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Arete Wealth Announces Strategic C-Suite Leadership Transitions to Support Next Phase of Growth

Yesterday, Arete Wealth announced from Chicago that founder Joshua D. Rogers will move from CEO to Executive Chairman, and David Levine was named CEO.
Following a record 2025, the firm said it is strengthening leadership to build bench strength and operational excellence, citing record performance across key metrics.
The announcement named several internal promotions including David Levine as Chief Executive Officer, Micah Rayner as Chief Operations Officer, Cristina Terrana as Chief of Staff, and new hires Cathy Cucharale, Patti Almanza, Glenn Worman, and Lauren Trousdale.
Arete framed the changes as boosting operational excellence and support, with Rogers saying 'These appointments are rooted in the excellent performance and long experience of these industry executives'.
The moves expand capacity to support Arete Wealth's diversified platform across wealth planning, asset management, alternative investments, and insurance services, strengthening its role as a partner for advisors and high-net-worth clients.

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Mason City Globe Gazette

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Arete Wealth Announces Strategic C-Suite Leadership Transitions to Support Next Phase of Growth

CHICAGO, Feb. 6, 2026 /PRNewswire/ -- Arete Wealth, Inc. ("AWI"), the parent holding company of Arete Wealth Management, LLC ("AWM"), a FINRA-registered broker-dealer; Arete Wealth Advisors, LLC ("AWA"), an SEC-registered investment adviser; and Arete Insurance Agency, LLC ("AIA"), a state-licensed…

2 months ago

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