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Management ChangeJun 30, 2026, 05:02 PM

ArrowMark Financial Appoints Katie Jones as CFO; President to Depart

AI Summary

ArrowMark Financial Corp. announced the appointment of Katie Jones as its new Chief Financial Officer, effective immediately. This follows the retirement of Pat Farrell from the CFO role and the upcoming departure of Dana Staggs, the Fund's President, both effective August 2, 2026. Ms. Jones has been an integral part of the team since 2019, and the company expressed gratitude for the contributions of the departing executives.

Key Highlights

  • Katie Jones appointed Chief Financial Officer of ArrowMark Financial Corp., effective immediately.
  • Pat Farrell, the previous Chief Financial Officer, retired from the Fund.
  • Dana Staggs, President of the Fund, will depart.
  • The departures of Pat Farrell and Dana Staggs are effective August 2, 2026.
  • Ms. Jones has been a key member of the ArrowMark Financial team since 2019.
  • Dana Staggs's responsibilities will be assumed by multiple investment team members.
  • Pat Farrell's CFO responsibilities will transition to Katie Jones.