April 11, 2025 | 13 min 14 sec
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In this episode of the Dakota Fundraising News Podcast, Pat and Konch spotlight key job moves, including Sam Johnson joining Gresham Partners, two Northern Trust veterans heading to Endeavor Advisors, and Soltis appointing Jeffrey Harris as head of M&A. On the RIA side, Stifel acquires part of B. Riley’s wealth unit, LPL alum Scott Bloom launches Wealthetic, and Exponent Wealth debuts in Utah. Institutional updates include 2025 pacing plans from Oklahoma Teachers’ and Police Pensions, Austin Firefighters terminating Highclere, and new commitments from TRS of Texas and Border to Coast. Fundraising news features Campbell Global’s $1.5B timberland close and Halo Experience Co.’s $1B launch.
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