Graham Howell has joined Corlytics as Chief Finance Officer with 35 years of experience with PE-backed firms, helping lead the firm as it continues its rapid expansion into the United States through organic and inorganic growth. Reporting directly to founder and CEO John Byrne, Howell brings 35 years’ experience in finance functions within the software industry, of which the last 15 years have been spent as the CFO of various SaaS software companies, including Nextlane, TraceOne and Ullink.
Franklin Templeton has appointed George Stephan to the newly created position of Global Chief Operating Officer of Wealth Management Alternatives. Stephan previously spent five years at Kohlberg Kravis Roberts & Co. (KKR), as the Head of Strategy and Business Development for the firm’s Global Client Solutions business. Before that, he was Chief Operating Officer and Head of Investor Relations for KKR’s Global Wealth Solutions business in the Americas.
ITRS, a provider of real-time IT monitoring and observability solutions, has appointed Ryan Terpstra as CEO. Terpstra succeeds Guy Warren, who has decided to step down from executive roles to spend more time with his family, after successfully leading the company for over a decade. Terpstra brings more than two decades of C-level experience leading and growing technology companies, spanning venture-backed startups, middle-market private equity-backed firms, and global public corporations. Most recently, he was Chief Product Officer at ION Analytics.
Broadridge Financial Solutions has announced the appointment of David Fellah as Vice President of AI Trading Solutions at Broadridge, based in New York City, NY. He will report into Roger Burkhardt, Enterprise Head of AI and Data and CTO of Capital Markets at Broadridge. With nearly 30 years of expertise at the cutting edge of trading technology, quantitative research, and advanced analytics, Fellah brings significant leadership experience from roles at Instinet (Nomura), ITG, and J.P. Morgan.
CoinShares has appointed Lisa Avellini as Group General Counsel, effective November 4, 2024. Avellini brings a wealth of valuable experience to CoinShares, with an extensive background in legal and compliance roles within leading global financial institutions. She joins CoinShares after three years at Balyasny Asset Management, where she oversaw global legal and compliance requirements. She is also an alumnae of Citadel.
Robert Eaton has joined Northern Trust Asset Management as a Senior Relationship Manager within NTAM’s Wealth Client Group. Eaton brings more than 20 years’ experience in asset management, exchange traded funds and wealth-tech. His prior experience includes serving as Head of Strategic Relationships at BondBloxx Investment Management ETFs; a variety of business development roles at BlackRock including Head of Americas Business Development for Aladdin Wealth Tech and Head of National Accounts for BlackRock and iShares; and as Head of US Retail Marketing at Merrill Lynch Investment Managers.
The FCA and PSR boards have announced the appointment Alison Potter as chair of the FCA’s Regulatory Decisions Committee (RDC) and the PSR’s Enforcement Decisions Committee (EDC). Potter has previously been appointed as a senior decision maker for the Guernsey Financial Services Commission in 2018. She has over 30 years of experience as a barrister working in commercial law, specialising in financial services and financial regulatory law.
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