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Leadership changes · PWP · SEC Form 8-K, Item 5.02

Leadership changes at Perella Weinberg Partners (2026)

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Who joined and who left Perella Weinberg Partners (PWP)? 1 appointment reported on 2026-05-01, each cited to the company's own filing.

Alexandra Gottschalk was named Chief Financial Officer of Perella Weinberg Partners, effective April 27, 2026. As of November 6, 2026, Perella Weinberg Partners has reported one leadership change filing to the SEC under Item 5.02 of Form 8-K, on May 1, 2026, naming 1 appointment (Form 8-K, May 1, 2026).

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Nuveen Asset Management, LLC also filed stake reports on 4 other companies ↓

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Changes1
In (appointed)1
Latest filing2026-05-01

Perella Weinberg Partners reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-05-01. It names 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Perella Weinberg Partners files it.

Also on the record for Perella Weinberg Partners

DateRecordFigureOur pageSource
November 5, 2026Stake report, Schedule 13G/A, by FMR LLC12.4% of the class5%+ stakesSource
November 5, 2026Stake report, Schedule 13G/A, by Nuveen Asset Management, LLC3.07% of the class5%+ stakesSource
November 5, 2026Stake report, Schedule 13G/A, by TIAA CREF INVESTMENT MANAGEMENT LLC1.6% of the class5%+ stakesSource
October 30, 2026Stake report, Schedule 13G/A, by Vanguard Capital Management4.67% of the class5%+ stakesSource
August 13, 2026Stake report, Schedule 13G/A, by Wellington Management Group LLP7.3% of the class5%+ stakesSource
August 6, 2026Stake report, Schedule 13G/A, by FMR LLC13.9% of the class5%+ stakesSource
August 3, 2026Stake report, Schedule 13G, by Nuveen Asset Management, LLC2.86% of the class5%+ stakesSource
August 3, 2026Stake report, Schedule 13G, by TEACHERS ADVISORS, LLC0.2% of the class5%+ stakesSource
August 3, 2026Stake report, Schedule 13G, by TIAA CREF INVESTMENT MANAGEMENT LLC2.01% of the class5%+ stakesSource
July 31, 2026Stake report, Schedule 13G, by Vanguard Capital Management5.01% of the class5%+ stakesSource
March 27, 2026Stake report, Schedule 13G/A, by The Vanguard Group—5%+ stakesSource
February 10, 2026Stake report, Schedule 13G/A, by Wellington Management Group LLP5.8% of the class5%+ stakesSource

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Timeline

FiledIn / outPersonRoleEffectiveSource
2026-05-01InChief Financial Officer2026-04-278-K, 2026-05-01

Who leads Perella Weinberg Partners, as last reported?

For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.

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Every change, in the filing's words

Filed 2026-05-01 · 8-K

Appointed: Alexandra Gottschalk, Chief Financial Officer, effective 2026-04-27

Alexandra Gottschalk, Chief Financial Officer of the Company, has been appointed to the additional role of Chief Operating Officer of the Company, effective April 27, 2026.

Also stated in this filing

  • Ms. Gottschalk, 39, has served as our Chief Financial Officer since January 2024.
  • Ms. Gottschalk is a seasoned financial executive, with nearly 20 years of finance and accounting experience.
  • Prior to being named Chief Financial Officer, Ms. Gottschalk served as Chief Accounting Officer of the Company since 2019 where she played a key role in leading the firm through its public listing process in 2021.
  • Ms. Gottschalk has also served as Controller of the Company or its business units (including TPH&Co.) since 2010.
  • Prior to that, she was with PricewaterhouseCoopers in the firm's Assurance practice and began her career at Deloitte in the International Tax Group.
  • Ms. Gottschalk serves on the Investment Committee of the Houston Zoo.
  • She received a Master of Science in Accountancy and a Bachelor of Business Administration in Accounting from the University of Houston Honors College and is a Certified Public Accountant.
  • Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements.
  • A further list and description of these risks, uncertainties and other factors can be found in the Company's filings with the U.S. Securities and Exchange Commission.
  • These filings and subsequent filings are or will be available online at www.sec.gov or on request from the Company.

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Where this comes from

A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.

Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.

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Cite this page

Permanent URL: https://mentionfox.com/executive-changes/perella-weinberg-partners
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Perella Weinberg Partners: Alexandra Gottschalk named CFO. MentionFox, 2026-11-06. https://mentionfox.com/executive-changes/perella-weinberg-partners