Announcements
The firm has acquired investment and wealth management firms in recent months, adding roughly $6.2 billion in client assets.
The organization selected a new general investment consultant for its portfolio following a search process initiated due to the impending contract expiration of the incumbent.
The institution has hired a new cfo to oversee its finance and budget offices from another prominent institution in New England.
The firm has added a global head of sales and head of advisor relationships and strategic partnerships to expand its wealth management segment.
The college has hired a new v.p. for finance to oversee its financial planning, budgeting, accounting and reporting as well as manage cash flow and investments following national search from late 2025.
The firm has appointed a new head of U.S. transactions as its previous head has transitioned to a portfolio manager role for one of its funds.
The firm has named an in-house successor to its current head, who is set to retire next month after 37 years with the organization.
The university has tabbed its interim cio to take over the position permanently following a national search as its previous investment head left to lead a mid-Atlantic endowment.
The firm expanded its employee ownership to include a senior v.p. and consultant, reflecting both their individual contributions and the firm’s sustained growth across the Southeast.
The wealth management and strategic advisory firm’s incumbent cio is transitioning to a new role as chair of the firm’s board of directors.