EPISODE · Apr 2, 2025 · 12 MIN
LPL Acquiring Commonwealth, Morgan Stanley Head of OCIO, Commodities RFP, EQT Infra VI
from Dakota Research Podcast · host Dakota Team
In this episode of the Dakota Fundraising News Podcast, Konch and Matt Marino discuss notable industry job moves, including Christina Kopec Rooney's appointment as head of US wealth at Wellington, Sona Menon joining Morgan Stanley to lead its $184B OCIO platform, and Hannah Menachem joining the North Carolina Treasury Department's PE team. On the RIA front, LPL Financial makes waves with its $2.7B acquisition of Commonwealth Financial Network, and NewEdge Securities brings on a $1.4B team from Merrill Lynch. Institutional updates include new search activity from INPRS and Cambridge Retirement, plus fresh commitments from IMRF, Texas CDRS, and Japan Investment Corporation. EQT Infrastructure VI also closed at €21.5B, exceeding its target. Catch the latest moves, mandates, and fund closings across the fundraising world.
What this episode covers
In this episode of the Dakota Fundraising News Podcast, Konch and Matt Marino discuss notable industry job moves, including Christina Kopec Rooney's appointment as head of US wealth at Wellington, Sona Menon joining Morgan Stanley to lead its $184B OCIO platform, and Hannah Menachem joining the North Carolina Treasury Department's PE team. On the RIA front, LPL Financial makes waves with its $2.7B acquisition of Commonwealth Financial Network, and NewEdge Securities brings on a $1.4B team fro...
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LPL Acquiring Commonwealth, Morgan Stanley Head of OCIO, Commodities RFP, EQT Infra VI
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