ARES WEALTH MANAGEMENT SOLUTIONS - Key Persons
Job Titles:
- Managing Director
- Managing Director / Sydney
Mr. Benveniste is a Managing Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2023, Mr. Benveniste was the Lead Senior Investment Specialist at Macquarie Group for Macquarie fixed income in Australia, where he managed a team of investment and product specialists, which covered private wealth and institutional investors. Previously, Mr. Benveniste was the Lead Loan Trader at Société Générale, where he focused on investing across the full range of private debt instruments including leverage loans, project finance and emerging markets debt in Europe, the Middle East and Africa. Mr. Benveniste holds an M.M. and an M.Sc. from EDHEC Business School in Finance.
Job Titles:
- Principal
- Principal / Denver
Ms. Ingram is a Principal within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, Ms. Ingram was a Vice President in Shareholder Operations at Black Creek Group, where she was responsible for onboarding new broker dealer partners, creating custom workflows and processes, streamlining and improving business workflows and managing third party transfer agents and vendors. Ms. Ingram is on the Institute for Portfolio Alternatives' Rising Leaders Council, where she actively participates in operational working groups to move process improvements forward.
Job Titles:
- Regional Director
- Vice President
Mr. Russo is a Vice President and Regional Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, Mr. Russo was a Vice President in the Product Management Group at Black Creek Group, where he focused on distribution of the firm's investment products and provided education on alternative real estate investment strategies to financial advisors. Previously, Mr. Russo was a Vice President and Head of Internal Sales for the Alternative Investments Platform at Morgan Stanley Wealth Management. Mr. Russo holds a B.S. from George Washington University in Accountancy. He is a CAIA charterholder.
Job Titles:
- Principal
- Principal / Hong Kong
Mr. Lee is a Principal within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2023, Mr. Lee was an Executive Director at JPMorgan Asset Management. Previously, Mr. Lee was the Head of Alternatives Specialist for APAC Wealth at BlackRock, where he led the distribution of alternative products including private credit, private equity, real assets and hedge funds through private wealth channels across Asia Pacific. In addition, Mr. Lee was the Head of Private Credit for the US Wealth Management business at Morgan Stanley in New York, where he was responsible for product origination and distribution of private debt solutions targeting high net worth clients. Mr. Lee began his career as an Analyst at Deutsche Bank in London. Mr. Lee holds a B.B.A. from the University of Bath in the UK, an M.B.A. from Columbia Business School in New York, and an M.Sc. from Fordham University in Quantitative Finance. He is a CFA® charterholder.
Job Titles:
- Managing Director and Co - Head of the Financial Advisor Solutions
- Managing Director, Co - Head Financial Advisor Solutions Team / Denver
Mr. McCurdy is a Managing Director and Co-Head of the Financial Advisor Solutions Team within Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Mr. McCurdy was a Senior Portfolio Manager at Partners Group in Denver, where he focused on building and managing private markets custom separate accounts and semi-liquid funds. Previously, Mr. McCurdy was the Head of International Portfolio Solutions and Head of International Product Strategy at Goldman Sachs in Chicago, New York and London. In addition, Mr. McCurdy was a Financial Advisor at Ameriprise Financial. Mr. McCurdy holds a B.A. from Hillsdale College in Finance and an M.B.A. from the University of Chicago Booth School of Business.
Job Titles:
- Principal and Co - Head of the Financial Advisor Solutions
- Principal, Co - Head Financial Advisor Solutions Team / Denver
Ms. Calcaterra is a Principal and Co-Head of the Financial Advisor Solutions Team within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Ms. Calcaterra was a Vice President at Mercer Investments. Previously, Ms. Calcaterra was a Vice President at Goldman Sachs, where she focused on the strategy, construction and implementation of multi-asset portfolios for institutional clients. Ms. Calcaterra holds a dual B.A., magna cum laude, from Bucknell University in Economics and French.
Job Titles:
- Partner, Co - Head of Distribution, Wealth Management Solutions / Denver
Mr. Galligan is a Partner and Co-Head of Distribution within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, he was a Managing Director, National Sales Manager at Black Creek Capital Markets, where he was responsible for hiring, training and leading a distribution team of the firm's regional consultants. Additionally, he was responsible for the team's activity in the eastern region, along with supporting the firm's relationships with wirehouses. Previously, Mr. Galligan was a Managing Director in the Wealth Management Division at Morgan Stanley & Co. During his time at Morgan Stanley, he served in various sales and product management roles within the capital markets and investment resources departments contributing to the firm's publications and speaking at client events around the country. In addition, Mr. Galligan worked at Deutsche Asset Management for RREEF Property Trust. Mr. Galligan holds a B.A. from Bucknell University in Economics.
Job Titles:
- Regional Director
- Vice President
Mr. DeLao is a Vice President and Regional Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Mr. DeLao was a Vice President in the Institutional Group at Federated Hermes, where he focused on institutional relationship management. Previously, Mr. DeLao was a Vice President at American Century Investments, where he focused on investment distribution to both institutional and intermediary clients. Mr. DeLao holds a B.A. from Lyon College in Psychology and an M.S. from Mississippi State University in Clinical Psychology. Mr. DeLao is a CFA® and CAIA charterholder.
Job Titles:
- Principal
- Principal / New York
Mr. Gans-Lartey is a Principal within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Mr. Gans-Lartey was a Senior Product Specialist in the Private Wealth Solutions Group at Blackstone, where he focused on credit strategies. Previously, Mr. Gans-Lartey was a Vice President in the Alternative Investments and Manager Selection (AIMS) Group at Goldman Sachs, where he focused on the group's hedge fund platform. In addition, Mr. Gans-Lartey was a Product Executive at Schroders across their London and New York offices. Mr. Gans-Lartey holds a B.S. (First Class Hons) from the University of Warwick, U.K. in Philosophy, Politics and Economics. Mr. Gans-Lartey is a CFA® charterholder.
Job Titles:
- Partner, Co - Head of Distribution, Wealth Management Solutions / Denver
Ms. Adamson is a Partner and Co-Head of Distribution within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, she was a Managing Director, Head of Institutional Sales and Investor Relations at Black Creek Capital Markets, where she oversaw fundraising and relationship management for institutional investors, large registered independent advisors, family offices and ultra-high net worth individuals. Previously, Ms. Adamson served as a Director on the Hedge Fund Capital Introduction Team at Deutsche Bank, where she advised global hedge funds and asset managers on fundraising initiatives across strategies, and was responsible for covering institutional investors, family offices and funds of funds across the UK, Scandinavia and Switzerland. During her career at Deutsche Bank, Ms. Adamson authored the company's annual Alternative Investment Survey. Ms. Adamson began her career at Citigroup within their prime finance sales team. Ms. Adamson holds a B.A. from Princeton University in History and an M.B.A. from Oxford University Saïd Business School.
Job Titles:
- Principal
- Principal / New York
Mr. Swensen is a Principal within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2023, Mr. Swensen was a Vice President and Product Specialist at Blackstone, where he focused on capital raising activities in the private equity markets. Previously, Mr. Swensen was an Analyst at BlackRock. He holds a B.S. from Penn State University in Economics.
Job Titles:
- Regional Director
- Vice President
Mr. Gilpin is a Vice President and Regional Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, Mr. Gilpin was an Associate Vice President at Black Creek Group, where he focused on raising capital for the firm's platform of real estate investment offerings in Florida. Previously, he was the Regional Vice President at Jackson National, where he focused on raising capital for the firm's annuity platform in New York, Long Island and Southern New England. He holds a B.A. from Wake Forest University in Economics.
Job Titles:
- Regional Director
- Vice President
Mr. Marx is a Vice President and Regional Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Mr. Marx was an Associate Director and the Head of the UBS Alternative Investments Sales Desk at UBS Financial Services, where he focused on distribution. Previously, Mr. Marx held various roles at UBS Financial Services within the Wealth Management Group, where he focused on program management, strategic development and client reporting. Mr. Marx holds a B.S. from Quinnipiac University in Marketing.
Job Titles:
- Managing Director
- Managing Director / Denver
Mr. Johnson is a Managing Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, he was a Managing Director, Chief Technology Officer at Black Creek Group, where he oversaw the firm's information technology, digital transformation, data analytics and innovation strategies. Previously, he was Head of Digital Distribution and Innovation at OppenheimerFunds, where he was responsible for digital strategy, advanced analytics, business intelligence, emerging technology and innovation. In addition, Mr. Johnson held a range of client-facing roles at Ivy Funds, GT Global and Franklin Templeton Investments. Mr. Johnson holds a B.A. from the University of California, Berkeley in Political Science and an M.B.A. from the University of Southern California.
Job Titles:
- Partner, Head of Asia Wealth Management Solutions / Hong Kong
Mr. Lee is a Partner and Head of Ares Asia Wealth Management Solutions. Prior to joining Ares in 2022, Mr. Lee was a Managing Director and Global Head of Alternative Investments and Global Head of Discretionary Portfolio Management at HSBC Private Bank. Previously, he was the Chief Executive Officer of HSBC Alternative Investments Ltd. in the UK, which provided third-party hedge fund, private equity and real estate investment and research services to institutional and private bank clients. Mr. Lee holds a B.A. from Brown University in Political Science and an M.Sc. from the London School of Economics and Political Science in Comparative Politics.
Job Titles:
- Regional Director
- Vice President
Mr. Roland is a Vice President and Regional Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, he was a Regional Director at Black Creek Capital Markets, where he distributed various alternative strategies. Previously, he was an External Wholesaler at Janus Capital Group, where he managed various territories and was responsible for growing mutual fund sales in the wire house and independent channels while managing existing relationships. Mr. Roland holds a B.S. from the University of Northern Colorado in Business Administration with an emphasis in Management.
Job Titles:
- Partner, Co - Head of Private Wealth Group, Wealth Management Solutions / Denver
Mr. Taylor is a Partner and Co-Head of Private Wealth Group within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, he was a Managing Director, Chief Operating Officer at Black Creek Group, where he oversaw firm-wide operational functions. In addition, Mr. Taylor serves as Co-President for both Black Creek Industrial REIT IV Inc. and Black Creek Diversified Property Fund Inc. Mr. Taylor has served in a variety of leadership roles including Senior Vice President of Operations and Managing Director, Head of Shareholder Operations for Industrial Property Trust, Black Creek Industrial REIT IV Inc. and Black Creek Diversified Property Fund Inc. Previously, he was President and Chief Operating Officer for Dividend Capital Investments, LLC. In addition, Mr. Taylor served in a variety of positions at INVESCO Funds Group, most notably in management roles within the investment division and the distribution company as well as positions within the company's transfer agency. Mr. Taylor previously served on the Board of Directors for the Institute for Portfolio Alternatives (IPA). Mr. Taylor holds a B.S. from Pennsylvania State University in Earth Sciences and an M.B.A. from the University of Colorado at Denver.
Job Titles:
- Partner, Head of Ares Real Estate Exchange / Denver
Ms. Mozer is a Partner and Head of Ares Real Estate Exchange within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, she was a Managing Director, National Sales Director, Black Creek Exchange at Black Creek Capital Markets, where she oversaw the firm's real estate exchange program, Black Creek Exchange, a unique solution for investors owning highly appreciated real estate. In this role, she was responsible for all aspects of the program including managing relationships with distribution partners and working with advisors and clients to educate them on tax advantaged real estate investment solutions. Previously, she was an Attorney and Regional Manager for national 1031 exchanges, specializing as a qualified intermediary. Ms. Mozer holds a B.S. in Business from Arizona State University and a J.D. from University of Denver Sturm College of Law.
Job Titles:
- Regional Director
- Vice President
Mr. Rosano is a Vice President and Regional Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Mr. Rosano was a Partner at SkyBridge Capital, where he focused on marketing initiatives in New England for the firm's institutional and national platform distribution. Mr. Rosano holds a B.A. from Tufts University in Economics.
Job Titles:
- Regional Director
- Vice President
Ms. Florence is a Vice President and Regional Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, Ms. Florence was a Vice President at Jackson National, where she focused on partnering with advisors and clients to provide tax deferral and retirement income solutions. Ms. Florence holds a B.A. from the University of Massachusetts Amherst in Sport Management. Ms. Florence holds a CAIA designation.
Kelly Briden - CMO, Managing Director
Job Titles:
- Head of Marketing
- Managing Director
- Managing Director, Head of Marketing / Denver
Ms. Briden is Managing Director and Head of Marketing within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Ms. Briden was a Managing Director, Marketing at Charles Schwab, where she led marketing for Schwab Asset Management, an asset manager focused on equity and fixed income investment products across ETFs, mutual funds and separately managed accounts. Previously, Ms. Briden was a Managing Director at Russell Investments, where she led marketing for the Russell Index business. Ms. Briden holds a B.A., cum laude, from the University of Notre Dame in Economics and an M.A. from the University of Denver Joseph R. Korbel School of International Studies in Global Finance, Trade and Economic Integration.
Job Titles:
- Managing Director
- Managing Director / New York
Ms. Schneider is a Managing Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Ms. Schneider was an Executive Vice President on the Global Wealth Management Team at PIMCO, where she worked with registered investment advisors, multi-family offices as well as research and discretionary platforms at broker-dealers and banks. Additionally, she focused on business development for all product and vehicle offerings. Previously, Ms. Schneider was an Analyst in the Global Investment Opportunities Group at J.P. Morgan Private Bank. Ms. Schneider holds a B.A., cum laude, from the University of Pennsylvania in Philosophy, Politics and Economics and an M.B.A. from Columbia Business School.
Liz
Jones - Managing Director
Job Titles:
- Managing Director
- Managing Director / New York
Ms. Jones is a Managing Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, Ms. Jones was a Director at UBS Financial Services, where she was responsible for driving the strategic direction of the private markets platform for the global wealth management business. Ms. Jones oversaw the sourcing and underwriting of private equity, private credit and real asset funds in this role. Previously, Ms. Jones served as Head of the UBS Alternative Investments Sales Desk. Ms. Jones holds a B.A. from Duke University in Political Science. She is a CFA® charterholder.
Job Titles:
- Principal
- Regional Director
- Principal / Texas
Mr. Thacker is a Principal and Regional Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2021, Mr. Thacker was a Vice President in the Product Management Group at Black Creek Group, where he focused on distribution of the firm's investment products and provided education on alternative real estate investment strategies to financial advisors. Previously, Mr. Thacker was an Associate at Morgan Stanley, where he focused on product origination within the Morgan Stanley alternative investments divisions. Mr. Thacker holds a B.A. from Dallas Baptist University in Finance and an M.B.A. from Texas Christian University. He also holds a CAIA designation.