital to start-up/early-stage hedge funds. Acquired by Fiera Capital (Sept 2016). Joint venture with Fiera Capital and AIG Investments to seed emerging hedge funds.


entity_id: reservoir-capital-group

excerpt: Founded 1998, New York-based; portfolio of 4 companies; emerging capital provider in private equity. Limited public information on seeding programs.


entity_id: capitala-group

excerpt: Founded 1998, Charlotte-based; portfolio of 113 companies; latest fundraise oversubscribed at $1.0B+ commitments including leverage. Focus on independent sponsors and lower middle-market; not primarily a seeder but capital provider.


entity_id: tegean-capital-management

excerpt: New York-based hedge fund; AUM ~$393.2M; specialized hedge fund manager in alternative investments.


entity_id: brookfield-asset-management

excerpt: Large diversified asset management platform with strategic capital initiatives; Connor Teskey became CEO Feb 3, 2026. Brookfield Private Wealth manages alternative investment outlook including PE and hedge fund strategies.


entity_id: eric-wolfe

excerpt: PAAMCO Prisma Capital CEO; leads firm in emerging manager and seeding strategies


entity_id: mayer-cherem

excerpt: PAAMCO Prisma Capital CIO; oversees investment strategy for emerging manager seeding programs


entity_id: keith-moss

excerpt: PAAMCO Prisma Capital; leads investor strategy division including emerging manager allocations


entity_id: scott-schweighauser

excerpt: Borealis Strategic Capital Partners founder (2016-present); leads investment committee for hedge fund seeding strategy; 30+ years in early-stage manager sourcing/vetting


entity_id: patrick-sheedy

excerpt: Borealis Strategic Capital Partners (2016-present); core member of investment committee for seed funding decisions


entity_id: daniel-harris

excerpt: Borealis Strategic Capital Partners (2016-present); investment committee member for emerging hedge fund vetting


entity_id: chris-gorter

excerpt: Borealis Strategic Capital Partners (2016-present); investment committee participation in seed capital allocation


entity_id: greg-ramenofsky

excerpt: Borealis Strategic Capital Partners (2022-present); operational oversight of seeded hedge fund managers


entity_id: joe-sullivan

excerpt: Borealis Strategic Capital Partners (2021-present); financial oversight and operational due diligence


entity_id: ali-raissi-dehkordy

excerpt: Goldman Sachs Petershill; co-leads GP stakes and emerging manager cornerstone LP program


entity_id: robert-hamilton-kelly

excerpt: Goldman Sachs Petershill; co-leads GP stakes platform for emerging and established manager partnerships


entity_id: dan-agar

excerpt: Goldman Sachs Petershill; managing director on GP stakes platform


entity_id: nigel-beslee


entity_id: april-larkin


entity_id: kacey-marr


entity_id: martin-rensing


entity_id: joe-alala-iii

excerpt: Capitala Group founder/CEO; leads debt and equity capital provider to lower middle market; independent sponsor partnerships


entity_id: connor-teskey

excerpt: Brookfield Asset Management CEO (appointed Feb 3, 2026); leads multi-strategy capital platform including alternative investments


entity_id: richard-silver

excerpt: Investcorp-Tages; contact email Richard.Silver@InvestcorpTages.com


entity_id: vor-capital

excerpt: Borealis Strategic Capital Partners portfolio; European consumer/media focus; European consumer/media specialist strategy


entity_id: two-seas-capital

excerpt: Borealis Strategic Capital Partners portfolio; litigation-driven hedge fund strategy


entity_id: dellora-investments

excerpt: Borealis Strategic Capital Partners portfolio; small-cap life sciences specialist


entity_id: walnut-level-capital

excerpt: Borealis Strategic Capital Partners portfolio; agricultural and materials specialist


entity_id: manchester-global

excerpt: Borealis Strategic Capital Partners portfolio; technology-focused hedge fund


entity_id: ripple-effect

excerpt: Borealis Strategic Capital Partners portfolio; energy transition specialist


entity_id: nine-left

excerpt: Borealis Strategic Capital Partners portfolio; credit and special situations specialist


entity_id: francisco-partners

excerpt: Software-focused private equity firm receiving minority strategic investment from Blackstone Strategic Capital Group and Goldman Sachs Petershill (2026); balance-sheet capital partnership


entity_id: fiera-capital

excerpt: Acquired Larch Lane Advisors (Sept 2016); joint venture with Larch Lane and AIG Investments for seeding emerging hedge funds


entity_id: aig-investments

excerpt: Joint venture partner with Larch Lane Advisors and Fiera Capital to seed emerging hedge funds


entity_type: edge

excerpt: CEO leading emerging manager seeding platform


excerpt: CIO overseeing investment strategy for emerging managers


excerpt: Head of Investor Strategies Group


excerpt: Founder and Managing Partner; 30+ years in emerging manager sourcing


excerpt: Principal on Investment Committee since 2016


excerpt: COO and Operational Due Diligence lead since 2022


excerpt: CFO and Operational Due Diligence since 2021


excerpt: Managing Director and Co-Head of GP stakes platform


excerpt: Managing Director on GP stakes platform


excerpt: Founder and CEO


excerpt: CEO since Feb 3, 2026


excerpt: Business development/executive contact


excerpt: European consumer/media specialist; Borealis portfolio company


excerpt: Litigation-driven hedge fund; Borealis portfolio company


excerpt: Small-cap life sciences; Borealis portfolio company


excerpt: Agricultural/materials specialist; Borealis portfolio company


excerpt: Technology-focused; Borealis portfolio company


excerpt: Energy transition specialist; Borealis portfolio company


excerpt: Credit and special situations; Borealis portfolio company


excerpt: Petershill acquired minority strategic stake (2026)


excerpt: BSC acquired minority strategic stake alongside Petershill (2026)


excerpt: Petershill program operates within GSAM; External Investing Group


excerpt: Strategic Capital Group; part of $60B Absolute Return platform


excerpt: Acquired by Fiera Capital Sept 2016; continues hedge fund seeding operations


excerpt: Joint venture to seed emerging hedge funds


entity_id: fiera-capital--partner--aig-investments

excerpt: Joint venture with Larch Lane Advisors to seed emerging hedge funds


entity_id: citco

excerpt: World's largest hedge fund administrator; manages $1.3T in hedge fund assets; $1.8T total AUA


entity_id: christopher-smeets

excerpt: CEO of Citco Group Ltd; controls company following 2005 ownership acquisition


entity_id: peter-kane

excerpt: Citco Fund Services (USA) Inc.; leads NA hedge fund operations


entity_id: ss-c-technologies

excerpt: World's largest hedge fund and private equity administrator; SS&C GlobeOp brand; manages $2.23T AUA


entity_id: bhagesh-malde

excerpt: Led expansion of global fund administration and servicing; 30+ years industry experience; prior State Street Head of PE/RE, JPMorgan Head of Hedge Fund Services globally


entity_id: rahul-kanwar

excerpt: SS&C Technologies Holdings; oversees all operations; Bhagesh Malde reports to Kanwar; joined SS&C 2017


entity_id: apex-group

excerpt: ~13,000 employees across 50 countries; provides fund administration, compliance, and operational services


entity_id: peter-hughes

excerpt: Apex Group; leads organization with emphasis on collaborative leadership


entity_id: jay-cipriano

excerpt: Apex Group; 28 years at SEI (EVP Head of Institutional Business, led Alternatives Fund Administration); joined Apex Feb 2026


entity_id: lo-c-choquet

excerpt: Luxembourg operations; 20+ years fund services, banking, operations; ex-Aztec Group Head of Luxembourg, JPMorgan, HSBC; SKEMA Business School


entity_id: jeff-weiner

excerpt: Apex Group; 30+ years technology, operations, transformation; ex-Conduent President Commercial Services, Fiserv, Gateway, Ally, BofA, Fannie Mae, Wells Fargo


entity_id: georges-archibald

excerpt: Apex Group; leads commercial strategy


entity_id: helen-wang

excerpt: Apex Group; oversees technology and AI initiatives


entity_id: bny-mellon-pershing

excerpt: Major prime brokerage and wealth services provider; part of BNY Mellon ecosystem


entity_id: adam-vos

excerpt: BNY Mellon; oversees BNY Pershing (including Wove platform) and BNY Archer; promoted Jan 27 2026; formerly Global Head of Markets


entity_id: jim-crowley

excerpt: BNY Mellon; former Global Head of BNY Pershing; transitioned Jan 27 2026; focuses on client relationships across platforms


entity_id: laide-majiyagbe

excerpt: BNY Mellon; oversees Execution Services, Liquidity, Financing, Collateral; promoted Jan 27 2026; joins Executive Committee


entity_id: goldman-sachs

excerpt: Top-tier prime broker; serves ~294 AFI 500 hedge funds (~59% share); closing in on $1T client balances


entity_id: morgan-stanley

excerpt: Top-tier prime broker; serves ~276 AFI 500 hedge funds; 25% YoY increase in equities sales/trading revenues 2026


entity_id: penny-novick

excerpt: Morgan Stanley; first women co-heads of prime brokerage; ex-global head of futures and OTC derivatives clearing


entity_id: kim-shaw

excerpt: Morgan Stanley; first women co-heads of prime brokerage; ex-co-head prime brokerage Americas


entity_id: jpmorgan-chase

excerpt: Top-tier prime broker; serves ~234 AFI 500 hedge funds; closing in on $1T client balances; significant Asia equities financing growth


entity_id: bank-of-america

excerpt: Major prime brokerage provider; expanding capabilities; released Q1 2026 results showing strong prime-driven revenue


entity_id: stuart-bourne

excerpt: Bank of America; head of prime brokerage; promoted to co-lead global equities March 2026 alongside Glenn Koh


entity_id: halley-caldwell

excerpt: BofA Securities; oversees Asia-Pacific prime financing operations


entity_id: citigroup

excerpt: Prime Brokerage grew 50% in 2025; active in capital introductions and prime expansion


entity_id: jillian-snyder

excerpt: Citigroup; hired from BofA Dec 2025; leads capital intro initiatives


entity_id: ubs

excerpt: Targets top-tier prime brokerage position amid hedge fund boom; absorbed Credit Suisse prime clients post-acquisition


entity_id: matt-pecot

excerpt: UBS; leads North American prime operations


entity_id: chris-hagstrom

excerpt: UBS; leads equities prime brokerage financing globally


entity_id: jason-barron

excerpt: UBS; oversees global markets operations


entity_id: natalie-horton

excerpt: UBS; New York-based; leads global markets financing initiatives


entity_id: state-street

excerpt: State Street Alpha platform; manages institutional front-to-back servicing; Charles River Development subsidiary


entity_id: john-plansky

excerpt: State Street; formerly Head of State Street Alpha; oversees global wealth services platform; Executive Committee member


entity_id: matt-daly

excerpt: State Street Company; oversees Charles River Investment Management Solution product, sales, services


entity_id: charles-river-development

excerpt: State Street subsidiary; foundational technology for State Street Alpha; front-office investment management solution


entity_id: sei-investments

excerpt: Manages/advises $1.9T assets as of Mar 2026; $1.65T combined AUM/AUA; >9,700 clients; alternatives and institutional focus


entity_id: northern-trust

excerpt: Custody & Fund Admin fees $497.6M (2026); AUC/A increased 11% to $18.7T Jan 2026; hedge fund services growth


entity_id: iq-eq

excerpt: 6,500+ employees across 25 jurisdictions; US: 650+ employees across 12 locations; hedge fund & fund administration


entity_id: aztec-group

excerpt: Alternative fund services provider; Luxembourg operations; leadership pipeline to Apex Group


entity_id: cantor-fitzgerald

excerpt: Offers prime brokerage (Cantor Prime Services since 2009), institutional equity execution, research coverage


entity_id: bgc-partners

excerpt: Spun off from Cantor Fitzgerald 2004; provides trading and voice brokerage infrastructure; controls via Cantor (dual public companies)


entity_id: interactive-brokers

excerpt: Presented at BofA Securities 2026 Financial Services Conference; grows prime brokerage capabilities


entity_id: thomas-peterffy

excerpt: Interactive Brokers Group; founder/long-time leader; spoke at BofA Securities 2026 conference Feb 10


entity_id: mufg-investor-services

excerpt: Part of MUFG Group; provides fund services to institutional clients; leadership team in place 2026


entity_id: gen-ii-fund-services

excerpt: Key player in fund services ecosystem; included in private capital service provider rankings


entity_id: standish-management

excerpt: Listed among key fund administrators for private capital funds


entity_id: tmf-group

excerpt: Global fund services provider; competing in fund administration space


excerpt: CEO of Citco Group Ltd; controls company via Smeets Family Trust since 2005


excerpt: Head of Hedge Fund Services – North America at Citco Fund Services (USA) Inc.


excerpt: General Manager & Head of SS&C GlobeOp; reports to Rahul Kanwar


excerpt: Prior role: Senior Managing Director, Head of Private Equity & Real Estate business


excerpt: Prior role: Managing Director, Global Head of Hedge Fund Services


excerpt: President & Chief Operating Officer; Bhagesh Malde reports to him; joined 2017


excerpt: Founder & CEO of Apex Group


excerpt: Chief Strategy Officer; joined Feb 2026; 28 years at SEI prior


excerpt: Prior role: EVP Head of Institutional Business (425+ institutional clients); led Alternatives Fund Administration


excerpt: CEO of Apex Fund Services S.A. (Luxembourg)


excerpt: Prior role: Head of Luxembourg; Chair of Management Board


excerpt: Prior senior leadership role


excerpt: Chief Operating Officer; joined 2025; 30+ years technology, operations


excerpt: Chief Commercial Officer


excerpt: Chief AI and Data Science Officer


excerpt: Global Head of Wealth Solutions; promoted Jan 27 2026; oversees BNY Pershing & Wove platform


excerpt: Executive Vice Chair; former Global Head of BNY Pershing; transitioned Jan 27 2026


excerpt: Global Head of Markets; oversees Liquidity, Financing, Collateral; promoted Jan 27 2026


excerpt: Global Co-Head of Prime Brokerage; first woman co-head; ex-global head of futures and OTC derivatives clearing


excerpt: Global Co-Head of Prime Brokerage; first woman co-head; ex-co-head prime brokerage Americas


excerpt: Head of Prime Brokerage; promoted to co-lead global equities Mar 2026


excerpt: Head of APAC Prime Financing Advisory


excerpt: Head of Capital Introductions – North America; hired from BofA Dec 2025


excerpt: Head of US Prime Brokerage


excerpt: Joint Global Head of Equity Finance


excerpt: Head of Global Markets


excerpt: Head of Global Markets Financing


excerpt: EVP Head of Wealth Services; formerly Head of State Street Alpha; Executive Committee


excerpt: President & Head of Charles River Development (State Street subsidiary)


excerpt: State Street subsidiary; foundational technology for State Street Alpha platform


excerpt: Chairman and founder of Interactive Brokers Group


entity_id: cambridge-associates

excerpt: Advises ~$1.8T in institutional assets; founded 1973. https://www.cambridgeassociates.com/


entity_id: meketa-investment-group

excerpt: Advises ~$1.8T in institutional assets; employee-owned; founded 1978. https://meketa.com/


entity_id: nepc

excerpt: Advises ~$1.7-1.8T in institutional assets; founded 1985; majority-owned by Hightower/Thomas H. Lee Partners (2025). https://www.nepc.com/


entity_id: callan-associates

excerpt: Advises ~$3T in institutional assets; employee-owned; founded 1986. https://www.callan.com/


entity_id: cliffwater-llc

excerpt: Specializes in alternatives, private equity, private debt; 242 employees; founded 2004. https://www.cliffwater.com/


entity_id: wilshire-advisors

excerpt: Manages $123B; advises $1.5T+ in client assets; acquired by CC Capital/Motive Partners (2021). https://wilshire.com/


entity_id: aksia

excerpt: Manages ~$70B hedge funds; 420+ employees; 100% employee-owned; founded 2006. https://www.aksia.com/


entity_id: mercer-investment-consulting

excerpt: Global investment consulting; part of Mercer (Marsh & McLennan). https://www.mercer.com/en-us/solutions/investments/


entity_id: verus-investments-cerity-partners

excerpt: Seattle-based; merged with Cerity Partners (effective March 31, 2026). http://ceritypartners.com/verus


entity_id: rvk-inc

excerpt: DC and alternatives consulting specialist. Noted as separate from but competitive with major generalist firms.


entity_id: david-druley

excerpt: Cambridge Associates CEO; CFA. Focuses on 'Maximizing our impact so clients can maximize their impact'.


entity_id: samantha-davidson

excerpt: Cambridge Associates; CFA.


entity_id: dmitri-shadrin

excerpt: Cambridge Associates.


entity_id: pamela-boone


entity_id: bryan-devereaux


entity_id: scott-zoltowski


entity_id: jason-roberts

excerpt: Cambridge Associates; Harinder Soin (CDO) reports to him for data architecture/IT.


entity_id: harinder-soin

excerpt: Cambridge Associates; appointed 2023; 20+ years enterprise data architecture; reports to CTO Jason Roberts.


entity_id: adam-lester

excerpt: Cambridge Associates; appointed 2023.


entity_id: ashby-hatch


entity_id: kristen-tongberg


entity_id: margaret-chen


entity_id: chris-ivey


entity_id: brian-mcdonnell


entity_id: mary-pang


entity_id: krista-matthews


entity_id: melinda-l-wright


entity_id: alex-koriath


entity_id: eugene-snyman


entity_id: stephen-mccourt

excerpt: Meketa Investment Group.


entity_id: peter-woolley


entity_id: michael-bell

excerpt: Meketa Capital (subsidiary of Meketa Investment Group).


entity_id: erika-olson

excerpt: Meketa Investment Group; appointed Feb 2026; reports to co-CEOs.


entity_id: kellie-kane

excerpt: NEPC; joined 2022; previously nearly 24 years as COO at Meketa Investment Group.


entity_id: michael-p-manning

excerpt: NEPC; CFA/CAIA; career began 1993; joined NEPC 1997; previously Prudential/Putnam/Fidelity; MBA University of Chicago.


entity_id: timothy-f-mccusker

excerpt: NEPC; FSA/CFA/CAIA; became President Jan 2026; former CIO; joined NEPC 2006; BA Mathematics, Colgate.


entity_id: sarah-samuels

excerpt: NEPC; CFA/CAIA; 20+ years as allocator/investor; formerly Managing Director at Wellesley College endowment.


entity_id: richard-m-charlton

excerpt: NEPC; founded firm 1985 after Michigan Bell pension work; shaped ESG/impact investing.


entity_id: samuel-m-austin-iii

excerpt: NEPC; public fund consulting; founded Investment Diversity Advisory Council (IDAC); MBA Boston University Questrom.


entity_id: joshua-beers

excerpt: NEPC; led PE coverage since 2018; prior decade at Liberty Mutual; MBA Babson Olin.


entity_id: margaret-belmondo

excerpt: NEPC; joined 2016; 15+ years investment experience; formerly Director at PFM Group.


entity_id: timothy-bruce

excerpt: NEPC; leads portfolio construction public/private; MBA Chicago Booth; BA Economics, Brown.


entity_id: michael-d-cairns

excerpt: NEPC; CEBS; Taft-Hartley consulting since 1988; joined NEPC 2007; formerly Marco Consulting & Milliman & Robertson.


entity_id: steven-f-charlton

excerpt: NEPC; CFA; founded/ran OCIO business 10 years; joined NEPC 1996; formerly Putnam; BA Economics/English, St. Lawrence.


entity_id: aaron-chastain

excerpt: NEPC; CFA/CAIA; Atlanta-based; manages DB/DC consulting; formerly Head of Aon DC Multi-Asset; BS Finance, Berry College (summa).


entity_id: richard-k-ciccione

excerpt: NEPC; joined 2017; consulting since 2003; CIO Magazine Consultant of Year (2024); MBA Kellogg.


entity_id: kc-connors

excerpt: NEPC; CFA/CAIA; St. Paul-based; leads strategic growth; founded Impact Committee (2013) & Women's Leadership Forum (2016).


entity_id: rose-dean

excerpt: NEPC; CFA; joined 2023; 22+ years industry; formerly Managing Director at Wilshire (8 years); fixed income trader Citigroup; 2 MBAs.


entity_id: oliver-fadly

excerpt: NEPC; with NEPC since 2011; oversees global private debt research; formerly State Street bank loan portfolios.


entity_id: william-forde

excerpt: NEPC; CFA/CAIA; leads marketable equity research; formerly Brown Brothers Harriman Securities Lending; BA Economics, Tufts.


entity_id: matthew-ritter

excerpt: NEPC; CAIA; joined 2012; co-authored REIT white paper (2015); BS Business Administration, Northeastern.


entity_id: kristin-m-reynolds

excerpt: NEPC; CFA/CAIA; joined 2003; member of Management Group; MBA Simmons; BA Simmons.


entity_id: r-v

excerpt: Cliffwater LLC.


entity_id: b-n


entity_id: stephen-nesbitt

excerpt: Cliffwater LLC; specializes in private equity, private debt.


entity_id: sean-murray

excerpt: Cliffwater LLC; appointed 2026; 30+ years retirement/workplace investing; formerly Head of Strategic Partnerships at Goldman Sachs.


entity_id: jason-schwarz

excerpt: Wilshire Advisors; promoted from President/Deputy CEO; joined 2005; BA Government, Hamilton; MBA USC Marshall.


entity_id: andy-stewart

excerpt: Wilshire Advisors; formerly CEO, transitioned to executive chairman when Schwarz promoted.


entity_id: josh-emanuel

excerpt: Wilshire Advisors; CFA; 20+ years experience; rejoined 2015; formerly CIO The Elements Financial Group; BS Finance, U Pittsburgh.


entity_id: todd-cassler

excerpt: Wilshire Advisors; 20+ years financial services; formerly Chief Growth Officer at Cerity Partners; MBA Sacred Heart.


entity_id: leah-emkin

excerpt: Wilshire Advisors; joined 2008; oversees client solutions & marketing; Executive Committee; BA Lewis & Clark; MBA Claremont Graduate.


entity_id: erin-simpson

excerpt: Wilshire Advisors; Managing Director; joined 2013; alternative assets expertise; BS Astrophysics, Yale; Master's Johns Hopkins.


entity_id: hanna-valva

excerpt: Wilshire Advisors; joined 2022; prior tech leadership BlackRock/NYSE; BS International Studies, Oregon State.


entity_id: jason-hubschman

excerpt: Wilshire Advisors; joined Dec 2023 via Lyxor U.S. acquisition; formerly COO Lyxor U.S.; BA SUNY Albany; MBA Baruch; JD NYU Law.


entity_id: christina-walsh

excerpt: Wilshire Advisors; joined 2026; formerly CFO SageView Advisory Group; MBA Wharton; BS Business, Stony Brook.


entity_id: jeff-foley

excerpt: Wilshire Advisors; 30+ years institutional investment/fintech; joined 2010; BS Business Economics, UC Santa Barbara.


entity_id: philipp-henrich

excerpt: Wilshire Advisors; 25 years building fintech companies; studied business economics Ludwig-Maximilians-University Munich/EBS.


entity_id: paul-drake

excerpt: Wilshire Advisors; responsible for company-wide information security.


entity_id: jim-vos

excerpt: Aksia; founded firm Oct 2006; formerly Head of Fund of Funds group, Credit Suisse.


entity_id: patrick-adelsbach

excerpt: Aksia.


entity_id: michelle-davidson

excerpt: Aksia; CAIA.


entity_id: maya-fishman


entity_id: brian-goldberg

excerpt: Aksia; CFA.


entity_id: joshua-hemley


entity_id: joseph-larucci


entity_id: tim-nest


entity_id: oliver-newton


entity_id: alex-panagiotidis


entity_id: manabu-washio


entity_id: mark-bartmann

excerpt: Aksia; Managing Director.


entity_id: michael-brand

excerpt: Aksia; Managing Director; formerly global head of real assets at Mercer; recruited March 2026.


entity_id: leo-fletcher-smith

excerpt: Aksia; Managing Director; CFA.


entity_id: melissa-grant


entity_id: kyson-hawkins


entity_id: kevin-hitchen


entity_id: maiko-nanao


entity_id: rohit-agarwal


entity_id: daniel-burdett

excerpt: Aksia; CAIA/CFE.


entity_id: rebecca-heun


entity_id: david-sheng

excerpt: Aksia; joined 2018; 17+ years alternative investments; oversees Americas programs.


entity_id: ben-parks

excerpt: Aksia; CPA.


entity_id: adam-schuckman


entity_id: shunsuke-mitsumoto


entity_id: niall-o-sullivan

excerpt: Mercer Investment Consulting; appointed May 1, 2026.


entity_id: garvan-mccarthy

excerpt: Mercer Investment Consulting; appointed 2026 in new role; formerly EMEA/Asia CIO since 2022.


entity_id: andrew-mcdougall

excerpt: Mercer Investment Consulting; appointed 2026.


entity_id: kam-chang

excerpt: Mercer Investment Consulting; oversees professionals with large/complex mandates.


entity_id: abby-salameh

excerpt: Mercer Advisors; appointed Feb 2026; one of 21 managing partners nationally.


entity_id: chris-walters


entity_id: dustin-ribergaard

excerpt: Cerity Partners (post-Verus merger); concierge program for prospective clients.


entity_id: stephanie-bellisario


entity_id: james-lebenthal

excerpt: Cerity Partners (post-Verus merger); creates economic/market outlook analysis.


excerpt: CEO of Cambridge Associates. https://www.cambridgeassociates.com/leadership/


excerpt: President and Head of Global Investing. https://www.cambridgeassociates.com/leadership/


excerpt: Chief Operating Officer. https://www.cambridgeassociates.com/leadership/


excerpt: Chief Financial Officer. https://www.cambridgeassociates.com/leadership/


excerpt: Chief Technology Officer. https://www.cambridgeassociates.com/leadership/


excerpt: Chief Legal Officer. https://www.cambridgeassociates.com/leadership/


excerpt: Chief Transformation Officer. https://www.cambridgeassociates.com/leadership/


excerpt: CDO reports to CTO for data architecture governance.


excerpt: Global Head of Corporate Strategy. https://www.cambridgeassociates.com/press-releases/cambridge-associates-expands-executive-leadership-team-by-welcoming-harinder-soin-and-adam-lester/


excerpt: Head of Global Investment Research. https://www.cambridgeassociates.com/leadership/


excerpt: Head of Investment Strategy Office. https://www.cambridgeassociates.com/leadership/


excerpt: Global Head of Endowment & Foundation Practice. https://www.cambridgeassociates.com/leadership/


excerpt: Global Head of Private Client Practice. https://www.cambridgeassociates.com/leadership/


excerpt: Global Head of Retirement, Insurance & Government Practice. https://www.cambridgeassociates.com/leadership/


excerpt: Global Head of Client Solutions. https://www.cambridgeassociates.com/leadership/


excerpt: Global Head of Marketing. https://www.cambridgeassociates.com/leadership/


excerpt: Head of the Office of Global Citizenship. https://www.cambridgeassociates.com/leadership/


excerpt: Partner, EMEA Regional Head. https://www.cambridgeassociates.com/leadership/


excerpt: Partner, APAC Regional Head. https://www.cambridgeassociates.com/leadership/


excerpt: CEO, Meketa Capital subsidiary. https://meketa.com/


excerpt: Director of Public Markets Manager Research (Feb 2026). Reports to co-CEOs.


excerpt: Reports to co-CEOs.


excerpt: Chief Operating Officer (joined 2022). https://www.nepc.com/our-team/


excerpt: Worked as COO at Meketa Investment Group for nearly 24 years before joining NEPC.


excerpt: Chief Executive Officer. https://www.nepc.com/our-team/


excerpt: President (since Jan 2026). Will become CEO in Jan 2027. https://www.nepc.com/our-team/


excerpt: Partner, Chief Investment Officer. https://www.nepc.com/our-team/


excerpt: Founder (Retired), Chairman Emeritus. https://www.nepc.com/our-team/


excerpt: Partner, Chair of Governing Board (San Francisco). https://www.nepc.com/our-team/


excerpt: Partner, Head of Private Equity Investments. https://www.nepc.com/our-team/


excerpt: Partner, Public Fund Team Leader. https://www.nepc.com/our-team/


excerpt: Partner, Head of Portfolio Construction. https://www.nepc.com/our-team/


excerpt: Partner, Taft-Hartley consulting leader. https://www.nepc.com/our-team/


excerpt: Partner, Head of Client Solutions. https://www.nepc.com/our-team/


excerpt: Partner, Corporate Solutions Leader (Atlanta). https://www.nepc.com/our-team/


excerpt: Partner. https://www.nepc.com/our-team/


excerpt: Partner, Chief Consulting Officer (St. Paul). https://www.nepc.com/our-team/


excerpt: Partner (joined 2023). https://www.nepc.com/our-team/


excerpt: Worked as Managing Director at Wilshire Advisors for 8 years before joining NEPC.


excerpt: Partner, Head of Private Debt Investments. https://www.nepc.com/our-team/


excerpt: Partner, Head of Investment Manager Research. https://www.nepc.com/our-team/


excerpt: Partner, Head of Real Assets Investments. https://www.nepc.com/our-team/


excerpt: Partner, Practice Group Director (member of Management Group). https://www.nepc.com/our-team/


excerpt: CEO. https://www.cliffwater.com/


excerpt: Head of Retirement Solutions (appointed 2026). https://www.citybiz.co/article/839925/cliffwater-names-sean-murray-head-of-retirement-solutions/


excerpt: Formerly Head of Strategic Partnerships at Goldman Sachs.


excerpt: Chief Executive Officer. https://www.wilshire.com/about-us/people


excerpt: Chief Investment Officer. https://www.wilshire.com/about-us/people


excerpt: Chief Revenue Officer. https://www.wilshire.com/about-us/people


excerpt: Formerly Chief Growth Officer at Cerity Partners.


excerpt: Chief Client Officer. https://www.wilshire.com/about-us/people


excerpt: Head of Operations & Risk Management. https://www.wilshire.com/about-us/people


excerpt: Co-Chief Operating Officer & Chief Technology Officer. https://www.wilshire.com/about-us/people


excerpt: Prior technology leadership at BlackRock.


excerpt: Co-Chief Operating Officer & Co-Head of Alternative Managed Accounts. https://www.wilshire.com/about-us/people


excerpt: Chief Financial Officer (joined 2026). https://www.wilshire.com/about-us/people


excerpt: Global Head, ParkLexington – A Wilshire Company. https://www.wilshire.com/about-us/people


excerpt: Founder and CEO, XTP (Wilshire subsidiary). https://www.wilshire.com/about-us/people


excerpt: Managing Director, Chief Information Security Officer. https://www.wilshire.com/about-us/people


excerpt: Partner, CEO. Founded Aksia Oct 2006. https://www.aksia.com/leadership/


excerpt: Formerly Head of Fund of Funds group at Credit Suisse.


excerpt: Partner, Co-Head Private Equity. https://www.aksia.com/leadership/


excerpt: Partner, General Counsel. https://www.aksia.com/leadership/


excerpt: Partner, Co-Head Hedge Funds. https://www.aksia.com/leadership/


excerpt: Partner, Co-Head Private Credit. https://www.aksia.com/leadership/


excerpt: Co-Head Real Assets. https://www.aksia.com/leadership/


excerpt: Co-Head Real Assets (appointed March 2026). https://www.dakota.com/fundraising-news/aksia-recruits-new-real-assets-md-from-mercer


excerpt: Formerly global head of real assets at Mercer Investment Consulting.


excerpt: Co-Head Private Credit. https://www.aksia.com/leadership/


excerpt: Head of Product Strategy. https://www.aksia.com/leadership/


excerpt: Co-Head Private Equity. https://www.aksia.com/leadership/


excerpt: Co-Head Asia Investments. https://www.aksia.com/leadership/


excerpt: Co-Head Operational Due Diligence. https://www.aksia.com/leadership/


excerpt: Managing Director (joined 2018). https://www.iinetworks.com/content/david-sheng-managing-director-aksia


excerpt: Chief Financial Officer. https://www.aksia.com/leadership/


excerpt: Head Client Operations. https://www.aksia.com/leadership/


excerpt: Head of Legal & Compliance Japan. https://www.aksia.com/leadership/


excerpt: Global Chief Investment Officer (appointed May 1, 2026). https://www.pionline.com/people-on-the-move/pi-mercer-global-cio-niall-osullivan-private-markets/


excerpt: Global Alternatives Chief Investment Officer (appointed 2026). https://www.alternativeswatch.com/2026/04/09/mercer-names-mccarthy-global-alts-cio/


excerpt: U.S. Chief Investment Officer (appointed 2026). https://www.mercer.com/en-us/about/newsroom/mercer-appoints-olaolu-aganga-as-us-chief-investment-officer/


excerpt: Head of Investment Partnerships Group. https://www.alternativeswatch.com/2026/04/09/mercer-names-mccarthy-global-alts-cio/


excerpt: Managing Partner (appointed Feb 2026). https://www.merceradvisors.com/press/mercer-advisors-expands-managing-partner-leadership-in-key-growth-markets/


excerpt: Principal (post-Verus merger). http://ceritypartners.com/verus


excerpt: Partner & Chief Market Strategist (post-Verus merger). http://ceritypartners.com/verus


entity_id: park-hill-group

excerpt: Global alternative asset fundraising advisor; acquired by Arctos Partners in 2024; formerly part of PJT Partners (spun out from Blackstone in 2015)


entity_id: eaton-partners

excerpt: Stifel subsidiary; world's leading global fund placement agent with $140B+ raised for 185+ alternative investment funds


entity_id: ubs-private-funds-group

excerpt: Global placement and advisory services since 1998 across PE, VC, growth equity, debt, infrastructure, real estate


entity_id: probitas-partners

excerpt: Independent global advisory and alternatives placement firm; partners exclusively with compelling sponsors seeking capital from institutional investors


entity_id: atlantic-pacific-capital

excerpt: Founded 1995; executed 175+ capital raising assignments aggregating $119B+ for alternative asset managers


entity_id: asante-capital-group

excerpt: Founded 2010 by Warren Hibbert and Fraser van Rensburg (former MVision partners); 9 global partners


entity_id: triago

excerpt: Founded 1992 in Paris; expertise in secondaries and primary PE fundraising; acquired by Houlihan Lokey May 2024


entity_id: houlihan-lokey

excerpt: Global investment bank with expanded Private Funds Group following Triago acquisition; Scott Adelson CEO


excerpt: Lazard announced acquisition of Campbell Lutyens April 30 2026 for $575M; becoming Lazard's third global business


entity_id: campbell-lutyens

excerpt: Founded 1988; 300+ professionals across 15 global offices; acquired by Lazard April 2026


entity_id: first-avenue-capital-placement

excerpt: Founded 2006; 50+ professionals; raised $30B+ capital commitments; offices in London, New York, SF, Cleveland, Sydney


entity_id: mvision-private-equity-advisers

excerpt: Founded 2001; leading independent international alternative assets advisory; entered administration October 2024


entity_id: thomas-kreitler

excerpt: Managing Director; 20+ years in institutional fixed income sales; focus on liquid markets and hedge funds


entity_id: eric-deyle

excerpt: Joined 2015; 20+ years combined experience; private funds origination; led/advised 35+ fundraises raising $25B+


entity_id: christopher-maduri

excerpt: Joined 2011; private funds distribution lead; worked on ~100 fundraises securing $4B+ commitments


entity_id: kevin-kuryla

excerpt: Senior leadership of UBS's global placement and advisory services platform


entity_id: marc-wursdorfer

excerpt: Regional leadership for Europe, Middle East, Africa


entity_id: charles-favard

excerpt: Real estate advisory leadership for European region


entity_id: damian-taylor

excerpt: Real estate advisory leadership for North American region


entity_id: abhijit-mitra

excerpt: Capital advisory leadership for Americas


entity_id: phil-tsai

excerpt: Secondary market advisory leadership


entity_id: ray-tsao

excerpt: 21+ years industry experience; former investment banker at Credit Suisse Technology Group


entity_id: haakon-gresvig

excerpt: 23+ years industry experience; former Director at Wedge Alternatives; leads European operations


entity_id: sinead-o-sullivan

excerpt: Senior financial leadership


entity_id: caryn-feinberg

excerpt: Senior investment professional


entity_id: parsram-dhanraj


entity_id: raed-j-elkhatib

excerpt: Partner and Chief Executive Officer; leading capital raising operations


entity_id: tony-bossone

excerpt: Financial leadership and partnership


entity_id: james-e-manley

excerpt: Co-founder of Atlantic-Pacific Capital in 1995


entity_id: ed-chestnut


entity_id: warren-hibbert

excerpt: Co-founded Asante in 2010; former MVision partner


entity_id: fraser-van-rensburg


entity_id: jared-davidson

excerpt: Promoted 2025; joined 2019; manages North American fundraisings; led $12B+ capital raises


entity_id: george-lyons

excerpt: Promoted 2025; leads Munich office (opened 2022); led $15B+ European capital raises


entity_id: kate-o-meara

excerpt: Promoted 2025; leads European buyout fundraisings; aggregated $14B+ capital


entity_id: kelly-phelan

excerpt: Promoted 2025; manages North American fundraisings; led $14B+ commitments


entity_id: laura-leyland

excerpt: Promoted to partner 2024; mid-market PE fundraising expertise; $23B+ capital aggregation


entity_id: antoine-dr-an

excerpt: Founded Triago 1992 in Paris; built firm into recognized name in primary PE and secondary advisory


entity_id: matt-swain

excerpt: Appointed Global CEO Triago 2022; joined Houlihan Lokey as Head of Direct Placements upon Triago acquisition


entity_id: andy-lund

excerpt: Senior leadership of expanded Private Funds Group post-Triago acquisition


entity_id: cristina-forcina-westermann


entity_id: tom-donovan

excerpt: Leads origination initiatives and primary capital advisory business


entity_id: scott-adelson

excerpt: Chief Executive Officer of global investment bank


entity_id: holcombe-green

excerpt: Appointed Co-CEO of Lazard CL; co-leading Lazard-Campbell Lutyens merger


entity_id: gordon-bajnai

excerpt: Current CEO of Campbell Lutyens; appointed Co-CEO of Lazard CL upon merger announcement


entity_id: kevan-comstock

excerpt: Part of combined senior leadership across fundraising, GP capital advisory, and secondaries


entity_id: james-jacobs


entity_id: nick-miles


entity_id: stephen-salyer


entity_id: andrew-sealey

excerpt: Chairman since 2024 of 300+ person firm with 15 global offices


entity_id: gerald-cooper

excerpt: Partnership at Campbell Lutyens; part of senior leadership in combined entity


entity_id: thomas-liaudet


entity_id: immanuel-rubin


entity_id: sarah-sandstrom


entity_id: richard-von-gusovius


entity_id: marc-dumbell


entity_id: robert-bee

excerpt: Partnership at leading global private markets advisory firm


entity_id: christoffer-davidsson

excerpt: Partnership at Campbell Lutyens


entity_id: ali-floyd


entity_id: jeffrey-griffiths


entity_id: fred-han


entity_id: edward-hutton


entity_id: annabelle-judd


entity_id: jintae-kim


entity_id: guillermo-marroquin


entity_id: paul-buckley

excerpt: Executive leadership of global placement agent founded 2006


entity_id: alasdair-maclay

excerpt: Senior partnership and global leadership


entity_id: alex-chaplin

excerpt: Regional partnership leadership Europe, Middle East, Africa


entity_id: andrew-rosato

excerpt: Senior partnership


entity_id: clive-norton


entity_id: dominic-schultens

excerpt: Senior partnership and global credit advisory leadership


entity_id: grant-davis

excerpt: Senior partnership and origination leadership


entity_id: hendrik-van-rahden


entity_id: jeff-davis

excerpt: Regional and global origination leadership


entity_id: john-linger


entity_id: maulik-patel

excerpt: Senior partnership and secondaries leadership


entity_id: michael-dunham


entity_id: nick-chronias

excerpt: Senior partnership and capital solutions leadership


entity_id: stephen-cheung

excerpt: Regional partnership leadership Asia-Pacific


entity_id: mounir-moose-guen

excerpt: Founded 2001; led independent international alternative assets advisory; entered administration Oct 2024


entity_id: charles-beazley

excerpt: Board governance


entity_id: tanya-mchale

excerpt: Joined MVision at founding 2001; later moved to Oppenheimer & Co


entity_id: michaela-sved

excerpt: Joined from Macquarie Infrastructure Partners; expanded infrastructure advisory


entity_id: ian-charles

excerpt: Directs firm strategy, governance, capital solutions; owns Park Hill Group placement business


entity_id: meaghan-murphy

excerpt: Operations and organizational effectiveness leadership


entity_id: gregory-baecher

excerpt: Joined 2024 from Warburg Pincus; leads capital solutions group


entity_id: john-campbell

excerpt: Co-founded Campbell Lutyens in 1988


entity_id: richard-lutyens


entity_id: bill-dacombe


excerpt: Global Co-Head; managing director with focus on liquid markets and hedge funds


excerpt: Global Co-Head; joined 2015; private funds origination


excerpt: Global Co-Head; joined 2011; private funds distribution lead


excerpt: Global Head


excerpt: Head of EMEA


excerpt: Head of EMEA Real Estate


excerpt: Head of North America Real Estate


excerpt: Head of GP Capital Advisory America


excerpt: Global Head Secondary Market Advisory


excerpt: CEO; 21+ years experience


excerpt: Head of EMEA; 23+ years experience


excerpt: Chief Financial Officer


excerpt: Managing Director


excerpt: CEO and Partner


excerpt: Partner and CFO


excerpt: Co-founder 1995


excerpt: Co-Founder and Managing Partner; founded 2010


excerpt: Partner promoted 2025; joined 2019


excerpt: Partner promoted 2025; leads Munich office


excerpt: Partner promoted 2025


excerpt: Partner promoted 2024


excerpt: Founder and Chairman Emeritus; founded 1992


excerpt: Global CEO; appointed 2022


excerpt: Head of Direct Placements & Secondaries; joined upon Triago acquisition May 2024


excerpt: Acquired May 2024; integrated into expanded Private Funds Group


excerpt: Global Co-Head Private Funds Group


excerpt: Managing Director and Global Co-Head Primary Capital Advisory


excerpt: CEO


excerpt: CEO Campbell Lutyens


excerpt: Chairman; since 2024


excerpt: Partner


excerpt: CEO and Managing Partner


excerpt: Partner and Global Head Real Assets & Private Equity Advisory


excerpt: Partner and Co-Head EMEA


excerpt: Partner and Global Head Private Credit Advisory


excerpt: Partner and Head North American Real Assets Origination


excerpt: Partner and Head Americas & Global Head Origination


excerpt: Partner and Head Private Markets Secondaries


excerpt: Partner and Head Capital Solutions


excerpt: Partner and Head APAC


excerpt: Founder and CEO; founded 2001; entered administration Oct 2024


excerpt: Board Director


excerpt: Managing Director; joined at founding 2001


excerpt: Infrastructure team; from Macquarie Infrastructure Partners


excerpt: Co-founder 1988


excerpt: Co-founder 1988 (deceased)


excerpt: Former partner before co-founding Asante Capital Group 2010


excerpt: Stifel acquired Eaton Partners on January 4 2016


entity_id: patria-investments

excerpt: Brazil/Colombia | $52B AUM | 37 years | https://www.patria.com/


entity_id: alexandre-saigh

excerpt: Patria Investments | Brazilian Chamber of Commerce | https://www.patria.com/teams/alexandre-saigh/


entity_id: ricardo-leonel-scavazza

excerpt: Patria Investments | Head of Latam PE strategy | https://www.patria.com/


entity_id: daniel-sorrentino

excerpt: Patria Investments | https://www.patria.com/


entity_id: andre-sales


entity_id: daniel-fisberg


entity_id: alexandre-coutinho


entity_id: alfredo-reyes


entity_id: alfonso-duval


entity_id: vinci-compass

excerpt: Brazil/Rio de Janeiro | R$347B AUM (Mar 2026) | Merged Vinci Partners + Compass Group | https://ir.vincicompass.com/


entity_id: marcelo-val-rio

excerpt: Vinci Compass | Former Head of Corporate Special Situations at BTG Pactual | https://www.vincicompass.com/company/partners


entity_id: verde-asset-management

excerpt: Brazil | ~BRL 16B AUM ($3B) | Acquired 50.1% stake by Vinci Compass Dec 2025 | https://www.hedgeweek.com/vinci-compass-acquires-brazilian-hedge-fund-manager-verde/


entity_id: luis-stuhlberger

excerpt: Verde Asset Management | 40+ years career, Hedging-Griffo founder | Partner at Vinci Compass | https://www.bloomberg.com/news/articles/2025-07-29/stuhlberger-plans-sale-of-hedge-fund-that-made-him-a-brazil-icon


entity_id: spx-capital

excerpt: Brazil | ~R$60B AUM | Founded 2010 | 5 investment verticals | https://www.spxcapital.com/


entity_id: rog-rio-xavier

excerpt: SPX Capital | Former Banco BBM (1989-2010), Banco Garantia (1985-88) | https://www.suno.com.br/tudo-sobre/rogerio-xavier/


entity_id: bruno-pandolfi

excerpt: SPX Capital | Former Banco BBM | https://www.spxcapital.com/en/the-firm/our-team/


entity_id: daniel-schneider

excerpt: SPX Capital | Former Banco BBM | 10.4% ownership as of 2017 | https://www.spxcapital.com/


entity_id: santiago-iba-ez

excerpt: MAPFRE | PhD, MBA | Columbia University Faculty, MIT AI Venture Studio Mentor | Prior SURA, Energyzt Analytics | https://www.linkedin.com/in/santiagoibanezl/


entity_id: asociaci-n-mexicana-de-afores-amafore

excerpt: Mexico | MX$8.3T (US$488B) under management (2025) | 23.8% of GDP | https://amafore.org/


entity_id: guillermo-zamarripa

excerpt: AFORE sector leadership | Mexico | https://amafore.org/


entity_id: pensionissste

excerpt: Mexico | Lowest commission in system at 0.52% | https://www.gob.mx/consar/


entity_id: afp-capital

excerpt: Chile | 1.4M+ clients | Leading alternative investments | https://www.afpcapital.cl/


entity_id: renzo-vercelli

excerpt: AFP Capital | Industrial Civil Engineer, MBA Catholic University Chile | 20+ years finance | Former SURA Investments Country Manager | https://www.linkedin.com/in/renzovercelli/


entity_id: superintendencia-de-pensiones-chile

excerpt: Chile regulatory body | Implements pension reform 2026 | https://www.spensiones.cl/


entity_id: joaqu-n-cortez

excerpt: Chile Pension Regulator | Former CMF Chairman (2018-2022), AFP Provida Investment Manager (1996-2011) | Replacing Osvaldo Macías | https://fundpro.com/chiles-pension-regulator-faces-leadership-transition-and-legal-challenge-from-afps/


entity_id: porvenir

excerpt: Colombia | Owned by Grupo Aval | AFP Porvenir | 2026 reform focus | https://www.porvenir.com.co/


entity_id: alejandro-figueroa-jaramillo

excerpt: Porvenir/Grupo Aval | Colombia | https://www.grupoaval.com/porvenir-eng


entity_id: protecci-n

excerpt: Colombia | Owned by SURA/Grupo SURA | 8M+ clients | Excellent rating Fitch (2026) | https://www.proteccion.com/


entity_id: juan-david-correa

excerpt: Protección Colombia | 8M+ clients | https://www.sura-am.com/


entity_id: sura-asset-management

excerpt: Colombia | Part of Grupo SURA | Most innovative PFA rating | https://www.sura-am.com/


entity_id: banco-do-brasil

excerpt: Brazil | State-owned development bank relationship | Strong for infrastructure financing | https://www.bb.com.br/


excerpt: Brazil | Doubling in size by 2026 to 2% of GDP | R$15B Sovereign Brazil Credit Line (May 2026) | https://www.bndes.gov.br/SiteBNDES/bndes/bndes_en/


entity_id: grupo-aval

excerpt: Colombia | Financial conglomerate | Owner of Porvenir | https://www.grupoaval.com/


entity_id: luis-carlos-sarmiento-guti-rrez

excerpt: Grupo Aval Colombia | https://www.grupoaval.com/


entity_id: grupo-sura

excerpt: Colombia | Insurance, pensions, investments | https://www.gruposura.com/


entity_id: latam-family-office-summit

excerpt: Multi-country LatAm | Annual investment summit | 2026 held April | https://www.latamfosummit.com/


entity_id: j-p-morgan-private-bank-latin-america

excerpt: Multi-country LatAm | 2026 Global Family Office Report | $1.6B average net worth, $1.2B AUS surveyed families | https://privatebank.jpmorgan.com/latam/


entity_id: the-impact

excerpt: LatAm | 2 dozen LatAm families, ~$2B combined AUM | Fastest growing region | https://www.impactalpha.com/


entity_id: jorge-paulo-lemann

excerpt: Brazil | Ambev co-founder | Ambev major stakeholder | LatAm wealth concentration | https://nearshoreamericas.com/breakdown-in-latams-billionaire-class-little-has-changed/


entity_id: marcel-hermann-telles


entity_id: carlos-alberto-sicupira


entity_id: david-v-lez

excerpt: Colombia/LatAm | Nubank founder | Regional fintech wealth | https://nearshoreamericas.com/breakdown-in-latams-billionaire-class-little-has-changed/


entity_id: marcos-galperin

excerpt: Argentina | Mercado Libre founder/CEO | Major LatAm ecommerce platform | https://nearshoreamericas.com/breakdown-in-latams-billionaire-class-little-has-changed/


entity_id: ibanez-family

excerpt: Chile | Co-founded Kayyak Ventures | Invests in LatAm + US/Europe startups | https://nearshoreamericas.com/breakdown-in-latams-billionaire-class-little-has-changed/


excerpt: Senior Managing Partner, CEO, Co-Founder | https://www.patria.com/teams/alexandre-saigh/


excerpt: Managing Partner, CEO & CIO Latam Private Equity | https://www.patria.com/


excerpt: Managing Partner, Global Head of Clients | https://www.patria.com/


excerpt: Managing Partner, CEO Infrastructure | https://www.patria.com/


excerpt: Partner, Head of Private Equity Investments Agribusiness | https://www.patria.com/


excerpt: Partner, Head of Credit Brazil | https://www.patria.com/


excerpt: Partner, Head of Wealth Management Latam (ex-Brazil) | https://www.patria.com/


excerpt: Partner, Head of Commercial & Clients Andean Region | https://www.patria.com/


excerpt: CEO, Verde Asset Management | Founded 1997 Verde Fund | https://www.bloomberg.com/news/articles/2025-07-29/stuhlberger-plans-sale-of-hedge-fund-that-made-him-a-brazil-icon


excerpt: Vinci Compass acquired 50.1% stake Dec 2025 | Stuhlberger remains CEO with partnership role | https://www.hedgeweek.com/vinci-compass-acquires-brazilian-hedge-fund-manager-verde/


excerpt: Partner, Global Head of Capital Solutions | https://www.vincicompass.com/company/partners


excerpt: Co-founder, Board Chairman, Head of Rates | https://www.suno.com.br/tudo-sobre/rogerio-xavier/


excerpt: Co-founder, Board Director, Head of FX | https://www.spxcapital.com/


excerpt: Co-founder, Board Director | https://www.spxcapital.com/


excerpt: President, AFORE association | https://amafore.org/


excerpt: General Manager/CEO, assumed Aug 2024 | https://www.linkedin.com/in/renzovercelli/


excerpt: Superintendent of Pensions | Replaced Osvaldo Macías | Former CMF Chairman (2018-2022) | https://fundpro.com/chiles-pension-regulator-faces-leadership-transition-and-legal-challenge-from-afps/


excerpt: Board Chairman | https://www.grupoaval.com/porvenir-eng


excerpt: Pension fund subsidiary | https://www.grupoaval.com/porvenir-eng


excerpt: CEO, Protección | 8M+ clients | https://www.sura-am.com/


excerpt: Pension fund subsidiary | https://www.proteccion.com/


excerpt: Chairman, Grupo Aval (from Mar 2024) | https://www.grupoaval.com/


entity_id: tpg-rise-climate-fund

excerpt: Raised $5.4B for clean energy, decarbonized transport, green agriculture; 22 investments as of April 2026. Source: https://www.tpg.com/platforms/impact/rise-climate


entity_id: hank-paulson

excerpt: Former U.S. Treasury Secretary; Leading TPG Rise Climate Fund. Source: https://www.environmental-finance.com/content/news/hank-paulson-to-run-tpg-rise-climate-fund.html


entity_id: jim-coulter

excerpt: TPG Founding Partner and Executive Chairman; Leading TPG Rise Climate. Source: https://www.tpg.com/platforms/impact/rise-climate


entity_id: ed-beckley

excerpt: Senior leadership team, TPG Rise Climate Fund. Source: https://www.tpg.com/platforms/impact/rise-climate


entity_id: jonathan-garfinkel


entity_id: marc-mezvinsky


entity_id: kkr-global-impact-fund-ii

excerpt: Raised $2.8B (Fund II) for investing in companies advancing UN Sustainable Development Goals. Source: https://esgnews.com/kkr-launches-2-8-billion-global-impact-fund-to-invest-in-un-sdgs/


entity_id: ken-mehlman

excerpt: Joined KKR 2008; Global Head of Public Policy & Affairs; Co-Head of Global Impact. Source: https://www.kkr.com/about/our-people/ken-mehlman


entity_id: robert-antablin

excerpt: Joined KKR 2005; Co-Head of KKR Global Impact private market platform. Source: https://esgnews.com/kkr-launches-2-8-billion-global-impact-fund-to-invest-in-un-sdgs/


entity_id: generation-investment-management

excerpt: Founded 2004; $11.16B AUM in Q1 2026; 29 positions in ESG-aligned companies. Source: https://www.generationim.com/


entity_id: al-gore

excerpt: Former U.S. Vice President; Co-founded Generation Investment Management 2004; leads sustainable investing strategy. Source: https://www.generationim.com/our-firm/our-leadership/


entity_id: david-blood

excerpt: Former CEO of Goldman Sachs Asset Management; Co-founded Generation Investment Management. Source: https://www.generationim.com/our-firm/our-leadership/


entity_id: clara-barby

excerpt: Leads Just Climate strategy; Former CEO of Impact Management Project. Source: https://www.generationim.com/our-firm/our-leadership/


entity_id: mark-ferguson

excerpt: Founding Partner; Oversees Global Equity strategy at Generation IM. Source: https://www.generationim.com/our-firm/our-leadership/


entity_id: miguel-nogales

excerpt: Founding Partner; Covers Global Healthcare sector at Generation IM. Source: https://www.generationim.com/our-firm/our-leadership/


entity_id: bain-capital-double-impact-fund

excerpt: Launched 2015; 17 portfolio companies as of May 2026; Themes: Health & Wellness, Education & Workforce, Climate & Sustainability. Source: https://www.baincapitaldoubleimpact.com/


entity_id: todd-cook

excerpt: Partner, Bain Capital Double Impact Fund. Source: https://www.baincapitaldoubleimpact.com/people


entity_id: cecilia-chao


entity_id: jacob-donnelly


entity_id: klaus-koenigshausen


entity_id: deval-patrick

excerpt: Managing Director, Bain Capital Double Impact Fund. Source: https://www.baincapital.com/news/qa-deval-patrick-managing-director-bain-capital-double-impact


entity_id: reach-capital

excerpt: Founded 2015; 140+ portfolio companies; 39-person team including 10 partners; Mission-driven edtech and impact investing. Source: https://www.reachcapital.com/


entity_id: jennifer-carolan

excerpt: Co-Founder of Reach Capital; Background in education and venture capital. Source: https://www.reachcapital.com/about/


entity_id: wayee-chu

excerpt: Co-Founder of Reach Capital; Experienced in education technology and investment. Source: https://www.reachcapital.com/about/


entity_id: esteban-sosnik

excerpt: Co-Founder of Reach Capital; Brings expertise in technology and education. Source: https://www.reachcapital.com/about/


entity_id: shauntel-garvey

excerpt: Co-Founder of Reach Capital; Education expert with focus on K-12 and workforce development. Source: https://www.reachcapital.com/about/


entity_id: james-kim

excerpt: Partner at Reach Capital. Source: https://www.reachcapital.com/about/


entity_id: jomayra-herrera


entity_id: steve-kupfer


entity_id: blue-haven-initiative

excerpt: $2M annual revenue 2026; Invests in Sub-Saharan Africa and US; Focuses on early-stage innovative businesses improving standards of living. Source: https://www.bluehaveninitiative.com/


entity_id: liesel-pritzker-simmons

excerpt: Co-Founder of Blue Haven Initiative (2012); Oversees investment strategy focused on competitive financial returns and social/environmental impact. Source: https://www.bluehaveninitiative.com/about-us/meet-the-team/executives/liesel-pritzker-simmons/


entity_id: ian-simmons

excerpt: Co-Founder of Blue Haven Initiative (2012); Oversees portfolio focused on competitive financial returns and social/environmental challenges. Source: https://www.bluehaveninitiative.com/


entity_id: kelly-escobedo

excerpt: Managing Director at Blue Haven Initiative; Oversees capital deployment across asset classes from equities to real assets. Source: https://www.bluehaveninitiative.com/about-us/meet-the-team/


entity_id: vital-capital-fund

excerpt: $350M fund; Swiss-based, founded 2011; Invests in agriculture, water, healthcare, renewable energy, sustainable infrastructure; Focus on Sub-Saharan Africa. Source: https://vital-capital.com/


entity_id: bridges-fund-management

excerpt: Formerly Bridges Ventures; 91-person team, 24 partners; Focus: health & wellbeing, education, sustainable living, underserved markets. Source: https://www.bridgesfundmanagement.com/


entity_id: michele-giddens

excerpt: CEO and Co-Founder of Bridges Fund Management. Source: https://craft.co/bridges-ventures/executives


entity_id: charlie-edwards

excerpt: Appointed Partner and Co-head of Inclusive Growth strategy at Bridges in March 2026. Source: https://theorg.com/org/bridges-fund-management/teams/leadership-team


entity_id: henry-pepper

excerpt: Partner at Bridges Fund Management. Source: https://theorg.com/org/bridges-fund-management/teams/leadership-team


entity_id: guy-bowden


entity_id: tom-biddle

excerpt: Partner and Head of Evergreen at Bridges Fund Management. Source: https://theorg.com/org/bridges-fund-management/teams/leadership-team


entity_id: leapfrog-investments

excerpt: Founded 2007, launched 2008; Fund IV raised $1.02B; 537M people reached across Africa and Asia; Focus: telemedicine, genomics, micro-insurance, mobile banking. Source: https://leapfroginvest.com/


entity_id: andy-kuper

excerpt: Founder and CEO of LeapFrog Investments; Founded in South Africa 2007, officially launched 2008. Source: https://leapfroginvest.com/our-team/


entity_id: biju-mohandas

excerpt: Partner at LeapFrog Investments. Source: https://leapfroginvest.com/our-team/


entity_id: fernanda-lima


entity_id: frances-holliday


entity_id: gary-herbert

excerpt: Partner and Chief Operating Officer at LeapFrog Investments. Source: https://leapfroginvest.com/our-team/


entity_id: karima-ola


entity_id: nakul-zaveri


entity_id: pranav-kumar


entity_id: raimund-snyders


entity_id: souleymane-ba


entity_id: stewart-langdon


entity_id: yalin-karadogan


entity_id: julie-wallace

excerpt: Head of Impact at LeapFrog Investments. Source: https://leapfroginvest.com/our-team/


entity_id: ulrike-engling

excerpt: Chief Financial Officer at LeapFrog Investments. Source: https://leapfroginvest.com/our-team/


entity_id: acumen-fund

excerpt: Founded 2001; Impacting 648M+ lives globally; Named Fast Company's most innovative company 2026; Patient capital approach. Source: https://acumen.org/


entity_id: jacqueline-novogratz

excerpt: Founder and CEO of Acumen Fund; Recipient of Stanford Award for the Advancement of the Common Good. Source: https://acumen.org/jacqueline-novogratz/


entity_id: omidyar-network

excerpt: By Nov 2025: $2B+ awarded to 700+ organizations; 367 portfolio companies; Focus on AI, technology, public good. Source: https://omidyar.com/update/omidyar-network-appoints-michele-l-jawando-ceo/


entity_id: michele-l-jawando

excerpt: Appointed CEO 2026, succeeding Mike Kubzansky; Joined ON 2021 as SVP Programs, elevated to President 2025; Background: Capitol Hill, Google, Center for American Progress. Source: https://omidyar.com/update/omidyar-network-appoints-michele-l-jawando-ceo/


entity_id: mike-kubzansky

excerpt: Led Omidyar Network 2018-2026; Moving to build new entity for AI investment for public good. Source: https://omidyar.com/update/omidyar-network-appoints-michele-l-jawando-ceo/


entity_id: equilibrium-capital

excerpt: Founded 2008; B Corp since 2009 (one of first 200); Best For The World 2017-2022; Focus: sustainability-driven real asset strategies. Source: https://eq-cap.com/


entity_id: dave-chen

excerpt: Founder and CEO of Equilibrium Capital (2008); Chairman of Board; Focus on sustainable capital markets and asset strategies. Source: https://eq-cap.com/about-us/dave-chen/


entity_id: michael-chuev

excerpt: Co-Founder of Equilibrium Capital (2008). Source: https://eq-cap.com/


entity_id: nick-houshower

excerpt: Managing Director at Equilibrium Capital overseeing investments and portfolio management. Source: https://eq-cap.com/team/


entity_id: michaele-gobel

excerpt: Chief Financial Officer at Equilibrium Capital. Source: https://eq-cap.com/team/


entity_id: theo-holt

excerpt: Chief Risk & Compliance Officer at Equilibrium Capital. Source: https://eq-cap.com/team/


entity_id: bono

excerpt: Member of The Rise Funds Global Advisory Board; Experienced investor with deep commitment to societal and environmental change. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: jeff-skoll

excerpt: Member of The Rise Funds Global Advisory Board; eBay founder, impact investor. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: richard-branson

excerpt: Member of The Rise Funds Global Advisory Board; Virgin founder, social entrepreneur. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: laurene-powell-jobs

excerpt: Member of The Rise Funds Global Advisory Board; Co-founder of Emerson Collective. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: paul-polman

excerpt: Member of The Rise Funds Global Advisory Board; Former Unilever CEO, sustainability leader. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: anand-mahindra

excerpt: Member of The Rise Funds Global Advisory Board; Mahindra Group chairman. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: mo-ibrahim

excerpt: Member of The Rise Funds Global Advisory Board; Celtel founder, African development leader. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: reid-hoffman

excerpt: Member of The Rise Funds Global Advisory Board; LinkedIn co-founder, venture investor. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: mellody-hobson

excerpt: Member of The Rise Funds Global Advisory Board; Ariel Investments president. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: lynne-benioff

excerpt: Member of The Rise Funds Global Advisory Board; Impact investing advocate. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: anne-finucane

excerpt: Member of The Rise Funds Global Advisory Board; Bank of America executive. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


entity_id: brian-moynihan

excerpt: Member of The Rise Funds Global Advisory Board; Bank of America CEO. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


excerpt: Executive Chairman of TPG Rise Climate


excerpt: Managing Partner of TPG Rise Climate


excerpt: Partner at TPG Rise Climate


excerpt: Partner & Co-Head of Global Impact


excerpt: Chairman & Founding Partner


excerpt: Senior Partner & Founding Partner


excerpt: Senior Partner of Just Climate


excerpt: Partner & co-Chief Investment Officer


entity_id: al-gore--co-founded--david-blood

excerpt: Co-founded Generation Investment Management in 2004


excerpt: Managing Partner


excerpt: Partner


excerpt: Managing Director


excerpt: Co-Founder & Partner


excerpt: Co-Founder Emeritus


entity_id: jennifer-carolan--co-founded--wayee-chu

excerpt: Co-founded Reach Capital in 2015


excerpt: Co-Founder & Principal


excerpt: Co-founded Blue Haven Initiative in 2012


excerpt: CEO & Co-Founder


excerpt: Partner & Co-Head of Inclusive Growth


excerpt: Partner & Head of Evergreen


excerpt: CEO & Founder


excerpt: Partner & COO


excerpt: Head of Impact


excerpt: CFO


excerpt: Founder & CEO


excerpt: Chief Executive Officer (appointed 2026)


excerpt: Founder & Chief Executive Officer


entity_id: dave-chen--co-founded--michael-chuev

excerpt: Co-founded Equilibrium Capital in 2008


excerpt: Co-Founder


excerpt: Managing Director, Investments & Portfolio Management


excerpt: Chief Financial Officer


excerpt: Chief Risk & Compliance Officer


entity_id: bono--advises--tpg-rise-climate-fund

excerpt: Advisory Board Member


entity_id: edelman-financial-engines

excerpt: AUM: $308B (2026) | $1.3M clients | 430+ advisors | 140 offices | Source: SearchResults


entity_id: ralph-haberli

excerpt: Edelman Financial Engines | Appointed Nov 2025 | Source: InvestmentNews


entity_id: steve-gaven

excerpt: Edelman Financial Engines | 2026 | Former Goldman/JPMorgan | Source: BusinessWire 2026


entity_id: ro-mehrotra

excerpt: Edelman Financial Engines | 2026 | From Goldman/JPMorgan | Source: BusinessWire 2026


entity_id: michael-liersch

excerpt: Edelman Financial Engines | Joined Aug 2025 | Leads financial planning strategy | Source: SearchResults


entity_id: megan-hanley

excerpt: Edelman Financial Engines | 2026 | Stewards brand strategy | Source: SearchResults


entity_id: mariner-wealth-advisors

excerpt: AUM: $609B (2026) | Started 2026 with $1.8B dual acquisition | 42 states + Puerto Rico | Source: Mariner newsroom


entity_id: marty-bicknell

excerpt: Mariner Wealth Advisors | 2026 | Led acquisitions of First National Advisors ($1.5B) and Strava Wealth ($360M) | Source: Mariner newsroom


entity_id: first-national-advisors

excerpt: AUM: $1.5B | Rockland, MA | Medical/dental focus | Acquired by Mariner Jan 2026 | Source: Mariner newsroom


entity_id: strava-wealth

excerpt: AUM: $360M | Pittsburgh, PA | Founded 2002 | Acquired by Mariner Dec 2025 | Source: Mariner newsroom


entity_id: pathstone

excerpt: AUM: $125B + $62B affiliates ($187B total) | Founded 2010 | Employee/PE owned | Targeting $1T | Source: FamilyWealthReport


entity_id: matt-fleissig

excerpt: Pathstone | Founded 2010 | Focus on UHNW market ($30M+) | Source: FamilyWealthReport


entity_id: jim-coutre

excerpt: Pathstone | Ex-Fidelity Family Office Services | 2026 | Source: FamilyWealthReport


entity_id: mark-tibergien

excerpt: Pathstone | Former CEO of Pershing Advisor Solutions | 2026 | Source: FamilyWealthReport


entity_id: beacon-pointe-advisors

excerpt: AUM: $62B (Feb 2026) | 90+ offices | 750+ professionals | Largest female-led RIA | Source: BeaconPointe


entity_id: shannon-eusey

excerpt: Beacon Pointe Advisors | Female founder/leader | 2026 | Source: BeaconPointe


entity_id: matt-cooper

excerpt: Beacon Pointe Advisors | Longtime president, succeeded Eusey as operational lead | 2026 | Source: BeaconPointe


entity_id: captrust

excerpt: AUM: $1T+ client assets (Jun 2025) | 1,900+ employees | Founded as partnership | Source: CAPTRUST official


entity_id: j-fielding-miller

excerpt: CAPTRUST | Philosophy: owner-operated culture | 2026 | Source: CAPTRUST official


entity_id: ben-goldstein

excerpt: CAPTRUST | 2026 | Source: CAPTRUST official


entity_id: robert-miller


entity_id: jon-meyer


entity_id: ann-leddy


entity_id: kate-sampson


entity_id: michael-j-vogelzang

excerpt: CAPTRUST | Managing Director | 2026 | Source: CAPTRUST official


entity_id: christina-markell-balleza


entity_id: scott-t-matheson


entity_id: edward-v-welch-jr


entity_id: rick-shoff


entity_id: mike-wunderli


entity_id: wilson-s-hoyle-iii


entity_id: carson-group

excerpt: AUM: $58B (May 2026) | Growth from $50B by 2025 | 21 acquisitions in 2025 | Aggressive rollup | Source: SearchResults


entity_id: burt-white

excerpt: Carson Group | Succeeded Omani Carson in 2024 | Led aggressive acquisition strategy 2025-2026 | Source: SearchResults


entity_id: mercer-advisors

excerpt: AUM: $96B | 110+ locations | 1,500+ employees | Denver HQ | Barron's #1 ranked 2024-2025 | Source: SearchResults


entity_id: dave-welling

excerpt: Mercer Advisors | Joined 2017 from Schwab/fintech | 2026 | Source: SearchResults


entity_id: daniel-gourvitch

excerpt: Mercer Advisors | 2026 | Source: SearchResults


entity_id: melissa-nims

excerpt: Mercer Advisors | Appointed Apr 2026 | Source: SearchResults


entity_id: jeremiah-barlow


entity_id: abby-salameh

excerpt: Mercer Advisors | Key growth market oversight | Feb 2026 | Source: SearchResults


entity_id: chris-walters


entity_id: hightower-advisors

excerpt: AUA: $353B (2026) | Founded 2008 | Thomas H. Lee Partners backed | Back on market for sale (Jun 2026) | Source: SearchResults


entity_id: larry-restieri

excerpt: Hightower Advisors | Joined Jun 2025 from Goldman Sachs (20+ years) | Leading strategic overhaul | Source: SearchResults


entity_id: scott-hadley

excerpt: Hightower Advisors | First CAO role | Ex-Osaic | Advisor engagement & growth | 2026 | Source: SearchResults


entity_id: robertson-stephens

excerpt: AUM: $8.7B (Dec 2025) | 23% YoY growth | 24 locations | PE-backed (Long Arc Capital) | Source: SearchResults


entity_id: raj-bhattacharyya

excerpt: Robertson Stephens Wealth Management | 2026 | Source: SearchResults


entity_id: stuart-katz


entity_id: david-westbrook


entity_id: vikram-chugh


entity_id: michael-curley


entity_id: mike-barnes

excerpt: Robertson Stephens | 20 years FS leadership | Client onboarding/account mgmt | 2026 | Source: SearchResults


entity_id: carol-nulman

excerpt: Joined Robertson Stephens Sep 2025 | Wealth planning expertise | Source: SearchResults


entity_id: wealth-enhancement-group

excerpt: AUM: $118.4B (2025 post-acquisition) | Top-10 national RIA | PE: None | Source: SearchResults


entity_id: jeff-dekko

excerpt: Wealth Enhancement Group | Since 2003 | Grew firm from $600M to $118B+ AUM | 35+ years experience | Source: SearchResults


entity_id: jim-cahn

excerpt: Wealth Enhancement Group | 2026 | Source: SearchResults


entity_id: michelle-brownstein


entity_id: kelly-windorski


entity_id: bill-rice


entity_id: joe-dieckhaus


entity_id: pure-financial-advisors

excerpt: AUM: $9B | Growth from acquisitions + SmartAsset partnership | Sustainable growth model | Source: SearchResults


entity_id: joe-anderson

excerpt: Pure Financial Advisors | 2026 | Source: SearchResults


entity_id: abbas-hasan


entity_id: jason-carver


entity_id: aspiriant

excerpt: AUM: $17B | 230+ employees | 45+ states | 100% employee-owned (no PE) | Founded 2008+ | Source: SearchResults


entity_id: rob-francais

excerpt: Aspiriant | 100% employee-owned model | Advises clients/employees-first strategy | 2026 | Source: SearchResults


entity_id: choreo

excerpt: AUM: $27.2B | Became independent 2022 | 7,000+ clients | Aggressive acquisition mode 2026 | Source: SearchResults


entity_id: jason-van-de-loo

excerpt: Choreo | Joined Jul 2025 | Ex-Edelman head of wealth (20+ yrs FS) | Leading growth/leadership build | Source: SearchResults


entity_id: erik-merkau

excerpt: Choreo | Joined 2026 from Edelman | Reports to Van de Loo | Led national advisory teams | Source: SearchResults


entity_id: keith-kotfica

excerpt: Choreo | Joined 2025 from Edelman | Part of Van de Loo's leadership build | Source: SearchResults


entity_id: michael-rittershaus

excerpt: Choreo | 2026 | Oversees client service operations across locations | Source: SearchResults


entity_id: fisher-investments

excerpt: Focus: HNW active management | Compared to Edelman for positioning | Source: SearchResults


entity_id: brighton-jones

excerpt: AUM: $15B | Seattle-based | Fee-only model | Focus: HNW individuals | Annual revenue: $89.2M (2026) | Source: SearchResults


entity_id: parros-financial-group

excerpt: AUM: $118M | Ann Arbor, MI | Hybrid RIA | Acquired by Wealth Enhancement Mar 2026 | Source: SearchResults


entity_id: timothy-parros

excerpt: Parros Financial Group | Acquired by Wealth Enhancement Mar 2026 | Source: SearchResults


excerpt: CEO & President | Appointed Nov 2025


excerpt: Chief Financial Officer | 2026


excerpt: Chief Investment Officer / Finance Executive | 2026


excerpt: Chief Planning Officer | Joined Aug 2025


excerpt: Chief Marketing Officer | 2026


excerpt: President & CEO | 2026


excerpt: Jan 2026 | $1.5B AUM | Rockland, MA


excerpt: Dec 2025 | $360M AUM | Pittsburgh, PA


excerpt: CEO & Co-Founder | Founded 2010


excerpt: Head of Family Office Division | Ex-Fidelity


excerpt: Board Member | Ex-Pershing Advisor Solutions CEO


excerpt: CEO | Female founder/leader


excerpt: President | 2026


excerpt: CEO & Founding Partner | 2026


excerpt: Chief Technology Officer | 2026


excerpt: Chief Compliance Officer | 2026


excerpt: Chief Human Resources Officer | 2026


excerpt: Chief Investment Officer | Managing Director | 2026


excerpt: General Counsel | Managing Director | 2026


excerpt: Head of Client Solutions | Managing Director | 2026


excerpt: Head of Wealth Management | Managing Director | 2026


excerpt: Advisor Group Leadership | Managing Director | 2026


excerpt: Head of Mergers and Acquisitions | Managing Director | 2026


excerpt: Head of Advisor Group | Managing Director | 2026


excerpt: CEO | Took over 2024 | Led 21 acquisitions in 2025


excerpt: CEO | Joined 2017 from Schwab


excerpt: Chief Solutions Officer | Appointed Apr 2026


excerpt: Chief Commercial Officer | Appointed Apr 2026


excerpt: Managing Partner | Feb 2026


excerpt: CEO | Joined Jun 2025 from Goldman Sachs (20+ yrs)


excerpt: Chief Advisory Officer | Ex-Osaic | 2026


excerpt: Chief Investment Officer | 2026


excerpt: Chief Financial Officer | 2026


excerpt: Chief Operating Officer | 2026


excerpt: Chief Compliance Officer | 2026


excerpt: Head of Operations | 20 years FS leadership | 2026


excerpt: Founder/Leader Nulman Group | Joined Sep 2025


excerpt: CEO | Since 2003 | Grew firm from $600M to $118B+ AUM


excerpt: Chief Strategy Officer | 2026


excerpt: Chief New Client Development Officer | 2026


excerpt: Chief Legal Officer | 2026


excerpt: Mar 2026 | $118M AUM | Ann Arbor, MI


excerpt: Founder | Acquired by Wealth Enhancement Mar 2026


excerpt: CEO & President | 2026


excerpt: CEO & Co-Founder | 100% employee-owned model | 2026


excerpt: CEO | Joined Jul 2025 | Ex-Edelman head of wealth (20+ yrs)


excerpt: Chief Wealth Advisory Officer | Joined 2026 from Edelman


excerpt: Chief Growth Officer | Joined 2025 from Edelman


excerpt: Chief Service Officer | 2026


excerpt: Former head of wealth management | Led team to $250B+ AUM before moving to Choreo


excerpt: Former wealth executive | 20+ years in roles including JP Morgan Chase, TD Ameritrade, Wells Fargo


excerpt: Former executive | Joined Choreo 2025


entity_id: lpl-financial

excerpt: 32,000+ advisors, $2.3T client assets ($1.4T advisory). Acquired Commonwealth Financial Network Aug 2025. Source: LPL Financial 2026 earnings


entity_id: rich-steinmeier

excerpt: LPL Financial CEO (since 2024). Previously Chief Growth Officer LPL; senior roles at UBS, Merrill Lynch


entity_id: aneri-jambusaria

excerpt: LPL Financial. Group Managing Director and Chief Wealth Officer


entity_id: osaic-advisor-group

excerpt: 11,000+ advisors, $705B+ AUM. 8 subsidiaries: American Portfolios, FSC Securities, Infinex Investments, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors, Woodbury Financial Services. Rebranded from Advisor Group in 2023; consolidated platforms by early 2025


entity_id: jamie-price

excerpt: Osaic CEO since separation from AIG (2016). Leads $705B in client assets across 11,000 advisors


entity_id: shannon-reid

excerpt: Osaic. Effective January 12, 2026. Previously President of Raymond James Independent Contractor Division (20 years at RJ)


entity_id: greg-cornick

excerpt: Osaic executive overseeing wealth platform integrations


entity_id: cetera-financial-group

excerpt: Major multi-platform advisor network. Platform suite includes Cetera Wealth Management, Cetera Wealth Services, Cetera Solutions, Cetera RIA, Cetera Advisors


entity_id: michael-durbin

excerpt: Cetera Financial Group CEO


entity_id: todd-mackay

excerpt: Cetera. Joined January 2025. Heads primary wealth management division


entity_id: tim-stinson

excerpt: Cetera. Wealth services platform lead


entity_id: christian-mitchell

excerpt: Cetera. Joined January 2025. Oversees alternative assets and investment solutions


entity_id: raymond-james-financial

excerpt: Large private client group and independent contractor division. ~37,000 advisors system-wide


entity_id: kirk-bell

excerpt: Raymond James. Effective April 1, 2026. 26-year Raymond James veteran. Focus: advisor partnerships, high-net-worth business owner clients, team investment


entity_id: tash-elwyn

excerpt: Raymond James. Oversees wealth management and private client operations


entity_id: wells-fargo-advisors

excerpt: $2.5T client assets (Q3 2025). Autonomous compensation model. Major talent recruitment from Ameriprise, Morgan Stanley, UBS


entity_id: sol-gindi

excerpt: Wells Fargo. Former COO of JPMorgan Consumer Bank & Wealth Management (20 years JPMorgan). Reframes firm value around autonomy for advisors


entity_id: morgan-stanley-wealth-management

excerpt: ~16,000 advisors, $1.8T+ client assets. Ultra-high net worth focus ($5M+ minimums). 64 advisors on Forbes top 250 (2026)


entity_id: ted-pick

excerpt: Morgan Stanley. CEO since January 1, 2024. Elected Chairman effective January 1, 2025. Leads global wealth management operations


entity_id: andy-saperstein

excerpt: Morgan Stanley. Leads wealth management business alongside CEO succession planning


entity_id: merrill-lynch-bank-of-america

excerpt: 2,314 advisors on Forbes Best-in-State list (2026), more than any competitor. 341 on Barron's Top 1,500 list. 59 on America's Top 250


entity_id: bank-of-america-wealth-management

excerpt: Merrill Lynch operates as private wealth division. Broad advisor tiers and pricing options vs. Morgan Stanley ultra-high-net-worth


entity_id: edward-jones

excerpt: ~20,000 advisors. Generations hub launch 2026 in Scottsdale, St. Louis, West Palm Beach, Dallas for high-net-worth clients. Alternative assets focus


entity_id: penny-pennington

excerpt: Edward Jones. 20+ years with firm. Leads strategy around financial planning, alternatives, advisor technology


entity_id: david-gunn

excerpt: Edward Jones. Oversees regional advisor operations and platform deployment


entity_id: kristin-johnson

excerpt: Edward Jones. Drives platform, operations, and scalability initiatives


entity_id: charles-schwab-corporation

excerpt: Schwab Advisor Services: platform for independent RIAs and advisors. Rick Wurster CEO of parent corporation


entity_id: rick-wurster

excerpt: Parent company CEO overseeing Schwab Advisor Services and institutional platforms


entity_id: tyler-woulfe

excerpt: Effective July 1, 2026. Succeeds retiring Paul Woolway. Manages banking services for advisors


entity_id: neesha-hathi

excerpt: Charles Schwab. Newly created role (July 2026). Oversees integrated wealth and banking operations


entity_id: fidelity-institutional

excerpt: Serves institutional advisor market. Parent: Fidelity Investments. Abigail Johnson is Chairwoman/CEO of Fidelity Investments


entity_id: abigail-johnson

excerpt: Fidelity Investments. CEO since 2014, President since 2016. Oversees Fidelity Institutional and all institutional wealth platforms


entity_id: commonwealth-financial-network

excerpt: Acquired by LPL Financial August 2025 for $2.7B. Multi-platform advisor network. Platform onboarding to LPL completing Q4 2026. Retained 80%+ of advisors by AUM


entity_id: janney-montgomery-scott

excerpt: 900 financial advisors, 200+ capital markets professionals. 135 offices in 22 states. ~2,200+ total employees. Employee-owned regional alternative to wirehouses


entity_id: tony-miller

excerpt: Janney Montgomery Scott. Named CEO (2023 President). 20+ year tenure. Former CFO, treasurer, director of internal audit


entity_id: robert-w-baird-co

excerpt: Private wealth management, asset management, investment banking, capital markets, private equity. Strategic partnership with Sagard (alternative assets)


entity_id: steven-booth

excerpt: Robert W. Baird & Co. Leads employee-owned firm strategy across wealth, capital markets, and alternatives distribution


entity_id: oppenheimer-holdings-inc

excerpt: Private Client Division primary focus. Wealth Management: $55.2B AUM, $143.3B AUA (year-end 2025). Revenue >$1B wealth segment


entity_id: robert-s-lowenthal

excerpt: Oppenheimer Holdings. Succeeded Albert G. Lowenthal May 5, 2025. Previously President and Head of Investment Banking


entity_id: ed-harrington

excerpt: Oppenheimer. Responsible for strategic growth of financial advisor and branch network across wealth division


entity_id: albert-g-lowenthal

excerpt: Oppenheimer. Stepped down as CEO May 5, 2025 after 40 years leading firm. Remains as Chairman and Executive Chairman of operations


excerpt: CEO since 2024


excerpt: Chief Wealth Officer and Group Managing Director


excerpt: President of Independent Contractor Division (20 years, until late 2025)


excerpt: CEO


excerpt: President of Cetera Wealth Management (January 2025)


excerpt: President of Cetera Wealth Services


excerpt: President of Cetera Solutions (January 2025)


excerpt: President Independent Contractor Division (April 1, 2026), 26-year tenure


excerpt: President Private Client Group


excerpt: Head of Wells Fargo Advisors and WIM Client Relationship Group


excerpt: CEO and Chairman (effective Jan 1, 2025)


excerpt: Co-President Wealth Management


excerpt: CEO, 20+ year tenure


excerpt: Head U.S. and Canada Business Units


excerpt: Principal and Chief Operating Officer


excerpt: President and CEO of parent corporation


excerpt: President and CEO of Charles Schwab Bank (July 1, 2026)


excerpt: Head of Wealth Advisory and Banking Services (July 2026)


excerpt: Chairwoman, CEO, President. Oversees Fidelity Institutional


excerpt: Acquired August 2025 for $2.7B; platform integration completing Q4 2026


excerpt: President and CEO


excerpt: CEO of employee-owned firm


excerpt: CEO and President (May 5, 2025)


excerpt: EVP Private Client Division; Co-Head Investment Banking


excerpt: Chairman and Executive Chairman, Opco (stepped down as CEO May 2025)


entity_id: goldman-sachs

excerpt: Bulge bracket leader in M&A and leveraged finance


entity_id: stephan-feldgoise

excerpt: Goldman Sachs - Promoted to Management Committee, May 2026. Oversees all global M&A operations. https://www.goldmansachs.com/pressroom/press-releases/2026/goldman-sachs-announces-leadership-updates-may-5-2026


entity_id: joshua-schiffrin

excerpt: Goldman Sachs - Promoted to Management Committee, May 2026. https://www.goldmansachs.com/pressroom/press-releases/2026/goldman-sachs-announces-leadership-updates-may-5-2026


entity_id: morgan-stanley

excerpt: Bulge bracket leader with strong M&A franchise


entity_id: john-collins

excerpt: Morgan Stanley - Co-leads global M&A practice. https://www.morganstanley.com/insights/articles/mergers-and-acquisitions-outlook-2026-activity


entity_id: tom-miles

excerpt: Morgan Stanley - Head of Americas M&A, elevated to co-lead global M&A. Strong on cross-border and large-cap deals. https://news.bloomberglaw.com/mergers-and-acquisitions/morgan-stanley-promotes-miles-to-global-m-a-head-in-revamp


entity_id: jpmorgan-chase

excerpt: Bulge bracket leader with largest M&A footprint


entity_id: dorothee-blessing

excerpt: JPMorgan - Head of global TMT investment banking background. Elevated to co-lead global IB, May 2026. Reports to Filippo Gori and John Simmons. https://www.americanbanker.com/news/jpmorgan-names-trio-to-co-lead-global-investment-banking


entity_id: kevin-foley

excerpt: JPMorgan - Former co-head of global M&A with strong cross-border track record. Elevated to co-lead global IB, May 2026. https://www.americanbanker.com/news/jpmorgan-names-trio-to-co-lead-global-investment-banking


entity_id: jared-kaye

excerpt: JPMorgan - Elevated to co-lead global IB, May 2026. Part of restructured leadership. https://www.americanbanker.com/news/jpmorgan-names-trio-to-co-lead-global-investment-banking


entity_id: anu-aiyengar

excerpt: JPMorgan - Stepped away from day-to-day responsibilities, May 2026. Top-ranked M&A banker, named #1 on Business Insider Rainmakers 2025 (first woman). Joined JPMorgan 1999. Advised on $1T+ in transactions. https://gfmag.com/news/jpmorgan-names-aiyengar-head-investment-banking/


entity_id: charlie-bouckaert

excerpt: JPMorgan - Promoted from co-head of industrials. Joined JPMorgan 2019. Previously at Goldman Sachs for ~2 decades as global head of transportation. Reports to Blessing, Foley, Kaye. https://news.bloomberglaw.com/banking-law/jpmorgan-to-announce-new-global-investment-banking-co-heads-1


entity_id: stathis-karanikolaidis

excerpt: JPMorgan - Appointed May 2026, replacing Catherine O'Donnell. Oversees debt financing for large deals. https://www.gurufocus.com/news/8625471/jpmorgan-appoints-new-head-of-leveraged-finance


entity_id: lazard

excerpt: Top-tier M&A boutique ranked globally by deal volume


entity_id: peter-orszag

excerpt: Lazard - Since October 2023, became CEO and Chairman January 1, 2025. Reports to Board of Directors. https://www.lazard.com/our-people/leadership-board/


entity_id: mark-mcmaster

excerpt: Lazard - Leads public company M&A coverage. 2026. https://www.lazard.com/news-announcements/lazard-in-the-news/lazard-global-head-of-ma-mark-mcmaster-at-the-conference-boards-2026-ma-summit/


entity_id: raymond-mcguire

excerpt: Lazard - Expanded responsibilities 2026. Reports to CEO/Chairman Orszag. https://www.lazard.com/news-announcements/lazard-expands-financial-advisory-leadership-roles-to-advance-next-phase-of-long-term-growth-strategy/


entity_id: tim-donahue

excerpt: Lazard - Expanded to Co-Head Financial Advisory 2026. https://www.lazard.com/news-announcements/lazard-expands-financial-advisory-leadership-roles-to-advance-next-phase-of-long-term-growth-strategy/


entity_id: alexandra-soto

excerpt: Lazard - Responsible for global operations and human capital. https://www.lazard.com/our-people/leadership-board/


entity_id: mary-ann-betsch

excerpt: Lazard - Oversees global finance and audit functions. https://www.lazard.com/our-people/leadership-board/


entity_id: chris-weideman

excerpt: Lazard - Chief legal officer. https://www.lazard.com/our-people/leadership-board/


entity_id: evercore

excerpt: Top-tier boutique with strong M&A and capital advisory franchises


entity_id: roger-altman

excerpt: Evercore - Founder, maintained senior leadership role. https://www.evercore.com/who-we-are/leadership/


entity_id: john-weinberg

excerpt: Evercore - Current CEO and Chairman. https://www.evercore.com/who-we-are/leadership/


entity_id: ralph-schlosstein

excerpt: Evercore - Senior advisor role. https://www.evercore.com/who-we-are/leadership/


entity_id: eduardo-mestre

excerpt: Evercore - Senior Managing Director. Former Chairman of Citigroup IB and co-head of Salomon M&A. https://www.evercore.com/who-we-are/leadership/


entity_id: daniel-mendelow

excerpt: Evercore - Reports to Investment Banking leadership. https://www.evercore.com/who-we-are/leadership/


entity_id: naveen-nataraj


entity_id: jason-sobol


entity_id: matthew-lindsey-clark

excerpt: Evercore - European leadership. https://www.evercore.com/who-we-are/leadership/


entity_id: keith-magnus

excerpt: Evercore - Asia-Pacific leadership. https://www.evercore.com/who-we-are/leadership/


entity_id: nigel-dawn

excerpt: Evercore - Oversees sponsors/alternatives advisory. https://www.evercore.com/who-we-are/leadership/


entity_id: chris-macios

excerpt: Evercore - Joined January 5, 2026. From Guggenheim Securities. 20+ years IB experience. https://investors.evercore.com/news-releases/news-release-details/chris-macios-joins-evercore-senior-managing-director-financial


entity_id: ben-carpenter

excerpt: Evercore - Joined March 2, 2026. From JPMorgan as global co-head of healthcare IB. Co-head North America M&A. https://investors.evercore.com/news-releases/news-release-details/ben-carpenter-joins-evercore-senior-managing-director-healthcare


entity_id: chris-connelly

excerpt: Evercore - Joined May 18, 2026. New York-based. https://investors.evercore.com/news-releases/news-release-details/0


entity_id: tim-lalonde

excerpt: Evercore - Corporate finance oversight. https://www.evercore.com/who-we-are/leadership/


entity_id: jason-klurfeld

excerpt: Evercore - Chief legal officer. https://www.evercore.com/who-we-are/leadership/


entity_id: michael-paliotta

excerpt: Evercore - Equities division lead. https://www.evercore.com/who-we-are/leadership/


entity_id: centerview-partners

excerpt: Independent boutique founded 2006, 80+ partners, $1.9B revenue 2024


entity_id: blair-effron

excerpt: Centerview - Founded 2006. Former Vice Chairman UBS. Four-decade career advising Fortune 500. https://www.centerviewpartners.com/ourteammember.aspx?employee=Blair+W.+Effron


entity_id: robert-pruzan

excerpt: Centerview - Founded 2006. Former CEO Dresdner Kleinwort Wasserstein NA. $1T+ career transactions. https://www.centerviewpartners.com/ourteammember.aspx?employee=Robert+A.+Pruzan


entity_id: anthony-kim

excerpt: Centerview - Senior partner. https://www.centerviewpartners.com/


entity_id: e-eric-tokat


entity_id: andrew-rymer


entity_id: perella-weinberg-partners

excerpt: Founded 2006, top-tier boutique, board leadership restructure June 2026


entity_id: andrew-bednar

excerpt: Perella Weinberg Partners - CEO since January 2023, elevated to Chair effective June 30, 2026. Partner since founding 2006. https://www.investing.com/news/sec-filings/perella-weinberg-partners-announces-board-leadership-changes-effective-june-2026-93CH-4445886


entity_id: peter-weinberg

excerpt: Perella Weinberg Partners - Resigning as Chairman June 30, 2026. Remaining on Board as working partner. https://www.investing.com/news/sec-filings/perella-weinberg-partners-announces-board-leadership-changes-effective-june-2026-93CH-4445886


entity_id: dietrich-becker

excerpt: Perella Weinberg Partners - Co-partner since founding 2006. https://www.investing.com/news/sec-filings/perella-weinberg-partners-announces-board-leadership-changes-effective-june-2026-93CH-4445886


entity_id: houlihan-lokey

excerpt: #1 ranked by transaction count globally in 2025 LSEG rankings


entity_id: scott-adelson

excerpt: Houlihan Lokey - Leading the firm as CEO. https://investors.hl.com/corporate-overview/officers-and-directors/default.aspx


entity_id: irwin-gold

excerpt: Houlihan Lokey - Senior leadership role. https://investors.hl.com/corporate-overview/officers-and-directors/default.aspx


entity_id: david-preiser

excerpt: Houlihan Lokey - Co-leads business operations. https://investors.hl.com/corporate-overview/officers-and-directors/default.aspx


entity_id: moelis-company

excerpt: Founded 2007, ~900 professionals, 300+ partners, strong media and sponsors focus


entity_id: navid-mahmoodzadegan

excerpt: Moelis - CEO, 30+ years IB experience. Former Global Head of Media at UBS. $200M+ media transactions. https://www.moelis.com/our-team/navid-mahmoodzadegan/


entity_id: jason-auerbach

excerpt: Moelis - Managing Director overseeing tech sector M&A. https://www.moelis.com/our-team/


entity_id: john-colella

excerpt: Moelis - Managing Director, New York-based. https://www.moelis.com/our-team/


entity_id: thane-carlston

excerpt: Moelis - Managing Director leading financing advisory. New York-based. https://www.moelis.com/our-team/


entity_id: chris-callesano

excerpt: Moelis - Finance leadership. New York-based. https://www.moelis.com/our-team/


entity_id: eric-cantor

excerpt: Moelis - Senior advisor. Washington D.C. https://www.moelis.com/our-team/


entity_id: mark-aedy

excerpt: Moelis - Geographic leadership. London-based. https://www.moelis.com/our-team/


entity_id: erick-alberti

excerpt: Moelis - Latin America leadership. São Paulo-based. https://www.moelis.com/our-team/


entity_id: pjt-partners

excerpt: Founded 2015, $1T+ M&A and restructuring experience


entity_id: paul-jeffrey-taubman

excerpt: PJT Partners - Founder and CEO since 2015. Led AbbVie-Allergan ($63B), T-Mobile-Sprint ($59B), Mylan-Upjohn ($50B). https://www.pjtpartners.com/


entity_id: greenhill-advisory-mizuho

excerpt: Acquired by Mizuho May 2023 for $550M, maintains independent brand


entity_id: scott-bok

excerpt: Greenhill - Former CEO, promoted to Chairman 2026. Reports to Jerry Rizzieri. https://www.mizuhogroup.com/americas-news/2023-12-mizuho-closes-acquisition-of-m-a-and-restructuring-advisory-firm-greenhill


entity_id: kevin-costantino

excerpt: Greenhill Advisory - Leads Americas M&A practice. https://theorg.com/org/greenhill-co/org-chart/kevin-costantino


entity_id: david-wyles

excerpt: Greenhill Advisory - Leads Americas M&A practice. https://theorg.com/org/greenhill-co


entity_id: patrick-suehnholz

excerpt: Greenhill Advisory - Continues in COO role post-Mizuho acquisition. https://www.mizuhogroup.com/americas-news/2023-12-mizuho-closes-acquisition-of-m-a-and-restructuring-advisory-firm-greenhill


entity_id: jefferies

excerpt: Mid-size bulge bracket with strong M&A franchise, 6th globally, 5th Americas


entity_id: chris-roop

excerpt: Jefferies - Americas M&A leadership. 2026. https://www.linkedin.com/in/chris-roop-12b12821/


entity_id: evan-rothenberg

excerpt: Jefferies - Sponsors/PE advisory leadership. 2026. https://www.linkedin.com/in/evan-rothenberg-b81ab619/


entity_id: john-miller

excerpt: Jefferies - Recently joined. New York-based. 2026. https://www.jefferies.com/our-services/investment-banking/


entity_id: citigroup

excerpt: Bulge bracket with M&A and financing capabilities, market share 4.8% 2024 (up from 3.5% 2020)


entity_id: margo-pilic

excerpt: Citigroup - Consolidated senior leadership role 2026. https://www.ainvest.com/news/citigroup-bold-leadership-play-catalyst-investment-banking-dominance-2506/


entity_id: vis-raghavan

excerpt: Citigroup - Former JPMorgan executive leading banking division. 2026. https://www.ainvest.com/news/citigroup-bold-leadership-play-catalyst-investment-banking-dominance-2506/


entity_id: bank-of-america

excerpt: Bulge bracket investment banking and M&A


entity_id: guggenheim-partners

excerpt: Mid-tier investment bank with M&A and sponsors capabilities


excerpt: Head of Global M&A


excerpt: Global Head of Risk


excerpt: Global Co-Head of M&A


excerpt: Co-Head of Global Investment Banking


excerpt: Global Chair of Investment Banking and M&A


excerpt: Global Head of M&A


excerpt: Head of North America Leveraged Finance


excerpt: CEO and Chairman


excerpt: President and Co-Head Financial Advisory, North America


excerpt: Global Head Capital Solutions / Co-Head Financial Advisory, North America


excerpt: Chief Operating Officer


excerpt: Chief Financial Officer


excerpt: General Counsel


excerpt: Founder and Senior Chairman


excerpt: Chairman and CEO


excerpt: Chairman Emeritus


excerpt: Chairman of Investment Banking


excerpt: Co-Head of U.S. Investment Banking


excerpt: Co-Head of EMEA Investment Banking


excerpt: Chairman of Asia Investment Banking


excerpt: Global Head of Private Capital Advisory


excerpt: Senior Managing Director, Financial Sponsors Group


excerpt: Senior Managing Director, Healthcare Investment Banking


excerpt: Senior Managing Director, Industrials Investment Banking


excerpt: Chief Executive Officer of Equities


excerpt: Partner and Co-Founder


excerpt: Partner


excerpt: Chief Executive Officer / Chairman (effective June 30, 2026)


excerpt: Founder and Board Member (resigned as Chairman June 30, 2026)


excerpt: Chief Executive Officer


excerpt: Executive Chairman


excerpt: Co-President


excerpt: Chief Executive Officer and Co-Founder


excerpt: Global Head of Technology Investment Banking


excerpt: Global Head of Power and Utilities


excerpt: Chairman of Capital Structure Advisory


excerpt: Chief Financial Officer


excerpt: Vice Chairman


excerpt: Managing Director, Chairman of EMEA and APAC


excerpt: Managing Director, Co-Head of Brazil


excerpt: Chairman and Chief Executive Officer


excerpt: Chairman


excerpt: Co-Head of U.S. M&A


excerpt: Chief Operating Officer


excerpt: Head of America's M&A


excerpt: Co-Head of Americas Financial Sponsors Group


excerpt: Executive Co-Chair of Global Investment Banking and Capital Markets


excerpt: Head of Strategy, M&A, and Investor Relations


excerpt: Head of Banking


excerpt: Senior Managing Director, Financial Sponsors Group (prior role, joined Evercore Jan 2026)


excerpt: Co-Head of Healthcare IB / Co-Head North America M&A (prior role, joined Evercore March 2026)


entity_id: ardian

excerpt: Ardian Secondary Fund IX (ASF IX) - $30B (largest secondaries fundraise globally). Secondaries & Primaries AUM: $97B. 465+ investors from 44 countries. Source: https://www.ardian.com/news-insights/press-releases/ardian-raises-record-30-billion-worlds-largest-ever-secondaries


entity_id: mark-benedetti

excerpt: Ardian. Leading ASF IX secondaries platform. Source: https://www.ardian.com/news-insights/press-releases/ardian-raises-record-30-billion-worlds-largest-ever-secondaries


entity_id: vladimir-colas

excerpt: Ardian. Co-leading ASF IX record $30B secondaries platform. Source: https://www.ardian.com/news-insights/press-releases/ardian-raises-record-30-billion-worlds-largest-ever-secondaries


entity_id: lexington-partners

excerpt: Franklin Templeton-acquired speciality manager. Franklin Lexington PE Secondaries Strategy: $3.5B AUM within first year (2026). 26 partners, avg 19 years at firm. Source: https://www.franklintempleton.com/press-releases/news-room/2026/franklin-lexington-private-equities-secondaries-strategy-exceeds-usd3.5-billion-in-assets-under-management-globally-within-first-year


entity_id: wilson-warren-wil-warren

excerpt: Lexington Partners. Co-Chair of Secondary Investment Committee. Manages secondaries, continuation vehicle, and co-investment funds. Joined Lexington 1994. Named among Twenty Most Influential in Secondaries 2026 by Private Equity News. Source: https://www.lexingtonpartners.com/team-members/wilson-warren/


entity_id: peter-grape

excerpt: Lexington Partners. Boston-based. Joined 2013. Promoted Partner Jan 2026. Focuses on secondary opportunities, partnership and GP-led transactions. Source: https://www.lexingtonpartners.com/press-releases/lexington-partners-names-three-new-partners/


entity_id: simon-oak

excerpt: Lexington Partners. New York-based. Rejoined after business school 2010. Promoted Partner Jan 2026. Leads secondary origination and execution. Source: https://www.lexingtonpartners.com/press-releases/lexington-partners-names-three-new-partners/