Announcements

Hire will manage team of private wealth advisors serving the needs of high-net worth individuals, nonprofit organizations and others throughout Norther California, Oregon and Washington.

Initiative aims to have 50 endowments adopt a goal of net-zero greenhouse gas emissions by 2050.

A discretionary advisor has appointed new co-cios to succeed its current investment head, who will be leaving to pursue an entrepreneurial endeavor.

Hire will oversee sustainable investing and global engagement policies, research and product development agendas.

A company has added five managing directors to its ESG team.

One hire will be responsible for managing relationships with ultra-high-net-worth clients, family offices and regional endowments and foundations, while another will provide investment management services for local families and foundations.