Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo
Investment professionals change roles at a pace that makes a monthly or quarterly update cycle worthless within weeks. A CIO who moves institutions in March may be fielding pitches under a completely different title by July, and a fund manager working from stale contact information is either calling the wrong person or the right person with the wrong context.
In July 2026, Dakota tracked over 1,800+ job and role changes across LPs and GPs. This roundup breaks out the most significant moves on both sides: 900+ changes for allocators and 900+ changes among investment firms.
Below, we cover why these moves are worth tracking in the first place, the standout changes at investment firms, and the standout changes among allocators.
Top Family Office and RIA Job Changes
Standouts from Family Offices
- Wei Xian Poon left BNP Paribas
- Joined Tabono Capital as Director of Investments
- Kallan Johnson left The Fiduciary Consulting Group (FCG)
- Joined Ascent Private Capital Management of U.S. Bank as Director of Investments
Standouts From RIAs
- Michael P. Finnegan left Principal Financial Group
- Joined Prairie Wealth Advisors as Chief Investment Officer
- Matthew McClendon left Mercer Investment Consulting
- Joined Ethos Financial Group as Senior Investment Director
- Chris Tate left Morningstar
- Joined Curi Capital as Senior Analyst, Alternatives
View all of these and more in Dakota Marketplace on the homepage. You’ll discover more in addition to firms currently fundraising, any recent allocations, and the accounts, contacts, and metro areas you're following, available any time on the Marketplace homepage.
Turning a Move Into an Opening
A role change matters for two reasons: it can make your contact information wrong, and it can open the door to a conversation.
Data Accuracy
Pitching a strategy to someone who left their post two months ago wastes a call and signals that a firm has not done its homework. Knowing who actually holds a seat, and what they are mandated to do in it, is the difference between a productive conversation and a dead end.
It also works the other way.
Filter by role, firm type, or geography to build a list that reflects who is actually in the seat today, not who held it last quarter. Book a demo to see it in action.
Relationship Building
A new role is a natural, low-pressure reason to reach out that has nothing to do with a cold pitch. A quick note congratulating someone on a new seat, or wishing them well as they leave one, keeps a relationship warm without asking for anything, and an allocator who could not use your strategy at their old firm may have a mandate that fits it perfectly at the new one.
In Dakota Marketplace, contact records reflect personnel and role changes daily, not monthly or quarterly, with alerts sent to any team member who has that contact flagged. That is the gap this series is meant to help close: a monthly read on who moved, where, and why it is worth knowing.
Stay Ahead of the Next Move
Role changes will not slow down, and the firms that keep their contact data current are the ones having the right conversations at the right time. Dakota Marketplace tracks investment firm contacts and allocator contacts across the segments covered in this roundup, updated daily as people change seats.
Filter by role, firm type, or geography to build a list that reflects who is actually in the seat today, not who held it last quarter. Book a demo to see it in action.
