Announcements

Announcements
New England University Prohibits Direct Coal, Tar Sands Company Investments

A university in New England has updated its investment policy to prohibit direct investments in coal and tar sands companies and launched an impact investment initiative.

02.17.21
People Moves
Mid-Atlantic Institute CIO To Retire

The cio of a mid-Atlantic institute will retire from the organization.

02.12.21
Industry News
New England College CIO Departing

The cio of a college in New England is departing later this year.

02.11.21
MRI/Social Investments
Southern Foundation Scaling Up Impact Fund

A foundation based in a Southern state is growing its impact fund.

02.11.21
Announcements
New England University Adopts Carbon-Reduced Portfolio

A university based in New England is reinvesting a portion of its overall investment portfolio currently invested in carbon-intensive companies.

02.11.21
People Moves
Northeast Foundation Names New CIO

A foundation in the Northeast has hired a new cio to oversee its more than billion-dollar portfolio.

02.11.21
Announcements
Western Health System CIO Retires

The cio of a health system in the West retired last month after almost 28 years with the institution.

02.11.21
Announcements
First Republic Adds Wealth Mgmt. Team

First Republic Investment Management has hired a three-person wealth management team.

02.11.21
Announcements
UBS Adds Seven-Member Advisory Team

UBS Private Wealth Management has hired a seven-person team of advisors.

02.11.21
People Moves
BNY Mellon Adds Client Strategist

BNY Mellon Wealth Management has appointed a senior client strategist to initiate relationships and deliver needs-based solutions based on client investment objectives across investment management, wealth planning and family office management

02.11.21