Consultant/OCIO/Discretionary
Canadian University Issues Investment Consultant RFP

The university has issued an RFP seeking an investment consultant to assist with management of the endowment as well as review its current investment strategy.

07.29.26
People Moves
Western Community Foundation Promotes Interim CFO

The community foundation has named its interim cfo as its chief financial and operating officer to manage its finance and accounting, investments and information technology teams.

07.29.26
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Selects New Outsourced CIO

The foundation tabbed a new outsourced cio to manage its portfolio with a mission-aligned process, replacing its incumbent provider of more than a decade following a search launched earlier this year.

07.29.26
People Moves
Midwest University Searching For Finance V.P.

The university is searching for a v.p. of finance to oversee its fiscal and investment management after its previous finance head left to join a Midwestern town as a finance officer.

07.29.26
People Moves
Mid-Atlantic Trust Lead Departs To Launch Advisory Firm

The trust’s ceo and cio recently left the organization after more than three years of service to launch their own investment advisory and outsourced cio firm.

07.22.26
Asset Study/Review
Midwest Association Revises Target A/A

The nonprofit association revised its target asset allocation in the second quarter, moving its portfolio toward fixed-income at the expense of public equities and real assets.

07.22.26
People Moves
West Coast Foundation Eyes Investment Analyst

The foundation is searching for an investment analyst to join its three-year analyst program, which is structured as a generalist model.

07.22.26
People Moves
Midwest Treasurer Seeks Director For 529, Other Savings Plans

The state treasurer is looking to fill a newly created director of investments position overseeing college savings and other savings programs in the state.

07.22.26
Multi-Asset/Investment Advisor
Southern Municipality Launches Investment Management Search

The county is seeking a firm to provide investment management and advisory services for its endowment fund, including conducting due diligence, selecting investment managers and overseeing asset allocation modeling.

07.22.26
People Moves
West Coast University Names New V.P. For Finance & CFO

The university’s current v.p. and coo will retire in December after 17 years of service.

07.22.26