A Chicago area school has named a new chair of its board of trustees.
A wealth manager has acquired the investment advisory firm.
An investment consultant has named a new executive committee member.
A West Coast investment consultant hired a new principal.
Institutional investors must lean on governance-best practices to avoid being victimized by a market crisis such as the current one brought on by COVID-19, according to a recent report.
Hire works with firm’s wealth management clients.
The hire will oversee the manager’s sustainable investment team.
An investment advisory firm has acquired a wealth management firm.
The hire will assist with portfolio review and financial planning.