People & Company News, Week of January 23, 2026
- Chadd Lucas has been named the executive director and enterprise business development manager of the client solutions team at 55ip, a tax technology platform and fully owned subsidiary of JP Morgan. Lucas will play a key role in shaping 55ip’s enterprise sales efforts, with a focus on expanding business among broker-dealers, asset managers, and wealth management platforms. Lucas will be based in the firm’s New York office and will be reporting to Michael Camp, 55ip’s head of client solutions. Prior to joining 55ip, Lucas served as SVP of business development at Voya Investment Management.
- Michael Allain has been tapped as chief revenue officer at Red Oak, a financial compliance platform. Allain will work “cross-functionally” with Red Oak’s sales, operations, and leadership teams to boost revenue growth and maintain operational stability. Allain, who brings more than 30 years of B2B experience, previously served as EVP of sales at Billd.
- Sarah White has been named a partner and wealth advisor for Sapient Capital, a wealth advisory firm. White, who joined the firm on January 5, brings more than two decades of experience advising UHNW clients and will be based at the firm’s New York office. Prior to joining Sapient Capital, White served as a managing director and private banker at JP Morgan Private Bank.
- Corridor Capital has made several appointments. Jack Chason has been promoted to senior associate for investments, Michael Guptill has been promoted to associate for investments, and Kate Speese has joined as an operations associate. Prior to joining the Corridor team, Guptill was an associate at Copley Equity Partners, a lower middle market private equity firm. Speese will be involved with the firm’s growth execution and value creation strategy.
- Michael Moriarty has been tapped as CIO of Collaborative Capital Advisors, a technology-based multi-family office. Moriarty will play a role in leading the firm’s investment activities, the development of its investment team, policies and procedures, and the buildout of its investment platform. Before joining Collaborative Capital Advisors, Moriarty served as CIO at Wealthspire Advisors, where he led the firm’s investment and research strategy and oversaw the development and implementation of investment policies. He previously held senior roles at Dynasty Financial Partners, JP Morgan, and GE Capital.
- Financial advisor Jonathan Amoia has joined TritonPoint Partners as a managing director and founder of Advocate Wealth. Buffalo, NY-based Advocate Wealth, manages about $300M in total client assets for business owners and multigenerational families. Amoia specializes in wealth planning, investment strategy, estate, business, and pre-transaction design for ultra-high-net-worth clients. Prior to joining TritonPoint Partners, Amoia served as a partner and managing director at Sand Hill Investment Management. TritonPoint is backed by Dynasty Financial Partners.
- Mollie Boyce has joined ExchangeRight as SVP of national accounts at the firm’s distribution team. Boyce will play a key role in expanding ExchangeRight’s national distribution efforts with partnerships with broker-dealers, registered investment advisors, custodial platforms, and other key institutional partners. Boyce, who brings more than 20 years of alternative investment experience, previously served as head of national accounts at alternative investment manager Pender Capital.
- Jacob Czarnick has joined A&G Real Estate Partners as a principal. Czarnick will lead business development and strategy to boost growth across sectors and to initiate business opportunities in lease restructuring, fee owned property sales, lease mitigation, and capital solutions. Prior to joining A&G, Czarnick was a managing director in the restructuring group at Raymond James & Associates. Czarnick previously held roles at Credit Suisse, Bank of America, and Citigroup.
- Hailey Gordon has been named as a portfolio manager at RIA CV Advisors. Gordon will oversee CV Advisors’ investment management for a select group of client families, including portfolio construction, asset allocation, and manager selection. Gordon will also serve as a member of the investment committee. She will also work closely with Elliot Dornbusch, founder, CEO, and CIO of CV Advisors, to develop and implement investment views. Prior to joining the firm, Gordon worked at Bridgewater Associates.
- Financial advisors Jeffrey Wilson and Michael Sadowski, of Upper Saddle River, NJ-based Wilson Peak Wealth Management, have joined LPL Financial’s broker-dealer and RIA platform. The firm, which was previously affiliated with Wells Fargo Advisors, manages about $150M in advisory, brokerage, and retirement plan assets. The firm will also be leveraging Private Advisor Group’s infrastructure to bolster its growth. Wilson Peak Wealth Management provides financial planning services, specializing in tax and estate planning strategies to high-net-worth retirees, entrepreneurs, and families. The team joined LPL Financial because the firm was seeking “autonomy and access to advanced technology” for their clients.
- Harvest Global Investments has made several executive leadership appointments. Charlie Chen, managing director of Harvest Fund Management and former head of the strategic institutional client business, has been appointed as CEO of HGI. Chen will be responsible for the strategic planning and business development of HGI and will be reporting to Larry Lu, chairman of Harvest Global Investments. Kevin Shu, formerly head of cross-border and overseas business at Harvest Fund Management, has been appointed as CMO and will oversee market expansion and client communications. Yiqian Jiang, previously head of investment at HGI, has been promoted to CIO and will be responsible for the company’s investment management and the development of its research system.
- Yaron Redlich has joined DC Advisory, an investment bank, as managing director of financial sponsors. Yaron will partner with private equity clients throughout the U.S. and will work closely across DC Advisory’s offices in Chicago, New York, San Francisco, and Washington, D.C. Before joining the firm, Redlich was managing director and head of the financial sponsors group at D.A. Davidson.
- Scott Duba and Will McGough have joined Prime Capital Financial as president and CIO, respectively. As president, Duba will be responsible for enterprise‑wide initiatives, working closely with advisors and senior leadership to lead strategic initiatives, operational activities, and bolstering company-wide growth. Duba joined Prime Capital Financial in 2021 and previously served as CIO and president of wealth management. As CIO, McGough will oversee the firm’s investment strategy, portfolio management, trading, and research functions, and will lead a team of over 12 investment professionals. McGough joined Prime Capital Financial in 2023 as director of investments and was promoted to deputy CIO last year.
- Brendan Scollans has been tapped as head of investment for North America for Infrastructure manager Morrison. Scollans will lead Morrison’s North American investment activity and will work closely with various teams across the firm’s global platform to advance its approach to infrastructure investing. Scollans is based in New York and will be reporting to William Smales, Morrison’s CIO. Prior to joining Morrison, Scollans served as co-head of the firm’s data infrastructure business.
- Focus Financial Partners has partnered with Jump, an AI-powered wealth tech platform, to boost Focus’s business divisions to streamline meeting workflows, bolster client relationships, and accelerate their use of AI-driven tools. Through the partnership, Focus Financial’s advisors will be able to provide more services to clients by reducing post-meeting administrative tasks and gaining access to “tailored” tools to streamline workflow.
- Filament Syfter, a data platform, has been rebranded to Deal Engine. The new identity emphasizes the company’s specialization in private markets and data engineering. The firm was founded in 2016 by Phil Westcott, a former director of IBM Watson, and Doug Ayres, former CEO at Filament AI and founding partner at Policy Radar.
- Indiana-based Bixler Financial has joined Carson Group, with advisors Keith Blythe and Jaime Gerber joining Carson to start the independent practice, which oversees about $145M in assets under management. The firm functions out of Decatur and Geneva and will expand its existing Bixler Insurance business into wealth management. The team is supported by administrative assistant Andrea Schoch. The newly launched practice will focus on retirement and investment advice for individuals, families, and business owners in the region.
- InvestiFi has partnered with Truity Credit Union to integrate its digital investing and wealth management tools into Truity’s online and mobile banking platform. The partnership will allow InvestiFi to enable members to invest from their checking accounts. Truity will offer all three of InvestiFi’s solutions to its members, including guided investing, self-directed and cryptocurrency investing. Members will also have access to self-directed investing, giving them the ability to buy and sell over 6,500 stocks and ETFs, cryptocurrencies, and Stablecoin.
- Chicago-based Choreo Advisors has acquired all of the assets of Pennsylvania-based RIAs Northeast Financial Group and Herbein Financial Group, which have $1.3B in combined client assets. Herbein Financial Group was created through a joint venture between Northeast Financial Group, a wealth management firm, and Herbein LLP, an accounting firm. Partner and managing director Josh Laychock leads both Northeast Financial Group and Herbein Financial Group. Following the closing of the transaction, 12 employees, including six financial advisors, will transition to Choreo.
- Orion has partnered with Edelman Financial Engines to provide technology and investment management solutions to support EFE’s planning teams. As part of the collaboration, EFE will roll out its portfolio management, trading, data, reporting, and advisor engagement capabilities across Orion’s system. The partnership will further allow Orion’s platform to help firms scale tax services, engagement tools, trading, and the Orion Reporting Suite.
- Betterment, a wealth and savings platform, has partnered with Capitalize to help Betterment’s customers grow their wealth with retirement savings accounts. Through the partnership, Betterment will integrate Capitalize’s embedded rollover API directly into its platform, which will allow Betterment customers to digitally transfer employer-sponsored retirement accounts, such as 401(k)s, into IRAs at Betterment. With Capitalize’s platform, Betterment will help customers initiate rollover requests and consolidate their retirement savings within Betterment’s platform.
- Integrity, a wealth management and retirement provider, has partnered with Humilis Investment Strategies to offer SMA models to Integrity’s wealth advisors across its advisor platform, marking the partnership Humilis’s first U.S. investment platform relationship in the SMA division. Humilis is led by Brian Belski, founder, CEO & CIO of Humilis Investment Strategies. He previously served in senior roles at Merrill Lynch, BMO, Oppenheimer & Company, and Piper Jaffray.
- FGS Global, a stakeholder strategy firm, has launched its AI Advisory practice, which will be part of FGS Global’s recently formed AI and Innovation group. The AI Advisory practice builds on FGS Global’s investment in AI capabilities to support surging client demand for guidance on leveraging AI and emerging technologies. FGS Global has also acquired Memetica, an intelligence consultancy platform. Memetica provides monitoring and analysis of online channels, including “deep” and “dark” web platforms, to help clients identify, assess, and mitigate virtual situations.
- San Diego-based Blueprint Equity, a growth equity firm, has raised $333M in the closing round for its third fund, Blueprint Equity III. Fund III is estimated to make $5 – $15 million investments in technology-enabled services businesses generating $1 – $7 million in revenue. Blueprint Equity’s third fund is backed by existing investors, including Accolade Partners, The David and Lucile Packard Foundation, and Makena Capital Management.
- Cambio, an AI-powered commercial real estate operations platform, has launched and raised $18M in its Series A funding. The round was led by Maverick Ventures, with participation from Y Combinator, Adverb Ventures, Peterson Ventures, and angel investors including Procore, OpenAI, Anthropic, Vanta, Vercel, ServiceNow, Notion, and Amplitude. Following Cambio’s public launch, the platform has added four senior leaders. Lizzie Leon has joined Cambio as head of product innovation, Katerina Kaimakamis has joined as European business lead, Laura Willet joined as Canadian business lead, and Matthew Lobach has joined as head of partner operations and strategy.
- Moody Aldrich Partners, an investment management firm, has committed $300M to funds managed by Sandglass Capital, an investment management firm. Sandglass Capital, founded in 2013, specializes in investments in sovereign and corporate credit and equity opportunities in Eastern Europe, Latin America, the Middle East, and South Asia.
- Lendable, a technology investment and alternatives platform, has raised over $300M in the first closing round for two of its new blended-finance funds, Lendable MSME Fintech Credit Fund 2 and Lendable Transportation and Energy Fund, and is “on track” to raise more than $500M in its final round. The World Bank Group’s International Finance Corporation has committed $86M across both funds. LMFCF2 provides asset-backed capital to support next-generation financial services companies leveraging Lendable’s technology and data to expand financial access for populations. LTEF targets fast-growing small and medium enterprises and mid-market enterprises.
- Growth Street Partners, a growth capital firm, has raised $200M in the closing round for its Growth Street Partners III fund. With Fund III, the firm now manages over $400M. The capital will be used to accelerate growth. Since Growth Street Partners’ launch in 2017, the firm has invested in 17 companies. Nine of the investments have already generated 11 liquidity events.
- Neighborhood Ventures, an online real estate investment platform, has launched Opportunistic Fund II, a $25M vehicle to acquire between five and eight distressed multifamily properties across high-growth U.S. markets, including Denver, Tampa, Salt Lake City, Charlotte, Dallas, and Phoenix. The new fund targets mid-sized multifamily communities purchased at 30% or more below intrinsic value.