- Grant Turner has been appointed Managing Director and Client Portfolio Manager at Forum Investment Group’s Forum Exchange, bolstering the firm’s 1031 and DST distribution capabilities. Turner joins from Ares Wealth Management, where he facilitated over $867M in 1031 exchange transactions, supporting both the Black Creek and Ares Real Estate Exchange platforms. In the newly created role, Turner will help expand Forum’s exchange strategy nationwide, serving as a senior subject matter expert across 1031 exchanges, DST offerings and 721 UPREIT solutions. He will work closely with RIAs, wirehouses, independent B-Ds and HNW advisor networks.
- The Inland Real Estate Group, LLC announced that Michael Collins will serve as head of global wealth of Inland Securities Corporation. Collins will report to Tony Chereso, CEO and President of The Inland Real Estate Companies, LLC. He will lead Inland’s financial advisory platform strategy. Prior to joining Inland, Collins was a Managing Director on the capital formation team at Hunter Point Capital. Previously, he served as a Partner and Managing Director at Easterly Asset Management, where he served as head of distribution. Earlier in his career, he served as Executive Managing Director at Kennedy Wilson, heading investor relations, and was also a member of Blackstone’s first Private Wealth Solutions sales team.
- Judith L. Bomster has been appointed SVP, Senior Trust Officer at Cambridge Trust Wealth Management, a division of Eastern Bank. She brings more than 25 years of legal experience, including over two decades focused on administering private revocable, irrevocable, and testamentary trusts, and on advising families and beneficiaries on long-term management of financial resources for inheritance and multigenerational planning, asset protection, and special needs. Bomster most recently served as Senior Attorney and Head of the Estate Planning Practice Group at Morneau Law, and previously was a shareholder at Sheehan Phinney Bass & Green. Earlier in her career, she was a founding and managing partner of Butenhof & Bomster, P.C.
- Michael Dworetsky has joined LPL Financial’s broker-dealer and RIA platform, aligning with Lighthouse Private Wealth, a firm that supports LPL-affiliated advisors. He oversees approximately $200 million in advisory, brokerage and retirement plan assets and transitions to LPL from StoneX. Dworetsky brings 45 years of industry experience, having begun his career in accounting before moving into wealth management. His practice focuses on long-term financial planning, multigenerational relationships and customized portfolio management for professionals, business owners, attorneys and accountants. Lighthouse Private Wealth operates three offices in Palm Beach Gardens, FL, Red Bank, NJ, and Manasquan, NJ.
- Ted Tomaras has joined Hilco Global as COO of its Professional Services division. Tomaras will report to David Kurtz, VC of Hilco Global and CEO of Professional Services, and will oversee operations across the division’s practices. His responsibilities include strengthening the platform’s operating infrastructure, enhancing integration across business lines and supporting scalable growth initiatives. Tomaras brings nearly two decades of global leadership experience building and scaling complex real estate advisory and professional services businesses.
- Emily Johnson Moghadam has been promoted to head of lease administration & compliance by Lincoln Property Company, where she will continue leading healthcare-related regulatory oversight, audits and governance initiatives. David Arwady joins the company as head of project management, bringing 30 years of experience leading complex, multi-site capital programs across lab, industrial, retail and corporate environments, most recently at CBRE. Moghadam and Arwady join Lincoln’s Corporate Advisory & Solutions (CAS) platform.
- Eric Longstreth, a veteran financial advisor with over 20 years of industry experience, has joined Kestra Private Wealth Services in partnership with Kindred Wealth Partners, a Pennsylvania-based wealth management firm affiliated with Kestra PWS. Longstreth, who previously managed over $250 million in client assets, specializes in traditional financial planning, tax planning, and estate planning. He chose to partner with Kestra PWS and Kindred for its strong cultural alignment
- Archie Hughes has joined Madison Capital Group as EVP, where he will lead distribution efforts across Texas, New Mexico, Oklahoma, Arkansas and Louisiana. Based in the southern region, Hughes will focus on expanding the firm’s relationships across the IBD and RIA channels while supporting Madison Capital’s broader capital formation strategy. Hughes brings 25 years of experience in the financial services industry, with expertise spanning a wide range of alternative investments including Delaware statutory trusts (DSTs), REITs, private equity, interval and closed-end funds, business development companies (BDCs) and credit funds. He joins Madison Capital from Stockbridge, where he served as senior market director in private wealth, covering the wirehouse, independent broker-dealer and RIA channels.
- Matthew Nussbaum has joined Americana Partners as director and private wealth advisor in the firm’s Beverly Hills office. With more than 25 years of experience in investment management, research leadership, and global markets, he will manage equity and fixed income portfolios for institutions, businesses, foundations, UHNW individuals, and retirement plans. Nussbaum will provide clients with tailored strategic planning and tax-aware strategies, help expand the firm’s client base, and serve on the firm’s investment committee. Previously, he was a portfolio manager and director of research at L&S Advisors, where he managed discretionary client portfolios and led investment strategy across fixed income and equities.
- Molly Weiss has been appointed chief technology officer and head of digital innovation at Victory Capital Holdings. In the role, she will join the firm’s Executive Committee and oversee the company’s technology infrastructure, including its artificial intelligence framework as well as its data and analytics platform. She will also lead Victory Capital’s Direct Investor Business. Weiss brings more than two decades of experience spanning technology, product management, operations, sales and client service. She most recently served as group president of wealth platforms at Envestnet, where she focused on product expansion and platform strategy.
- Torch Key Asset Management has launched with backing from GCM Grosvenor. The firm will focus on control buyouts in complex, transitional and carve-out situations across the food and beverage and industrial products and services sectors. The investment was made through GCM Grosvenor’s Sponsor Solutions platform, with its Elevate Fund providing catalytic anchor capital and strategic support as Torch Key builds out its platform. Torch Key represents the fourth investment from the Elevate Fund’s inaugural vehicle, which held its final close in December 2024 with nearly $800M in committed capital.
- Savant Wealth Management has partnered with Grand Capital Advisors, a Michigan-based RIA overseeing $127 million in assets. The deal, Savant’s third partnership in Michigan, closed on February 28, 2026; financial terms were not disclosed. Founded in 2019 by Ken Duetsch II and Steve Schiestel, Grand Capital primarily serves clients who are age 50 and older or within 10 years of retirement. Duetsch, formerly Grand Capital’s president, and Schiestel, the firm’s CIO, will become member-owners in Savant alongside Grand Capital investment advisor Andreas Shick, while director of operations Lori Amos will join Savant as an employee.
- Carson Group has fully acquired New Hampshire-based ZeroCelsius Wealth Studio, marking its 40th wholly owned office. The practice, led by managing partner and wealth advisor Ross Gott and operations manager Robin Laughinghouse, oversees approximately $134 million in assets under management. Founded in 1998 as Kearsarge Capital Advisors and rebranded in 2009 as ZeroCelsius Wealth Studio, the firm has been a Carson partner since October 2023.
- GI Partners, a private alternatives investment firm, has completed the acquisition of two data centers in Laurel, Maryland and Severn, Maryland. The portfolio is 100% leased to a single user. To date, GI Partners has invested more than $8B across data centers and digital infrastructure investments.
- Ripple, a fintech company providing crypto solutions for businesses, said its clients now have access to the full suite of Coinbase Derivatives contracts cleared by Nodal Clear. The expanded access is enabled through Hidden Road Partners CIV US LLC, the futures commission merchant Ripple acquired last year and rebranded as Ripple Prime. Coinbase Derivatives offers traditional futures on cryptocurrencies and commodities, as well as U.S. perpetual-style futures. Available products include highly liquid nano Bitcoin (BIT) and nano Ethereum (ET) futures, along with institutional and nano-sized contracts tied to Solana (SOL) and XRP
- STG Group has launched a new broker-dealer division, STG Securities, expanding the firm’s presence in systematic and quantitative trading markets. Founded in 2022, STG Group has steadily broadened its trading operations across multiple asset classes. In 2024, the firm acquired Automated Volatility Trading (AVT) — formerly the U.S. options trading group at Barclays and later part of GTS — to strengthen its systematic options trading capabilities. AVT’s trading operations have since been integrated into STG Securities. The new broker-dealer will leverage STG Group’s proprietary technology, quantitative expertise and capital base to provide competitive liquidity across exchanges and through strategic trading partnerships. STG Securities is led by Kirill Gelman. STG Group was established by principals at Squarepoint and is separate from its investment management business.
- Compass Financial Services, a woman-owned investment advisory practice serving high-net-worth families, has transitioned its assets to Arkadios Capital, a platform designed for growth-oriented investment advisor representatives. Founded by industry veteran Ginger Kessel, Compass Financial Services serves approximately 200 client households. Kessel previously affiliated with Commonwealth Financial Network and will continue to custody client assets with National Financial Services. The firm focuses on delivering customized investment management alongside estate and tax planning strategies tailored to high-net-worth families.
- Concord has acquired Finley Technologies, a platform that delivers credit facility management software for banks, asset managers and corporate borrowers. The transaction follows Concord’s recent launch of a unified brand identity and new website that consolidated its consumer and commercial operations under a single brand. As part of the deal, Finley founder Jeremy Tsui will join Concord as managing director of capital markets. Tsui co-founded Finley in 2020 and has served as CEO since the company’s inception.
- Global Infrastructure Partners, a part of BlackRock, has agreed to acquire TCR, the largest independent lessor of airport ground support equipment, from 3i Infrastructure plc. Members of TCR’s management team will also invest alongside GIP as part of the transaction. Headquartered in Brussels, TCR owns and manages a global fleet of airport ground support equipment and supports ground handling operations at more than 200 airports worldwide.
- Bregal Sagemount announced the final close of Bregal Sagemount V with $3.5B in capital commitments, surpassing its predecessor fund and reaching its hard cap. The fund was oversubscribed and represents a significant increase from the firm’s $2.65B Fund IV. Launched in the fourth quarter of 2025, Fund V was raised in just over four months. Returning limited partners provided most commitments, while the firm also welcomed a select group of new institutional investors to its LP base. Fund V will continue Bregal Sagemount’s strategy of providing flexible, solution-oriented capital to durable growth businesses with high levels of recurring revenue operating in end markets characterized by secular, non-cyclical growth.
- Seven Hills Capital announced the first-and-final close of its oversubscribed sophomore fund, Seven Hills Capital Fund II, L.P., reaching its $235M hard cap in less than three months. The closing comes just two years after the successful $125M fundraising of its debut fund. Founded in 2016, Seven Hills is an operator-centric lower middle market private equity firm focused on thematic niches within healthcare services.
- Leonard Green & Partners’ Sage Fund has led an $850M continuation vehicle for Ares Management portfolio company Convergint Technologies. The transaction follows Leonard Green’s recent close of its inaugural fund dedicated exclusively to continuation vehicles, which raised $3.6B in total commitments — more than double its original $1.5B target. Goldman Sachs’ secondaries unit also committed capital to the Convergint continuation fund, while Harvest Partners, which acquired a stake in the business in 2021, participated as well. Ares originally acquired Convergint in 2018 before selling a minority stake to Harvest Partners three years later. The continuation vehicle provides additional long-term capital to support the company’s next phase of growth.
- O2 Investment Partners announced the final close of O2 Investment Partners Fund V with $670M in capital commitments. Founded in 2010, the firm focuses on acquiring majority stakes in lower middle-market companies led by entrepreneurial management teams, particularly family- and founder-owned businesses positioned for long-term growth. O2 seeks to scale its platform investments through a combination of organic growth initiatives, targeted add-on acquisitions and comprehensive operational integration strategies.
- Silverflow, a cloud-native payment processing company, has closed a $40 million (€37 million) Series B round as it nears one billion transactions processed annually. The round was led by Munich-based deep-tech investor Picus Capital, with participation from Rabo Investments – Corporate Venturing and existing backers Inkef, GPT, Crane and Coatue. The European-led funding will support Silverflow’s global expansion, fuel enhancements to its product suite, and finance a more than 50% increase in its worldwide workforce.
- Crossover Markets has completed a $31M Series B financing round, valuing the company at approximately $200M. The round was led by Tradeweb Markets, with participation from DRW Venture Capital, Ripple, Virtu Financial, Wintermute Ventures, XTX Markets and Illuminate Financial.Alongside the investment, Tradeweb plans to provide its global clients with access to Crossover’s institutional spot crypto liquidity through Tradeweb’s algorithmic order-routing technology.
- STG announced the final close of STG Allegro II with more than $1.3B in committed capital, including $1.26B from limited partners. The fund builds on the momentum of the firm’s inaugural STG Allegro Fund and continues its lower middle-market strategy focused on enterprise software investments. Allegro II exceeded its $950M target, was significantly oversubscribed and reached its hard cap in less than four months. Since its founding, STG has raised nearly $14B across its private equity funds and completed more than 140 investments, including both platform and add-on transactions.
- Sound Point Capital Management has closed Strategic Capital Fund III with $1.5 billion in total capital commitments, reaching its hard cap after the fund was significantly oversubscribed. The vehicle is now fully capitalized and will deploy capital across asset-backed and first-lien private credit investments, focusing on U.S. corporate borrowers seeking bespoke or transitional financing solutions.
The post People & Company News, Week of March 6, 2026 appeared first on Connect Money.
