Angeles Wealth Management

Angeles Wealth Management Appoints Rick Nott as Managing Director, Capping the Sixth Straight Year of Strong Growth

Nott brings more than 15 years of wealth management experience, adding to the firm’s comprehensive private wealth services and solutions SANTA MONICA, Calif.–(BUSINESS WIRE)–Angeles Wealth Management, LLC, (“Angeles Wealth”), a national wealth management firm serving generationally wealthy families, today announced the hiring of Rick Nott, CFA, CFP®, CPWA®, as Managing Director. Operating out of Angeles Wealth’s Santa Monica office, Nott serves as a “financial architect” for clients. … Continue reading Angeles Wealth Management Appoints Rick Nott as Managing Director, Capping the Sixth Straight Year of Strong Growth

Axonic Capital

Axonic Capital Appoints Matthew Weinstein to Newly Created Co-CIO Role

Firm promotes Matt Weinstein to Co-CIO to Expand the Firm’s Investment Leadership NEW YORK–(BUSINESS WIRE)–Axonic Capital, the New York-based securitized credit and commercial real estate asset manager with $4.3 billion in assets under management, is pleased to announce that Matt Weinstein has been promoted to co-chief investment officer. In the newly created role Matt will continue to work alongside Clay DeGiacinto, founder and co-chief investment officer, and will … Continue reading Axonic Capital Appoints Matthew Weinstein to Newly Created Co-CIO Role

PPM AMERICA

PPM America Continues Global Distribution Team Expansion

CHICAGO–(BUSINESS WIRE)–PPM America, Inc. (PPM) is pleased to announce the addition of Bob Meikleham to the Global Distribution team as Managing Director, Insurance. Meikleham comes to PPM from DWS, where he was responsible for the sale and distribution of their alternative and traditional investment solutions to insurance clients and prospects. His previous positions also include Vice President, US Institutional Business Development at Unigestion and various sales … Continue reading PPM America Continues Global Distribution Team Expansion

Stonepeak

Jack Howell and Luke Taylor Named Co-Presidents of Stonepeak

NEW YORK–(BUSINESS WIRE)–Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, today announced that Jack Howell and Luke Taylor have been named Co-Presidents of the firm, a promotion from their former roles as Co-Chief Operating Officers. Stonepeak Co-Founder Michael Dorrell remains Chief Executive Officer and Chairman. The promotion is a continuation of the rise of Luke Taylor and Jack Howell within the … Continue reading Jack Howell and Luke Taylor Named Co-Presidents of Stonepeak

Katie Cowan

Katie Cowan Joins First Eagle as Head of Insurance Client Solutions

New position intends to leverage the firm’s broad investment capabilities to deliver tailored solutions for insurers November 29, 2023 09:00 AM Eastern Standard Time NEW YORK–(BUSINESS WIRE)–First Eagle Investments (“First Eagle”) today announced the hiring of Katie Cowan as Head of Insurance Client Solutions. In this newly created role, Cowan leads First Eagle’s efforts in the insurance channel, partnering closely with the firm’s investment teams … Continue reading Katie Cowan Joins First Eagle as Head of Insurance Client Solutions