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Patrick Sweeney and John Palmer have joined Dallas-based Prospera Financial Services, a wealth management firm. Sweeney, based in Pennsylvania, is…

Casey Jorgensen has been named chief growth officer at RIA Cyndeo Wealth Partners. Jorgensen will lead advisor recruiting, mergers and acquisitions,…

Jeff Lenhart has been appointed president of Prosperity, an affiliate of EisnerAmper. Lenhart will be responsible for the leadership, strategic direction,…

Steve Bendt has been appointed as chief marketing officer at YCharts, an investment research and client engagement platform. He will…

Cohen & Steers has launched the Cohen & Steers Real Assets Active ETF, expanding the firm’s actively managed exchange-traded fund…

Northleaf Capital Partners, a private markets investment firm, has made several key executive leadership appointments. Michelle Joliat, Nadim Vasanji, and…

Remy Trafelet, executive chairman of Hazeltree, has been named chairman, president, and CEO, succeeding Lokesh Seth. Trafelet founded the treasury management and data solutions provider within Trafelet Delta…

Kevin Luebbers has been tapped as head of Distribution for The Guardian Life Insurance Company of America. Luebbers will be responsible for leading the…

William MacGregor has been tapped as deputy general counsel of American Beacon Partners. MacGregor, who brings over two decades of industry experience…

Wealth executives Gaurav Mallik and Shelly Kapoor have been named CIO and COO, respectively, of Modera Wealth Management. Gaurav, based in Boston, will lead the firm’s investment…