Ancorato Strengthens Their Team with Key Strategic Hires for Enhanced Advisor Support
Ancorato, a third-party money manager known for its innovative and objective-oriented approaches to structured note strategies, has made significant strides in enhancing its distribution capabilities. On September 29, 2025, the firm announced the strategic addition of several seasoned professionals to bolster its capital markets and advisor support teams. Among the new hires are Patrick LeBlanc and Andrew Burghardt as vice presidents for capital markets, serving the Eastern and Western regions respectively, and Thomas Monaghan as an advisor concierge. Additionally, Joanna Venetch, an experienced industry leader, is set to oversee national accounts services after her tenure as the president-elect of ADISA.
In an official statement, President Pisoot Senethavilay expressed enthusiasm about the new team members, stating, "We are excited to expand our capital markets and advisor support capabilities with the addition of Patrick, Andrew, Thomas, and Joanna. Together, they embody decades of experience in distribution, advisor support, and leadership within the industry. Their expertise will strengthen our commitment to delivering impeccable service and fostering trusted relationships with advisors and their clientele."
Patrick LeBlanc, who will oversee the Central and Eastern time zones, brings with him 15 years of rich experience within the world of alternative investments, structured products, and real estate. His background spans a diverse portfolio, including commercial, storage, and residential asset classes, making him highly adept in both the Independent Broker-Dealer (IBD) and Registered Investment Advisor (RIA) channels. LeBlanc holds a bachelor’s degree from Sam Houston State University, where he laid the foundation for his impressive career.
Andrew Burghardt will focus on the Pacific and Mountain time zones for Ancorato. With over two decades of experience, his background covers a wide range of financial sectors, from traditional investments to alternatives like private equity and venture capital. His most recent role involved leading West Coast distribution for an asset management firm, where he excelled at forming strong advisor relationships and broadening investment opportunities. Burghardt is a graduate of Shippensburg University of Pennsylvania, where he developed his financial acumen and professional network.
On the service front, Thomas Monaghan, as the advisor concierge, intends to streamline and enhance the experience for advisors. His role encompasses everything from onboarding to effective portfolio management, offering tailored support and exclusive reporting services. Monaghan's expertise in customer management, along with his graduate degree from Boise State University, empowers him to offer a white-glove approach for clients interacting with Ancorato’s platform, StrategyLink.
Lastly, Joanna Venetch, guiding Ancorato's national account initiatives, contributes over 22 years of invaluable experience in the financial services industry. Prior to her current role, Joanna founded Hana Solutions, a firm dedicated to assisting alternative investment companies in navigating the complexities of the IBD and RIA environments. She is poised to leverage her knowledge and vast network to further Ancorato’s mission.
Since its inception in 2019, Ancorato has set out to redefine investment processes by delivering structured notes through separately managed accounts (SMAs). With a portfolio interlaced with over 370 structured notes as of August 31, 2025, the organization strives to equip investors with diverse income and growth strategies designed to mitigate risk and navigate market volatility. Ancorato also prioritizes advisor education, offering monthly newsletters, market outlooks, and thought leadership resources to foster continuous learning.
For further details about Ancorato's pioneering strategies and services, visit their website at https://www.ancoratocapital.com.
In an official statement, President Pisoot Senethavilay expressed enthusiasm about the new team members, stating, "We are excited to expand our capital markets and advisor support capabilities with the addition of Patrick, Andrew, Thomas, and Joanna. Together, they embody decades of experience in distribution, advisor support, and leadership within the industry. Their expertise will strengthen our commitment to delivering impeccable service and fostering trusted relationships with advisors and their clientele."
Patrick LeBlanc, who will oversee the Central and Eastern time zones, brings with him 15 years of rich experience within the world of alternative investments, structured products, and real estate. His background spans a diverse portfolio, including commercial, storage, and residential asset classes, making him highly adept in both the Independent Broker-Dealer (IBD) and Registered Investment Advisor (RIA) channels. LeBlanc holds a bachelor’s degree from Sam Houston State University, where he laid the foundation for his impressive career.
Andrew Burghardt will focus on the Pacific and Mountain time zones for Ancorato. With over two decades of experience, his background covers a wide range of financial sectors, from traditional investments to alternatives like private equity and venture capital. His most recent role involved leading West Coast distribution for an asset management firm, where he excelled at forming strong advisor relationships and broadening investment opportunities. Burghardt is a graduate of Shippensburg University of Pennsylvania, where he developed his financial acumen and professional network.
On the service front, Thomas Monaghan, as the advisor concierge, intends to streamline and enhance the experience for advisors. His role encompasses everything from onboarding to effective portfolio management, offering tailored support and exclusive reporting services. Monaghan's expertise in customer management, along with his graduate degree from Boise State University, empowers him to offer a white-glove approach for clients interacting with Ancorato’s platform, StrategyLink.
Lastly, Joanna Venetch, guiding Ancorato's national account initiatives, contributes over 22 years of invaluable experience in the financial services industry. Prior to her current role, Joanna founded Hana Solutions, a firm dedicated to assisting alternative investment companies in navigating the complexities of the IBD and RIA environments. She is poised to leverage her knowledge and vast network to further Ancorato’s mission.
Since its inception in 2019, Ancorato has set out to redefine investment processes by delivering structured notes through separately managed accounts (SMAs). With a portfolio interlaced with over 370 structured notes as of August 31, 2025, the organization strives to equip investors with diverse income and growth strategies designed to mitigate risk and navigate market volatility. Ancorato also prioritizes advisor education, offering monthly newsletters, market outlooks, and thought leadership resources to foster continuous learning.
For further details about Ancorato's pioneering strategies and services, visit their website at https://www.ancoratocapital.com.
Topics Financial Services & Investing）
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