Announcements

Consultant/OCIO/Discretionary
Investment Advisory Firm Acquires Investment Consultant & OCIO

The Northwest-based wealth manager and investment advisory firm is absorbing an investment consulting firm that works with several nonprofit organizations.

07.10.24
People Moves
Financial Services Firm Names New Head Of Asset Management

The firm has appointed a new head of its asset management group to provide custom investment and advisory solutions for institutional clients as its current head is set to retire later this summer.

07.10.24
People Moves
Private Markets Manager Adds Senior Advisor

The firm has added the former executive v.p. and head of North America of a large asset manager as a senior advisor.

07.10.24
People Moves
Southern University Foundation Names New CFO

The foundation has hired a new cfo to begin later this month after its previous finance head left last year to join an information technology services and information technology consulting firm.

07.10.24
People Moves
Middle Market PE Firm Adds Managing Director

The Southern-based private equity firm has hired a managing director for its lower middle market strategy, which was launched last year.

07.10.24
People Moves
Southern University Names New CFO

The university has named a new executive v.p. and cfo after its finance head retired on May 31 after more than 25 years of service.

07.10.24
People Moves
Ivy League University Adds Seven New Board Members

The university elected seven new members to its board of trustees, including four with investment experience, to oversee its endowment, approve its operating budget and set policies.

07.03.24
People Moves
Alternatives Manager Hires Head Of Sales & Distribution

The firm has hired a managing director and head of sales and distribution to lead its sales and distribution efforts in the interval fund and closed-end fund marketplace.

07.02.24
Private Equity
Private Equity Firm Closes Oversubscribed Third Growth Equity Strategy

The firm has closed its oversubscribed third growth equity fund with more than $275 million in commitments.

06.26.24
People Moves
Southern Fund Hires Senior V.P.

The fund has hired a senior v.p. and acting cfo to provide strategic leadership in the areas of finance, human resources, information technology and planning and budget.

06.26.24