Announcements
The discretionary advisor has promoted two staff members as partners and five as managing directors as the firm opened its newest U.S. branch in Texas.
The institution is seeking a managing director to spearhead investments in oncology-focused startups and source, evaluate and negotiate early-stage investment opportunities.
An investment consultant is adding approximately $2 billion in client assets through the acquisition of two registered investment advisors and wealth management firms.
At least three nonprofit organizations have committed to a venture capital manager’s inaugural fund, which recently closed with more than $60 million in commitments.
The firm has promoted two team members as managing directors on its healthcare and investor relations teams.
The firm has named a new president and ceo after hiring a senior managing director within its RIA-focused business.
The new senior v.p. and cfo will oversee management of the college’s treasury, endowment, debt and retirement funds.
The new cfo and v.p. of administration will lead, manage and oversee the foundation’s operational and administrative areas.
The firm’s oversubscribed inaugural fund will focus on making structured minority investments in well-positioned wealth management firms throughout the U.S.
The foundation is conducting the RFP process to fulfill its fiduciary duty.
