Announcements
The acquisition adds $210 million in assets across nonprofit endowment and other clients to the firm, while expanding its presence in Northeast Wisconsin.
The firm has launched three actively managed, equity mutual funds focused on generating competitive investment returns through responsible investing.
A global investment firm has received a growth capital investment to expand business lines, including its nonprofit clients.
The discretionary advisor recently hired the co-head of investment operations at a large investment manager to serve as its coo and oversee its daily operations.
The university established new investment lineups with new and existing managers for its 457(b) and 403(b) plans following a review from its general investment consultant and a retirement advisory committee.
The firm recently added a new member to its business development team to support its deal origination efforts and focus on building relationships with corporate sellers.
The foundation elected the mid-Atlantic college’s cio to its board, which is tasked with managing the organization’s affairs and property.
The firm has filled its ceo role through an internal succession plan following the retirement of its president and ceo at the end of August after 13 years in the role.
The university hired a director of investment services to provide analytical and technical support for its investment division from a mid-Atlantic public pension system.
The managing director of public investments at a Northeastern foundation recently left the position to join a nearby family investment office as a managing director.