Private Markets at Rockefeller, NY State Common’s 1.2B Move, Alts Searches

Join Pat and Konch as they break down the latest job changes and strategic shifts in the financial industry. In this episode, they highlight key role transitions across institutional and private wealth sectors, including major moves at Rockefeller, The Mott Foundation, and Hamilton College. The conversation continues with a deep dive into RIA/FA mergers and acquisitions, spotlighting significant developments like the launch of Elevation Point and Commonwealth Financial Network’s latest recruitments. Finally, they wrap up with a thorough analysis of institutional coverage, including fresh RFPs, fund launches, and consultant updates, ensuring you’re up to speed with the latest in the financial landscape. Don’t miss out on these critical insights!