Announcements
Company added a senior investment advisor and senior fiduciary advisor to its team.
Global asset manager made the move on the heels of several other promotions at the firm.
An advisory firm has acquired an investment manager and wealth manager.
A Midwestern university named a new v.p. for finance and cfo earlier this month following a search from last year due to the impending retirement of its finance head.
The Las Vegas-based firm exclusively serves nonprofits, foundations and endowments.
Firm promoted its deputy cio to the role of president and cio as the prior investment head will become chairman.
The new platform will provide educational content to fiduciaries of nonprofit organizations with a focus on the six core principles of investment stewardship: purpose, policy, portfolio, process, people and perspective.
One now serves as managing director, while the other filled his former role as head of portfolio strategy group.
Both wealth management firms’ teams will be joining Mercer, including ceos from each.
The hires provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.