Ancorato Expands Team with Industry Veterans to Strengthen Capital Markets and Advisor Services

Ancorato, a third-party money manager specializing in innovative, objective-oriented, actively managed structured note strategies, has significantly expanded its distribution team with the addition of several seasoned industry professionals. The firm announced the hiring of Patrick LeBlanc as vice president of capital markets for the East region, Andrew Burghardt as vice president of capital markets for the West region, and Thomas Monaghan as advisor concierge. Additionally, Ancorato has partnered with industry veteran and ADISA President-Elect Joanna Venetch to assist with national accounts services.

Pisoot Senethavilay, president of Ancorato, emphasized the strategic importance of these additions, stating that together they represent decades of experience in distribution, advisor support, and industry leadership. Their collective expertise reinforces the firm's core commitment to providing advisors and their clients with exceptional service, trusted relationships, and an overall positive experience partnering with Ancorato. This expansion comes as the firm continues to grow its presence in the structured notes market through its innovative approach to portfolio management.

In their roles as vice presidents of capital markets, Patrick LeBlanc and Andrew Burghardt will work to build relationships with current and new financial advisors to expand access to Ancorato's innovative strategies using structured notes. LeBlanc will cover the Central and Eastern time zones, bringing 15 years of experience in alternative investments, real estate, and structured products, along with expertise in the independent broker-dealer and registered investment advisor channels. Burghardt will cover the Pacific and Mountain time zones, bringing more than 20 years of financial industry experience ranging from traditional investments to alternatives such as private equity and venture capital.

Thomas Monaghan's role as advisor concierge represents a significant enhancement to Ancorato's service model. He will help streamline the advisor experience from initial onboarding through ongoing portfolio management, providing individualized direct reporting, portfolio position tracking, and one-on-one platform onboarding for StrategyLink, Ancorato's advisor-friendly platform. StrategyLink connects directly with the advisor's firm and custodian, eliminating the need for a second account, which is often required in traditional separately managed accounts.

The partnership with Joanna Venetch brings substantial industry credibility and experience to Ancorato's national account efforts. With more than 22 years of experience in financial services, Venetch founded Hana Solutions in 2020 to support alternative investment firms as they navigate the independent broker-dealer and RIA landscape. Her current position as president-elect of the Board of Directors of ADISA further strengthens Ancorato's industry connections and market positioning. These strategic hires and partnerships demonstrate Ancorato's commitment to expanding its market reach while maintaining high-quality advisor support services. Founded in 2019, Ancorato has pioneered a distinctive, rules-based investment process that delivers objective-oriented structured notes through separately managed accounts. The firm offers six different income and growth strategies designed to help investors navigate volatility and mitigate downside risk. More information about the firm's approach and services can be found at https://www.ancoratocapital.com.