Announcements

Industry News
Firm To Acquire Stonegate Capital Advisors

Company will merge with the acquired firm’s existing Scottsdale office.

10.07.21
Industry News
Firm Promotes COO, Senior Director

Team member will continue to oversee firm’s operations and advise on strategic initiatives and investments.

10.07.21
Industry News
Firm Appoints Senior Advisor

Hire joined the firm from HSBC, where he has worked for 27 years.

10.07.21
Industry News
Private Fund Management Company Announces Launch

A private fund management company is being spun out from an investment advisor to offer fund management services to a broader geographic client base.

09.30.21
People Moves
New England Community Foundation Adds Mission Investment Mgr.

A community foundation in New England has hired an investment manager to help manage its mission investment portfolio.

09.30.21
Industry News
Firm Buys Stake In Caprock

Financial terms of the deal were not disclosed.

09.30.21
Industry News
Firm Hires Partner For Equity Team

Hire will serve on the firm’s investment committee and help lead investing efforts on the West Coast.

09.30.21
Industry News
Northeast University CIO Joins Alternative Investments Board

A cio at a university in the Northeast has joined the board of trustees of an alternatives investments board.

09.30.21
Industry News
Mid-Atlantic University Hires Next CFO

A university in the Mid-Atlantic region has appointed its next cfo to handle all aspects of its financial management following a search from earlier this year.

09.23.21
Industry News
Black Venture Capital Consortium, Ford Foundation Close Venture Fund Led By HBCU Students

The fund also seeks to increase limited number of diverse venture capitalists.

09.16.21