Announcements
The firm has added a senior v.p. and regional director in Washington D.C., to support its efforts to grow its foundation, endowment and nonprofit clients in the region.
The wealth manager and registered investment advisor has agreed to acquire an institutional advisor that works with foundations, endowments, corporations, hospitals and religious organizations.
The firm has hired a director to assist with asset allocation, investment policy development, investment manager search and selection and performance measurement for its foundation, endowment and family office clients.
The global asset manager has closed its third vehicle investing in high-growth technology companies across North America, Europe and Israel with $3 billion in committed capital from new and existing investors.
The firm has expanded its distribution team in the Americas with of two senior director appointments.
The nonprofit fund manager has hired a new v.p. and cfo to oversee its financial operations and investment portfolio as its previous finance head retired in the second quarter.
The university has appointed a new cfo and coo to oversee its budget and planning department and human resources and financial operations departments as well as its operations, facilities and information technology departments, respectively.
The university added two new members to its board of trustees, including the managing partner of a venture capital firm.
The foundation recently added the founder and ceo of an investment manager and the top academic officer of a state university to its board of trustees.
The firm has added private advisory teams from Janney Montgomery Scott and Wells Fargo Advisors to its global wealth management team.