People & Company News, Week of November 13, 2026
- Adrian De Luca has re-joined GridPoint, a data-driven energy management company as CEO. Prior to rejoining GridPoint, De Luca, most recently was at I Squared Capital, where he invested in and scaled energy and grid technology businesses. De Luca co-founded GridPoint in 2003 alongside GridPoint’s chairman Peter Corsell.
- Financial advisor Ryan McGee has joined Janney Montgomery Scott as an SVP of Wealth Management in its office in Scranton, Pennsylvania. Prior to joining Janney, McGee was previously affiliated with Merrill Lynch, where he manages about $280M in client assets. He is joined by Senior Private Client Associate Jennifer Varzaly. Financial advisor Christopher Manimbo has also joined Janney as an SVP of Wealth Management in its office in Miami. Prior to joining Janney, Manimbo was previously affiliated with Edward Jones, where he manages over $250M in client assets. He is joined by Senior Registered Private Client Associate Thomas Fagan, and the team will also have a presence in Janney’s office in Fairfield, Connecticut.
- Tristan Harding has been named managing director and Head of Relationship Management and Growth of Beacon Trust, a subsidiary of Provident Bank. Harding will lead Beacon Trust’s growth strategy, business development and relationship management efforts. Harding will be reporting to EVP and chief wealth officer of Provident Bank and president of Beacon Trust Anna Vitelli. Prior to joining Beacon Trust, Harding has most recently served as Director of Sales Strategy and Execution for PNC Private Bank.
- Todd Angkatavanich has returned to law practice Withers as Counsel in its US Private Client and Tax team. Angkatavanich will be responsible for advising clients while working closely with the firm to drive growth for the practice. He will be based in the firm’s office in New Haven, Connecticut. Prior to rejoining Withers, Angkatavanich was most recently a partner in the Private Clients, Trusts & Estates practice at ArentFox Schiff.
- Private markets firm Partners Group has made senior hires across its European infrastructure team. Philip Butcher, Timm Degenhardt, and Sarah Johnson have joined as managing directors and Senior Lead Asset Manager, respectively. Prior to joining Partners Group, Butcher most recently served as managing director of the infrastructure group at Canadian pension fund CPP Investments. Degenhardt will join Partners Group as a managing director in March and will be based at the firm’s Zug office. Prior to joining the firm. He previously served as a managing director at OMERS Infrastructure, the infrastructure investment arm of the Canadian pension fund OMERS. Prior to joining Partners Group, Johnson most recently worked with management teams and boards at iCON Infrastructure.
- Marcus Leach and Josh Hesterman have joined BRG’s Energy & Climate practice as managing directors in the firm’s offices in Miami and Atlanta, respectively. Leach and Hesterman will work with professionals across BRG’s Energy & Climate practice, which advises energy companies, investors and lenders on strategic and commercial matters. Before joining BRG, Leach was a managing director at KPMG Strategy, and Hesterman most recently served as a managing director at KPMG Strategy.
- Hamilton Lane has made multiple hires across various sectors. Tara Speers has joined as a managing director on the Product team, where she is responsible for capital formation for the infrastructure platform. She will be based at the firm’s Toronto office. Prior to joining Hamilton Lane, Speers most recently served as a managing director at Fengate. Lucas May has joined as a principal on the Infrastructure & Real Assets Investment team, where he will be responsible for originating, evaluating and executing direct, secondary and primary fund investment opportunities. He will be based at the firm’s headquarters in Conshohocken, Pennsylvania. Prior to joining Hamilton Lane, May served as a VP at Vauban Infrastructure Partners. Colin Mooney has joined as a VP on the Infrastructure & Real Assets Investment team, where he is responsible for sourcing, underwriting and monitoring primary, co-investment and secondary transactions across the firm’s commingled funds and managed accounts. He will be based at the firm’s office in London. Prior to joining Hamilton Lane, Mooney was a VP at Jefferies Private Capital Advisory.
- Nitrogen Wealth, an AI-backed wealthtech platform, has partnered with Osaic Wealth, to roll out its entire suite of advisor products, including all Nucleus AI capabilities, for users across its network. The approval enables Osaic advisors access to all six Nitrogen products: Risk Center, Research Center, Income Center, Tax Center, Legacy Center, and Insurance Center.
- Lyrical Asset Management, an equities manager, has converted its US Value Equity and International Value Equity mutual funds, representing over $1B billion in combined assets, into ETFs. The two ETFs are Lyrical U.S. Value Equity ETF and Lyrical International Value Equity ETF. The newly converted funds have started trading on the NYSE under the tickers LYR and LYRI. New York-based Lyrical Asset Management manages about $8.8B in firm assets as of October 31.
- Arch, an AI-based private markets provider, has unveiled a multi-year partnership with Mercer Global Advisors. Through the partnership, Arch’s alts data management platform will continue to support Mercer Advisors’ portfolio monitoring, liquidity planning, and workflow tracking. Additionally, Mercer Advisors’ clients and advisors will have more broaden access to client’s information, GP commentary, and portfolio company news.
- Columbia Threadneedle has launched the Columbia RECS Laddered Moderate Buffer ETF and the Columbia RECS Laddered Deep Buffer ETF. The two actively managed ETFs are designed to help investors participate in equity market growth while managing downside risk. The launch of the ETFs marks Columbia Threadneedle’s entry into the laddered buffer ETF industry and further expands the firm’s growing ETF line-up and provides exposure and access to Columbia Threadneedle’s investment capabilities through innovative portfolio solutions. Columbia Threadneedle now has 25 ETFs across equities and fixed income, with $13.4B in assets under management.
- Nitrogen Wealth has connected its suite of advisor products to Claude and ChatGPT while expanding the capabilities of Nucleus, its agentic AI engine. Advisors can access Nitrogen capabilities through Claude and ChatGPT, use Nucleus across Slack and Microsoft Teams, and connect through Microsoft Copilot. New capabilities on Nucleus include personalized advisor memory, source attribution for client information, enhanced Meeting Prep, and onboarding resources.
- Arvest Wealth Management has partnered with Practifi, a CRM provider, to enable has selected Practifi’s Sentir, the platform’s AI-native wealth management solution, for deployment across its wealth management business. Sentir brings specialized wealth management services and embedded AI directly into Arvest’s Salesforce infrastructure. Additionally, Sentir’s AI-native function will support Arvest’s drive to enhance client engagement. Its capabilities include meeting preparation, client briefings, transcription, and meeting summaries, along with identifying follow-up actions.
- TaxStatus, a financial technology platform, has rolled out its TaxStatus Discovery and the TaxStatus Client Connector. TaxStatus Discovery runs over 160 Discovery Checks across the platform’s clients, organized into 11 categories spanning growth, retention, investment management, banking, tax, retirement, business owners, estate, insurance, IRS resolution and operations and The Client Connector, which was built on the open Model Context Protocol, incorporates AI assistants, including Claude, ChatGPT and Microsoft Copilot.
- Elevate, an operator-led advisory platform, and Fieldguide, an AI-backed advisory and audit provider, have partnered to roll out an AI-based strategic technology product. The partnership integrates Fieldguide’s capabilities into Elevate’s technology stack across its operating platform, with plans to roll it out to all platform firms, starting with TYS and Gilmore Advisors. TYS and Gilmore Advisors practitioners will be enabled to utilize Fieldguide’s Field Agents across their audit, advisory, and consulting engagements.
- Capital Square has fully subscribed its CS1031 Texas Active Living Portfolio I, DST offering, which raised equity from accredited investors for two communities located in McKinney and Waco, Texas. The $32.7M Delaware statutory trust comprises two cottage-style, active-adult communities for residents 55 and older, located in Kerrville, in the Texas Hill Country, and Round Rock, a suburb of Austin. Structured as an all-cash acquisition with no mortgage debt, the portfolio eliminates interest rate and foreclosure risk for investors.
- ARM Energy Trading, a physical energy marketing and trading firm, has raised $600M in the closing of an oversubscribed two-year, revolving credit facility with a $200M accordion to support its marketing and trading segment, ARM Energy Services, and its subsidiaries. ARM Energy Services will utilize the Facility to refinance its existing two-year, $400M revolving credit facility that is set to mature in April. ARM Energy Services will continue to leverage the Facility for general corporate and working capital purposes.