Announcements
Clients of the practice will continue working with the same wealth management team and will receive the same investment advisory, financial planning and other wealth management services.
The acquired firm manages $1.7 billion in assets for endowments, foundations and other institutional clients.
The hire was formerly a v.p. of foreign exchange sales for Barclays Capital.
Appointee reports to global head of sustainable investment and to chief strategy officer.
The company has added a senior wealth advisor focused on clients in the mid-Atlantic region.
The hire will lead the diverse-owned manager’s client engagement and sustainable activities.
The senior consultant joined from PNC’s family wealth group.
The London-based managing director joined a SPAC interested in climate technology companies.
The newly appointed ceo had served in the role on an interim basis previously.
The firm has transferred leadership responsibilities to four senior employees.