People Moves
Investment Firm Tabs Wealth Management Leader

The investment and wealth management firm has tabbed the head of U.S. markets for its wealth division to head the entire division.

11.06.24
People Moves
Midwest University Hires Next CFO

The university has named a new executive v.p. and cfo as its finance head is set to retire in the first quarter after 17 years in the role.

11.06.24
Multi-Asset/Investment Advisor
Southern College Foundation Selects New Firm To Manage Endowment

The firm has selected a new firm to provide investment management services for its portfolio, including overseeing and executing the selection, monitoring and evaluation of the portfolio and its investment managers.

11.06.24
Multi-Asset/Investment Advisor
Midwest Library Searching For Investment Advisor

The library has launched a search for an investment advisor to help oversee its short- and long-term investment portfolios.

11.06.24
Multi-Asset/Investment Advisor
Midwest Agency Wraps Up Advisor Search

The higher education agency selected a firm to provide financial and investment advisory services for its student loan program to conclude a search from late 2023.

11.06.24
Real Estate
Western State Trust Hires New Real Estate Manager

The state trust fund has hired a new real estate manager to handle investments in a core real estate index fund and a secondaries fund.

10.31.24
Cash/Currency
Southern University Allocates To Bitcoin ETF

The university has allocated approximately $15 million to a passive strategy that invests in the Bitcoin digital asset.

10.30.24
People Moves
New England College Adds Board Members

The college re-elected a portfolio manager at a global asset manager and added five new members to its board of trustees.

10.30.24
People Moves
Midwest Foundation Searching For Director Of Impact Investing

The director of impact investing will lead the foundation’s mission-aligned investments, including building a portfolio of diverse-owned managers and engaging with managers around diversity equity and inclusion practices.

10.30.24
People Moves
Midwest Foundation Searches For Next V.P. & CIO

The new v.p. and cio will oversee and manage the foundation’s investment portfolio including evaluating and recommending prospective managers and working with the organization’s investment committee to develop an overall investment strategy, policy and asset allocation.

10.24.24