Leadership Pivot: Anastasia Amoroso Joins Partners Group as Chief Investment Strategist

Partners Group, hailed as a titan in the global private markets sphere, warmly embraced a remarkable addition to its leadership team. Anastasia Amoroso has been appointed as Managing Director & Chief Investment Strategist for the Private Wealth and Retirement division, a move expected to steer the firm’s growth trajectory towards unprecedented heights.

Leading with Experience

Amoroso’s appointment is a strategic masterstroke. Her robust experience accrued over years at top financial juggernauts, including pivotal roles in iCapital, J.P. Morgan, and Merrill Lynch, provides her with the acumen needed to enlighten wealth advisors and individual investors. Based in New York, Amoroso will take the helm in late June, imparting rich insights into macroeconomic dynamics, private markets, and astute portfolio management strategies.

Reinforcing Private Wealth Ambitions

Partners Group’s aggressive talent acquisition strategy is evident as it aims to amplify its Private Wealth offerings, particularly across the US. This isn’t just about Amoroso. Earlier, Phil Shankweiler and Heather Grubbs joined Partners Group, pointing to a unified vision anchored in strong leadership. Shankweiler brings his expertise from Starwood Capital Group, while Grubbs, stationed in Denver, was formerly with Ares Wealth Management Solutions and Black Creek Group.

Evergreen Success and Strategic Collaborations

The firm continues to showcase its prowess with its acclaimed evergreen programs which, last year alone, contributed a sizeable 39% to new assets under management. As pioneers in this arena since 2001, Partners Group’s flagship evergreen funds possess a robust $48 billion in assets under management. Their collaboration with industry giant BlackRock highlights an innovative edge, paving pathways for broader retail infusion into private equity and alternative assets.

Visionary Leadership

Partners Group stands tall with its $150 billion asset base and a diverse array of investment solutions. Robert Collins, Partner and Head of US Private Wealth, expressed unbridled optimism about the new appointments. “We have been at the forefront of innovation in this space,” he shared, emphasizing their enduring commitment to democratizing access to institutional-quality private markets investments. Collins believes that the trio of Amoroso, Shankweiler, and Grubbs are well-tailored to usher in a new era for the firm’s private wealth endeavors.

As stated in Pulse 2.0, Partners Group’s strategic leadership moves are poised to enhance its stature in the financial world, further expanding its reach and impact across global markets.