People Moves

Who's Moving Where In Wealth Management? Charlesbank Capital Partners, KKR

Editorial Staff 16 July 2019

Who's Moving Where In Wealth Management? Charlesbank Capital Partners, KKR

The latest moves in the North American wealth management industry.

Charlesbank Capital Partners
Charlesbank Capital Partners, the private equity firm, has appointed US industry luminary John Flannery as advisory director. He most recently served as chairnan and chief executive of GE.

Flannery will work on evaluating new investment opportunities as well as growing equity value in the Charlesbank portfolio, the firm said in a statement.

With a career at GE going back to 1987, Flannery held a number of leadership roles in the US, Latin America and Asia, including CEO of GE Equity, CEO of GE Capital Asia, CEO of GE India and CEO of GE Healthcare.

“John is a manifestly proven business leader who shares Charlesbank’s core values of integrity, teamwork and an intensely data-driven approach to decision-making,” Michael Choe, managing director and CEO at Charlesbank, said. “He brings immense pattern recognition to a wide variety of industries and businesses, a gift for team-building, and a wealth of experience in growing companies and building long-term value.”

Flannery joins Charlesbank’s portfolio resources group, formed in 2018.

KKR
KKR, or Kohlberg Kravis Roberts, the global investment house, has appointed Emilia Sherifova as as its chief information and innovation officer, effective immediately. She is based in New York.

Sherifova joins from Northwestern Mutual where she led the company’s digital transformation in the role of chief technology officer and previously as head of enterprise architecture and engineering.

Prior to joining Northwestern Mutual, Sherifova held CTO roles at LearnVest, a personal finance consumer startup, and at PulsePoint, an advertising technology platform. Prior to that, she had spent 13 years running technology at OTC Markets Group.

 

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