Addepar strengthens global leadership team

US-based investment technology company Addepar has appointed two long-standing leaders to new executive roles as it continues to expand worldwide. 

Peter O’Brien has been named chief revenue officer, while Janeen France becomes the firm’s first chief client officer.

Peter, based in Europe, will oversee Addepar’s global revenue organisation across sales, marketing, partnerships and market development. 

With a decade at the company and previous experience as an investment banker at Citi, he has played a key role in driving Addepar’s international growth.

Peter said: “Addepar has built strong momentum this year, expanding across key markets and opening new offices in Switzerland and the UAE. 

“We’re continuing to focus on scaling with precision – ensuring our growth aligns with client priorities, regional opportunities and our long-term vision. 

“It’s a privilege to help extend Addepar’s reach and impact as we deliver unmatched value for investment professionals worldwide.”

Janeen, who has spent nearly six years shaping Addepar’s client-focused operating model, will lead global client strategy and all engagement functions. 

She previously headed the firm’s go-to-market strategy and operations after senior roles at HighTower Advisors and J.P. Morgan Private Bank.

Janeen added: “Our clients are at the centre of everything we do. 

“By listening closely and working alongside them, we’re able to set our clients up for success from the very first interaction. 

“In addition to providing a positive and streamlined experience, our goal is to help our clients work smarter, deliver greater insight, and drive meaningful results. 

“My focus is on ensuring that every innovation we deliver translates into real, measurable value for the firms and clients who rely on us.”

Both appointments reflect Addepar’s commitment to strengthening its client offering and supporting investment professionals across more than 55 countries.

Eric Poirier, chief executive of Addepar, added: “Peter and Janeen have each played a critical role in building Addepar into the industry-leading platform it is today.

“They embody the leadership and vision driving our next phase of growth – deepening partnerships and continuing to deliver the data, technology and insights that empower firms to navigate complexity with confidence.”

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