Announcements

People Moves
New England University Names New Board Chair

The university has named a retired partner at Goldman Sachs as the new chair of its board of trustees.

11.14.24
Consultant/OCIO/Discretionary
Western College Savings Plans Wrap Up Consultant Search

The plans selected a firm to provide investment consulting services for its college savings trust fund and prepaid trust fund after issuing an RFP in the second quarter.

11.14.24
People Moves
Northeast Foundation Hires CFO From NYU

The foundation’s previous finance head retired after four years in the role.

11.14.24
People Moves
Canadian University Hires New CIO, Senior Investment Analyst

The university’s previous investment head retired at the end of the second quarter after nearly nine years of service.

11.13.24
Private Equity
Firm Closes Buyout Fund Above Target Fundraise

The private equity energy firm has closed its first-ever fund targeting investments related to nuclear facilities and companies above its $300 million fundraising target.

11.13.24
People Moves
New England College CFO Retiring, Search For Successor Looms

The college will conduct a search for its next v.p. for administration and finance and cfo as its current finance head is slated to retire after the fall semester.

11.13.24
People Moves
Investment Firm Promotes Senior V.P. To Chief Distribution Officer

The global investment firm has promoted its senior v.p. and head of RIA sales to chief distribution officer as the previous distribution head left to join an investment professional membership association.

11.08.24
People Moves
Investment Firm Tabs Wealth Management Leader

The investment and wealth management firm has tabbed the head of U.S. markets for its wealth division to head the entire division.

11.06.24
People Moves
Midwest University Hires Next CFO

The university has named a new executive v.p. and cfo as its finance head is set to retire in the first quarter after 17 years in the role.

11.06.24
People Moves
Financial Services Company Hires Debt Advisory Director

The firm has hired a director of debt advisory to strengthen its capital advisory team and financial sponsors group, which serves middle-market clients in the consumer, diversified industrials, financial institutions and technology verticals.

11.06.24