People Moves: Steward Hires COO From Sequoia; William Blair Promotes Chief Investment Strategist

Published on July 8, 2026

Also, Kestra names two new business development leads as part of an expansion push, private markets operator Allocate hires former consultant Matt Dunn as chief revenue officer, and Diversified Trust continues with succession plan promotions.

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Market Valuation: Is the Market Still Overvalued?

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