Announcements

People Moves
Manager Promotes SMID Equity Portfolio Manager

The investment manager has named a new lead portfolio manager for its small and small- to mid-cap equity team.

04.04.24
People Moves
Western Program Hires Next Executive Director

The program has hired its next executive director to provide policy, program and technical direction after its previous head left for a new role.

04.04.24
Industry News
Wealth And Alternatives Manager Acquiring Outsourced CIO

The firm is absorbing an outsourced cio provider and advisory firm to expand its operations in key regions in the U.S. and enhance its offerings in the outsourced cio market.

04.04.24
Consultant/OCIO/Discretionary
Investment Consultant Absorbs Southern Wealth Manager

The investment consulting firm has acquired a Virginia-based wealth and investment management firm, which has 25 to 30 nonprofit clients in addition to family office, individual and institutional investors as well as financial service firms.

04.03.24
Consultant/OCIO/Discretionary
Investment Veteran Launches Management Consulting And Capital Placement Firm

A veteran within the investment consultant space has started an advisory firm to assist investment managers that offer private markets strategies.

03.28.24
Announcements
Northwest Ohio Universities Merging

The two Christian-affiliated universities have agreed to merge campuses under one organization, while their endowments will remain separate.

03.27.24
People Moves
Active Equity Manager Names New Shareholders

The manager has expanded its ownership with two new shareholders, who will share in in decision-making control at the firm.

03.27.24
People Moves
Northeast Foundation Names Investment Manager CEO To Board

The foundation has elected the chair and ceo of an employee-owned investment manager to a six-year term on its board of trustees.

03.27.24
People Moves
Southern Foundation Private Equity Managing Partner As Board Chair

The firm elected the managing partner of a private equity firm as the new chair of its board of trustees in early March.

03.13.24
People Moves
Private Investment Firm Adds Investor Relations Head

The firm hired a managing director and head of investor relations to lead its fundraising and investor relations activities as well as create and strengthen new and existing client relationships.

03.13.24