Announcements

People Moves
New England University Names Next Board Chair

The university has appointed a new chair of its asset management arm’s board of directors to help oversee its endowment and related financial assets.

06.26.24
People Moves
Midwest Foundation Names New President

The foundation has appointed a new president and ceo following the retirement of its former head after 13 years of leadership.

06.26.24
People Moves
Retirement Services Firm Names New Executive V.P.

The firm has promoted a staff member as its new executive v.p. to oversee its large corporate and nonprofit clients.

06.26.24
Equity
Great Lakes University Approves Domestic, Int’l Equity Investments

The university unanimously approved making public equity investments with new domestic and international equity managers within its endowment at its June board meeting.

06.25.24
People Moves
Northwestern 529 Plan Names New Executive Director

The college savings plan has hired a new executive director to lead all aspects of the program after its previous head left last month.

06.18.24
People Moves
Investment Manager Promotes Staffers To CEO, COO

The firm has promoted its senior v.p. and head of distribution to ceo and its senior v.p. for product management, corporate development and affiliate relations to coo.

06.18.24
Private Equity
Global PE Manager Closes Latest Healthcare Buyout Fund Above Target

The fund recently closed its third healthcare services buyout fund above its original fundraising target of $650 million.

06.18.24
People Moves
Investment Consultant Adds Senior V.P., Portfolio Advisor

The firm has hired a senior v.p. and senior portfolio advisor to provide investment advice, asset servicing and related services to help nonprofit clients.

06.12.24
People Moves
Alternatives Manager Adds Three Executives To Private Wealth Strategy

The firm has made three senor hires to accelerate its efforts to reach the private wealth channel and make its alternative products more accessible to a broader investor base.

06.12.24
Multi-Asset/Investment Advisor
Western Firm Acquires Investment Advisor

The acquisition of the firm, which has $775 million in assets under management, closed on May 31.

06.12.24