Announcements
The foundation’s cfo died unexpectedly at the end of the third quarter after seven years in the role.
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.
The firm has acquired a North Carolina-based investment advisor and financial planning firm with more than $1.3 billion in assets.
The university has elected two new vice chairs for its board of trustees and named its first woman board chair.
The firm has acquired an investment advisory team based in Atlanta.
The European manager has released its proprietary sustainable investment scoring and data to the public.
The firm has added the former global cio of an insurance company as a senior advisor to assist its team with relationships, resources and industry knowledge.
The firm will promote one of its co-presidents to ceo at the beginning of 2024 as its current ceo will become executive chair.
The firm has added a senior v.p. and regional director in Washington D.C., to support its efforts to grow its foundation, endowment and nonprofit clients in the region.
The wealth manager and registered investment advisor has agreed to acquire an institutional advisor that works with foundations, endowments, corporations, hospitals and religious organizations.