Multi-Asset/Investment Advisor
Mid-Atlantic Agency To Conduct Investment Advisor Search

The state agency expects to issue an RFP for a firm to provide investment advisory and management services for its portfolio due to the impending contract expiration of its incumbent provider.

02.25.26
People Moves
West Coast Foundation Names New CFIO From East Coast Foundation

The foundation hired a new chief financial and investment officer to oversee its finance, investments and grants management following a search from last year.

02.25.26
Consultant/OCIO/Discretionary
Western College Savings Plan Issues Industry Consultant RFP

The 529 plan is likely conducting the search due to the impending contract expiration of incumbent 529 industry consultant, which was retained in 2023 following a similar search.

02.25.26
Consultant/OCIO/Discretionary
Western Plan Reissues Investment Consultant RFP

The college savings plan has reissued its RFP seeking investment consulting services for its 529 accounts to address a minor technical compliance issue.

02.19.26
Consultant/OCIO/Discretionary
Western University Selects New Consultant For Treasury Pool

The university selected a new investment consultant for its treasury pool to conclude a search from last year.

02.19.26
People Moves
Southern Endowment Appoints New CEO

The endowment promoted an internal team member as its permanent ceo to conclude a search from last year as its previous head stepped down to focus on personal priorities.

02.19.26
People Moves
Investment Firm Adds Sr. Director To Real Assets Team

The consulting firm added a senior director to its real assets team in late 2025.

02.19.26
People Moves
Midwest Foundation Promotes Associate To PM

The foundation promoted an investment associate to portfolio manager for hedge funds and fixed-income after just over a year in the mid-level role and three years at the organization.

02.19.26
People Moves
Southern Corporation Hires Investment Analyst

The corporation has hired an investment analyst concentrated on private equity to support due diligence and evaluate new and current investments, among other responsibilities.

02.19.26
Multi-Asset/Investment Advisor
Southern Institution Issues Investment Advisor RFP

The institution has issued an RFP seeking a firm to provide non-discretionary management of its investment portfolio and assist in developing and implementing investment strategies to enhance performance.

02.19.26