The firm has promoted a portfolio manager to president and ceo as its chair and ceo is transitioning to executive chair.
The global wealth management firm has agreed to absorb the staff and clients from an outsourced cio provider to bring its assets under management to approximately $100 billion.
The healthcare organization is seeking an investment analyst to help in managing its endowment, monitoring existing investments and researching prospective investments.
The pension recently added a sustainability-focused public equity manager alongside private equity and real estate commitments.
A college based in a Midwestern state has reissued a RFP for banking and investment management services to include armored car deposit responsibilities.
Firm’s newly promoted principal will continue to manage the firm’s energy transition investments.
The foundation is is searching for a v.p. of investments and administration to help manage its portfolio and serve as a liaison to its outsourced cio and investment committee.
The investment manager has named a new lead portfolio manager for its small and small- to mid-cap equity team.
The firm is absorbing an outsourced cio provider and advisory firm to expand its operations in key regions in the U.S. and enhance its offerings in the outsourced cio market.
The investment consulting firm has acquired a Virginia-based wealth and investment management firm, which has 25 to 30 nonprofit clients in addition to family office, individual and institutional investors as well as financial service firms.