Browsing: people

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…

Bridget McGregor has been appointed as CFO of Boston Financial. McGregor will be responsible for leading financial strategy, accounting, and reporting operations. McGregor has served as Deputy CFO…

Adriano Duarte has been tapped as EVP and CFO of Provident Bank and Provident Financial Services. Duarte will lead the Finance division, including…

John Marshall has joined Carrick Lane as a senior partner. Marshall will focus on strategy and product development to expand…

Sneha Shah has been appointed as chief AI strategist, Michael Tryniszewski as head of AI Orchestration, and William Coffey as…

Frank van Etten has been tapped as SVP and chief strategic initiatives officer at Janney Montgomery Scott. In the newly created…