Announcements

People Moves
Financial Services Firm Names Asset Servicing Co-Presidents

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.

12.18.25
People Moves
Southern Fund Snags Co-Investment Head From Midwest Investment Board

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.

12.18.25
Consultant/OCIO/Discretionary
Midwest Foundation Selects New Consultant

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.

12.16.25
People Moves
Investment Advisor Appoints Regional V.P. For Eastern Territory

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.

12.16.25
People Moves
Midwest Community Foundation Promotes Senior V.P.

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.

12.15.25
Private Equity
Healthcare PE Firm Closes Seventh Fund At Hard Cap

The firm recently closed its seventh fund at its hard cap after attracting a diverse mix of institutional investors.

12.10.25
People Moves
Real Assets Manager Names Co-CIOs

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.

12.10.25
People Moves
Mid-Atlantic University Searching For Analysts

The university is searching for investment analysts to have an active role in discussions and decision-making, while also helping select external investment specialists and set policy and strategy.

12.04.25
Administrator - Bundled
Western University Consolidates Retirement Plan Record Keepers

The university is consolidating to one record keeper for its retirement plans to simplify plan administration and reduce participant costs.

12.04.25
People Moves
New England Institution Adds Three Investment Professionals To Board

The university elected three members to its board of directors to help oversee management of its endowment portfolio and related financial assets.

12.04.25