Hiring activity this week spanned private equity firms, alternative asset managers, and wealth managers, with firms adding headcount in investor relations and venture capital as well as broadening their investment capabilities.
In private equity, EQT tapped USS veteran Teia Merring for a client-facing role, while Partners Capital made a hire focused on venture capital. At ICG, internal promotions centered on the European investment team.
Read on for all 39 moves.
Investors
Credit
Variant Investments, an SEC-registered private credit investment manager with $2.6 billion in assets under management, welcomed Qing Fan to the firm as senior vice president of capital markets, and named Patrick Dillon vice president of investor relations. Before joining Variant, Fan was co-chief revenue officer and head of capital markets for fintech company Raistone. Dillon previously served as client portfolio manager and external wholesaler for Community Capital Management, where he managed intermediary and institutional relationships and supported firmwide asset growth.
Private Equity
EQT hired Teia Merring from Universities Superannuation Scheme, where she spent the last 15 years focused on private markets. Most recently, she was senior investment director of private equity. At EQT, she will be the global head of Strategic Partnership Solutions with a focus on relationship development at the firm.
GTCR named Doris Meister executive chair of Fiduciary Trust Company following its acquisition of the firm. Meister previously served as chair and CEO of Wilmington Trust and has held senior leadership roles across wealth and asset management. She will work with CEO Austin Shapard and the leadership team to advance strategic growth initiatives and expand the GTCR’s capabilities.
Manna Tree named Jessica Schmitt as managing director of capital formation. Based in Los Angeles, her role is focused on expanding the firm’s senior leadership footprint across major U.S. consumer and capital markets, including New York, Minneapolis, Denver, San Francisco and Austin. Prior to joining Manna Tree, Schmitt led the Investor Relations team at Waud Capital Partners.
The Sterling Group appointed Robert Gray as managing director, general counsel, and chief compliance officer, and Pierce Edwards as managing director, business development. Gray joined in February to lead legal and compliance and was previously general counsel at Riverstone Holdings, where he oversaw transaction execution, fund formation and regulatory compliance. Edwards will focus on sourcing and joins from Valesco Industries, where he was managing director and head of business development.
Balerion Space Ventures has named Beau Spradling CFO. Spradling most recently served as director of accounting for the real estate division at Canyon Partners, where he oversaw financial reporting and operational accounting. In the role, he will lead the firm’s financial strategy, including accounting, reporting and capital planning, as Balerion builds out its investment platform and establishes its headquarters at Dallas’ Old Parkland campus.
Balderton Capital appointed Phil Chambers as partner, where he will focus on early-stage investments. He joins the firm after over 20 years as a founder, operator and angel investor in the European technology ecosystem, including roles in London, Hamburg, and Copenhagen. Most recently, he served as CEO of Orbex, the Scottish space launch company.
Outcome Capital hired Jaison Ellis as a managing director. Ellis previously served as a managing director in the Healthcare Investment Banking group at Wells Fargo, where he worked since 2013. Based in Charolotte, N.C., he has originated and executed over $150 billion in M&A and capital raising transactions across biopharmaceuticals, pharma services, lab services, and other healthcare subsectors.
Real Estate
Middleburg hired Lindsay Lechner as managing director and head of capital markets. Lechner joins from Trammell Crow Company, where she led equity capital formation and execution for U.S. development projects and worked closely with institutional investors. She will oversee capital markets strategy, including fundraising and execution across the firm’s national portfolio.
Hedge Funds
Schonfeld named Michael Stein to the new position of head of U.S. Discretionary Macro/Fixed Income Business Development. Previously, he was managing director, head of hedge funds at Citi.
Asset Management
Arrow Global Group appointed Diego Gracia as CEO of Spain. The appointment furthers the private credit and real estate firm’s Iberian platform, where the group has €16 billion (approximately $19 billion) of AUM across Portugal and Spain. Diego previously held senior roles at Bain Capital, where he was responsible for real estate developments across Europe and for building several captive investment and asset management platforms focused on special situations real estate and Iberian opportunities.
Intrepid Capital Management welcomed Nick Elias as head of investor relations, reporting to CIO and Portfolio Manager Hunter Hayes. Elias will oversee investor engagement, institutional and advisor relationships, and support the firm’s credit platform. He was most recently senior vice president of institutional sales and consultant relations at Raymond James Investment Management, where he managed relationships with institutional investors and consultants.
Wealth Management
Service Providers
Newmark hired Brett Williams as senior vice president of property management, a newly created national role focused on leading strategic client relationships and supporting the continued expansion of the firm’s Property Management business. Williams has more than 25 years of commercial real estate management experience overseeing portfolios totaling more than 200 million sq. ft. across the U.S. and Canada. Most recently, he served as executive managing director, Central Region/Canada Lead, Asset Services at Cushman & Wakefield, where he oversaw property management operations across a diverse portfolio of office, industrial and retail assets and led more than 1,000 employees.
Debevoise & Plimpton named Rebekah Scherr as a partner in the Antitrust and Mergers & Acquisitions Groups in Washington, D.C. Scherr advises U.S. and cross-border clients on antitrust and competition matters, with a focus on merger notification compliance under the Hart-Scott-Rodino (HSR) Act and merger control aspects of transactions. Prior to joining Debevoise, they was a partner in the Washington, D.C. office of another international law firm.
SMBC Capital Markets appointed Shrikar Shah as head of interest rates structured trading, advancing the firm’s global Macro Rates platform and broader sales and trading business. Shah will lead SMBC’s Interest Rates Structured Trading desk. He will be responsible for building and expanding the firm’s structured bond business, including platform development, product strategy, and governance.
Aleta, a family office software platform, appointed Thomas Nicholson, a family office veteran. As vice president, North America, he will work alongside CEO Ken Gamskjaer and Aleta’s existing U.S. team to accelerate growth across North America. He most recently held senior provider-side roles in the family office technology space, engaging with hundreds of family offices of all shapes and sizes, from newly formed single family offices to long-established, multi-generational organizations.
Paul, Weiss, Rifkind, Wharton & Garrison hired Adam Hoeflich as a partner in the Litigation Department in New York. He was previously a longtime partner at prominent litigation boutique Bartlit Beck in Chicago.
Trading Technologies International, a global capital markets technology platform services provider, announced that Nick Garrow, who has been serving as chief revenue officer, has assumed the newly created role of chief strategy officer, and Josh Monroe has joined as chief revenue officer. Both executives have decades of experience in capital markets and technology leadership. Monroe was a CRO at Duco, a leading provider of AI-powered data automation to global financial institutions.
McGuireWoods welcomed Andrew Chan, who brings nationally recognized tax advisory capabilities to the firm’s San Francisco office. Chan guides clients through fund formation and structuring, sponsor liquidity transactions and sponsor-level economic planning. He also advises on tax considerations arising from M&A deals, credit facilities and a wide variety of other business transactions. In addition, he represents investors in connection with private investment funds. Chan joined from Kirkland & Ellis.
Argo Fund Solutions name Ishi Shah to the role of president and COO. She will partner closely with CEO Nikolaos Perros to lead Argo and drive its next phase of growth. Shah had been at Gen II Fund Services, serving as global chief commercial officer.
BTIG welcomed Doug Harter as a managing director and mortgage and specialty finance analyst within the firm’s Research and Strategy team. He was most recently an executive director covering the mortgage finance and business development sectors at UBS. Additionally, Eric Hagen will transition from BTIG’s Research team to a new role as Real Estate Sales Specialist within the firm’s Franchise Sales group.
Oppenheimer & Co. named Brent Thielman as a managing director on its Equities Research team. He will report to William (Bill) Bird, director of Research, and be based in Portland. As part of the move, his associates Jean Veliz and Augie Smith are also joining Oppenheimer as part of Thielman’s team and will support his coverage.
Titanbay, the European private markets infrastructure provider, appointed Adrian Nösberger to its Swiss Advisory Board, strengthening the firm’s local expertise as Swiss wealth managers and private banks move to integrate private markets into their client offerings at scale. He is president of the Association of Foreign Banks in Switzerland, which represents nearly 100 international financial institutions operating in the country, and has served as CEO of Schroder & Co. Bank since 2013, where he was also a member of the wealth management executive committee of Schroders.
O’Melveny & Myers added Ryan Gorsche and Katie Legband O’Brien as partners in its M&A and private equity practices in Dallas, where they will advise clients on mergers and acquisitions and private equity transactions. The pair join from BakerHostetler, where they advised companies and private equity sponsors on M&A and related deals. Gorsche also previously served as in-house counsel at a multibillion-dollar hedge fund and private investment firm, while O’Brien earlier served as a judicial intern at the Supreme Court of Texas. The firm said the additions will support its growing corporate practice in Texas.
Falcon Partners brought on Mark McConnell as partner. McConnell was at McDermott + Bull, where he served as managing partner and head of client services, advising private equity-backed companies on executive hiring. He will work with private equity sponsors and portfolio companies on executive search and interim leadership needs.
Herbert Smith Freehills Kramer elevated Tyler Hendry and Danielle MacGillivray to partner in the U.S. Both are based in New York and are part of a broader global promotion round. Hendry focuses on employment law, including litigation, investigations and M&A-related matters, while MacGillivray advises on accounting-related issues and complex advisory work.
Norm Law added Alan Weil as partner and head of real estate. Weil was with Sidley Austin, where he served as partner and global head of real estate, advising on financings, acquisitions, dispositions and development projects. He will oversee the firm’s real estate practice, focusing on transactional work and complex deal execution.
Opus Fund Services brought on Lindsay Muldoon as head of sales, Americas. Muldoon joined from Northern Trust, where she served as senior vice president in global fund services focused on business development, and previously held roles at Omnium, a division of Citadel, and Goldman Sachs. She will lead sales across the Americas, focusing on client acquisition, relationship management and regional growth.
73 Strings, the AI-native platform for valuation and portfolio intelligence, hired Jazmin Hogan as global head of Client Operations, based in New York, where she will lead the company’s global client organization. With over 20 years of experience as a client-side valuation and analytics professional, including leadership roles at Apollo, Blackstone, and Kohlberg & Company, she will drive a consistent, high-quality experience across regions, ensuring clients benefit from the full breadth of 73 Strings’ platform, expertise and innovation.