An investment consultant is adding approximately $2 billion in client assets through the acquisition of two registered investment advisors and wealth management firms.
A senior v.p. responsible for leading the consultant’s Denver office will retire in the first quarter as a fellow senior v.p. at the branch left the organization.
The new cfo to lead development and implementation of the college’s financial strategy, including operations and general oversight of its investment portfolio.
Several nonprofit institutions changed their asset allocations or investment policies this year, boosting allocations to private equity and public equities.