People & Company News, Week of October 10, 2025
- RCP Advisors’ Adam Ciborowski, Fingerboard Family Office’s Alyssa Dondero, Ridgeway Lane’s Brendan Levesque, Churchill Asset Management’s Chris Schultz, Fermont Capital’s Chris Tyrrell, CCFO Investments’ Chuck Clarvit, GC Wealth’s Dave Breslin, Mt. Vernon Investments’ Meredith Liner, Epic Funds’ Michael Fitzpatrick, AlTi Tiedmann Global’s Natasha Kingham, HB Wealth’s Randy Schultz, TOS Advisors’ Raymond DiNunzio, OakRidge Management Group’s Ryan Donovan, Jordan Park Group’s Tim Halladay and Thrive Capital’s Tim Riker, has joined Arch’s client advisory board. The board focuses on Arch’s four client segments, which include institutions and allocators, investment advisors, platforms, and family offices.
- Financial advisors Justin Flowers and Wally Bradley have joined LPL Financial’s employee advisor channel, Linsco, to launch Flowers-Bradley Wealth Management of LPL Financial. The duo joined LPL Financial from Truist, where they managed about $320M in advisory, brokerage, and retirement plan assets.
- Edward “EJ” White has joined Brightwave, an AI-backed research platform, as the firm’s founding growth lead. White, based in New York City, will play a key role in leading paid acquisition, lifecycle marketing, and brand strategy. Prior to joining Brightwave, White was the head of growth at beehiiv.
- Kathleen Alcorn has been tapped as CMO of MAI Capital Management. At MAI, Alcorn will contribute to the firm’s “visibility,” drive revenue, and align business and marketing strategies. Before joining MAI, Alcorn served as CMO at Focus Financial Partners and Nasdaq Corporate Solutions, where she played a key role in building global brands and leading various teams through periods of M&A and the adoption of digital strategies at the company.
- Annamaria Vitelli has been named EVP and chief growth officer of Beacon Trust, a wealth management firm and wholly owned subsidiary of Provident Bank. In the newly created role, Vitelli will be responsible for the growth and retention of client relationships across the firm. Vitelli will also lead a team of business development and wealth advisory employees. She will work closely with Valerie Murray, president of Beacon Trust and chief wealth management officer of Provident Bank, to execute a “strategic sales and retention plan” to expand the firm’s market presence. Most recently, Vitelli served as EVP and head of Hawthorn at PNC Private Bank.
- Travis Pittman has joined Leon Capital Group as managing partner for strategic investments. Pittman will play a key role in helping to launch the firm’s family office and private capital advisory services platform. The platform will provide data-driven insights that “address the unique complexities of the family office ecosystem,” and will provide support to private equity sponsors and other capital market participants. Prior to joining Leon Capital Group, Pittman spent 13 years with Houlihan Lokey, where he served as managing director and founding member of the Transaction Advisory Services practice.
- Greg Powers has been tapped as partner and managing director of TritonPoint Partners, as the firm aims to expand its presence with offices in Scottsdale, Arizona, and San Diego, California. Powers oversees about $280M in client assets. Dynasty Investment Bank served as exclusive financial advisor to TritonPoint Partners on this transaction.
- Tom Wooton has been named managing director of Portage Point Partners, where he will serve in the Office of the CFO practice. Wooton, who brings more than two decades of industry experience to Portage Point Partners, has led finance-focused integration, separation, and transformation programs for private equity-backed portfolio companies and global Fortune 500 leaders. Prior to Portage Point, Tom served as managing director at EY-Parthenon.
- William “Bill” Dunigan has been named head of wealth solutions and managing director at New York-based New Mountain Capital, an alternative investment firm. Dunigan will be leading the distribution and business development efforts for the wealth market in the U.S. Also, Dunigan will lead a team of nine wealth solutions employees focused on the RIA/Fiduciary channel, across New Mountain’s credit, net lease, and private equity-related strategies. Prior to joining New Mountain Capital, Dunigan served in numerous roles at BlackRock. At BlackRock, he worked as a senior member of BlackRock’s strategic accounts team, where he managed the firm’s relationships with several national RIA firms.
- Financial advisor James Christy has joined RBC Wealth Management’s Tysons, Virginia, branch. Christy was previously affiliated with Northwest Financial Advisors and managed about $400M in client assets. At RBC, Christy is joined by senior financial associate Jennifer Ruppert.
- Larry Brand has joined One Rock Capital Partners’ team of operating partners. Brand will support post-acquisition value creation at One Rock’s portfolio companies through recruiting talent and developing initiatives across human resources, business, and operational teams. Most recently, Brand was the chief human resources officer at Justrite Safety Group, where he led global HR and environmental health and safety functions for more than 2,500 employees.
- Dave Langdale has been appointed as chief revenue officer for SEI’s U.S. private banking division. Langdale will oversee sales and client service and be responsible for “defining and executing” various growth strategies at the firm. Langdale will report to Sanjay Sharma, SEI’s global head of private banking and CEO of SEI International, and will assume his role on January 1. Langdale currently serves as SEI’s global head of operations, where he is responsible for developing and maintaining the firm’s global operational footprint, including SEI Private Trust Company and SEI’s global capabilities center in Hyderabad, India.
- Clair Turketo has been appointed as managing director of client solutions at Carne Group, a fund regulation and governance solutions provider. Turketo will work with the firm’s U.S.-based asset managers by introducing them to Carne’s European platform and distribution capabilities across private and public market funds, as well as active and passive ETFs. Turketowill also contribute to helping the managers design their private market and ETF fund structures for global distribution. Turketo previously held roles at BlackRock, KKR, Cerberus, Blackstone, Gartmore, and Morgan Stanley Investment Management.
- Vestmark and Elevation Point have partnered to boost Vestmark’s separately managed accounts and unified managed accounts platforms, enhance financial advisor as portfolio manager capabilities, and tax management services.
- Medford, OR-based Pilot Rock Financial Advisors has joined Osaic Wealth from Ameriprise Financial, where the team oversees about $453M in client assets. Pilot Rock is an eight-person advisory team, providing financial planning, wealth management, and retirement planning to high-net-worth individuals, families, and business owners. Pilot Rock says it joined Osaic because of its “client-first philosophy,” and the team will use Osaic’s technology platform to streamline operations.
- CAIS, an alternative investment platform, has rolled out an “expanded” technology integration with Schwab Advisor Services. The collaboration allows financial advisors to bring account profiles to scale execution of ticker-traded alternative investment products and subscription-based funds through CAIS’s platform. New York-based CAIS oversees approximately $7T in end-client assets and serves over 2,000 wealth management firms and over 62,000 financial advisors.
- Bluespring Wealth Partners has acquired Richmond, Virginia-based Ray Olson, a Kestra Financial firm, which manages more than $300M in client assets. The acquisition marks Bluespring Wealth Partners’ seventh deal for the year. Through the deal, Ray Olson will gain access to Bluespring’s operational scale, including Human Resources, payroll, and technology support, as well as succession planning and leadership programs.
- Lazard Asset Management has launched the Lazard Listed Infrastructure ETF, which is a “high-conviction” actively managed equity strategy, designed to give investors access to Lazard’s listed infrastructure companies. GLIX’s portfolio comprises 25–50 investments in companies with market capitalizations exceeding $2B. The strategy is managed by portfolio managers Bertrand Cliquet, Matthew Landy, John Mulquiney, and Warryn Robertson.
- Focus Financial Partners’ network firm, Badgley Phelps Wealth Managers, is set to acquire Marshall & Sullivan. The transaction is expected to close in the fourth quarter of this year, making it the first acquisition by Badgley Phelps since joining Focus in 2021. Marshall & Sullivan is expected to add approximately $439M to Badgley Phelps’ existing assets, boosting the combined firm to $6.6B in total assets. Marshall & Sullivan, founded in 1981, provides investment management services to individuals, families, trusts, and foundations.
- Aiviq, a cloud-based client data SaaS platform, has launched its operations in North America. The launch comes as Aiviq seeks to expand globally on the platform’s client base across North America. With Aiviq’s launch in North America, the firm has also rolled out Aiviq Intelligence, an AI-backed platform. To lead Aiviq’s North America operations, the firm has appointed Sam Iles as head of Aiviq in North America. Iles will report to Lee Griggs, CEO and global head of Aiviq, while continuing to oversee Alpha FMC’s global agency business.
- Winter Park, FL-based Oakwood Financial Group has joined Ameriprise Financial from Wells Fargo Clearing Services, where the team managed $260M in client assets. Oakwood Financial Group is led by Mike Lloyd. Lloyd said he chose Ameriprise for its “supportive culture” and “integrated” technology.
- Corient has acquired Bellevue, WA-based Bristlecone Advisors, a registered investment advisor, which oversees about $2B in total assets. Bristlecone Advisors, founded in 1999, offers “comprehensive” wealth management and family office services, financial planning, tax and estate services, philanthropy, real assets and risk management, and specialized projects. For this deal, Cambridge International Partners served as financial advisor to Bristlecone Advisors.
- Insurance Office of America has gained a strategic investment from Chicago-based Madison Dearborn Partners, a private equity investment firm, and Navacord Corporation, a multi-line insurance brokerage and financial services firm, to “enhance” and strengthen its presence in the U.S. IOA will retain its independence and remain focused on organic growth to pursue M&A opportunities in the U.S. The Company will continue to be led by Heath Ritenour as chairman, Jeff Lagos as CEO, and Rob Motley as president, with MDP and Navacord joining as shareholders.
- CAZ Investments has made a $400M investment in Bonaccord Capital Partners‘ GP Stakes strategy. GP stakes, take “minority, non-controlling” equity ownership positions in alternative asset managers. Since 2020, Bonaccord has secured over $2.2B in aggregate capital commitments across commingled funds and co-investments.
- Meridiam, an asset manager, raised over $1.8B in its final round for its MINMINA IV Fund, its fourth-generation North America infrastructure fund, exceeding its targeted goal of $1.7B. The fund will focus on infrastructure projects that “deliver robust returns and measurable impact” across the energy and mobility sectors.
- Northlane Capital Partners has raised $750M in its final round for its third private equity fund, Northlane Capital Partners III LP, exceeding its targeted goal of $550M and surpassing its predecessor fund, which raised $408M. The round was led by its founding partners Justin DuFour, Sean Eagle, and Eugene Krichevsky. Capstone Partners, a Mizuho Company, served as placement agent, and Kirkland & Ellis LLP acted as fund counsel for NCP III.
- Focal, an AI-powered platform for financial advisors, has raised $5M in seed funding, co-led by Distributed Ventures and Wischoff Ventures. The capital will go towards the development of Focal’s advisor-focused meeting automation, performance coaching, and its back-office workflow platform. It will also expand enterprise adoption through automation for advisors. Other investors and contributors include Jason Pereira, senior partner at Woodgate Financial, Jamie Hopkins, chief wealth officer at WSFS Bank, Kellan Brown, COO at 100 Women in Finance, and Michael Batnick, general partner at The Compound Capital Fund I, LP, the affiliated venture capital fund of Ritholtz Wealth Management.
- Generate Capital, an infrastructure investment firm, has secured an $85M tax equity commitment with SOLCAP, KeyState’s tax equity investment platform, for Fund X, which supports a portfolio of eight community solar projects across New York and Illinois totaling 38 MWdc. This marks Generate’s 10th community solar tax equity fund and its 5th fund with KeyState since 2021. The projects are scheduled to begin operation between the final quarter of this year and the first quarter of 2026. For the fund, Orrick served as the sponsor counsel, and Kutak Rock was the investor counsel.
