Announcements
The university has hired a v.p. for university advancement and executive director for its foundation to develop and execute its fundraising strategy.
The position is responsible for driving commercial development in the market and is the latest hire in the firm’s strategic growth plan to expand its footprint in the Americas.
A new piece of legislation was introduced to raise the excise tax levied on annual private university endowment profits to ensure the portfolios are used to “benefit students and academic programs.”
A global wealth manager has named long-time employees to new positions within the firm – head of banking and specialized services and president of the East region.
The firm has hired a president of its Canadian business to help position the firm for long-term growth.
President Donald Trump signed an executive order to establish a sovereign wealth fund on Feb. 3 to promote fiscal sustainability, lessen the burden of taxes on American families and small businesses and establish economic security for future generations.
The firm has hired two leadership positions to help develop private markets investment solutions for the wealth management marketplace while educating financial intermediaries and their clients.
The senior advisor will leverage their real estate and capital markets expertise and relationship network to support the firm’s investment activity and platform growth.
The discretionary advisor has named the deputy cio of a Southern university as its cio to oversee the development and management of its global investment program.
The firm’s new additions include a director of institutional relationships, head of Atlanta wealth management, operations manager, reporting associate and relationship analyst.