People & Company News, Week of November 6, 2026

• Paul Dietterich has been named SVP of the Distribution team at ExchangeRight. Dietterich will serve representatives, advisors, and their clients in the Tri-State region, covering Eastern Pennsylvania, New Jersey, and Southern New York, including New York City. Prior to joining ExchangeRight, Dietterich most recently served as the regional VP at Megatel Capital Investment. 

• Greg Stewart has joined Falfurrias Management Partners as a partner. Stewart will lead the firm’s investment in technology and business services. Prior to joining Falfurrias, Stewart most recently served as a growth investor at Boston-based Great Hill Partners, where he invested in software and technology companies across North America and Europe. 

• Wade Harrison has been appointed as president of The Penn Mutual Life Insurance Company. Harrison will lead Penn Mutual’s Enterprise Leadership Team and oversee the company’s daily operations. Dave O’Malley will continue to serve as CEO and chairman. Harrison becomes Penn Mutual’s 20th president in the company’s history. Prior to joining Penn Mutual, Harrison served as vice chairman and COO of Protective Life. 

• Jane Graham has been tapped as SVP of Client Experience at Envestnet. In the newly created position, Graham will lead client success and retention, service delivery, enablement, support operations, and renewals functions. Graham will also join the company’s Executive Committee.  Before joining Envestnet, Graham most recently served as Group VP of specialty sales at UKG. 

• Jacqueline Korajkic has been tapped as CEO of Oakland, CA-based Metro Services Group, a janitorial and engineering services provider. Korajkic will lead Metro’s growth across its janitorial and engineering business lines. She succeeds founder and CEO Michael Oddo, who will remain chairman of the board of the company and president Derek Schulze will continue in his role. Korajkic will assume her role on January 1. 

• Eric Clark has been tapped as SVP of Corporate Finance and Investor Relations, at TC Properties, a real estate investment trust. Clark will lead and manage LTC’s capital markets, financial forecasting, and investor relations functions. He will work closely with executive leadership to engage institutional investors, sell-side analysts and rating agencies to support the TC Properties’ growth. Prior to joining LTC, Clark most recently served as managing director of Investment Banking at BTIG. 

• Jeff Haxer has been named global head of the Mergers & Acquisitions and Divestitures practice at Bain & Company. Haxer will spearhead the firm’s efforts to provide support to companies to execute various M&A activities. Haxer is also a member of Bain’s Healthcare & Life Sciences practice and served as the firm’s Global Solution Leader for both its merger integration and divestitures and spin-offs offerings. He is based at the firm’s office in Chicago. Haxer succeeds Les Baird, who has headed Bain’s M&A and Divestitures practice. Sinead Mullen has been appointed as the Americas Regional Practice Lead for the M&A and Divestitures practice. Mullen is also a member of the firm’s M&A and Divestitures and Energy & Natural Resources practices and served as the firm’s Global Practice Leader for Social Impact. She is based at the firm’s office in Denver. Sinead succeeds Colleen von Eckartsberg. 

• Albert Cohen and Nandha Srinivasan have been appointed as EVPs of Securities Technology and partners at Simplicity Group. Cohen and Srinivasan will lead Simplicity Securities’ technology growth, driving platform scale and bolstering the advisor experience. Before joining Simplicity, Cohen held senior technology leadership roles at AssetMark, Cetera Financial Group, and Citibank. Prior to joining Simplicity, Srinivasan held senior leadership roles at AssetMark, Cetera Financial Group, BNY Mellon, and E*TRADE Financial. 

• Peter Larsen has been appointed as managing director and head of Infrastructure Distribution at HarbourVest Partners, a private markets asset manager. Larsen will be responsible for driving strategy and fostering relationships with investors and consultants. Additionally, Larsen will work directly with HarbourVest’s infrastructure investment team and global Investor Relations organization. Before joining HarbourVest, Larsen most recently served as managing director of Real Assets at Hamilton Lane. 

• New York-based Global X Management Company, an ETF provider, has launched the Global X Magnificent Six ETF. SIX seeks to provide exposure to the Magnificent Six technology stocks, which currently consist of Alphabet, Amazon, Apple, Meta Platforms, Microsoft and NVIDIA. As an actively managed fund, SIX seeks capital appreciation through economic exposure to the companies and invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes. The Fund also anticipates gaining economic exposure through swap agreements and other derivative instruments. 

• Wafra, an alternative investment manager, and Hunt Companies, a privately held real estate and investment company, has launched Strata Land Partners, a land finance platform focused on providing flexible capital solutions to public and private homebuilders and developers across the United States. The new platform, which is led by CEO Mike Forsum, provides land-banking solutions designed for homebuilders. Prior to joining the new joint venture, Forsum most recently served as COO and president of Landsea Homes, a formerly publicly traded national homebuilder. 

• WealthFeed, a wealthtech growth firm, has added Form 5500 data to its platform, enabling advisors to gain access to various sources to support organic growth in the retirement plan market. Advisors can now search for more than 780,000 retirement plans and receive notification alerts when new filings may potentially reveal a business opportunity. Advisors can filter plans by size, features, and sponsor industry, and limit results to plans that were filed within the last 30 or 90 days. 

• FactSet, a data and AI solutions provider, has partnered with Hamilton Lane to roll out Hamilton Lane’s private markets data across FactSet’s portfolio analytics platform. Through the partnership, Hamilton Lane’s proprietary data will be embedded into FactSet’s analytics infrastructure. Additionally, the new solution is designed to expand public and private markets’ intelligence into a single portfolio analytics workflow. 

• Vinings, GA-based Anchor Financial Partners, has joined LPL Financial’s broker-dealer and RIA platforms. Anchor Financial Partners is led by Frank Conner, Andrew Runnion, Josh Eisenberg, Brandon Porter, Kyle Brooker, and Trey Beavers. The team provides financial planning, tax and estate planning, succession planning, and wealth management services to affluent and high-net-worth clients, including pre-retirees, business owners, and retirees. The team was previously affiliated with Northwestern Mutual, where they managed roughly $525M in advisory, brokerage and retirement plan assets. 

• AssetMark has launched AssetMark Private Wealth, a program designed to help independent financial advisors serve high-net-worth clients. The program combines financial planning, investment solutions and wealth capabilities, with support from AssetMark’s Wealth Solutions Consulting and Client Portfolio Manager teams. AssetMark Private Wealth will be available to independent financial advisors on AssetMark’s platform beginning November 2. 

• Chicago-based Cuesta Partners, an AI-powered and data technology firm, has partnered with Keboola, a self-service data operations platform. Cuesta now offers Keboola’s AI offering Strata to U.S.-based mid-market and private-equity-backed companies. The partnership combines two strengths. Keboola builds Cuesta’s work with CFOs and with each client, Cuesta works with them to build projects, with a focus on AI-native commercial engines. 

• Cantilever Group, a middle-market investment firm, has taken an undisclosed minority equity investment in Irvine, CA-based Ghost Tree Partners, a private credit investment firm. Ghost Tree, which was founded in 2021 by Mark Fox, Scott Warner, and Jeff Willardson, specializes in providing financing solutions for lower middle-market borrowers. Berkshire Global Advisors served as exclusive financial advisor, and Shartsis Friese LLP served as legal advisor to Ghost Tree. 

• Four residential real estate firms have launched Open Real Estate as a national initiative to create shared infrastructure for property-listing data. Open Real Estate is designed to streamline how property listings flow across brokerages, multiple listing services, and real estate portals. Open Real Estate was founded by AGNT (eXp Realty and NextHome), Home Services of America, Keller Williams Realty, and Real REMAX Group. 

• Practifi, a CRM solutions provider, is bolstering its partnership with Dynasty Financial Partners to support the AI-backed CRM needs of independent RIAs within Dynasty’s network. Dynasty leverages Practifi’s wealth management data model and workflow capabilities, while Dynasty OS automates the Dynasty Desktop. 

• Strategic Storage Trust VI, a public non-traded REIT, has merged with Strategic Storage Growth Trust III, a private REIT sponsored by an affiliate of SmartStop. The all-stock transaction, values SSGT III’s real estate portfolio at about $500M and combines two SmartStop-sponsored REITs into one company with over $41B in total assets. The merger has added 12 wholly owned facilities and has extended its U.S. footprint from 7 states to ten with its entry into California, New Jersey and Texas. Additionally, the company’s portfolio increased to 37 wholly owned facilities, with nearly 30,000 units and 3.2 million square feet across ten states and three Canadian provinces. 

• Real estate executives Vincent DiSalvo and Michael Gallagher have launched Contrada, a housing investment manager, which is focused on special situations. Additionally, the firm has launched alongside a strategic anchor investment from a multigenerational New York development firm. Contrada has collectively invested in more than 17,800 apartment homes and 900 loans nationwide, representing over $2.5B in assets. Prior to launching Contrada, DiSalvo most recently served as CIO at Kingbird Investment Management and Gallagher most recently led the effort to build and scale the private equity real estate investment platform at Prelude Capital. 

• Crescent Capital Group closed $406.9M for Atlas Senior Loan Fund XXVIII, a new-issue CLO on October 29. This transaction marks Crescent’s second new-issue CLO for the year and the fourth issued through its CLO Equity Fund II, which closed in August.

The post People & Company News, Week of November 6, 2026 appeared first on Connect Money.

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