The firm acquired an advisory team that oversees more than $2 billion on behalf of individuals, families, endowments and foundations, the majority of which are located in the middle Tennessee region.
The global investment firm has acquired a wealth advisory team based in Austin, Texas, which marks its first investment advisory team in the city.
The value-add real estate manager has promoted an asset manager to v.p. of asset management to oversee its asset management team and take over responsibility for risk management.
The firm has added a green energy infrastructure investment team to its Asia business and the transaction is expected to be completed next month.
The philanthropic organization has tabbed a new president after its previous head left last year.
The university also pivoted one of its retirement plans toward fixed-income during the fourth quarter.
The university is seeking an investment manager to oversee almost $250 million in operating investment portfolios as its incumbent provider’s contract is set to expire in July.
The fund approved maiden infrastructure fund commitments in the fourth quarter as the strategies provide good yields with stable growth, strong protections against inflation and a low correlation with other asset classes.
The foundation has hired an outsourced cio following a search for due diligence purposes from last year.
The college savings plan hired a new executive director following a search after its previous head left in November to join a municipal financial advisory firm.