Announcements
The firm has acquired a registered investment advisor that brings more than $180 million in assets under management and a focus on Washington state.
The firm hired a senior v.p. and investment consultant focused on nonprofit organizations as part of its client solutions team.
The institution has named an interim v.p. for finance and administration to oversee its investment program after its previous finance head left after over one year in the role.
The college has hired a new v.p. for finance and cfo to lead all aspects of its financial operations, including budgeting, accounting and investment practices, from a nearby university.
The foundation will conduct a search for its next president as its current head will leave at the end of the year to pursue a new opportunity.
The Denver-based wealth management firm has acquired another advisory firm based in San Diego and a wealth manager based in Texas.
The Northeast-based firm completed the final closing of its first real estate hospitality fund with more than $275 million in equity commitments.
The university has elected four new members to its board of trustees, including one investment professional, and named a new board chair effective July 1.
The university added seven new members to its board of trustees, including one former investment professional and an operating advisor for a private equity firm.
The firm has acquired a Maine-based investment advisor, which works with individuals, family offices and institutional investors, as part of its continued expansion in the state.