Announcements

People Moves
Northeast Foundation Elects Mid-Atlantic College CIO To Board

The foundation elected the mid-Atlantic college’s cio to its board, which is tasked with managing the organization’s affairs and property.

09.13.23
People Moves
Investment & Wealth Mgmt. Firm’s Next CEO In Place Following Retirement Of Former Head

The firm has filled its ceo role through an internal succession plan following the retirement of its president and ceo at the end of August after 13 years in the role.

09.13.23
People Moves
Mid-Atlantic University Hires Director From Public Pension System

The university hired a director of investment services to provide analytical and technical support for its investment division from a mid-Atlantic public pension system.

09.13.23
People Moves
Northeast Foundation MD Joins Prominent Family Office

The managing director of public investments at a Northeastern foundation recently left the position to join a nearby family investment office as a managing director.

09.13.23
People Moves
Loomis Sayles Adds Two Directors

The firm hired a director to focus on business development efforts for clients in the Midwest and a director to handle new business development, strategy and asset growth across all sub-advisory business channels.

09.13.23
People Moves
Investment Consultant & OCIO Hires Director From Western Investment Consulting Firm

The firm added a director to its investment team in August from a Western investment consulting firm, where they served as a consultant for nearly three years.

09.13.23
People Moves
Midwest Foundation Hires Investment Director

The foundation has hired an associate v.p. and director of investments to oversee all components of its investment team and portfolio as well as co-lead the sourcing, screening, selection and due diligence of investment managers.

09.13.23
People Moves
U.S. Bancorp Names Distribution Head For OCIO Practice

The firm has named a head of distribution for its institutional outsourced cio practice, housed within subsidiary PFM Asset Management, to support its go-to-market strategy for consultant relations.

09.07.23
People Moves
Mid-Atlantic Medical Center Hires Next CFO

The institution has hired its next cfo from a health system in the South as its current finance head is set to retire after 33 years of service.

09.07.23
Private Equity
Western Tribe Launches New Direct Private Equity Group

The tribe’s growth fund, which handles investments in energy, real estate and private equity, announced the launch of a new subsidiary to make majority and minority private equity investments in lower middle market companies.

09.06.23