February 12, 2026
Sondhelm Partners CEO Dan Sondhelm has been selected as a judge for the 2026 Alternative Credit Awards North America, hosted by Alternative Credit Investor. Learn more.
February 11, 2026
Sondhelm Partners has been shortlisted for the 2026 Mutual Fund & ETF Awards in the PR Campaign of the Year category for our work with KraneShares.
February 05, 2026
Dan Sondhelm has been selected as a judge for the Private Asset Management Awards (PAM) 2026, presented by With Intelligence. Fin out more.
January 27, 2026
Dan Sondhelm, CEO of Sondhelm Partners, has been invited to judge the With Intelligence Mutual Fund & ETF Awards 2026 for the third consecutive year.
December 22, 2025
Burke & Herbert’s second acquisition in three years pushes the Virginia bank past $11 billion in assets. Dan Sondhelm calls it “a straightforward play for scale and expanded footprint.” Find out more.
December 10, 2025
A possible Barclays move for Evelyn Partners is stirring the wealth world and raising questions about what comes next for firms chasing scale. Dan Sondhelm opined in the piece.
December 08, 2025
Neuberger Berman drops “Berman” from 18 funds. When does brand simplification work for asset managers? The move signals confidence in name recognition after 85 years.
December 06, 2025
Back-to-back wins don’t happen by accident. Here’s what three years of awards taught us about helping boutique managers stand out in a crowded market.
December 02, 2025
Salem Five Cent Savings Bank is expanding into private banking after 170 years. Dan Sondhelm shares insight on the opportunities, risks, and what to watch as they scale.
November 26, 2025
Speed matters when markets move. Asset managers are building rapid-response teams to publish house views faster without tripping compliance. Michael Kuczkowski shared insight for FundFire’s article on this shift.
Connect
