Ancorato Expands Distribution Team with Seasoned Professionals to Strengthen Advisor Support

Ancorato, a third-party money manager specializing in innovative, objective-oriented, actively managed structured note strategies, has expanded its distribution team with several seasoned industry professionals. The firm announced the addition of Patrick LeBlanc as vice president of capital markets for the East region, Andrew Burghardt as vice president of capital markets for the West region, and Thomas Monaghan as advisor concierge. Additionally, Ancorato has partnered with industry veteran Joanna Venetch to assist with national accounts services.

Pisoot Senethavilay, president of Ancorato, emphasized the significance of these appointments, stating that together these professionals represent decades of experience in distribution, advisor support, and industry leadership. Their collective expertise reinforces the firm's core commitment to providing advisors and their clients with exceptional service, trusted relationships, and an overall positive experience partnering with Ancorato.

In their roles as vice presidents of capital markets, Patrick LeBlanc and Andrew Burghardt will work to build relationships with current and new financial advisors to expand access to Ancorato's innovative strategies using structured notes. LeBlanc will cover the Central and Eastern time zones, bringing 15 years of experience in alternative investments, real estate, and structured products, along with expertise in the independent broker-dealer and registered investment advisor channels. Burghardt will cover the Pacific and Mountain time zones, bringing more than 20 years of financial industry experience ranging from traditional investments to alternatives such as private equity and venture capital.

Thomas Monaghan's role as advisor concierge represents a significant enhancement to Ancorato's service model. He will help streamline the advisor experience from initial onboarding through ongoing portfolio management, providing individualized direct reporting, portfolio position tracking, and one-on-one platform onboarding for StrategyLink, Ancorato's advisor-friendly platform. StrategyLink connects directly with the advisor's firm and custodian, eliminating the need for a second account that is often required in traditional separately managed accounts.

The partnership with Joanna Venetch brings additional industry credibility and expertise to Ancorato's national account efforts. With more than 22 years of experience in financial services and as the current president-elect of the Board of Directors of ADISA, Venetch brings substantial industry knowledge through her consulting firm Hana Solutions, which supports alternative investment firms navigating the independent broker-dealer and RIA landscape.

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 firm provides expanded diversification for portfolios while supporting advisors and financial professionals through regular educational resources, including a monthly newsletter, market outlook, and thought leadership. Additional information about the firm's services and strategies is available at https://www.ancoratocapital.com.