People Moves: Alts Manager Sagard Names US Wealth Channel Lead

Group 1: Sagard's Expansion in U.S. Wealth Management - Sagard has appointed Dayna Kleinman as head of its U.S. Wealth division, aiming to launch and distribute investment products in the U.S. wealth channel [1] - The firm, founded in 2002, is looking to broaden its reach beyond institutional investors, having recently secured a minority equity stake from Baird to facilitate product distribution [2] - Kleinman has a strong background in wealth management, previously serving as managing director at Monroe Capital and holding positions at Baird and Bank of America [3] Group 2: TIFIN's Leadership and AI Integration - TIFIN AG has named Andrew Dahlinghaus as its new chief operating officer to lead the next phase of its AI platform solutions [4] - Dahlinghaus has extensive experience in regulatory and complex environments, which aligns with TIFIN's goals in wealth and asset management [5][6] - TIFIN has partnered with Cetera Financial Group to enhance organic growth for over 12,000 financial advisors using its AI technology [6] Group 3: BMO Wealth Management's New Hire - BMO Wealth Management has appointed Henray Cohen as head of investments in the U.S., transitioning from a senior investment officer role at Northern Trust [7][8] - Cohen brings a robust background in investment strategy and wealth management, focusing on portfolio construction and risk management [9] Group 4: DPL Financial Partners' Distribution Strategy - DPL Financial Partners has hired Tom McCarthy as chief distribution officer to enhance its annuity and insurance platform for RIAs [10] - DPL aims to expand its services and client base, having previously partnered with Orion Advisor Solutions to provide access to its commission-free annuity marketplace [11] - McCarthy believes DPL is positioned for unprecedented growth, working with 8,500 financial firms representing over $5 billion in assets [12]