Pitcairn, a leading multi-family office celebrating a century of serving ultra-high-net-worth families, just announced a leadership transition–CEO Leslie Voth will hand over the reins to the firm’s current president, Andrew L. Busser.
Unfold Ventures began marketing itself Monday by launching with $300 million from FMR, which counts the billionaire Johnson family as its biggest shareholder.
Apoorva Mehta, who stepped down as CEO in August 2021, relinquished his board position as executive chairman as part of the IPO proceedings to current CEO Fidji Simo. The transition marks the end of Mehta’s 11-year tenure with the company he co-founded in 2012.
Francis Menassa’s JAR Capital, a wealth manager for rich individuals and families, was recently ordered by a court to wind up operations because of unpaid debts, partly resulting from problematic bets on crypto and leisure assets along with a failed bid to buy a bank, according to registry filings.
Sarah Kearney is the founder and executive director of Prime Coalition, a nonprofit that steers capital to support scalable solutions to climate change. Previously, Sarah was executive director and a trustee of the Chesonis Family Foundation, a grantmaking organization that supports transformational energy research, development and deployment.
Leila Francis is BMO Wealth Management’s senior fiduciary adviser. As a former trust and estate lawyer, she works closely with families and clients to help develop thorough estate plans that are aligned with their current and future needs.
Martim De Arantes Oliveira, managing director of Geller Advisors, leads a multidisciplinary team of subject matter experts tasked with delivering integrated advice in all key disciplines of wealth management.