Announcements

People Moves
Investment Advisor Appoints Regional V.P. For Eastern Territory

The firm has appointed a new regional v.p. for the Eastern territory to expand partnerships with registered investment advisors, financial advisors, family offices and institutions.

12.16.25
People Moves
Midwest Community Foundation Promotes Senior V.P.

The foundation recently promoted its senior v.p. of finance to cfo to oversee its financial functions and systems, including its investments, after its cfo left for the same role at a Southwestern community foundation.

12.15.25
Private Equity
Healthcare PE Firm Closes Seventh Fund At Hard Cap

The firm recently closed its seventh fund at its hard cap after attracting a diverse mix of institutional investors.

12.10.25
People Moves
Real Assets Manager Names Co-CIOs

The mid-Atlantic based investment manager has named its global head of real estate securities and managing director of private equity real estate as co-cios.

12.10.25
People Moves
Mid-Atlantic University Searching For Analysts

The university is searching for investment analysts to have an active role in discussions and decision-making, while also helping select external investment specialists and set policy and strategy.

12.04.25
Administrator - Bundled
Western University Consolidates Retirement Plan Record Keepers

The university is consolidating to one record keeper for its retirement plans to simplify plan administration and reduce participant costs.

12.04.25
People Moves
New England Institution Adds Three Investment Professionals To Board

The university elected three members to its board of directors to help oversee management of its endowment portfolio and related financial assets.

12.04.25
People Moves
Midwest College Eyes Next Finance Head

The college’s previous finance head left to serve as cfo at an investment advisory firm.

12.04.25
People Moves
Western Institution Seeks Senior Investment Associate

The institution is seeking a senior investment associate to support senior team members in the implementation and management of investment strategies.

12.04.25
People Moves
Midwest Foundation Hires First CIO

The foundation hired its inaugural cio from a nearby nonprofit to review and evaluate managers’ performance and assess new investments following a search from the second quarter.

12.04.25