Announcements

People Moves
Midwest Foundation Hires Impact Investing Director

The foundation has hired a director of impact investing to oversee its program-related and mission-related investment portfolio totaling more than $120 million.

10.16.24
People Moves
Specialized Mgr. Promotes President, Names Senior Advisor

The firm has promoted a senior advisor to the fill-time role of president, while also appointing the founder of a financial and strategic advisory firm as a senior advisor.

10.10.24
Industry News
Investment Firm Acquires Southeastern RIA

The global investment manager and wealth management firm has acquired a Florida-based registered investment advisory firm as it looks to advance its footprint in Florida and the Southeast region.

10.09.24
People Moves
New England School Names New Finance Head

The school hired a new cfo to oversee its financial and business matters, including its endowment, in the third quarter as its finance head left for a role at a nearby institution.

10.09.24
People Moves
Western Trust Fund To Search For Investment Head As CIO Sets Retirement

A trust fund based will start a search for a new cio to manage its trust fund later this year as its cio prepares to retire next year.

10.03.24
People Moves
Outsourced CIO Adds Investment Analyst

The firm has hired an investment analyst to support its investment team with analytical research to inform asset allocation and portfolio construction decisions.

10.02.24
People Moves
New England College Adds Board Members

The college added three new members, including two investment professionals, to its board of trustees to serve four-year terms beginning this summer.

09.25.24
People Moves
Outsourced CIO Grows Impact Team

The outsourced cio has hired a managing director and senior associate to serve on its impact investment team and support the firm in providing clients with impact investment solutions.

09.25.24
Real Estate
Real Estate Mgr. Forms Globally Focused Investment Mgmt. Leadership Team

The firm has updated its investing leadership structure, forming a globally-focused investment management leadership team, in preparation for its next phase of growth.

09.25.24
Credit/Private Debt
Two Investment Managers Forming Private Credit Joint Venture

The joint venture will provide flexible private credit solutions that support the needs of lower and middle market businesses.

09.25.24