Dakota Rainmaker Podcast Dakota Team

Join hosts Pat and Konch on the Dakota Fundraising News Podcast as they dive into recent job changes, advisor activity, and institutional investment updates. This episode unpacks key job transitions, including Alex Sawabini's move from Cambridge Associates to BCG, John Patterson's new role at Wilshire Associates, and Scott Chan's appointment as CIO of CalSTRS. Learn about William Blair's expansion in Philadelphia with the acquisition of Fernberger Wealth Management and LPL's addition of two a...

Join Pat and Konch on the Dakota Fundraising News Podcast as they delve into recent job changes and strategic developments in the financial sector. This episode highlights Chad Myhre's appointment at Alfred I. DuPont Charitable Trust, Felix Lurye's transition to Guardian Life, and William Clegg's new venture with Kyros Private Wealth. The discussion also covers Summit Financial Holdings' launch of Kyros Private Wealth and Edelman Financials’ acquisition of Soundmark Wealth Management. In our ...

Join hosts Matt and Konch on the Dakota Fundraising News Podcast as they explore significant job changes and strategic developments . This episode features Vikram Aggarwal's new role at Abu Dhabi Investment Council, Barinder Mann's transition to Eckler, and Brian Fernandez's appointment as President at Larson Financial. Dive into M&A activity with insights on Wealthspire Advisors' acquisition of Walden Wealth Partners and AlTi Global's purchase of Envoi, LLC. The episode also covers impor...

Join Matt and Konch in this episode of the Dakota Fundraising News Podcast. Discover significant career moves, including Gordon Ross's planned departure from LGPS Central and Gabriel Denham's new position at Prudential. The discussion then delves into major mergers and acquisitions, highlighting the merger of Buckingham Wealth Partners and The Colony Group under Focus Financial, and the launch of Thimble Island Private Wealth by former advisors from Janney Montgomery Scott. Additionally, the ...

Join Konch and Matt Marino in this episode as they navigate the dynamic landscape of financial industry changes. Discover significant career moves with Scott Cha-Choe's new role at Commonwealth Business Bank and Ryan Roffina's shift to D.A. Davison Companies. The discussion then explores major mergers and acquisitions, such as MAI Capital Management's integration of Harbor Wealth Management, and Rockefeller Capital Management's recruitment of a top-tier private wealth team from Morgan Stanley...

Join Pat and Konch in this episode as they discuss recent influential job changes and strategic decisions across the financial industry. Learn about Michael McGowan’s move to Canada Post Pension Plan and Melissa Holding’s new position at Huntington National Bank. The conversation then shifts to notable mergers and acquisitions within the RIA/FA space, including The Riverside Company’s acquisition of The Townsend Group and SEIA’s expansion into the Midwest with the Cedar Brook Group acquisitio...