What changed
Hartley Rogers, a board member since 2004, becomes Co-CEO alongside Juan Delgado-Moreira, who has held the role since January 1, 2024. Erik Hirsch, Co-CEO for more than 25 years at the firm, moves to Executive Co-Chairman to lead strategic initiatives, remaining on the Board and speaking on earnings calls. Rogers will remain Chairman of the Board. The firm reports $1.1 trillion in assets under management and supervision as of June 30, 2026, comprising more than $146 billion in discretionary assets and $914 billion in non-discretionary assets.
Why it matters
Hartley Rogers, a board member since 2004, becomes Co-CEO alongside Juan Delgado-Moreira, who has held the role since January 1, 2024. Erik Hirsch, Co-CEO for more than 25 years at the firm, moves to