Announcements
The wealth management business has named a new president to lead the firm’s business across a major Midwestern state due to an upcoming retirement.
The firm has hired a managing director to oversee its venture platform including sourcing and evaluating investment opportunities, developing manager relationships and guiding portfolio construction.
The firm is expanding its global credit team, which includes more than 40 portfolio managers and analysts, with appointments in London, New York and Rotterdam.
The advisor will guide the firm’s global digital infrastructure platform as it accelerates investments in the next generation of artificial intelligence, data centers and energy.
The new ceo leads a firm with more than $20 billion in assets.
The firms intend to broaden access to diversified public and private market portfolios with a focus on retirement and wealth channels.
The estate of the co-founder of Microsoft and philanthropist has started a new foundation promoting bioscience and environmental stewardship based on the West Coast.
The firm has hired a head of investment management to lead the development of its first centralized investment management platform for individuals, foundations and family offices.
The university has elected a new chair of its board of trustees after its former chair, the co-founder of an investment manager, retired after 11 years of service, including four as chair.
The two firms, which will keep their names, will merge to expand their national presence and strengthen their position with ultra-high-net-worth individuals, families and institutions, including foundations and endowments.