Announcements

Consultant/OCIO/Discretionary
Southern University Launches Discretionary Investment Manager Search

The university has initiated a search for a firm to provide active discretionary management services for its portfolio for standard due diligence purposes.

07.16.24
People Moves
Private Equity Manager Adds Co-Head Of Climate

The global manager has added a partner and co-head of climate to help lead its dedicated climate investing team, which was established earlier this year.

07.11.24
People Moves
New England University Elects New Members To Board Of Fellows, Trustees

The university elected one new member to its board of fellows and six new members to its board of trustees, including two experienced investment professionals.

07.11.24
Consultant/OCIO/Discretionary
Investment Advisory Firm Acquires Investment Consultant & OCIO

The Northwest-based wealth manager and investment advisory firm is absorbing an investment consulting firm that works with several nonprofit organizations.

07.10.24
People Moves
Financial Services Firm Names New Head Of Asset Management

The firm has appointed a new head of its asset management group to provide custom investment and advisory solutions for institutional clients as its current head is set to retire later this summer.

07.10.24
People Moves
Private Markets Manager Adds Senior Advisor

The firm has added the former executive v.p. and head of North America of a large asset manager as a senior advisor.

07.10.24
People Moves
Southern University Foundation Names New CFO

The foundation has hired a new cfo to begin later this month after its previous finance head left last year to join an information technology services and information technology consulting firm.

07.10.24
People Moves
Middle Market PE Firm Adds Managing Director

The Southern-based private equity firm has hired a managing director for its lower middle market strategy, which was launched last year.

07.10.24
People Moves
Southern University Names New CFO

The university has named a new executive v.p. and cfo after its finance head retired on May 31 after more than 25 years of service.

07.10.24
People Moves
Ivy League University Adds Seven New Board Members

The university elected seven new members to its board of trustees, including four with investment experience, to oversee its endowment, approve its operating budget and set policies.

07.03.24