#USA #Chicago #Leadership #Arete Wealth #Joshua Rogers

Arete Wealth Strengthens Leadership Team

Arete Wealth, Inc. (AWI) has recently unveiled significant leadership shifts aimed at bolstering its future growth and innovation following an impressive performance in 2025. As the parent company of Arete Wealth Management, Arete Wealth Advisors, and Arete Insurance Agency, this bold move comes on the heels of record-breaking results across critical financial metrics including revenue and assets under management.

Joshua D. Rogers, the company’s founder, announced that he will transition from the role of Chief Executive Officer to that of Executive Chairman of the Board. In this new position, he will oversee strategic direction and provide long-term vision for the organization, ensuring that it remains attuned to the evolving complexities of the wealth management industry.

In conjunction with this transitional phase, multiple executive appointments have been made effective immediately. Notably:

• - David Levine has ascended to the role of Chief Executive Officer for AWI, AWM, AWA, and AIA.
• - Micah Rayner has been promoted to Chief Operations Officer of AWM, tasked with improving operational efficiencies.
• - Cristina Terrana becomes the Chief of Staff, Manager of Transitions, focusing on smooth leadership transitions.
• - Cathy Cucharale and Patti Almanza join as Chief Compliance Officers for AWM and AWA, respectively, enhancing governance.
• - Glenn Worman is appointed Chief Financial Officer of AWI, responsible for financial strategies.
• - Lauren Trousdale has joined as Financial Operations Principal of AWM, ensuring operational integrity.

These appointments not only bring fresh perspectives to the company but also reflect its unwavering commitment to building a robust leadership bench that can navigate the challenges of the wealth management sector. Rogers emphasized that the performance in 2025 exemplifies the dedication and talent of the entire Arete team, and the new leadership lineup is primed to capitalize on existing momentum.

Rogers noted, "After nearly 19 years of leading Arete Wealth, I am proud to see several of our existing leaders elevated alongside new faces whose vision will help drive Arete's future endeavors. Our restructured leadership team is ideally positioned to foster innovation while enhancing client outcomes." This strategy reflects Arete Wealth's longstanding focus on advisor-centric services and its ambition for sustainable growth, operational strength, and client satisfaction.

As the wealth management landscape continually evolves, Arete Wealth is committed to staying at the forefront, supporting its advisors and clients through innovative financial solutions. Information regarding the expanded leadership team can be accessed through the Arete Wealth website.

About Arete Wealth

Arete Wealth is recognized as a leading provider of wealth management and financial services, offering a wide array of advisory solutions through institutional, full-service advisors, and digital platforms. The organization caters to high-net-worth clients and advisors throughout the United States, boasting a diversified range of services that include wealth planning, asset management, and alternative investment strategies, as well as insurance offerings. As it progresses into this new phase of leadership, Arete Wealth aims to solidify its role as a trusted partner in the intricate world of wealth management.