Announcements

People Moves
Northeast University Elects Two To Board Of Trustees

The institution elected two new board of trustee members and recognized three members becoming life trustees at a May meeting.

08.10.23
People Moves
Mid-Atlantic College Adds Two Board Members

The college named two senior professionals at investment advisory firms to its board of trustees at the end of July.

08.10.23
People Moves
West Coast Wealth Mgr. Acquires Regional Investment Advisor

The firm has acquired a registered investment advisor that brings more than $180 million in assets under management and a focus on Washington state.

08.09.23
People Moves
Investment Consultant Adds Senior V.P. Focused On Nonprofits

The firm hired a senior v.p. and investment consultant focused on nonprofit organizations as part of its client solutions team.

08.08.23
People Moves
Midwest Women’s College Names Interim V.P. For Finance

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.

08.08.23
People Moves
New York College Names CFO From Nearby University

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.

08.03.23
People Moves
Western Foundation To Search For Next President

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.

08.03.23
Industry News
Mercer Advisors Adds RIAs Private Asset Management, Steward Wealth Management

The Denver-based wealth management firm has acquired another advisory firm based in San Diego and a wealth manager based in Texas.

08.03.23
Real Estate
Global Mgr. Closes First Real Estate Hospital Fund

The Northeast-based firm completed the final closing of its first real estate hospitality fund with more than $275 million in equity commitments.

08.03.23
People Moves
Mid-Atlantic University Elects New Board Members

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.

08.03.23