People & Company News, Week of January 16, 2026
- Paul Lehman has joined SEI as head of bank asset management distribution. Lehman will oversee investment sales and partnership development across national, regional, and community banks, affiliated wealth organizations, and independent trust companies. Lehman will be reporting to Michael Lane, head of SEI’s asset management unit. Lehman will also be responsible for deepening and broadening SEI’s relationships with existing bank clients as well as expanding the delivery of asset management capabilities to new bank and affiliated wealth clients. Prior to joining SEI, Lehman served as head of the bank trust group at Dimensional Fund Advisors, where he led a national team supporting bank and trust company partners.
- Rahul Jasuja has been tapped as head of energy and energy transition at Cohen & Company. Jasuja, who brings two decades of energy-related experience, joins from Mast Capital Advisors. Jasuja previously held senior investment banking roles at Wells Fargo Securities, Citigroup, and Bank of America’s Merrill Lynch.
- Diana Shieh has been tapped as COO and head of asset management for Cohen & Steers‘ Private Real Estate Group. Shieh will oversee the firm’s private real estate portfolio while serving as COO of the private real estate platform. Shieh will be reporting to James Corl, head of the private real estate group. Before joining Cohen & Steers, Shieh served as SVP and head of U.S. asset management at Oxford Properties Group.
- Bob Lavigne has been tapped as CCO at Hightower Advisors. Lavigne will oversee the firm’s enterprise-wide compliance program, regulatory strategy, and risk governance across Hightower’s national community of advisors. Lavigne, who brings nearly three decades of industry experience to Hightower Advisors, will be reporting to the firm’s CEO Larry Restieri. Prior to joining Hightower, Lavigne served as VP and COO at Edelman Financial Engines.
- David Marcinkus has been named as a partner within the financial services unit at Dechert. Marcinkus will be based in the firm’s Washington, D.C. office and will play a key role in bolstering the firm’s permanent capital and private credit division. Marcinkus joins Dechert from the U.S. Securities and Exchange Commission, where he served as counsel to the chairman.
- Adam Pollak has been named head of advisory at Portage Point Partners, an advisory and financial services firm. Pollak also joins the firm’s executive leadership team. Pollak will be responsible for providing leadership across transaction advisory services, valuations, transaction execution services, office of the CFO, and performance improvement. He will also lead platform-wide technology initiatives, including the development and deployment of proprietary technology solutions. Prior to joining Portage Point, Pollak served as global lead partner for Value Creation and US Transformation Lead Partner at KPMG Strategy.
- Jill O’Connell has been tapped as chief human resource officer of Forum Investment Group, a private real estate investment management firm. O’Connell will be responsible for overseeing Forum’s human capital strategy, including organizational design, talent management, leadership development, and cultural initiatives. Before joining Forum, O’Connell served as the interim head of people at Partners Capital Investment Group.
- Anil Chadha has been named CFO of Regions Financial Corporation. Chadha will succeed David Turner, who will retire on March 31 following a nearly 40-year career in auditing and finance, including 20 years of service at the bank. As CFO, Chadha will oversee all finance operations, including financial systems, investor relations, corporate treasury, corporate tax, management planning and reporting, accounting, and corporate development. Chadha currently serves on Turner’s finance department team as controller and head of corporate finance.
- Financial advisor Kim Ramchandani has joined Cetera Financial, following nearly two decades at LPL Financial, where she managed about $206M in assets under administration. Ramchandani made the jump to Cetera due to changes at LPL’s OSJ and the Webster Bank investment program, where she was a part of for many years at the broker-dealer.
- Lovell Minnick Partners, a private equity firm, has made several promotions. Scott Shebelsky has been promoted to partner, Alex Lovell to principal, and Roumi Zlateva to principal and head of capital markets. Shebelsky joined Lovell Minnick Partners in the firm’s Philadelphia office in 2016 and served as CFO, where he oversaw the firm’s finance, accounting, and operational functions. Lovell joined the firm in 2021 and has played a key role in sourcing, evaluating, and executing new investments across multiple portfolio companies. As a principal, he will be responsible for leading deal processes and mentoring junior team members. Zlateva joined the firm in 2017 and has served on multiple boards and partnered with founders and management teams to promote growth and M&A activity. As principal and head of capital markets, Zlateva will lead the firm’s capital markets efforts, including financing strategy, lender and intermediary relationships.
- Adam Yale has joined RIA First Manhattan as a portfolio manager. Yale will be managing client portfolios and will leverage First Manhattan’s in-house research and wealth planning capabilities to expand client services. Prior to joining First Manhattan, Yale served as a partner and portfolio manager at Lawson Kroeker Investment Management in Omaha, Nebraska.
- Andrew Mazey has been promoted to SVP of Atlanta and Nashville at Brennan Investment Group, a private real estate investment firm. As SVP, Mazey will lead Brennan’s efforts to source investment opportunities in both Atlanta and Nashville while supporting the asset management of those investments. Previously, Mazey served as SVP of Nashville at the firm.
- Betsy Ward has been tapped as SVP of national accounts at ExchangeRight. Ward will be responsible for advancing ExchangeRight’s national distribution strategy and expanding the firm’s relationship with broker-dealers, registered investment advisors, and institutional partners. Prior to joining ExchangeRight, Ward served as SVP of national accounts and director of sales for Lateral Investment Management.
- Ategenos Capital has rebranded to AC Wealth Partners. The transition, which happened in January, marks “the start of a series of enhancements,” as the firm aims to expand its wealth management solutions. AC Wealth Partners has also retained Dr. Christopher Geczy, an adjunct professor of finance at The Wharton School, as an investment consultant and member of the AC Wealth Partners’ investment committee.
- LPL Financial has added Houston-based Oak Bridge Financial to its broker-dealer and registered investment advisor platform. The team was previously affiliated with Ameriprise Financial, where they managed $230M in advisory, brokerage, and retirement plan assets. Oak Bridge is led by Peter Goudeau Jr. and Larry Boyd. Oak Bridge, which was founded in 2007, offers financial planning and wealth management services to high-net-worth clients, including physicians, attorneys, Olympic athletes, entrepreneurs, and business owners across Houston, Washington, D.C., Atlanta, and Seattle. The team also includes Pete Goudeau III, Andrew Brereton, Jeffrey Keown, and Kingsley Davis.
- LoanLogics, a cloud-based loan management provider, has announced that its LoanBeam technology has been integrated with ICE Mortgage Technology‘s Encompass Partner Connect integration platform. Through EPC, LoanBeam provides support for automated income calculations for a variety of income types and investor styles. The platform also provides migration through ICE’s modern partner infrastructure.
- Ameriprise Financial has added Littleton, CO-based Loveday Caruso Wealth Management Group, from LPL Financial, where they oversaw $120M in total client assets. The firm is led by private wealth advisor Sean Loveday and includes financial advisor Sarah Caruso and administrative assistant Lori O’Halloran. Loveday Caruso Wealth Management Group provides “comprehensive” wealth management services to high-net-worth clients. The team joined Ameriprise Financial because of its “client-centered” technology, “efficient” practice management, and home office support. The practice is supported locally by Ameriprise’s franchise field VP Danielle Dwyer and Ameriprise’s regional VP Trish Moll.
- LPShares, a secondary marketplace, has expanded its AI-powered platform for private LPs. The expansion will allow accredited investors and sponsors to connect through a sponsor-approved, marketplace-driven process for buying and selling LP interests. The platform aims to address growing concerns regarding liquidity in private markets.
- LMAX Group, a cross-asset platform, and Ripple have partnered to boost its offerings across traditional and digital capital markets. As part of the partnership, LMAX will integrate Ripple’s capabilities across its institutional trading infrastructure, allowing banks, brokers, and buy-side institutions to leverage Ripple’s options for “enhanced” cross-collateralization and margin efficiencies across spot crypto, perpetual futures, and CFD trading. Additionally, Ripple will provide $150M in financing to support LMAX’s long-term cross-asset growth strategy.
- InvestiFi has partnered with Mid Minnesota Federal Credit Union, which will allow 60,000 members across Minnesota the ability to invest digitally from their checking accounts, that is available within the credit union’s online banking platform. MMFCU will be offering all three of InvestiFi’s solutions to its members. MMFCU’s members will also gain access to a portfolio of financial education resources.
- Stout, an advisory firm, has acquired Pointe Advisory, an advisory firm. The transaction adds Pointe Advisory’s nearly 100 team members to Stout and establishes Stout Strategy, a newly formed division that expands the firm’s capabilities in the areas of growth strategy and value creation consulting, commercial and vendor due diligence, and competitive intelligence. The new practice aims to strengthen Stout’s offerings for private equity sponsors, office of the CFO, and corporate leaders from the upper middle market to Fortune 500. Pointe Advisory’s team serves clients across the industrials, healthcare, and professional services sectors. The deal, which closed on December 16, marks Stout’s second acquisition since Integrum’s investment last July.
- H.I.G. Growth Partners, a growth stage technology-focused investment group within H.I.G. Capital, has sold a minority stake in its portfolio company myKaarma, to Warburg Pincus, a growth investment firm. As part of the transaction, Warburg Pincus will join the board of directors of myKaarma. Long Beach, CA-based myKaarma offers a suite of solutions that streamlines service leads, operations, and payments.
- ComplyBridge, an AI-powered compliance operating system, has partnered with Alphakek to power AI-assisted financial compliance workflows on ComplyBridge’s platform. ComplyBridge aims to create an “environment purpose-built” for regulatory workflows across financial compliance, licensing, and ongoing supervisory obligations. As part of the collaboration, ComplyBridge is joining the early cohort of companies building on Alive, Alphakek’s AI protocol for creating and operating “Brains,” domain-specific AI ecosystems that incorporate “reasoning models, real-time knowledge, and market-aligned learning environments.”
- Miami-based Eir Partners Capital, a private equity firm, has raised $1B in the closing round for its third private equity fund, exceeding its targeted goal of $800M. The capital for Fund III will be used to build and scale platform companies in the healthcare sector, spanning payer, provider, employer, and pharma technology. Fund III was raised in approximately three months with support from endowments, foundations, family offices, pension funds, and insurance companies.
- New Mountain Capital, an alternative investment firm, has raised $1.2B in the closing round for its second non-control private equity vehicle, New Mountain Strategic Equity Fund II, exceeding the fund’s targeted goal of $1B. The capital raised for SEF II will continue its “defensive growth” strategy in minority, non-control transactions, targeting middle-market businesses in sectors, including infrastructure services, life sciences and advanced materials, healthcare technologies, advanced data and analytics, software, financial and insurance services. SEF II comes after New Mountain Strategic Equity Fund I, which raised about $640M in 2020.
- SolaREIT, a Solar and storage real estate investor, has expanded its revolving credit facility to $80M, marking the fourth upsize in three years. The transaction comes after an undisclosed commitment from Atlantic Union Bank, which serves as the sole book runner and administrative agent for the facility, and its syndication partner, EagleBank. SolaREIT stated that this upsize provides the firm with additional capital to meet demand from solar and battery energy storage developers.
- New York-based Bansk Group, a consumer-focused private investment firm, has raised $1.45B in the closing round for its second fund, exceeding its targeted goal of $1B. Fund II will use the capital to continue the firm’s strategy of partnering with management teams in the CPG staples space, with a focus on consumer health, food and beverage, household products, and personal care. With Fund II’s close, Bansk said it manages more than $5B in assets, including co-investments.
- VelaFi, a stablecoin-powered infrastructure platform, has secured $20M for its Series B funding. The round was led by XVC and Ikuyo, with participation from Alibaba Investment, Planetree, and existing shareholder BAI Capital. The funding will be used to expand its cross-border payment and settlement infrastructure using stablecoins. The round boosts VelaFi’s total funding to over $40M.
- Davidson Kempner Capital Management, a multi-strategy investor, raised $1.1B in the closing round for its second fund, dubbed Davidson Kempner Income Fund II. DK Income Fund II will invest across structured residential, corporate, specialty finance, and hard asset-backed loans. Income Fund II is co-managed by managing partner and CIO Tony Yoseloff, co-deputy managing partner Patrick Dennis, and partner Chris Krishanthan.
- Ares Management Corporation, an alternative investment manager, has raised about $7.1B for its credit secondaries strategy, Ares Credit Secondaries Fund, exceeding its targeted goal of $2B. Through the fund, Ares aims to construct a diversified portfolio of predominantly senior secured, private equity-backed, and floating-rate private credit portfolios. The Ares Credit Secondaries strategy is led by managing director Zachary Schwartz, partners Sebastien Burdel, Chrissy Lamont Svejnar, and Luca Salvato.
- CF Private Equity, a private equity investment manager, has raised $187M in the closing round for its CF Private Equity Co-Investment Opportunities V Fund, exceeding its targeted goal of $175M. CCO V will leverage the capital to invest in companies across two to three vintage years, focusing on small and middle market growth equity and buyout opportunities.
- Guggenheim Investments, an asset management and investment advisory firm, has secured $250M in the closing for a vehicle that will invest in Guggenheim’s private debt strategy, managing an existing portfolio of loans and contributing to the platform’s continued growth. Guggenheim Securities served as an exclusive placement agent to Guggenheim Corporate Funding, and Latham & Watkins provided legal counsel on the transaction.