Firm will partner with diverse asset managers, federally chartered community development financial institutions and other mission-driven organizations.
Hires will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
A university based in the Great Plains region approved a new provision in its investment policy to allow the consideration of ESG factors when investing its endowment holdings.
A university in the Mid-Atlantic region is searching for an investment analyst to help conduct due diligence on new and existing investment managers across public and private equity and credit.