Greycourt State Park

Variant Investments Names Kristi Combs Chief Operating Officer, Expands Teams Amid Growth of Interval Fund Strategies

Retrieved on: 
Thursday, November 9, 2023
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PORTLAND, Ore., Nov. 9, 2023 /PRNewswire/ -- Variant Investments, LLC (Variant), an employee-controlled alternative credit and interval fund specialist, today announced the appointment of industry veteran Kristi Combs as chief operating officer, a new position.

Key Points: 
  • PORTLAND, Ore., Nov. 9, 2023 /PRNewswire/ -- Variant Investments, LLC (Variant), an employee-controlled alternative credit and interval fund specialist, today announced the appointment of industry veteran Kristi Combs as chief operating officer, a new position.
  • Variant also hired four more new employees in October across the firm's investment, operations and investor relations teams.
  • In addition to Combs, the following employees joined Variant in October:
    "We're pleased to attract these five talented professionals to our growing investment boutique," Elsasser said.
  • The Variant Alternative Income Fund (NICHX), with nearly $3 billion in assets, was introduced as an interval fund on Oct. 1, 2018.

Next Capital Management Strengthens Team as Top Wealth Professionals Exit Rockefeller

Retrieved on: 
Thursday, November 2, 2023
Professional Services, Data Management, Technology, Software, Finance, Asset Management, Consulting, Greycourt State Park, Rockefeller Capital Management, Spearhead, Acquisition, Rockefeller, Research, Senior, AUM, Financial services

Next Capital Management, with $1.3 billion in AUM, has announced a pair of high-profile, strategic hires.

Key Points: 
  • Next Capital Management, with $1.3 billion in AUM, has announced a pair of high-profile, strategic hires.
  • Christopher Fineburg and Teresa Armel, seasoned wealth professionals most recently with Rockefeller Global Family Office, have joined Next Capital Management as Senior Wealth Advisor and Wealth Advisor, respectively.
  • These hires represent a significant step forward for Next Capital Management, strengthening its commitment to delivering sophisticated financial services to ultra-high net worth clients.
  • “We are delighted to welcome Christopher Fineburg and Teresa Armel to Next Capital Management,” said Andrew Hart, CEO of the firm.

Greycourt acquires Family Capital Strategy, names David Wells as a managing director, opens Nashville, TN office

Retrieved on: 
Wednesday, September 6, 2023
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As founder and CEO of FCS, David Wells will join Greycourt as a managing director and serve as a senior client advisor to existing and future Greycourt clients.

Key Points: 
  • As founder and CEO of FCS, David Wells will join Greycourt as a managing director and serve as a senior client advisor to existing and future Greycourt clients.
  • Since establishing FCS, David has developed strong relationships with single family offices throughout the greater Southeastern US, building on over two decades of experience as an investor, published strategist, and educator.
  • In conjunction with acquiring FCS, Greycourt will establish an office in Nashville, TN.
  • David serves on boards and investment committees for three family office organizations, including leadership roles in two private trust companies.

Greycourt Hires Wendy Pan, Senior Research Professional

Retrieved on: 
Tuesday, May 16, 2023
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Ms. Pan is a senior member of the firm’s manager research group and will focus on private equity investments.

Key Points: 
  • Ms. Pan is a senior member of the firm’s manager research group and will focus on private equity investments.
  • “We are excited to welcome Wendy to Greycourt,” said David Morris, Head of Manager Research for Greycourt.
  • Prior to joining Greycourt, Ms. Pan was a senior vice president at Jefferies LLC.
  • Hiring Wendy Pan is part of Greycourt’s broader strategy to be a net importer of expert investment research talent.

Jensen Investment Management Announces Three New Equity Ownership Shareholders

Retrieved on: 
Wednesday, March 1, 2023
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Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce Alexandria Sorosky, MaryAnn Dahl and Todd Schoen as the most recent additions to firm ownership and welcomes them as shareholders.

Key Points: 
  • Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce Alexandria Sorosky, MaryAnn Dahl and Todd Schoen as the most recent additions to firm ownership and welcomes them as shareholders.
  • Prior to joining Jensen, she was responsible for the portfolio reporting and investment research functions for Deschutes Investment Consulting.
  • While there, she contributed to the Investment Reporting, Investment Research and Client Service departments and ultimately managed their team of investment analysts.
  • Jensen manages approximately $13.1 billion (as of December 2022) across three investment strategies—Jensen Quality Growth, Jensen Quality Value and Jensen Global Quality Growth—with firm ownership shared among more than 50% of Jensen’s 39 employees.

Greycourt Announces Advisor Promotions

Retrieved on: 
Thursday, January 6, 2022
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Greycourt & Co., Inc., a leading advisor to ultra-high net worth families and family offices, is pleased to announce that, effective January 1st, 2022, Jeffrey Moyer, CFA, and Jared Zeigler, CFA, have both been promoted to Managing Directors at Greycourt.

Key Points: 
  • Greycourt & Co., Inc., a leading advisor to ultra-high net worth families and family offices, is pleased to announce that, effective January 1st, 2022, Jeffrey Moyer, CFA, and Jared Zeigler, CFA, have both been promoted to Managing Directors at Greycourt.
  • Messrs. Moyer and Zeigler are seasoned members of Greycourts senior advisory team and have been ably serving Greycourt clients for over a decade.
  • I am proud to welcome them to Greycourt Management Committee," said Matthew Litwin, Chief Executive Officer.
  • Mr. Moyer joined Greycourt in 2008 and is a specialist in providing sophisticated investment analysis for multigenerational family clients with complex account structures.