People Moves
West Coast Heath System Hires New CIO

A West Coast health system has hired a new cio.

05.28.20
Announcements
BNY Mellon Wealth Management Names Regional President

BNY Mellon Wealth Management has named Steve Kutz as a regional president in Los Angeles. 

05.27.20
Industry News
Fort Washington Names V.P., Biz Development Officer

Fort Washington Investment Advisors has named Nick Riordan as v.p. and business development officer, the firm announced. 

05.21.20
Asset Study/Review
New England University Finalizes New Global Equity Allocation

A university based in New England has approved a new global equity allocation.

05.21.20
Alternatives
Great Lakes University Discloses Alternatives Investments

A university in the Great Lakes region disclosed follow-on commitments to absolute return, natural resources, real estate and venture capital investments.

05.21.20
Announcements
Steward Partners Opening New Office; Adds New Advisors

Steward Partners Global Advisory has opened a new office in Norfolk, Va. and added five new advisors for the office, the firm announced.  

05.21.20
Daily Feed
Midwest Foundation Extends Donor Fund Advisor Search

A Midwestern foundation has extended the deadline in its search for a firm to manage a new donor-advised fund.

05.21.20
Industry News
RPI Adds HMC Executive To Board Of Trustees

Kathryn Murtagh, chief compliance officer and managing director for sustainable investing at Harvard Management Company (HMC), joined Rensselaer Polytechnic Institute’s board of trustees on March 13, according to an announcement.

05.21.20
Asset Study/Review
Midwest State Fund Adopts ESG-Related Policy For 529 Plan

A fund in a Midwestern state has adopted an investment policy related to ESG for its 529 plan.

05.21.20
Alternatives
Western University Holding Liquidity, Eyeing Investment Opportunities

A Western university is seeking investment opportunities as it sits on a significant pile of cash across its portfolios.

05.21.20