Stifel, New RIAs, Oklahoma $1.1B Private Markets Plan, Border to Coast, $1.5B Timberland Fund

In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight job moves including Sam Johnson joining Gresham Partners, two Northern Trust vets joining Endeavor Advisors, and Soltis naming Jeffrey Harris as head of M&A. On the RIA side, Stifel completed its acquisition of part of B. Riley’s wealth unit, LPL alum Scott Bloom launched Wealthetic, and Exponent Wealth debuted in Utah.Institutionally, Oklahoma Teachers’ and Police Pensions outlined 2025 pacing plans, Austin Firefighters terminated Highclere, and TRS of Texas and Border to Coast made new commitments across real estate, energy, and PE. Fundraising highlights include Campbell Global closing a $1.5B timberland fund and the launch of Halo Experience Co., a $1B tech/sports fund led by Utah Jazz owner Ryan Smith and Accel’s Ryan Sweeney. Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to simplify your decision-making process.Click here to book a demo today ➡️ https://www.dakota.com/calendar-researchpage