Announcements
The outsourced cio and private markets solutions provider has promoted four employees to managing directors.
The firm’s second credit fund closes with more than $325 million in commitments across the fund and its co-investment vehicles.
The investment consultant has promoted its president and cio to ceo as its founder is transitioning to the role of strategic advisor.
The firm, which serves nonprofits and other investors, has promoted seven team members into its senior leadership team, including three partners and four managing directors.
The firm is acquiring the management agreements related to a global firm’s Canadian fund business, which includes 100 mutual funds and exchange-traded funds.
The treasurer’s office hired a new cio following a search from the first quarter of 2025 as its previous investment head retired.
The firm closed its acquisition of 100% of the equity of a platform that invests across all stages of the venture capital lifecycle.
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.