Insigneo Welcomes Industry Veteran Mariela Arana as Head of Operations and Technology

MIAMI–(BUSINESS WIRE)–Mariela Arana joins Insigneo as Head of Operations and Technology while the company embarks on a growth strategy with a laser-focused plan on digitalizing operations to provide an enhanced client experience.

Arana brings over a decade of experience in the financial industry along with a solutions-oriented mentality that will propel the successful implementation of key initiatives to automate workflows. She will be overseeing both the United States and Uruguay’s operations as well as the firm’s IT department.

With the client experience at the core, Insigneo has embarked on a journey of growth and expansion as it seeks to scale and automate their operations by leveraging state-of-the-art technology to be more efficient and continue to meet their clients’ needs in an increasingly digital landscape. These initiatives will streamline workflows, including the implementation of cutting-edge programs which will be spearheaded by Arana.

“We are excited to welcome Mariela to the Insigneo family and we are confident that with her experience and talent, coupled with her solutions-oriented mentality, she is the perfect addition to our team,” said Javier Rivero, Chief Operating Officer of Insigneo. “We are counting on her to bring a fresh perspective and the expertise to better our processes and enhance our client’s experience.”

An industry veteran, Arana brings extensive experience in project and time management with a profound focus on risk and compliance and third-party vendor management. Most recently, Arana served as Head of CPII Operations at Citi International Personal Bank and previously as an Investment Associate at Citi Private Bank. Arana started in the financial industry in 2005 when she joined Merrill Lynch.

“I am extremely excited to join such a passionate and energetic team,” Arana shared. “I believe in the power of communicating your purpose with passion and energy, keeping the team motivated and engaged to achieve a common goal. This is what I plan on bringing to my new Insigneo family.”

She graduated from Florida International University with a Bachelor of Business Administration and Finance, has completed Certified Financial Planning courses at the University of Miami and holds Series 7, 66, 9 and 10 in addition to a Life, Health & Variable Annuities License (215).

About Insigneo

Insigneo empowers Financial Advisors managing clients around the world with a comprehensive menu of services that focus on wealth management, multi-family offices and institutional services. Insigneo manages over 7 billion in client assets with a growing list of over 140 financial advisors; serving more than 10,000 clients in Latin America and the United States. Insigneo is an international leader for independent financial services.


Jessica Armado

Newlink Group

+1 305 532 7950 Ext. 259

King County Deploys Extra Patrols to Mark Two-Year Anniversary of Distracted Driving Law

More than half of King County drivers are not using handheld phones while driving

SEATTLE–(BUSINESS WIRE)–Today, the King County Target Zero Task Force announced that law enforcement agencies in King County are deploying High Visibility Enforcement (HVE) patrols from July 22 to August 2 to look out for drivers who are violating Washington’s Driving Under the Influence of Electronics (E-DUI) law. The HVE enforcement period marks the two-year anniversary of Governor Jay Inslee signing the E-DUI law into effect.

Under the E-DUI law, drivers may not hold cell phones or watch videos while they are driving, stopped in traffic, or at a stop light. The law restricts hands-free use to a single touch. The first E-DUI ticket costs drivers $136. If the driver incurs a second ticket within five years, the fine increases to $234.

“Most King County drivers are putting their phone away when behind the wheel, but distracted driving continues to be a significant threat to public safety,” said Sergeant Robb Kramp of Mercer Island Police Department. “We’re asking drivers to eliminate cell phone distractions to help improve road safety.”

In order to measure how well Washington’s drivers understand and adhere to the law, the King County Target Zero Task Force recently conducted a survey of 929 King County motorists. The study found that more than half of the drivers surveyed responded that they had “never” used a handheld cell phone within the last 30 days to text, talk or operate other apps while driving.

“We are encouraged that the survey showed the majority of drivers in King County are staying off of the phone and paying full attention to the road,” said Annie Kirk, King County Target Zero Manager. “However, the survey also showed that while 95% of drivers reported they believe it is unacceptable to text or email while driving, we still have many people doing so when behind the wheel.”

Agencies participating in the extra patrols include: Algona, Auburn, Bellevue, Black Diamond, Burien, Covington, Des Moines, Enumclaw, Federal Way, Issaquah, Kenmore, Kent, Kirkland, Lake Forest Park, Maple Valley, Mercer Island, Newcastle, Pacific, Port of Seattle, Redmond, Sammamish, SeaTac, Seattle, Shoreline, Snoqualmie, and Tukwila police departments. The campaign is part of the county’s work to reach the statewide Target Zero goal of no fatalities and serious injuries by 2030.

Drivers can visit the Washington Traffic Safety Commission’s Target Zero website to learn all the dos and don’ts of the E-DUI law. Materials are available in seven languages.


Extra patrols are partially funded by the Washington Traffic Safety Commission with the coordination of the King County Target Zero Task Force. The Task Force brings together representatives from law enforcement, public health, health and human services, transportation and community organizations to coordinate traffic safety campaigns throughout King County.


Annie Kirk, King County Target Zero Task Force, 360-319-3321,

BetterUp Welcomes Gaurav Kataria as Vice President of Product

Kataria to apply expertise in building sophisticated AI-powered enterprise product features to enhance BetterUp’s coaching platform and mission to humanize work

SAN FRANCISCO–(BUSINESS WIRE)–BetterUp, the company that pioneered mobile coaching to help all workers live their lives with greater clarity, purpose, and passion, announced today the appointment of Gaurav Kataria as Vice President of Product. As an expert in machine learning and artificial intelligence (AI), Gaurav brings extensive experience in developing sophisticated human resources (HR) and science-based enterprise products.

“Gaurav’s addition to the team will enable us to expand and enrich the machine learning and AI capabilities that we currently use to power the enterprise features on our platform,” said Alexi Robichaux, CEO and Co-Founder of BetterUp. “I’m proud to welcome Gaurav to our team as we continue on our mission to drive human transformation through our coaching platform.”

Gaurav will lead product development, with an emphasis on machine learning and AI, to surface recommendations and automated nudges to most effectively support sustainable behavior change.

“I truly believe in the power of AI to enhance our lives and BetterUp has the long-term vision and data to make a meaningful impact in this area,” said Gaurav.

Gaurav was formerly Head of Product at Entelo, where he built the leading AI-powered Talent Acquisition platform and managed a global team across Product Management, Engineering, Design, Data Science, and Marketing. Prior to Entelo, Gaurav spent seven years at Google leading the Data Science group in Google Cloud and driving the go-to-market strategy for all Enterprise products.

Gaurav is a guest lecturer at Stanford University on AI product development and a former doctoral researcher at CyLab, Carnegie Mellon University’s security and privacy research institute.

A complete list of BetterUp’s Leadership Team is available on its website.

About BetterUp

Founded in 2013, BetterUp is a mobile-based leadership development platform used by Fortune 500 companies. With a holistic, science-backed methodology, BetterUp develops new behaviors and mindsets that enable high performance amid constant and accelerating change. Through on-demand, virtual coaching sessions, users practice and reinforce new behaviors and skills. Individual growth is measured and tracked. With a diverse range of customers, including Genentech, Logitech and Workday, BetterUp inspires employees to build the skills to thrive personally and professionally. To learn more, visit


for BetterUp

Chad Torbin, 415-548-6536

10Fold’s Promotion Studios Takes Home Two Videographer Awards for Production Excellence and Video Production Distinction

10Fold’s Video Division Racks Up More Than Two Dozen Awards of Distinction for Taking Complex Technology and Creating Compelling Video and Animation

SAN FRANCISCO–(BUSINESS WIRE)–Promotion Studios, 10Fold’s video division, announced today that it has been recognized for the 2019 Video Production Excellence Award and the Video Production Distinction Award by the Videographer Awards – one of the oldest and most respected awards programs in the industry, which recognizes outstanding video production across all media. Promotion Studios received awards in recognition of their work with Bestmile, a leading fleet orchestration platform, and Unravel, supporting intelligent applications and operations management for big data.

These accolades from Videographer Awards come just one year after Promotion Studios won the 2018 Video Production Distinction Award for its work with OVH, the world’s fifth largest cloud provider, in recognition of its U.S. launch with a focus on its company vision. This recognition marks more than 10 awards from Videographer of the two-dozen video awards that 10Fold has received.

10Fold has been producing award-winning corporate videos for its clients for more than a decade. Notable videos that have received recognition include customer case study videos to highly-produced keynote and vision videos to heard-on-the-street survey videos. The division is led by Ross Perich, who has decades of television news and PR experience and is trained to tell stories in simple language and succinct sound bites – with very little involvement from customers. Headquartered in the San Francisco Bay Area, ProMotion Studios staff have held production roles with national broadcast channels including CBS, FOX and NBC.

“It’s an honor to work with visionary technology leaders who understand the power of video as the most impactful type of content for storytelling and building sales pipelines,” said Ross Perich, GM and creative director of ProMotion Studios. “When produced with engaging broadcast-quality sound bites, b-roll and motion graphics, corporate video inherently humanizes even the most complex technology narratives, resulting in powerful content for social media engagement and lead generation campaigns.”

About 10Fold Communications

10Fold is a leading North American integrated communications agency designed to create thought leadership and build brand value. Our agency is headquartered in San Francisco, with regional offices in Pleasanton, San Diego and Capistrano Beach, California; Austin, Texas; and Denver, Colorado. Our award-winning, highly specialized account teams consist of multi-year public relations veterans, broadcasters and former journalists who have been recognized nationally for media and analyst relations, written and video content, messaging, social media and paid digital services.


Kaitlyn Trainer


Digital Technologies Are Transforming the Oil and Gas Industry | Quantzig’s New Article Explains How

LONDON–(BUSINESS WIRE)–#Analytics–Quantzig, a leading analytics advisory firm that offers customized analytics solutions, has announced the completion of their new article on how digital technologies are transforming the oil and gas industry. In the highly competitive and digitalize business processes, oil and gas companies are facing many challenges in the 21st century. Prices are fluctuating more than they ever have, technologies are phased-in and phased-out faster than many companies can even keep track of, CAPEX is being emptied into digital opportunities, and the need to maximize asset production and flexibility has left many key decision-makers split as to where to head.

“Effective use of digital solutions can help players in the oil and gas industry to increase productivity, efficiency, and agility,” says an oil and gas industry expert from Quantzig.

Since the industrial revolution, the oil and gas industry has played a crucial role in economic transformation. But unfortunately, this industry has fallen behind in terms of digitalization and is unable to utilize the real-time insights gathered by connected technologies. By leveraging digital technologies, oil and gas companies can glean key insights from multiple data sources to stay ahead of the curve. With the help of digital technologies, oil and gas companies can achieve the desired outcome such as improved safety, reduced costs, increased revenues, and reliability of business operations.

Our analytics solutions can help oil and gas companies to analyze interconnected market forces and optimize business operations. Request a FREE proposal to gain in-depth insights.

Benefits of Digital Technologies for The Oil and Gas Companies

Helping companies to gain a competitive edge

Oil and gas companies today are looking to integrate solutions and technologies that will give them a competitive edge, offer critical insight into core business practices and operations, and above all, reduce costs. Fortunately, with digital technologies such as real-time data streams, mobile technology, and embedded sensors, this is becoming easily affordable for companies in the oil and gas industry that is further helping them to stay ahead of the curve.

Our analytics solutions help leading companies to successfully improve marketing ROI and devise the most profitable customer segmentation strategies. Request a free demo to know more.

Contributes to lower production costs

One of the critical challenges that companies in the oil and gas industry are facing is rising production costs. As a result, companies in the oil and gas industry are increasingly relying on big data and analytics solutions to optimize business operations. By adopting digital technologies, companies in the oil and gas industry can easily manage, measure, and track all the data coming from different sources.

Quantzig’s analytics experts have helped leading oil and gas industry players s in the effective integration and analysis of operational data for smart decision making. Get in touch with our experts to know more.

Want to learn more about the benefits of digital technologies for the oil and gas industry? Read the complete article.

About Quantzig

Quantzig is a global analytics and advisory firm with offices in the US, UK, Canada, China, and India. For more than 15 years, we have assisted our clients across the globe with end-to-end data modeling capabilities to leverage analytics for prudent decision making. Today, our firm consists of 120+ clients, including 45 Fortune 500 companies. For more information on our engagement policies and pricing plans, visit:



Anirban Choudhury

Marketing Manager

US: +1 630 538 7144

UK: +44 208 629 1455

VTS Announces the Appointment of Seasoned Finance Executive Bob Bies as CFO

SaaS and M&A expert joins VTS executive team

NEW YORK–(BUSINESS WIRE)–#CFOVTS, the commercial real estate industry’s leading leasing and asset management platform, announced today the appointment of Bob Bies as Chief Financial Officer (CFO). Bies will oversee the company’s financial operations and corporate development, guiding the team through its next stage of growth.

Bies brings with him over 20 years of CFO experience in venture, private equity, public technology, and software/SaaS companies, and has a proven track record in successfully scaling high-growth internet data technology companies. Bies joins VTS from Syncsort where he served as CFO for over two years and was responsible for accounting and finance, corporate development, financial planning and analysis, and human resources. Notably, he led the acquisition and subsequent integration of 13 software companies, resulting in significant synergies and driving a fourfold increase in revenue. Most recently, he led the company to a $1.3 billion exit.

Prior to Syncsort, Bies served as CFO at Cannondale Investments, Inc., post-exit advisor at Microsoft, executive vice president and CFO at Greenfield Online, Inc., and CFO at JGI. Bies began his career at Deloitte in New York City.

The appointment comes at a pivotal moment for VTS, which recently announced a $90M Series D fundraising round led by Brookfield Ventures, believed to be the largest venture investment in the history of commercial real estate software. The round also resulted in VTS achieving unicorn status. Later this year, VTS will launch commercial real estate’s first end-to-end leasing marketplace ⁠— Truva.

I’m thrilled to welcome Bob to our team,” said Nick Romito, CEO and co-founder of VTS and a recent winner of EY’s Entrepreneur of the Year. “He is a seasoned technology CFO with invaluable experience in scaling high-growth technology businesses and an impressive track record in driving revenue growth. Bob is the ideal person to help lead VTS as we enter a new phase of rapid growth, fueled by our recent fundraise.”

I’ve followed VTS for many years and am delighted to be joining Nick and the talented team at this pivotal time for the company,” said Bies, CFO of VTS. “The commercial real estate industry is in the midst of profound transformation and VTS is undeniably leading the charge. With a fast-growing and supportive customer base, a world-class team, and a market-leading product, the company has an enviable opportunity for tremendous growth and I’m incredibly excited to help make it a reality.”

About VTS

VTS is the commercial real estate industry’s leading leasing and asset management platform. Landlords use VTS to maximize portfolio performance by transforming their leasing and asset management process and unlocking real-time insights – enabling them to convert leads to leases 41% faster and build data-led strategies. Brokers can manage their deal pipeline and get tenants into empty spaces faster, collaborate across teams and work easily with their landlord clients using VTS for Brokers. The VTS platform manages more than 10 billion square feet of commercial real estate, has a user base exceeding 35,000 and boasts an impressive client roster that includes global leaders such as Blackstone, Brookfield, GLP, LaSalle Investment Management, Hines, Boston Properties, Oxford Properties, JLL, and CBRE.


Elise Szwajkowski


(212) 402-3495

Tortoise Appoints Michelle Johnston as Chief Financial Officer

LEAWOOD, Kan.–(BUSINESS WIRE)–Tortoise has named Senior Managing Director Michelle Kelly Johnston as Chief Financial Officer. Johnston, a member of Tortoise’s Executive Committee, will be responsible for business strategy & management, corporate finance (including capital allocation, M&A execution and financing), financial planning & analysis and financial reporting.

“We are delighted that Michelle has taken the CFO role to lead an important area of our business including strategic capital prioritization and allocation for business decisions and growth initiatives,” said Tortoise Chief Executive Officer, Kevin Birzer. “Michelle’s strategic strengths, leadership across the firm and her business and financial acumen make her ideal for this role.”

Johnston joined Tortoise in 2006 and most recently served as Tortoise’s Chief Strategy Officer, leading Tortoise’s strategic investment growth efforts, including business development, partnership and joint venture activities and product development. She has also spearheaded numerous new business ventures, platform and product launches. Prior to joining Tortoise, Johnston was an investment banker for Goldman, Sachs & Co. in its industrial and natural resources group in Chicago and its financial institutions group in New York. She graduated summa cum laude from DePauw University with a Bachelor of Arts degree in economics. Johnston is a CFA® charterholder.

Chief Development Officer Brent Newcomb will now lead Tortoise’s Strategic Investment Group along with Kate Moore who was promoted to Director, Product Development. Jason Benson was promoted to Director, Corporate Finance. Benson will work alongside Johnston and Brent Behrens, Director and Controller in corporate finance and financial planning.

About Tortoise

Tortoise invests in essential assets – those assets and services that are indispensable to the economy and society. With a steady wins approach and a long-term perspective, Tortoise strives to make a positive impact on clients and communities. To learn more, please visit



Pam Kearney, Investor and Public Relations


Homeward Secures $25M in Funding, Empowers Homeowners to Buy Their Next Home Before Selling

  • $4 million of equity funding round led by LiveOak Venture Partners with additional participation by the founders of Opcity, ApartmentList, and others
  • Additional $21 million in debt funding secured from Genesis Capital, Keystone Bank, and others
  • The Homeward Way gives customers the cash they need to secure their new home, while guaranteeing the sale of their existing property

AUSTIN, Texas–(BUSINESS WIRE)–#RealEstateHomeward today announced it has secured $25M in initial funding, including $4M of equity funding led by LiveOak Venture Partners and $21M of debt funding from Genesis Capital and Keystone Bank. Founding team members of Opcity, ApartmentList, and a few other real estate tech startups also participated in the round.

The funding will power the expansion of Homeward’s support teams and acquisition initiatives, as well as to improve its web and mobile customer experience to scale its initial product offering, The Homeward Way. The company’s innovative business model enables customers to make all-cash offers to secure their next home prior to selling their existing home.

“The current process of home buying is backwards,” said Tim Heyl, founder and CEO at Homeward. “Buyers have to sell their existing home and then rush to find a new one. We remove this uncertainty by letting buyers use our cash to secure their next home first. Then they can take their time and sell their existing home for its full market value.”

Redesigning the home buying experience

Tim Heyl has been in the real estate industry for over 10 years and founded the Heyl Group in 2009, which has grown to become one of the top 25 teams in the US. As a real estate professional, Heyl kept encountering a critical challenge in the process — buyers couldn’t make an offer on the home they wanted until they sold their existing home, but they didn’t want to list without knowing where they were going next.

In 2018, Tim founded Homeward to redesign the home buying process with the Homeward Way model, capturing a growing market share in Texas, Georgia and Colorado. The Homeward Way gives homebuyers credit for their home equity up front, and lets them make an all-cash offer to secure their next home using the company’s funds. Homeward customers also receive a floor price guarantee on their existing home in case they’re unable to sell it for its full market value.

Buyers that use Homeward’s all-cash offer get an average discount of 2-5% on their next home and are twice as likely to beat buyers who make mortgage-backed offers. Homeward customers can also stay in their current home while they make improvements to their new property. They only move once and can control the timing of their move.

Homeward customers don’t have to sell their existing homes at a discount to iBuyers, which typically offer below market pricing and charge fees greater than those of traditional real estate agents. The service charge for Homeward is transparent, at a fixed 1.90% of the purchase price, compared to iBuyers who charge up to 9.0% of the home sale price. iBuyers also take a portion of the real-estate agent’s commission, and in some cases force the home buyer to work with them exclusively.

“We partner with exceptional entrepreneurs who are looking to transform large established industries. We recognized early on after meeting with Tim, given his incredible domain expertise and accomplishments and our experience as the first institutional investor in Opcity and Ojo Labs, that Homeward has real potential to disrupt the real estate market by empowering the consumer,” said Krishna Srinivasan, Founding Partner at LiveOak Venture Partners. “Our team is excited to invest and support the Homeward team as they reshape the broken legacy process of buying and selling homes.”

The Homeward Way:

  1. Get approved: Submit an online application and Homeward will calculate your home equity and provide you with an approval in minutes.
  2. Shop for your next home: Work with your agent to find and purchase your ideal next home without having to list and sell your current home first.
  3. Make an all-cash offer with Homeward’s funds: Secure your next home by making an all-cash offer with Homeward’s funds.
  4. Lease your new home from Homeward: Lease your new home back from Homeward for up to six months.
  5. List your existing home: List your home for sale whenever you’re ready. If it doesn’t sell, Homeward will buy it from you at a pre-agreed, fair market price.
  6. Get a mortgage and close on your new home: Once your old home sells, you’ll get a mortgage and buy your new home back from Homeward at the original purchase price.

A partner for real-estate agents

43% of home buyers have an existing home to sell before they buy their next one. This hurdle can cause homeowners to delay their move indefinitely, which hurts customers and their agents.

To solve this problem, Homeward works with agents to get their clients approved to make a Homeward all-cash offer. Agents go directly to the company’s site to register their clients.

“Without Homeward, my clients would still be in their old house.” said Matt McKnight, a real-estate broker in Austin, Texas. “The right home in the right neighborhood popped up well before they had considered listing. Homeward’s all-cash offer secured the house and gave us the time we needed to list their existing home without feeling rushed.”

About Homeward

Homeward lets customers relax, and buy before they sell. Customers buy the home they want using an all-cash offer, and then sell their current property at full market value. Founded in 2018 and backed by LiveOak Venture Partners, Homeward is expanding rapidly in Texas, Georgia and Colorado. For more information, please visit

About LiveOak Venture Partners

LiveOak Venture Partners is a venture capital fund based in Austin, Texas, founded by Ben Scott, Krishna Srinivasan and Venu Shamapant. With 20 years of successful venture investing in Texas, the founders of LiveOak have helped create nearly $2 billion of enterprise value. While almost all of LiveOak’s investments begin in the early stages, LiveOak is a full life cycle investor focused on technology and technology-enabled service companies based in Texas. LiveOak Venture Partners is a lead investor in exciting high-growth Texas-based companies such as CS Disco, Digital Pharmacist, OJO Labs and Opcity.



Ethan Parker


Trivest Partners Announces Growth in Business Development Team

MIAMI–(BUSINESS WIRE)–Trivest Partners (“Trivest” or the “Firm”), a Miami-based private equity firm, is pleased to announce several enhancements to its growing business development team. Chris Berton, who joined Trivest as a Director, Business Development, was promoted to Vice President, Business Development, effective June 30, 2019. In addition, Tony Hill joined the firm as a Vice President, Business Development, and Edward Kim joined as a Director, Business Development.

Chris joined Trivest in 2017 and has excelled in the origination of founder-owned investment opportunities for Trivest. His efforts assisted in growing the total investment opportunities reviewed by Trivest on an annual basis to over 2,000 and also contributed to the Firm closing a record number of investments in 2018 and year-to-date 2019, respectively, 21 and 19.

Tony joins Trivest as a Vice President, Business Development, focused on growing and expanding a variety of external investment sourcing programs. Prior to joining Trivest, Tony worked in several finance-related positions, including serving as a financial analyst for Siemens AG in Germany and a Vice President, Investment Banking, with Florida-based Cross Keys Capital. Most recently, he co-founded and served as CEO for an online M&A marketplace business, Dealnexus, which was later sold to Intralinks Holdings.

Edward joins Trivest as a Director, Business Development, and importantly, is the Firm’s first full-time professional based outside of Trivest’s Coral Gables headquarters. Edward recently opened Trivest’s Los Angeles office, where he is focused on expanding the Firm’s sourcing pipeline on the West Coast. Prior to Trivest, Edward worked as an investment sourcing professional at John & Young Capital Partners and Harvey & Company. Trivest plans to add additional business development professionals in targeted geographic locations across the U.S. and Canada to further enhance the Firm’s total investment opportunities reviewed and closed.

Russ Wilson, Trivest Partner in charge of firm-wide Business Development initiatives, said, “Expanding and enhancing our business development efforts remains a key priority for Trivest. Increasing Trivest’s deal funnel provides incremental opportunities for our team and helps meet the needs of more founder/family-owned businesses. Chris, Tony and Edward are integral to this strategy as we continue to grow our business at Trivest.”

About Trivest:

Trivest Partners is a private investment firm that focuses on partnering with founder/family owned businesses in the United States and Canada. Since its founding in 1981, Trivest has completed nearly 300 transactions, totaling approximately $6.0 billion in value. For additional information, visit


Russ Wilson

(305) 858-2200

Grant Thornton’s Wendy Morton-Huddleston appointed National President-Elect of the Association of Government Accountants

ALEXANDRIA, Va.–(BUSINESS WIRE)–The Association of Government Accountants (AGA), the member organization for public sector financial management professionals, has elected Grant Thornton Principal Wendy Morton-Huddleston, CGFM, PMP, to the role of national president-elect. Morton-Huddleston takes office on the AGA National Governing Board for a two-year term, first as national president-elect, effective July 1, 2019, and then as national president, July 1, 2020 through June 30, 2021. In her leadership roles, she will represent AGA’s 96 chapters and more than 14,250 members across the United States.

Morton-Huddleston has more than 20 years of experience working with a diverse portfolio of clients, including public sector – federal, state and local government – and not-for-profit institutions. She specializes in business advisory consulting in enterprise risk management, financial management, strategic planning, grants management and business process optimization.

“We’re proud to see Wendy assume this leadership position on the National Governing Board of AGA, which shares Grant Thornton’s commitment to improving government performance and accountability and achieving mission success,” said Carlos Otal, national managing partner of Grant Thornton’s Public Sector practice. “Her leadership experience makes her a natural fit to advance the important work of AGA.”

Morton-Huddleston served as president of the 2,200-member Washington, D.C., chapter of AGA from 2016-2017. She is currently the chair of the AGA National Council of Chapters. She is also a United Way National Capital Area (NCA) board member and an executive sponsor for the Women at Grant Thornton and African-American and Allies business resource groups, as well as an ally for Equality GT.

“AGA is fortunate to have Wendy in this important leadership role that is so critical to our success,” said AGA CEO Ann Ebberts. “She has energy, drive and a great attitude — all of which will help advance accountability, transparency and leadership in the government financial management field. We here at the AGA National office look forward to working with Wendy. Her service is genuinely appreciated.”

Morton-Huddleston earned a master’s degree in finance and a master’s degree in business administration from the University of Maryland University College, as well as a bachelor’s degree in finance from Norfolk State University. She also holds an executive leadership certificate in organizational leadership from Cornell University.

About Grant Thornton’s Public Sector practice

Grant Thornton’s Public Sector practice helps executives and managers at all levels of government maximize their performance and efficiency in the face of limited resources and increased demand for services. It gives clients creative, cost-effective solutions that enhance their acquisition, financial, human capital, information technology, data analytics, and performance management. Grant Thornton’s commitment to public sector success is burnished by a widely recognized body of thought leadership analyzing and recommending solutions to government’s greatest challenges. Based in the Washington, D.C., metropolitan area and with a presence in more than 35 cities around the country, Grant Thornton’s Public Sector practice serves federal, state and local governments.

About Grant Thornton LLP

Founded in Chicago in 1924, Grant Thornton LLP (Grant Thornton) is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading organizations of independent audit, tax and advisory firms. Grant Thornton, which has revenues in excess of $1.8 billion and operates 58 offices, works with a broad range of dynamic publicly and privately held companies, government agencies, financial institutions, and civic and religious organizations.

“Grant Thornton” refers to Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd (GTIL). GTIL and the member firms are not a worldwide partnership. Services are delivered by the member firms. GTIL and its member firms are not agents of, and do not obligate, one another and are not liable for one another’s acts or omissions. Please see for further details.


Carling Spelhaug

M +1 303 813 4050