Multi-Asset/Investment Advisor
Mountain State Foundation Issues RFP

A foundation based in a Mountain State is looking to hire an investment manager to oversee its approximately $40 million investment portfolio.

06.12.25
Searches And Hires
Western Trust Fund Approves Alternatives Commitments

A trust fund based in a Western state has approved the addition of a private equity fund-of-one, a real estate strategy and a custom, multi-asset alternative mandate to its portfolio.

06.11.25
Private Equity
Southern University Inks Private Equity Commitments

A university based in a Southern state approved commitments to a private equity buyout fund and a venture capital fund, with plans to add more later this year.

06.11.25
5 Questions
5 Questions With Wilmington Trust Director of Endowments & Foundations Practice Walter Dillingham Jr.

Dillingham Jr. partners with nonprofit organizations across the U.S. to manage and grow their endowments, as well as working with clients on their philanthropic and planned giving objectives.

06.09.25
Small-Cap
Midwest Foundation Replaces Equity Manager

A foundation based in the Midwest replaced a small-cap growth equity manager with a similar strategy.

06.05.25
People Moves
Investment Analyst Departs Western State Fund

An investment analyst at a trust fund based in a Western state is leaving to join a Chicago-based investment, tech and research firm.

06.05.25
People Moves
Firm Hires Asset Servicing Lead

A firm has filled a newly created position that oversees asset servicing for outsourced cio providers and their clients.

06.05.25
People Moves
Wealth Manager Searches For OCIO Portfolio Manager

A wealth management firm is looking to add a portfolio manager serving endowment and foundation clients within its outsourced cio business.

06.04.25
People Moves
Northeast University Hires Investment Analyst

The university hired an investment analyst to support the management of its endowment in the first quarter after launching a search in the third quarter.

06.04.25
People Moves
Southern University Adds Board Members

A university based in a Southern state has added new members to its board of trust, including two professionals from investment firms.

06.04.25