Announcements

People Moves
Southern Foundation Names Seventh President

The foundation has named its next president, effective January 2024, after its current head announced in the first quarter of 2023 that they would retire following 18 years in the role.

11.15.23
People Moves
Investment Manager Hires Wealth Solutions Head

The global investment manager has hired a leader for its U.S. wealth management team.

11.15.23
MRI/Social Investments
KKR Closes Second Global Impact Fund

The global asset manager raised nearly $3 billion from institutional investors for its second private equity fund focused on impact investments.

11.08.23
People Moves
Midwest Foundation To Search For Next CEO

The foundation will initiate a search for its next president and ceo at the start of 2024 as its current head will depart after more than three decades at the organization.

11.08.23
People Moves
Southern Foundation CFO Dies

The foundation’s cfo died unexpectedly at the end of the third quarter after seven years in the role.

11.08.23
Equity
Financial Advisory Firm Launches Equity Research Group, Names Lead Analyst

The firm has launched an equity research group to further build and develop its efforts in the global sustainable energy, technology and infrastructure markets and hired a lead analyst to head the group.

11.08.23
Industry News
Investment Consultant Acquires Investment Advisor & Financial Planner

The firm has acquired a North Carolina-based investment advisor and financial planning firm with more than $1.3 billion in assets.

11.08.23
People Moves
Northeast University Names New Board Chair, Vice Chairs

The university has elected two new vice chairs for its board of trustees and named its first woman board chair.

11.02.23
Industry News
Wealth Management Firm Acquires Atlanta Investment Advisory Group

The firm has acquired an investment advisory team based in Atlanta.

11.02.23
ESG
Investment Manager Releases Sustainable Investment Data

The European manager has released its proprietary sustainable investment scoring and data to the public.

11.02.23