People & Company News, Week of October 31, 2025
- Teresa Cameron has been appointed as group CEO of Clear Junction, a cross-border payments and banking services provider. Cameron has succeeded Dima Kats, Clear Junction’s former CEO and founder, who will be assuming the role as group executive chair. Teresa has handed over her CFO responsibilities to the Group’s newly appointed CFO, Camelia Ion-Byrne. Cameron will be responsible for leading daily leadership initiatives at the firm. She will be joined by the senior management team, including chief product offer and banking relationships officer Nina Papazyan, and chief growth officer Denis Kalyapin. Prior to joining Clear Junction, Cameron held various roles at RS for Music, a not-for-profit media company.
- Financial advisor Bryan Davidson has joined UBS Global Wealth Management, based in the UBS Scottsdale, Arizona office. Davidson, who brings more than 20 years of experience in the financial services industry, offers wealth planning, investment strategies, tax-aware income planning, business succession strategies, and estate coordination. Davidson is joined by client associate Jennifer Smith, who also brings 20 years of industry experience to UBS. Prior to joining UBS, Davidson was a financial advisor and VP of investments at BMO Investment Services in Scottsdale.
- Travis Pittman has been named as managing director of strategic investments at Leon Capital Group, a holding company. Pittman, who brings over 25 years of industry experience to Leon Capital Group, will be responsible for expanding the firm’s family office and private capital advisory services and general partner investing strategies. Prior to joining Leon Capital Group, Pittman spent 13 years with Houlihan Lokey, where he was a managing director and founding member of the Transaction Advisory Services practice. Pittman also co-founded and led the Transaction Advisory Services practice at Portage Point Partners.
- Financial advisor Christian Benard, has joined Cetera Financial Group from Commonwealth Financial Network. Benard joins Cetera’s Avantax with his team, Troy, MI-based Innovative Financial Inc., where he manages about $365M in assets under administration. Benard provides financial planning, wealth management, and tax planning. Benard joined Avantax because of the division’s tax focus and the firm’s usage of Fidelity Investments national financial services platform.
- David Mercer, founder of Bellevue, WA-based Mercer Asset Management, has joined RIA Winthrop Wealth, as a wealth advisor. Winthrop Wealth’s addition bolsters the firm’s presence in the Pacific Northwest region. Mercer will be joining Pacific Northwest-based Keel Financial Partners, an advisory team operating under the Winthrop Wealth umbrella. Keel Financial Partners joined Winthrop Wealth in 2022 and provides financial planning and investment advisory services.
- Antoine Giasson-Jean has been appointed as CIO at RGP Investments. Giasson-Jean has played a key role in the SectorWise and RGP alternative income strategies at the firm. The appointment comes as RGP Investments has surpassed $1B in assets under management.
- David Crawford has joined Hilco Global, as the firm seeks to expand its higher education and real estate advisory practice. Before joining Hilco, Crawford served as the 11th President of McCormick Theological Seminary in Chicago, where he played a key role in restructuring McCormick’s operations, reversing its debt, increasing its endowment, lowering tuition and student borrowing, and negioating the sale of its campus to the University of Chicago. Crawford previously held roles at Allied Riser Communications Corporation, Equity Office Properties Trust and Kirkland & Ellis.
- Jason Cohen has joined Houlihan Lokey as a managing director in its capital solutions division. Cohen will work alongside Brent Shepherd and Neha Shah to further strengthen the firm’s healthcare capital solutions efforts and will be based at the firm’s New York City office. Prior to joining Houlihan Lokey, Cohen previously served as senior managing director and head of life sciences coverage at Capital One’s healthcare banking and lending unit.
- Brian McDonald has been named as a senior advisor to Dynasty Financial Partners. At Dynasty, McDonald will contribute to bolster Dynasty’s offerings for financial advisors by “utilizing” his experience in the wealth management industry. McDonald previously held roles at Morgan Stanley and Charles Schwab. McDonald also launched Grantd, an AI-powered equity compensation advice platform. Dynasty will take a minority stake in Grantd.
- Bloomberg has added Hamilton Lane’s twenty private market closed-end fund performance indices to the Bloomberg Terminal and Data License, which will provide investors with a suite of data and analytical tools. The collection of indices, covering more than 7,000 funds, can be found on the Bloomberg Terminal at (HLNE <GO>).
- Advisor360°, a digital wealth management platform, has partnered with Allstate Financial Services, to debut its AI-powered wealth management technology platform. The new platform will “unify” insurance and investment product portfolios for Allstate customers and employees. Through Advisor360°, Allstate Financial Services, will gain household-level access across brokerage, advisory, and insurance products, to analyze employees’ book of business.
- Osaic Wealth has added St. Paul, MN-based Gallagher Financial Services, which oversees about $194M in client assets. Gallagher Financial, which is led by Mark Gallagher, joins Osaic after spending 31 years at Commonwealth Financial Network. Gallagher Financial’s addition comes as many financial advisors are reevaluating remaining at Commonwealth, following the firm’s acquisition by LPL Financial.
- Chargebacks911 and its sister firm, Fi911, has launched its Unified Dispute Management System, which is a Disputes-as-a-Service platform, that brings together dispute-related data and workflows, for merchants, fintechs, acquirers, payfacs, issuers, and their customers, through a single-source platform. The UDMS platform aims to “eliminate the industry’s long-standing data silos,” by providing real-time transparency, AI tools, self-service automation, and collaboration across the payments ecosystem.
- U.S. Ski & Snowboard and iCapital has partnered up for a sponsorship of the teams within the U.S. Ski & Snowboard, including the Stifel U.S. Ski Team, the Hydro Flask U.S. Snowboard Team, and the Toyota U.S. Para Snowboard Team. iCapital will be expanding its presence in winter sports with the U.S. Ski & Snowboard.
- The Kaufman Rossin Group has launched Mary Street Capital, an investment banking affiliate, aimed to expand the firm’s advisory capabilities and serve family and founder-owned middle-market businesses. Mary Street Capital is led by managing director Alex Rattner and managing director James Wolcott.
- Texas-based Edge Wealth Advisory Group has joined LPL Financial from Raymond James, where the team managed about $200M in advisory, brokerage and retirement plan assets. Edge Wealth Advisory Group includes father-son duo John Edgecomb and Robb Edgecomb, and they both bring 65 years of combined experience to LPL Financial. The duo joined LPL because they were seeking “greater independence,” flexibility and technology for their clients.
- Skyworks Solutions and Qorvo will merge in a cash-and-stock deal valuing the combined company at $22B. The merger will create a company with a combined revenue of $7.7B and adjusted EBITDA of $2.1B. As part of the transaction, Phil Brace, current CEO of Skyworks, will lead the combined company, and Bob Bruggeworth, CEO of Qorvo, will join its board of directors. The combined entity will serve various markets, including mobile devices, defense and aerospace, automotive, and AI data centers. The transaction is expected to close in early 2027. Upon closing, Skyworks shareholders will own approximately 63% of the combined company, and Qorvo shareholders will hold 37%. Additionally, Qorvo shareholders will receive $32.50 in cash and 0.960 Skyworks shares for each Qorvo share held.
- Arch, an alternatives management platform, has rolled out its 1099 integration with Schwab Advisor Services, which pulls mutual client data into the Arch platform. The integration expands Arch’s tax capabilities, providing clients with an outlook on tax strategies.
- InvestiFi, a digital investment solutions provider, has launched a new flagship digital investing solution. The robo-advisory option provides portfolios to account holders, depending on their risk tolerance. Account holders can start a portfolio with an investment of $20 from their checking account. InvestiFi anticipates ending the year with over 20 live clients, with a full implementation schedule of at least one implementation every two weeks heading into 2026.
- Bitwise Asset Management has launched launch its U.S. exchange-traded product offering direct exposure to Solana. The Bitwise Solana Staking ETF, which trades under the ticker $BSOL, is a gateway for investors to access Solana’s staking yield and on-chain growth. For three months, investors will gain direct access to Solana’s on-chain growth with zero fees. After the three months end, fees will revert to an expense ratio of 0.20%. The fund targets 100% staking of its holdings, which maximizes Solana’s average 7%+ annual reward rate. Bitwise has also filed for the Stablecoin & Tokenization ETF, a fund targeted towards capturing growth across two of crypto’s sectors: stable-value assets and real-world asset tokenization.
- Innocap Investment Management, an alternative investments platform, has received a minority investment from Bain Capital. The investment will go towards boosting Innocap’s growth strategies and “enhancing” its technology-enabled service model. Bain Capital joins shareholders, La Caisse, BNY, Walter Global Asset Management, BNP Paribas, and ADIA. The transaction is set to close in the first quarter of 2026. Financial terms of the deal were not disclosed.
- Viola Credit, a credit asset manager, has raised $2B for the final round of its third credit fund, exceeding its targeted goal of $1.5B. The third fund aims to provide support to about 35 to 40 companies with credit solutions ranging from $25M to $300M. The fund is geared towards expanding fintech companies and support them through early stages of developing credit products to further their growth in international markets.
- Insignia Capital Group, a private equity firm, has raised $500M in the final round of its third fund, surpassing its $375M targeted goal. The oversubscribed fund will go towards pursuing “control and influential” minority investments, with founders and management teams.
- SavvyMoney, a banking solution and fintech provider, has raised $225M in a minority investment round aimed at bolstering financial institutions. The funding round was co-led by PSG and Canapi Ventures, with support from Spectrum Equity. The investment will support SavvyMoney’s plans to accelerate its product roadmap and enhance market initiatives. The funding will also be used to strengthen SavvyMoney’s innovation strategy, expand its product offerings, and enhance its financial wellness and lending solutions.
- Eyre Street Capital is set to launch its second sustainable private credit vehicle, dubbed the Sustainable Solutions Fund II, with a fundraising target of up to $800M. The fund will help ESC continue deploying capital into sectors that’s transitioning towards energy transition and global sustainability, including clean energy, waste-to-value and recycling, infrastructure resiliency, sustainable agriculture, and decarbonization initiatives worldwide. The fund’s launch builds on its predecessor, Sustainable Solutions Fund I, which raised $421M.
- Lexington Partners, a private equity firm, has raised $4.6B for the final round for its Lexington Co-Investment Partners VI fund, exceeding its targeted goal of $4B. The fund continues Lexington’s co-investment strategy, investing alongside leading private equity sponsors across North America, Europe, and global markets. Lexington manages over $82 billion in total capitalization and operates as the global secondary and co-investment specialist division of Franklin Templeton.
- Breakwall Capital, a capital solutions platform has raised $125M in the first round for its maiden energy credit fund, which was anchored by institutional investors including the New Mexico Educational Retirement Board. BEC I is a private credit fund, with a focus on senior secured first lien direct lending investments within the energy infrastructure, infrastructure services, and energy transition subsectors. Breakwall’s investments include industrial and infrastructure decarbonization, waste upcycling, next generation fuels and other low-carbon sectors. The New York-based firm was launched last year by three co-founders of Riverstone Credit Partners as an employee-owned asset manager.
- Speyside Equity Advisers, a private equity firm, has raised $300M in the final round for its Speyside Equity Fund II. The fund was led by its investment committee, which includes Eric Wiklendt, Nick Lardo, and Kevin Daugherty. The fund also marks Speyside’s third investment vehicle, following Fund I and the Speyside Equity Opportunity Fund. Fund II has made investments in Reed Minerals and GSC Technologies and focuses on platform investments across North America.