People & Company News, Week of October 17, 2025
- Renee Altomonte has been appointed as EVP and director of retail banking at New Jersey-based Provident Bank. Altomonte, who brings more than 30 years of experience to Provident Bank, will oversee the development of the retail bank’s plan to grow its deposits and expand customer relationships. She will report to Vito Giannola, Provident Bank’s EVP and chief banking officer. Prior to joining Provident Bank, she held several senior leadership roles at TD Bank.
- Greg Porteous has been named managing director and head of defined contribution retirement solutions at Blue Owl Capital. In this newly created role, Porteous will lead Blue Owl’s expansion efforts to gain more access to private markets and alternative investment solutions within defined contribution retirement plans across the country. Before joining Blue Owl, Porteous previously served as the head of DC intermediary at State Street Investment Management, where he led teams developing key DC relationships.
- Peter Zabierek has joined Easterly Asset Management as a senior portfolio manager at Easterly Ranger. Zabierek will play a key role in supporting the firm’s global real estate strategy, in addition to overseeing the relaunch of two U.S.-listed real estate investment strategies under the Easterly umbrella: Easterly Ranger U.S. Real Estate Strategy and the Easterly Ranger U.S. Focused Real Estate Strategy. Zabierek previously co-founded Sugi Capital Management, where he managed the same U.S.-listed real estate strategies, which are now being relaunched under the Easterly umbrella.
- Wealth management executive Jon Upham has been tapped to lead the retirement solutions division at Creative Planning, which comes after the firm’s announcement to acquire SageView, which is expected later this year. Upham, currently serves as president at SageView, and since joining the firm in 1999, has helped grow the firm to $250B in total assets.
- Sequoia Financial has made several key appointments as part of its long-term strategic growth plan. Effective January 1, Annie McCauley, currently chief client experience officer, will become president of Sequoia Financial. McCauley will be taking over from CEO, founder, and chairman Tom Haught. Joe Glick, COO and CFO, has expanded his role to include investment research. Chris Thom, currently chief strategy & partnerships officer, will become chief growth officer. As president, McCauley will be responsible for executing Sequoia Financial’s strategy, organic growth plans, and team development. Glick will continue to lead investment operations, client services, technology, organizational development, compliance, and finance. Thom will be responsible for Sequoia Financial’s wealth planning, estate planning, tax planning, and retirement plan services. He will continue to oversee strategic partnerships as well as marketing and communications. Haught’s role will shift from day-to-day execution to long-term enterprise strategy, growth partnerships, and capital formation.
- Kamran Ansari has been named as a venture partner at San Francisco-based Infinity Ventures. Ansari will play a key role in supporting the firm’s fintech and infrastructure investments. Ansari was the founder and managing partner at Kapital Ventures. He also held roles at McKinsey, Morgan Stanley, and Disney Feature Animation.
- Katelyn “Kate” Shackleton has been tapped as executive managing director and new partner of success at Mercer Advisors. Shackleton will be responsible for leading the integration and growth strategies of newly acquired partner firms. Mercer Advisors’ partner Integration team, which is led by Rick Weyers, VP of partner integration, will report to Shackleton. Prior to joining Mercer Advisors, Shackleton served as the EVP of corporate strategy and new ventures and head of trust and insurance at LPL Financial. She held roles at Wells Fargo, Morgan Stanley, and JP Morgan Private Bank.
- Financial advisor Roy LeBlanc has joined Ameriprise Financial from Wells Fargo Clearing Services, where he oversaw over $100M in client assets. LeBlanc has joined Mobile, AL-based Azalea Wealth Management, which is led by private wealth advisor David McKean Jr. Azalea Wealth Management includes three financial advisors and four support staff members. LeBlanc chose to join Ameriprise because of the firm’s “financial planning capabilities, a client-first culture, and a clear path for succession.”
- Missy Dolski has been promoted to partner and global head of asset-based finance, and Jim Lees has been hired as managing director of asset-based finance at Värde Partners, a credit investment firm. In her role, Dolski will oversee Värde’s global ABF strategy, with a focus on middle-market opportunities across commercial and consumer asset classes. Prior to joining Värde Partners, Lees, most recently served as a managing director on the ABF team at KKR and will be based at Värde Partners’ New York headquarters, where he will lead ABF origination and underwriting for North America.
- Diana Kenneally has joined Eastern Bank as a senior VP and private banker with Cambridge Trust Private Banking. Kenneally, who brings three decades of financial services experience, previously served as senior private banker for the New England region at BNY Mellon Wealth Management, where she worked with high-net-worth clients to develop and implement strategies for managing their wealth and investments.
- Financial advisor Gigi Schneppat has joined Cetera Financial Group after 15 years with Commonwealth Financial Network. Schneppat oversees about $60M in assets under administration and affiliated her practice with Ironwood Family Wealth Advisors. Schneppat and Ironwood are based in Arizona. Schneppat and Ironwood are part of Cetera Investors, within Cetera’s RIA and branches channel.
- Grantd, an AI-backed equity compensation and planning platform, has acquired StockOpter. As part of the acquisition, Grantd will combine StockOpter’s capabilities with its AI features to create a new platform that enables financial advisors and their clients more options for securing equity compensation grants. Grantd’s platform, which is currently in beta stage, will allow existing StockOpter users to still have access to the capabilities.
- Kestra Financial has made several key executive hires and has announced the opening of a secondary headquarters in Tempe, Arizona. Kestra will maintain its primary headquarters in Austin, Texas, while its office in Tempe will help “accelerate its ability to scale operations.” Angela Xavier has joined Kestra as client experience officer, where she will oversee daily operations in Tempe. Most recently, Xavier served as the EVP of client experience at LPL Financial. Jeremy Carr has joined Kestra in Austin as general counsel, where he will take over from Bredt Norwood, Kestra’s long-time general counsel, at the end of the year. James “Jim” Collins has been tapped as head of business development and will be responsible for leading the team that brings new firms into Kestra Financial.
- Interactive Brokers, an electronic brokerage firm, has launched Ask IBKR, an AI-powered tool that delivers portfolio insights through “natural language” queries. Ask IBKR, which originated as a chatbot extension of PortfolioAnalyst, will expand its capabilities to include fundamentals data, statements and reporting, corporate actions, and tax lot details. Users will gain access to a variety of data that Interactive Brokers offers. Ask IBKR is currently available to individual clients in the Client Portal, financial advisors in the Advisor Portal, and all clients on IBKR Desktop.
- Advisor360°, a digital wealth management platform, has expanded its Parrot AI platform, with “enhanced” capabilities that allow financial advisors to access data across various channels to offer more incentives to their clients. The tool can also be used to access client data with CRM systems and to integrate documents into various client meetings.
- InvestiFi, a digital investment solutions provider, has collaborated with Bankjoy, a digital banking provider. As part of the partnership, financial institutions using Bankjoy’s digital banking platform will be able to offer their members and customers access to stocks, ETFs, and crypto trading from their checking accounts. Additionally, clients will gain access to InvestiFi’s financial education resources.
- LNL Capital, a capital solutions provider, has exceeded $800M in assets under management and is on track to reach $1B in total assets by the end of the year. LNL Capital focuses on structured equity and debt investments for sale-leasebacks, build-to-suit, portfolio acquisitions, and other net lease properties throughout the country. LNL Capital was launched in 2023 by CEO and founder Joseph Yiu. Recently, Todd Stender was appointed as managing director at LNL Capital, and Mac Johnson joined LNL Capital as a senior associate. Stender was previously a senior director at Irvine Company. Previously, Johnson was an underwriter at Spirit Realty Capital. Stender and Johnson work closely with Andrew Truetzel, a director at LNL Capital.
- Family Office of America has acquired Maryland-based Toone & Associates, a CPA firm specializing in tax and accounting services for high-net-worth individuals and families. The acquisition marks FOFA’s entry into the accounting services market. FOFA plans to roll up CPA practices in affluent and densely populated areas of Maryland. Per the acquisition, Toone & Associates will gain access to FOFA’s technology, investment advisory, personalized wealth planning, and “tailored” risk management solutions.
- Pyth Network, an institutional market data provider, has partnered with Kalshi, a federally regulated event-exchange platform, to deliver its “prediction market information” across over 100 blockchains. The collaboration marks the first time regulated event data will be streamed on-chain, enabling developers, institutions, and protocols to build applications powered by real-time probabilities.
- Integrum Holdings has raised $2.5B in capital for the final round of Integrum Capital Partners II LP, surpassing both its original target and hard cap. The fund is led by Tagar Olson, Ursula Burns, Richard Kunzer, Jeff Livingston, and Kathy Reiland. Integrum also received an additional $500M from its general partner. Fund II brings Integrum’s total investment capacity to approximately $3B. Integrum’s founders have pledged 10% of their carried interest from both Fund I and Fund II to the Integrum Charitable Foundation.
- RCP Advisors, a private equity firm, has raised $1.25B for the closing round of RCP Secondary Opportunity Fund V, exceeding its targeted goal of $1B. The fund aims to target investments, primarily through secondary market purchases or secondary transactions in private equity funds that are focused on leveraged buyout, growth, or restructuring transactions.
- Park Square Capital has raised over $2.7B in the closing round for its junior capital fund, exceeding its targeted goal of $2B. The fund, Park Square Capital Partners V’s total investable capital is around $4.6B, which is larger than its previous fund, which closed at $2.5B in May 2021. The fund targets primary capital solutions and dislocated debt, with a focus on sponsor-backed businesses across Europe and North America.
- Greenwich, Connecticut–based Eagle Point Credit Management, a private credit investment manager, has closed a $15.3M senior secured credit financing agreement with the Integrated Modular Data Center. The funding will help IMDC expand its project pipeline and grow its portfolio of government and commercial contracts. The transaction is supported by IMDC’s parent company, iM Data Centers LLC.
