Ancorato Bolsters Team with Industry Veterans to Expand Structured Note Access

Ancorato, a third-party money manager specializing in innovative, objective-oriented structured note strategies, has significantly strengthened its distribution team with the addition of several seasoned industry professionals. The firm announced that Patrick LeBlanc has joined as vice president of capital markets for the East region, bringing 15 years of experience in alternative investments, real estate, and structured products with expertise in independent broker-dealer and registered investment advisor channels. Andrew Burghardt joins as vice president of capital markets for the West region, contributing more than 20 years of financial industry experience ranging from traditional investments to alternatives like private equity and venture capital. Thomas Monaghan has been appointed as advisor concierge to streamline the advisor experience from initial onboarding through ongoing portfolio management.

The expansion also includes a strategic partnership with industry veteran Joanna Venetch, who brings over 22 years of financial services experience and serves as president-elect of ADISA's Board of Directors. Through her consulting firm Hana Solutions, she will assist with national accounts services. According to President Pisoot Senethavilay, these additions represent decades of collective experience in distribution, advisor support, and industry leadership that reinforce Ancorato's core commitment to providing exceptional service and trusted relationships. The new team members will work to expand access to Ancorato's innovative strategies using structured notes while providing solution education and personalized support to financial advisors across different geographic regions.

Founded in 2019, Ancorato has pioneered a distinctive, rules-based investment process that delivers objective-oriented structured notes through separately managed accounts. The firm offers six different income and growth strategies designed to help investors navigate volatility and mitigate downside risk. Since inception, Ancorato has launched more than 370 structured notes, with nearly 51% going full cycle as of August 31, 2025. The company supports advisors through its StrategyLink platform, which connects directly with advisors' firms and custodians, eliminating the need for second accounts typically required in traditional separately managed accounts. This expansion of their capital markets and advisor support team represents a significant investment in enhancing the overall experience for financial professionals partnering with Ancorato.