April 09, 2025 |

Cortes, JANA, iA Hires; LPL-FHA Deal; Cerity & Raymond James Moves; Fund Closes from Andros & Trive; Public Plan Activity

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About The Episode

In this episode of the Dakota Fundraising News Podcast, Konch highlights key job moves, including Antonella Carranco joining Cortes Capital, David Wilson heading to JANA, and Etienne Dion joining iA Global AM. On the RIA side, LPL acquires First Horizon Advisors’ $16B platform, Cerity Partners adds Cook Wealth, and Raymond James recruits an $828M RBC team. Institutionally, Franklin and Falmouth are conducting manager searches, while Virginia, Rhode Island, and Baltimore ERS announce new commitments across real estate, private equity, and credit. Fundraising news includes Andros Capital’s $1B energy fund close and Trive Capital Fund V’s $2.7B raise with support from LAFPP and Florida SBA.

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