EPISODE · Feb 26, 2025 · 11 MIN
Rockefeller, UBS, LPL Teams, RE & Fixed Income Search Selections, Schroders LTAF
from Dakota Research Podcast · host Dakota Team
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including Nick Brandt joining Fifth Third Bank, Katherine Fackler moving to CALSTRs, and Leor Solomon joining Partners Federal Credit Union. In RIA/FA M&A, Rockefeller Capital Management adds Meyer DeMartini Wealth Partners, UBS recruits an $880M Denver team from Cresset, and LPL Financial secures a $900M team from Raymond James. Institutional updates include private credit searches from Miami Beach Fire & Police and Chicago Firemen’s Fund, while Washington State Investment Board commits $220M to Centerbridge Special Credit Partners V. Fundraising highlights feature Schroders Capital’s £500M UK Innovation LTAF, Bonfire Ventures’ $245M flagship fund, and Cherryrock Capital closing its debut $172M VC fund. Tune in for the latest in institutional and intermediary fundraising!
What this episode covers
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including Nick Brandt joining Fifth Third Bank, Katherine Fackler moving to CALSTRs, and Leor Solomon joining Partners Federal Credit Union. In RIA/FA M&A, Rockefeller Capital Management adds Meyer DeMartini Wealth Partners, UBS recruits an $880M Denver team from Cresset, and LPL Financial secures a $900M team from Raymond James. Institutional updates include private credit searches from Miami Bea...
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Rockefeller, UBS, LPL Teams, RE & Fixed Income Search Selections, Schroders LTAF
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