Announcements

A private investment firm has announced the promotion of three staff members.

A wealth management firm has brought on former employees from a financial firm and opened a new company.

A Mid-Atlantic-based firm named a chief portfolio strategist for its outsourced cio team.

Nonprofits expect to focus on governance and best practices within their investment committees as means to better achieve their overall missions, according to a new SEI study.

Schwartz Investment Counsel, the investment adviser for the Ave Maria Mutual Funds, has announced several portfolio manager changes and promotions, effective Jan 1.

A firm has added three new members to its board of trustees.