Announcements

Firm will partner with diverse asset managers, federally chartered community development financial institutions and other mission-driven organizations.

Hires will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Bard College has announced a $500 million pledge to its approximately $209 million endowment from a prominent investor and philanthropist.

The board of a Western endowment appointed a new chairman in February after its previous chair passed away due to complications arising from COVID-19.

The newly created position is based in San Francisco.

Midwestern university foundation has promoted members of its investment staff.