The new team reinforces strategic focus on investing in talent and enhancing solutions to drive growth.
August 12, 2025
Personnel
August 12, 2025
August 6, 2025
Chris Hogg Appointed to SEI Master Trust Board
The addition to the Board supports Master Trust’s stability and growth.
July 24, 2025
ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.
July 17, 2025
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
July 17, 2025
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
July 8, 2025
Christine Russo Promoted to COO of Madison Capital Group Holdings
A key member of the leadership team at Madison Communities, the multifamily subsidiary for Madison Capital Group Holdings, Russo brings 28 years of experience in multifamily housing operations, development and asset optimization.
July 8, 2025
ADISA Appoints Jade Miller as First CEO
In the newly created role, Miller will work alongside Executive Director John Grady to lead the organization's next chapter.
July 7, 2025
CIM Group Hires Veteran Financial Services Executive Paul Weisenfeld as Head of National Accounts in Expansion of Private Wealth Team
Mr. Weisenfeld will lead CIM Group’s National Accounts team in expanding the firm’s footprint in the private wealth space.
June 30, 2025
BC Partners promotes four new Partners
“These promotions underscore the exceptional depth and strength of our team — many of whom have built their careers at BC Partners." — Raymond Svider, Chairman at BC Partners.
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