- Wealth management executive Bob Oros has been tapped as president of PPB Capital Partners, an alternative investment platform. In the newly created role, Oros will work alongside founder and CEO Brendan Lake to lead the firm’s business operations and infrastructure. Additionally, Oros will manage all aspects of the business and operations. Oros joins PPB while currently serving as vice chairman of the company’s board of directors, a role he has held since September.
- Ron Diamond has been named chair of the advisory board at Opto Investments, a private markets investment platform. Diamond will be responsible for advising Opto as it delivers the platform and diligence tools for family offices’ private investments. He is also the founder and chairman of Diamond Wealth.
- Nicole Smith has been named head of marketing and communications at A&G Real Estate Partners, a real estate advisory firm. Smith will be based at the firm’s New York office and will report to principal of business development and strategy Jacob Czarnick. Before joining A&G Real Estate Partners, Smith served as senior marketing manager at Puro.earth, a carbon-crediting platform.
- Todd Lacey has been named SVP and head of institutional sales for retirement plan services of Lincoln Financial Group. Lacey will lead Lincoln’s institutional sales organization for its retirement business. Prior to joining Lincoln Financial Group, Lacey served as president of Financial Finesse, a financial wellness firm. He is also the founder and president of Athens, GA-based The (k)larity Group, an independent retirement plan consulting firm.
- Scott Beasley has been appointed global CFO at Vantage Data Centers. Beasley will be responsible for leading Vantage’s global finance, accounting, capital markets, procurement, and corporate development functions. Beasley will be based at the firm’s Denver office and will report to CEO and president Sureel Choksi. Prior to joining Vantage, Beasley served as CFO of Frontier Communications.
- Steven Loffman has joined Houlihan Lokey as a managing director in its capital solutions group. Loffman will be responsible for leading the U.S. Real Estate Capital Advisory practice at the firm and will be based in the firm’s New York office. Before joining Houlihan Lokey, Loffman most recently served at Raymond James & Associates for 18 years and most recently served as a managing director in its Real Estate Investment Banking Group.
- Keon Khamsehpour and Merryll McElwain have joined Prosperity, an independent registered investment advisor, as senior wealth advisors. McElwain, who is based in Los Angeles, provides financial planning, investment management, pre-transaction planning, and wealth transfer strategies for high-net-worth clients, including entrepreneurs and those in the sports and entertainment industries. Khamsehpour, who is based in La Jolla, California, will focus on investment and portfolio management, alternative investments and private markets, and estate planning and wealth transfer.
- John Reifsnider has been appointed CIO of Transamerica Asset Management. Reifsnider will be focusing on leading TAM’s investment strategy, including the sub-adviser selection and monitoring process. Prior to joining Transamerica Asset Management, Reifsnider served as CEO of Pendal USA, where he worked closely with portfolio managers and investment committees.
- Nancy Yoshida has been named SVP of Alliant Private Client at Alliant Insurance Services. Yoshida will work closely with the executive leadership team to strengthen and deepen talent development across the private client division. Additionally, Yoshida will help mentor emerging professionals and design initiatives to build the firm’s leadership pipeline. Prior to joining Alliant Insurance Services, Yoshida was SVP for Momentous Insurance Brokerage.
- Glenn Rodriguez has joined RIA Cyndeo Wealth Partners as SVP and financial advisor. Rodriguez was previously affiliated with Bank of America’s Merrill Lynch, where he managed about $235M in total client assets. Rodriguez provides financial planning, portfolio construction, risk management, cash flow planning, and lending strategies to high-net-worth clients. Earlier this month, Rise Growth Partners purchased an undisclosed minority stake in Cyndeo Wealth Partners.
- Edward O’Brien has been appointed as COO at Cetera Financial Group. O’Brien will focus on driving advisor growth and will be responsible for leading the service, technology, trading, and operations teams. O’Brien succeeds Cetera’s former COO Tom Gooley, who recently announced his planned retirement. O’Brien will assume his position in May.
- RBC Wealth Management has added The Turnock Bonacci Group to its Annapolis, Maryland location. The Turnock Bonacci Group specializes in multigenerational strategy, business transitions, and portfolio management. The Turnock Bonacci Group, which is a four-person team, was previously affiliated with Morgan Stanley, where the team oversaw nearly $360M in total client assets. The group is led by Kevin Turnock, who joined RBC as managing director, and Anthony Bonacci, who also joined RBC as SVP. The advisors are joined by senior business associate Michael Norris and investment associate Julia Harrison.
- WealthReach, an RIA growth platform, has launched Attract, an AI-powered SEO and answer engine optimization agent designed for financial advisors. Attract analyzes a firm’s website, monitors local search behavior and trending topics, identifies content gaps, and evaluates thousands of data figures. Attract analyzes a firm’s existing website and identifies market trends for firms and advisors, and drafts optimized content for review and approval.
- AssetMark has rolled out new improvements for its Adhesion Wealth platform. Throughout the year, the platform will launch updates to its Adhesion Wealth UMA administration and managed account platform, which includes “enhanced” tax management capabilities, the new Adhesion Essentials program, which includes ETF, mutual fund, and equity SMA portfolios, expanded access to private market options, and an expansion to its fixed income access.
- Denver-based Bow River Capital, an alternative asset manager, has acquired Spur Capital Partners, a venture capital firm. The transaction, which is expected to close in the second quarter of this year, will expand Bow River Capital’s private equity offerings, which include buyout private equity, defense technology, software growth equity, and an evergreen private equity fund. Spur Capital Partners’ co-founder Paul Gompers will continue in his investment committee role on the venture capital team. Following the acquisition, Bow River will create an evergreen venture capital strategy. Spur Capital Partners manages about $1B in total assets across over 125 institutional and family office clients.
- Ranchland Capital Partners, an asset investment manager, has partnered with SEI to provide fund administration and investor services for its alternative fund offerings. SEI will support Ranchland’s next phase of growth by enabling the firm to outsource operational capabilities while leveraging its operating platform. SEI’s operating platform and technology solutions will allow Ranchland to focus on investment execution and growth.
- RIA Beacon Pointe Advisors has acquired two firms, which boost the RIA’s assets under management to $695M. Addison, TX-based MGB Wealth Management, whichjoined Beacon Pointe Advisors on February 28, joins Beacon’s existing Dallas team. MGB, which is led by founder Michael Bailey, oversees about $475M in total client assets and provides investment management, financial planning, and portfolio management for high-net-worth clients. The second addition is Franklin, TN-based Pacifica Wealth Advisors, which joined Beacon on February 15, joining Beacon’s existing Newport Beach, California team. Pacifica Wealth Advisors, which is led by founder Robert Pagliarini, oversees about $220M in total client assets and provides retirement planning, investment strategy, financial planning, and wealth management-related services.
- L&G, an asset manager, has partnered with Manulife Wealth & Asset Management in a move that will focus on investment management, distribution, and product development. The partnership comes as both firms are seeking to meet growing client demand for wealth and retirement solutions. The partnership is designed to leverage Manulife WAM’s asset management capabilities and distribution channels in North America and Asia.
- Hybrid Advisors and Faithstone Capital Partners have created a joint venture, named Hybrid Faith Stone, that’s designed to scale the Hybrid Advisors platform into a $3 billion Fund of Funds over the next 18 months. The joint venture creates a 50/50 partnership in which Faithstone contributes merchant banking infrastructure, M&A execution capability, and institutional capital markets distribution, while Hybrid Advisors contributes its fund of funds investment platform services. Under the joint venture, Faithstone Securities will serve as the exclusive broker-dealer of record, placement agent, and debt and equity syndicate lead for all JV securities activities.
- Treville Capital Management, an alternative asset manager, has raised over $500M in the closing round for Treville Capital Solutions Fund LP and Treville Capital Solutions Fund A LP. The Treville Capital Solutions strategy pursues private credit and credit‑oriented investments with capital appreciation features across senior secured loans and junior debt. The team remains focused on deploying capital as they seek to build a diversified portfolio delivering risk-adjusted returns for its investors.
- Domain Capital Group and its subsidiary Domain Capital Advisors have raised $768M in the closing round for its second entertainment fund and its affiliates. Domain Entertainment Fund II focuses on investments in film libraries, television participation, and music catalogs with additional allocations for other entertainment-related assets, including literary works, theatrical productions, and sports.
- Spade, an AI and data platform, has raised $40M in the closing round for its Series B funding, which was led by Oak HC/FT, with participation by Andreessen Horowitz, Flourish, Gradient, NAventures, National Bank of Canada’s corporate venture arm, and Y Combinator. Spade will use the capital to deepen its platform capabilities, expand the team, and meet growing demand from financial institutions and fintechs that rely on Spade’s foundational transaction data to launch AI initiatives.
The post People & Company News, Week of March 27, 2026 appeared first on Connect Money.
