People & Company News, Week of June 26, 2026
- Adriano Duarte has been tapped as EVP and CFO of Provident Bank and Provident Financial Services. Duarte will lead the Finance division, including accounting, financial planning and analysis, treasury, investor relations, corporate strategy, financial reporting, tax, facilities, and financial risk management. He will also serve as an advisor to the executive leadership team and board of directors. Duarte will report directly to Anthony Labozzetta, CEO and president of Provident Bank, and will assume his position on July 1. Duarte succeeds Thomas Lyons, who retired after two decades with Provident.
- Luke Blackwell has been named president of NexEnergy, a newly formed group within Dallas-based NexPoint, an energy-focused alternative investment firm. Blackwell will be responsible for sourcing, evaluating, and executing oil and gas investment opportunities, with a particular focus on mineral and royalty interests. Prior to joining NexPoint, Blackwell served as a partner at Prime Capital Financial and has held senior leadership roles in oilfield services and energy-related organizations.
- Rob Wrzesniewski has also been appointed as head of Stratos Technology within SEI’s Asset Management business. Wrzesniewski will advance Stratos’ tech strategy, with a focus on advisor technology oversight, platform alignment, and long-term capability development. Additionally, he will also oversee SEI’s advisor-facing technologies. Wrzesniewski will report to Jeff Benfield, SEI’s chief product officer, and Jeff Concepcion, CEO and founder of Stratos. Wrzesniewski joined SEI in 1992 and most recently led the global solutions team for SEI’s Private Banking and Wealth Management business.
- Eric Augustyn has been appointed CEO of BiggerPockets, a real estate investment platform. Augustyn, who brings over 20 years of real estate and business leadership experience to BiggerPockets, previously held senior leadership roles at Goldman Sachs, Revantage, Blackstone’s real estate corporate service, and August Hill.
- Jennifer Guidi has been appointed as CEO of ProSight Financial Association, succeeding CEO and president Debbie Bianucci. Guidi also joined the firm’s board of directors. Prior to joining ProSight Financial Association, Guidi most recently served as managing director and sector head of the Diversified Industries Group East at BMO Financial Group.
- Andrea Cording has been tapped as director of operations at Tequesta, FL-based Loxahatchee Capital, a multi-family boutique that oversees about $1.4B in assets under management. Cording will be responsible for overseeing strategic planning, recruiting, marketing, and the firm’s operational infrastructure. Before joining Loxahatchee Capital, Cording most recently served as a business analyst for UBS’s Florida Market, supporting 280 advisors across 34 offices.
- Matt Provencher has been appointed as global head of Enterprise Professional Services at SEI. In the newly created role, Provencher will lead the expansion and scaling of SEI’s professional services offering across markets. Provencher will also be responsible for advancing SEI’s enterprise-wide professional services strategy and establishing a scalable delivery model that supports clients across SEI’s platforms, technology, and operational solutions, with platforms and services such as SEI Data Cloud, business model optimization, systems integration, cybersecurity and network orchestration, AI and automation architecture and activation, and business process outsourcing. He will report to Sanjay Sharma, CEO of SEI International and global head of Private Banking and Wealth Management. Prior to joining SEI, Provencher most recently served as president of North America Banking, Financial Services, and Insurance at NTT DATA.
- Dennis Cornell has been named a senior managing director for Evercore, within the firm’s private capital markets group. Cornell, who brings over 25 years of investment banking and capital markets experience to Evercore, will be based at the firm’s New York office. Prior to joining Evercore, Cornell previously served as a partner at Apollo Global Management.
- Larry Greenberg has been named president of Willow Wealth, a retail private markets investment platform. Greenberg will lead the company’s customer experience across the platform and will report to CEO Mitchell Caplan. Additionally, Greenberg will play a role in providing investors with various tools needed to navigate and invest in private markets. Prior to joining Willow Wealth, Greenberg previously served as president of Jefferson National, where he launched the first no-commission, flat-fee variable annuity.
- James Nichols has joined RIA NewEdge Wealth, a unit under NewEdge Capital Group, expanding the firm’s presence in Nashville, Tennessee. Nichols will serve as principal within the firm’s newly established office in downtown Nashville for NewEdge Wealth. Nichols will advise entrepreneurs and business owners before and after liquidity events. He is joined by VP of client service Erin Thomas and analyst Lena Schelzig. Prior to joining NewEdge Wealth, Nichols was previously an SVP of Wealth Management at UBS.
- David Nolletti has been promoted to co-head of Riveron’s Restructuring & Turnaround Services unit. Nolletti will partner with Steve Wybo and Michael Correra to lead Riveron’s Restructuring & Turnaround Services division and will continue to serve as the firm’s Aerospace, Defense, Aviation, and Space Industry Lead. Prior to joining Riveron, Nolletti served as CEO, president, and co-founder of Cold Mountain Capital.
- Auburn Stevens has been named head of Partnerships at Comp AI, an AI-backed compliance software startup. Prior to joining Stevens previously worked in channel partnerships at Ramp, an AI-powered finance automation software provider.
- Jacqueline Dagan and Dhaval Parikh have been appointed as associate general counsel and head of Institutional Capital Formation at The Inland Real Estate Group. Dagan will drive Inland Institutional’s legal strategy, regulatory oversight, and continued business growth and will report to Inland’s General Counsel. Prior to joining the Inland Real Estate Group, Dagan previously served as general counsel and CCO at TOMS Capital Investment Management. At Inland Institutional, Parikh will lead institutional capital formation efforts, support new product and strategy development, and cultivate new institutional investor relationships while supporting the company’s long-term growth objectives. Prior to joining the Inland Real Estate Group, Parikh served as head of Capital Raising & Investor Relations at Parkview Financial. Parikh holds an MBA from Baruch College of the City University of New York.
- Bloomberg has partnered with Canadian investment management firm Mackenzie Investments to implement Bloomberg’s Multi-Asset Class Factor Model to bolster portfolio risk forecasting, factor exposure analysis, and fixed-income portfolio construction. Bloomberg’s MAC3 is a factor risk model that uses “advanced” research techniques to provide institutional investors with exposure across equities, fixed income, commodities, and alternatives. MAC3 supports workflows such as factor-based attribution, factor decomposition, stress testing, and optimization. Mackenzie Investments currently utilizes Bloomberg AIM as its multi-asset order management solution, Bloomberg PORT Enterprise for multi-asset portfolio analytics and performance attribution, and Bloomberg’s ESG Manager for the acquisition, management, and publishing of multi-vendor ESG data. The firm also uses Bloomberg Indices as benchmarks for its fixed-income funds.
- Clearwater Analytics has launched Fund Analytics, a private markets intelligence tool, which powers institutional accounting across over $10T in assets. The tool provides analytics and benchmarking across funds, co-investments, and portfolios, liquidity forecasting, portfolio monitoring, and document processing.
- ACA Group, a governance and compliance platform, has established its newest office in Durham, North Carolina. The new location, which opened on May 4, will continue recruiting in Durham over the coming year. The Durham team is primarily focused on developing ACA’s compliance technology offerings, including its ComplianceAlpha platform. Additionally, the office provides services across its managed services, advisory, and distribution businesses.
- Zocks, a financial services AI platform for financial services, has launched Zocks Client Queries. Client Queries is an agentic AI capability that allows advisors and enterprise firms to identify organic growth opportunities and client service needs across their entire book of business. The AI platform incorporates tools such as CRM records, financial plans, tax, portfolio, estate, and insurance data.
- Advisor CRM, a platform for registered investment advisors, has launched Ember, an AI-powered client experience solution. Ember was developed to address the growing needs of financial advisory firms and insurance agents. Advisors can create “client-facing” workflows using AI-powered process generation and templates. Ember assists with onboarding, data collection, and ongoing client engagement while syncing information to Advisor CRM. Ember includes 100 AI Assists and is currently available for $89/per month.
- Interactive Brokers has expanded its agentic trading capabilities with ChatGPT and Grok. The capability is available through AI connector marketplaces across multiple platforms, which allow clients to research, analyze, and generate instructions. Clients can now link their existing IBKR account to ChatGPT, Grok, or Claude by using their IBKR credentials.
- MoonPay, a fintech platform, has acquired Entendre, an accounting startup, in a deal to bolster MoonPay’s infrastructure and integrate AI agents into various workflows. Entendre’s customers, including Polygon Labs, Thirdweb, Brale, Babylon Labs, Ostium, Courtyard, and DoubleZero, use its services to deploy agents that automate real accounting work. Following the acquisition, Entendre’s team has joined MoonPay, and existing customers will see no disruption to their services.
- Vital Capital Partners, a healthcare real estate investment manager, has raised the distribution rate on its HPA Exchange, Vital Medical Dallas TX DST, from 5.35% to 6.04% of equity, as of June 1. The adjustments are based on assumptions outlined in the offering documents. The offering is located at 9525 Greenville Ave., and the 3.64-acre property was built-to-suit for Nexus Dallas Children’s Hospital, a subsidiary of Nexus Health Systems. Additionally, the offering is intended to qualify as replacement property for investors seeking to complete a tax-deferred exchange under Section 1031 of the Internal Revenue Code.
- Edward Jones has made an undisclosed investment in Quicken, a portfolio company owned by Aquiline, a private investment firm. Menlo Park, CA-based Quicken provides financial services that enable users to manage spending, create and maintain a budget, track investments, pay bills, and plan for retirement. Following the investment, Edward Jones plans to work closely with Quicken to expand access to personal financial management capabilities. Additionally, funds managed by Aquiline will continue to be the majority owner of Quicken. Aquiline had about $11B in assets under management as of March 31 and has offices in New York, London, and Philadelphia.
- Prosper AI, a healthcare AI-powered platform, has raised $30M for its Series A funding round led by Andreessen Horowitz, with participation from Base10 and support from Emergence Capital, Y Combinator, and Company Ventures. The firm plans to use the funding to expand its engineering and customer-facing teams and accelerate adoption across provider groups and health systems.
- Charlotte, NC-based Opulum Capital, a real estate private credit platform, has closed a $7.3M preferred equity investment to finance the acquisition and rehabilitation of a 260-unit multifamily community in Little Rock, Arkansas. The transaction was financed through Greystone, a commercial real estate company.
- Upscale AI, an AI advertising startup, has raised $190M in its Series A-1 funding round. The round was led by Premji Invest and included funding from new investors, NVIDIA, Salesforce Ventures, Seligman Ventures, and Temasek, as well as participation from existing investors, Maverick Silicon, Mayfield, Prosperity7 Ventures, StepStone Group, and Tiger Global. Upscale AI aims to use the new capital to scale the business and accelerate the implementation of its AI-native networking technology. The investment boosts the company’s total funding to $500M and its valuation to $2B.
