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Wednesday, September 16, 2026The Morning Brief →Sign in
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Fina

In PWD coverage since September 16, 2026 · 2 stories
1Deals on our tracker
-20Talent net · 12 months10 in · 30 out
Talent flow · 12 monthsOn the wire →
Net -20 · 10 arrivals · 30 departures
Arrivals
Advisor
Sep 14 · from Merit Financial Advisors
Advisor
Sep 14
Advisor
Sep 14 · from Merit Financial Advisors
Advisor
Sep 14 · from Merit Financial Advisors
Advisor
Sep 14 · from Merit Financial Advisors
Advisor
Sep 13
Departures
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Kelly O'Donnell
Sep 15 · to Choreo
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Advisor
Sep 15 · destination pending
Deal recordFull tracker →
Sep 15, 26Fund launchThe Fina Fund · Joa Capitalcoverage
PWD coverage
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Private credit moves past property into data and tranches

Fina and BlueOrchard are importing data underwriting and securitization into new asset classes, while Hayfin's €15bn close forces origination beyond conventional lending.
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