Ancorato Expands Distribution Team with Key Hires to Strengthen Advisor Support
Ancorato has strengthened its capital markets and advisor support capabilities through strategic hires and partnerships, enhancing access to structured note strategies for financial advisors nationwide.
Ancorato, a third-party money manager specializing in objective-oriented 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.
President Pisoot Senethavilay stated that the new team members represent decades of experience in distribution, advisor support, and industry leadership. Their collective expertise reinforces Ancorato's commitment to providing advisors and their clients with exceptional service, trusted relationships, and an overall positive experience. This expansion comes as the firm continues to grow its presence in the structured notes market through its innovative approach to separately managed accounts.
In their regional roles, LeBlanc will cover Central and Eastern time zones while Burghardt will handle Pacific and Mountain time zones. Both vice presidents will work to build relationships with current and new financial advisors, expanding access to Ancorato's structured note strategies while providing solution education and personalized support. LeBlanc brings 15 years of experience in alternative investments, real estate, and structured products, with expertise in independent broker-dealer and registered investment advisor channels. Burghardt offers more than 20 years of financial industry experience ranging from traditional investments to alternatives such as private equity and venture capital.
As advisor concierge, Monaghan will streamline the advisor experience from initial onboarding through ongoing portfolio management. He will provide individualized direct reporting, portfolio position tracking, and one-on-one platform onboarding for StrategyLink, Ancorato's advisor-friendly platform that connects directly with the advisor's firm and custodian. This eliminates the need for a second account, which is often required in traditional separately managed accounts.
The partnership with Joanna Venetch brings additional industry leadership to Ancorato's national account efforts. Venetch, who founded Hana Solutions in 2020 to support alternative investment firms navigating the independent broker-dealer and RIA landscape, currently serves as president-elect of the Board of Directors of ADISA. Her more than 22 years of financial services experience will support Ancorato's expansion efforts across multiple distribution channels.
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 supports advisors and financial professionals by providing regular educational resources, including a monthly newsletter, market outlook, and thought leadership. Learn more at https://www.ancoratocapital.com.