Dakota Research Podcast

Join Matt and Konch on the Dakota Fundraising News Podcast as they delve into recent job changes, M&A activity, and institutional investment updates. This episode covers career moves, such as Ahmad Khan's appointment at the Missouri State Employees’ Retirement System and Ross Breman's new role at Fidelity Investments. Explore Lido Advisors' acquisition of Shore Morgan Young Weal...

Join Matt and Konch on the Dakota Fundraising News Podcast as they explore the latest job changes, advisor activity, and institutional investment updates. This episode kicks off with significant career moves, including Benjamin Borich's new role at the Ohio State Teachers’ Retirement System, Francis Schoen joining PNC, and Greg Dunn's appointment at the New Mexico State Investment Counci...

In this episode, uncover the latest significant job changes and strategic mergers in the financial sector. Learn about high-profile transitions at New Mexico State Investment Council, CDPQ, and Strategic Blueprint, alongside the dynamic RIA acquisitions by Corient Private Wealth and Beacon Pointe Advisors. Dive deeper into institutional investment trends with a close look at new commitments and co...

Join Pat and Konch on the Dakota Fundraising News Podcast as they delve into recent pivotal job changes, M&A activity, and institutional investment updates in the financial industry. This episode highlights key career transitions, such as Stephen Wolff's move to the Cook County Pension Fund. In M&A news, learn about Focus Financial Partners Inc.'s integration of five business lin...

Join Pat and Konch on the Dakota Fundraising News Podcast. This episode highlights significant career transitions including Matt Dmytryszyn's move to Miracle Mile Advisors and Thomas Yao's new role at RDM Financial. Discover the strategic expansions with Waverly Advisors' acquisition of Derbend Asset Management and the Rockefeller Global Family Office adding a prominent Chicago-base...

Join Pat and Konch as they highlight important job changes and strategic developments within the financial industry. Discover Laurel Sell’s transition to Ashton Thomas Private Wealth and Mike Philipson’s new role at Northwestern Mutual. The episode also examines key RIA/FA mergers, including Stifel Financial’s acquisition of a Merrill Lynch advisory team and LPL Financial’s incorporation of Pilot...

Join hosts Pat and Konch on the Dakota Fundraising News Podcast as they dive into recent job changes, advisor activity, and institutional investment updates. This episode unpacks key job transitions, including Alex Sawabini's move from Cambridge Associates to BCG, John Patterson's new role at Wilshire Associates, and Scott Chan's appointment as CIO of CalSTRS. Learn about William Bl...

Join Pat and Konch on the Dakota Fundraising News Podcast as they delve into recent job changes and strategic developments in the financial sector. This episode highlights Chad Myhre's appointment at Alfred I. DuPont Charitable Trust, Felix Lurye's transition to Guardian Life, and William Clegg's new venture with Kyros Private Wealth. The discussion also covers Summit Financial Hold...

Join hosts Matt and Konch on the Dakota Fundraising News Podcast as they explore significant job changes and strategic developments. This episode features Vikram Aggarwal's new role at Abu Dhabi Investment Council, Barinder Mann's transition to Eckler, and Brian Fernandez's appointment as President at Larson Financial. Dive into M&A activity with insights on Wealthspire Advisors...

Join Matt and Konch in this episode of the Dakota Fundraising News Podcast. Discover significant career moves, including Gordon Ross's planned departure from LGPS Central and Gabriel Denham's new position at Prudential. The discussion then delves into major mergers and acquisitions, highlighting the merger of Buckingham Wealth Partners and The Colony Group under Focus Financial, and the...

Join Konch and Matt Marino in this episode as they navigate the dynamic landscape of financial industry changes. Discover significant career moves with Scott Cha-Choe's new role at Commonwealth Business Bank and Ryan Roffina's shift to D.A. Davison Companies. The discussion then explores major mergers and acquisitions, such as MAI Capital Management's integration of Harbor Wealth Ma...

Join Pat and Konch in this episode as they discuss recent influential job changes and strategic decisions across the financial industry. Learn about Michael McGowan’s move to Canada Post Pension Plan and Melissa Holding’s new position at Huntington National Bank. The conversation then shifts to notable mergers and acquisitions within the RIA/FA space, including The Riverside Company’s acquisition...

In this episode, Pat and Konch guide listeners through notable job changes and strategic shifts within both the institutional and private wealth sectors. Hear about Keith Dickerson’s move to City of Milwaukee Pension, Danny Henneghan’s new role at Citizens Bank, and Adri Chaikin’s transition to Robert Wood Johnson Barnabas Health Foundation. The discussion also covers recent acquisitions in the RI...

Join Pat and Konch as they guide you through the latest job shifts and role changes across the financial industry, including notable moves to Jordan Park and Cresset. The episode progresses to examine substantial mergers and acquisitions within the RIA/FA sector, featuring LPL Financial’s creation of Sussex Wealth Partners and Cresset’s expansion in San Francisco. The discussion then pivots to ins...

In this episode, Pat and Konch discuss recent key job and role changes across the financial landscape, highlighting moves to TSG Wealth Management, Gries Financial Partners, and others. They also delve into significant mergers and acquisitions in the RIA/FA sector, featuring Steward Partners’ strategic expansion and Stifel Financial’s acquisition of a top advisory team. The discussion then transit...

Join Pat and Konch as they delve into recent pivotal job changes and mergers and acquisitions shaping the landscape of institutional and private wealth management. The episode kicks off with important executive movements, including the CIO of Radnor Capital and Matt Dmytryszyn’s appointment at Miracle Mile Advisors. The discussion then shifts to significant mergers, highlighting LPL Financial’s ad...

Dive into the latest executive moves and major investments in the financial sector on this episode. Discover leadership changes at Wealth Enhancement Group and J.Paul Getty Trust, new acquisitions by Waverly Advisors and Stratos Private Wealth, and significant funding shifts in institutions like the Michigan State Investment Board and Orange County Employees’ Retirement System. Plus, get insights...

In this episode, join Pat and Konch as they explore recent pivotal changes in the financial sector. The podcast kicks off with significant job transitions, highlighting Kharis Goodridge’s switch to Marsh & McLennan and Brian Green’s appointment as CIO at Glenmede Private Wealth. The conversation then shifts to notable M&A activity, with a focus on Dynasty Financial Partner’s new affiliate,...

Join Pat and Konch for a snapshot of the fundraising world: Myles Clements’ move to Mariner Wealth Advisors, Aaron Birman’s new role at Callan, and Wealth Enhancement Group’s strategic hires. Discover mergers like Cerity Partners with Agility, Sequoia Financial’s acquisition of AltruVista, and Creative Planning’s expansion through ML&R Wealth Management. Dive into institutional investments wit...

In this episode, we delve into recent pivotal developments within the fundraising sector, highlighting key personnel changes such as CALPERs and MoLAGERS new CIO appointments. We then explore significant activity in the advisor space, including Raymond James' recruitment from RBC Wealth Management and Stratos Wealth Advisors' expansion. The discussion extends to institutional investments...

This episode dives into the latest shifts in the fundraising space, featuring key moves such as Mikaylee O’Connor's transition to NEPC, Angela Wang founding EN+ Wealth, and the Ontario Teachers’ Pension Plan Board's search for a new CFO. We also spotlight mergers and acquisitions like the 250M FA Duo's move to Avantax and the 1B Wells Fargo team joining Seventy2 Capital Wealth Manag...

Highlights include David Spika’s move to Turtle Creek Wealth Advisors, the Rockefeller Capital Management team expansion with Pollock Salah Wealth Partners, and Caprock’s acquisition of Grey Street Capital. We also cover the Tennessee Valley Authority Retirement System’s fixed income allocation adjustments, the City of Tampa’s target allocation mix changes, and significant investment commitments f...

In this episode, we explore the dynamic RIA and FA sector with significant advisor movements and mergers, such as Tampa-based Concurrent Investment Advisors welcoming three advisors with a collective $365 million in assets and Ashton Thomas Private Wealth expanding through the acquisition of the McDonagh Bauers Private Wealth Team. We also delve into strategic institutional planning and investment...

Dive into the heart of the fundraising world, with pivotal job changes, mergers, and acquisitions, alongside forward-looking institutional investments. We spotlight significant career moves with Stephen Sih-Choi’s transition to Kaiser Permanente, Rob Hawkins’ new role at Independence Bank, and Vanessa Martina stepping in as CEO of Expressive Wealth. The episode also examines strategic RIA/FA merge...

Dive into pivotal updates from the finance sector, featuring IPOPIF’s search for an Emerging Markets Debt manager and Fresno City’s $55M real estate investment plan. We spotlight notable career transitions, including Heidi Wade’s move to USI Insurance Services. In mergers and acquisitions, learn about LPL Financial’s acquisition of advisors from Stifel Financial and Osaic’s purchase of Cornerstone...