Announcements
The foundation hired its new cio from a Midwestern foundation, where they served as managing director for the last four years.
A partnership of independent fiduciary wealth management firms has named a new ceo to take over in February.
The Western boutique investment firm has entered into an agreement to acquire a Memphis-based investment manager’s approximately $650 million in assets.
The firm appointed its president of EMEA and global head of institutional banking and markets as co-presidents of asset serving as the current head is set to retire after 40 years at the firm.
The fund hired an individual to lead its co-investment and direct investment program, which began last year as part of an updated strategic plan.
The foundation selected a new general investment consultant to oversee its portfolio after launching a search earlier this year as it had been five years since it last put the services out for bid.
The firm has appointed a new regional v.p. for the Eastern territory to expand partnerships with registered investment advisors, financial advisors, family offices and institutions.
The foundation recently promoted its senior v.p. of finance to cfo to oversee its financial functions and systems, including its investments, after its cfo left for the same role at a Southwestern community foundation.
The firm recently closed its seventh fund at its hard cap after attracting a diverse mix of institutional investors.
The mid-Atlantic based investment manager has named its global head of real estate securities and managing director of private equity real estate as co-cios.