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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- Bob Bukowski
Joins as managing director and principal to open Milwaukee office
Robertson Stephens combines with Alpha Investment Consulting, passes $10 billion in client assets - Raj Bhattacharyya
Said Alpha team adds expertise for board and investment committee clients
Robertson Stephens combines with Alpha Investment Consulting, passes $10 billion in client assets - David Finn
Named as a related person on Atreides Lookfar offshore Form Ds.
Atreides Lookfar files Form Ds for four series, each reporting $0 sold - Gavin Baker
Named as a related person on Atreides Lookfar domestic Form Ds.
Atreides Lookfar files Form Ds for four series, each reporting $0 sold - Jason Fitzgerald
Named as a related person on Atreides Lookfar offshore Form Ds.
Atreides Lookfar files Form Ds for four series, each reporting $0 sold - John D'Agostino
Named as a related person on Atreides Lookfar offshore Form Ds.
Atreides Lookfar files Form Ds for four series, each reporting $0 sold - Laura Malone
Named as a related person on Atreides Lookfar domestic Form Ds.
Atreides Lookfar files Form Ds for four series, each reporting $0 sold - Nadia Orawski KPMG
Said trusted relationships matter more, especially for Gen Z investors
Sifma-KPMG survey: Gen Z trust in AI-only advice falls to 10% - Mallory Findley
Says families must prepare heirs for wealth transfer, not just documents.
Rockefeller family-dynamics head says heirs need preparation, not just documents - Vikram Chugh CircleBlack
Named CEO, leaving Robertson Stephens COO role and keeping advisory post.
CircleBlack names Robertson Stephens COO Vikram Chugh as CEO - Justin Ferri
Said initial work will focus on account opening and onboarding
Focus names Nevis enterprise AI platform, starting with account opening - Mark Swan Nevis
Announced partnership; every Focus advisor would work from one AI OS
Focus names Nevis enterprise AI platform, starting with account opening - Brian Geist Stonemere Wealth
Founded Stonemere Wealth and led its practice joining &Partners
&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor - Gina Cheves
Moved with Geist as a partner and the practice's director of operations
&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor - Kristina Paul
Moved with Geist as a client service associate to the practice
&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor - Ryan Parker EP Wealth Advisors
Said Davis's planning expertise and leadership align with EP Wealth's build
&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor - Seth Davis EP Wealth Advisors
Hired as partner and senior wealth advisor focusing on entertainers
&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor - Kyle Miller EP Wealth Advisors
Said elections have not been mentioned in his firm's deal talks
HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations - Gordon Kellam
Leads the newly hired Naples advisory group in Florida.
Rockefeller adds $992 million Truist team in Naples - Kristen Sario Rockefeller Global Family Office
The new Naples team reports to this executive.
Rockefeller adds $992 million Truist team in Naples - Matt Caras
Joins the newly hired Naples advisory group in Florida.
Rockefeller adds $992 million Truist team in Naples - Michael Outlaw Rockefeller Global Family Office
Said welcoming the team will help continue driving growth.
Rockefeller adds $992 million Truist team in Naples - Owen Wilson
Joins the newly hired Naples advisory group in Florida.
Rockefeller adds $992 million Truist team in Naples - Dan Morrison Ascensus
Expects 18–20 partner firms live on new platform by this time next year
Ascensus routes flagged 401(k) participants to the plan’s own advisor - Anthony M. D'Andrea Jr.
Identified as founder or majority owner on the $1.4B move.
LPL Financial adds $5.4 billion in advisor teams
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