Fundz

Cetera Welcomes Deanna M. McCarthy as Chief Operating Officer

PRIVATENov 05, 2026

Position

Chief Operating Officer

Company

Cetera

Deanna M. McCarthy
BuffaloFinancial ServicesFinanceLending

Description

Cetera has welcomed a multi-specialized wealth management team from Primacy Financial, led by Ryan P. O'Connor. The team, including Deanna M

Who to call at Cetera, and when

A new leader at Cetera brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

Cetera

Location

Buffalo, New York, United States

About

Primacy Financial is a multi-specialized wealth management firm that prioritizes client service and independence. Led by Ryan P. O'Connor, the team specializes in business succession planning, tax-efficient investments, and retirement income strategies. They serve a diverse clientele including business owners, physicians, and individuals nearing retirement. With a strong commitment to their community, they focus on delivering expert financial solutions tailored to client needs.

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Cetera changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.