Searches And Hires
Mid-Atlantic Plan Hires Consultant To Analyze Programs

The plan has hired a firm to identify and advise on best practices and trends in the prepaid college plan and ABLE landscape to help in setting the direction for its two programs.

07.23.25
Consultant/OCIO/Discretionary
Investment Firm Hires Outsourced CIO Head

The investment firm has hired a head of ocio to lead the development and expansion of the outsourced cio business.

07.23.25
People Moves
Mid-Atlantic University Promotes Staffer To MD Focused On Buyouts

The university has promoted a director to managing director to handle its buyout investments and serve as co-head for its growth equity investments.

07.22.25
People Moves
Northeast University Searching For Investment Tax Director

The university is searching for an investment tax director to manage its regulatory risk and plan filings for various domestic and international jurisdictions as well as help guide tax and investment structuring decisions.

07.22.25
People Moves
Western Foundation Searching For Investment Associate

The foundation is seeking an associate to screen and evaluate potential new investment opportunities and monitor its current manager roster.

07.22.25
Private Equity
Global Alternatives Group Sells Stake In Private Equity Manager

The firm has sold its stake in a private equity manager, which has seen its assets under management quadruple to approximately $20 billion over the last seven years.

07.22.25
Multi-Asset/Investment Advisor
Southern Foundations Seek Investment Advisory Services

The foundations are seeking firms to provide investment advisory and management services for their approximately $4 million in combined assets.

07.17.25
Large-Cap
Southern Foundation Revises Large Cap Growth Allocation

The foundation increased its large cap growth equity fund’s allocation to an incumbent manager that utilizes a research-based investment process in quality growth companies.

07.17.25
People Moves
Southern Foundation Names New Treasurer

The foundation promoted a staff member to serve as its new v.p. of operations and treasurer as the previous operations and finance head retired after 25 years with the organization.

07.17.25
People Moves
Northeast Foundation Eyes Director For Marketable Investments Portfolio

The foundation is seeking a director of marketable investments to focus on providing portfolio management support and coverage across public equity, hedge funds, portable alpha, fixed-income and cash.

07.16.25