People & Company News, Week of November 7, 2025
- Ryan Gilbert has been tapped as managing director and housing and real estate services analyst at BTIG, a financial services firm, within its research and strategy team. Prior to joining BTIG, Gilbert served as senior director at MetLife Investment Management Private Capital, where he was responsible for sourcing, originating, and managing single-family rental debt and equity investments.
- Laura Coady has been tapped as global head of CLOs and European head of liquid credit strategies at Blackstone Credit & Insurance. Coady, based in London, will oversee the division’s CLO activity, including CLO formation and investing, and lead the liquid credit business in Europe. Prior to joining Blackstone, Coady previously served as head of international securitized markets and global head of CLOs at Jefferies. BXCI’s LCS business manages $120 billion across corporate bonds, leveraged loans, CLOs, and Multi-Asset Credit.
- Aaron Radelet has been appointed as chief corporate affairs officer at Acrisure, a fintech platform. In this newly created role, Radelet will oversee Acrisure’s corporate brand and reputation strategy, including communications, public affairs, corporate citizenship, and events. Additionally, Radelet will serve on Acrisure’s leadership team and will be reporting to John Tuttle, Acrisure’s president of business development. Before joining Acrisure, Radelet served as CCO at Walgreens Boots Alliance.
- Kirsten Newbold-Knipp has been named COO at Red Oak. Newbold-Knipp will be responsible for overseeing strategy, client experience, and product integration across the organization and will be reporting to Dave Dutch, CEO of Red Oak. Prior to joining Red Oak, Newbold-Knipp held executive roles at HubSpot, Convey (now known as Project44), FullStory, and AskNicely.
- Scott Skinner has been promoted to divisional director of RBC Wealth Management’s Mountain South division. Skinner, who brings three decades of experience in the financial services industry, previously served as the firm’s Texas South complex director. Skinner joins the divisional director leadership team, which includes Patrick Vaughan in the East division, Wally Chapman in the Central division, and Colin Hawkes in the West division. Darryl Traweek, current Mountain South divisional director, will move into a complex director role for the Rocky Mountain complex, part of the Mountain South division. Prior to RBC, Skinner previously served multiple roles at UBS in Texas.
- Michael Kniery has been appointed as first VP at Alliant Insurance Services’ employee benefits group. Kniery will be based in Nashville and will serve a broad national client base, delivering strategies that help employers “enhance” performance, manage costs, and improve employee engagement. Prior to joining Alliant, Kniery served as VP at Risk Strategies Company, an insurance brokerage and consulting firm.
- Charlotte-based Flagship Healthcare Trust, a healthcare real estate investment trust, has launched its offerings to registered investment advisors, family offices, and investor clients on iCapital’s marketplace platform. Through iCapital’s marketplace, financial advisors will gain access to Flagship Healthcare Trust, including portfolios of medical outpatient buildings across more than 12 states in the Southeast and Southern Mid-Atlantic.
- Cape Coral, FL-based Four Pillars Investment Management has joined Osaic Wealth from Commonwealth Financial Network, where they oversee about $143M in client assets. Four Pillars Investment Management is led by investment advisor John Evans and includes client service associate Pamela Evans and operations support specialist Jennifer Moss. Four Pillars Investment Management offers “personalized” portfolio management, financial planning, financial investment education, retirement strategies, and business transition support to individuals, families, and small businesses across Southwest Florida. Four Pillars chose Osaic for its “comprehensive” advisor support, technology, product offering, and back-office support.
- Mercer, a division of Marsh McLennan, has acquired Canada-based Hexarem, a human resources consulting firm. As part of the acquisition, Hexarem’s clients will gain access to Mercer’s capabilities, solutions, and advice across human resources management, retirement benefits, employee benefits, and investments. Hexarem was founded in 2013 by Patrice Gélinas, provides analysis-intensive compensation advice, including total compensation benchmarking and pay programs. Specific terms of the transaction were not disclosed.
- Lambda, a superintelligence cloud provider, has partnered with Microsoft to deploy artificial intelligence infrastructure powered by tens of thousands of NVIDIA GPUs, including NVIDIA GB300 NVL72 systems. The collaboration expands access to cloud-based accelerated computing resources.
- Marsh McLennan Agency, a provider of insurance services and a subsidiary of insurance broker Marsh, has acquired Southborough, MA-based Hayden Wood Insurance Agency. Hayden Wood Insurance Agency, founded in 1946, provides personal lines expertise to clients, with a specialty in collector auto and motorsports products. Following the acquisition, all employees, including owner and president Morgan Duffy, will join Marsh McLennan Agency and will continue working out of their existing Southborough office. Financial terms of the acquisition were not disclosed.
- RFG Advisory, a hybrid RIA, has partnered with Syntax Data, a fintech provider, to expand its investment solutions on RFG’s model marketplace. Through this partnership, RFG advisors will gain access to a suite of single-name equity portfolios. The portfolios can be implemented as separately managed accounts and integrated seamlessly with other managers on the marketplace. All trading, rebalancing, cash flow management, and tax-loss harvesting will be handled by RFG Advisory.
- Ripple, a cryptocurrency firm, has launched its digital asset spot prime brokerage capabilities in the U.S. market. U.S.-based clients will be able to implement OTC spot transactions across dozens of digital assets, including XRP and RLUSD. This comes after Ripple acquired multi-asset prime broker Hidden Road, which has now been integrated under the Ripple Prime brand. The platform offers institutional clients over-the-counter execution and clearing across major digital assets. Ripple Prime’s U.S.-based clients can cross-margin over-the-counter spot transactions and holdings with the rest of their digital asset portfolio, including OTC swaps and CME futures and options.
- Wealth.com, an estate planning platform, has partnered with Advyzon, a wealth management platform. Through the partnership, financial advisors using Advyzon will be able to gain client and portfolio data from Wealth.com. The integration will allow joint customers of Advyzon and Wealth.com to “eliminate manual data entry, reduce errors,” for real-time client information. Advisors on Advyzon, Auria, and Wealth.com platforms can utilize the tools and resources for no additional cost. The integration is currently available in beta and is expected to expand its availability later this quarter.
- Great American Holdings, a real estate and liquidation provider, has acquired CBC Group, a field examination company. The acquisition of CBC Group by Great American Holdings will create a team of 40 expert field examiners, with an expanded footprint across North America and in Canada. All CBC management and team members will be consolidated onto the GA Group platform.
- Inland Real Estate Investment Corporation has partnered with SEI and the firm’s SEI AccessTM platform. SEI AccessTM is designed to provide access to alternative investment products for financial advisors and wealth managers. Inland Investments provides tax, growth, and income strategies. Inland Investments focuses on providing “tax-advantaged” growth and income solutions, including 1031 and 721 exchanges, opportunity zone funds, and closed-end and open-end core real estate funds.
- Giga, an artificial intelligence startup, has raised $61M in its Series A funding round, led by Redpoint Ventures, with participation from Y Combinator and Nexus Venture Partners. The capital will be used to expand its technical team and accelerate go-to-market efforts. The funding will also scale deployments with global enterprises. Giga was founded by CEO Varun Vummadi and CTO Esha Manideep and helps companies to deploy AI agents.