Announcements
The third opportunity zone fund comes after the firm held the final close of its second opportunity zone strategy in excess of its predecessor fund.
The community foundation has partnered with local government to invest $200 million in loans and grants for affordable housing projects.
The promotion comes as the foundation’s previous head is set to retire late next month.
The firm hired a director to serve as a senior member of its manager research group with a focus on private equity investments.
The hospital has promoted its former controller to cfo to oversee its finances and investments as its previous finance head retired in mid-2022.
The foundation has hired a new cfo to oversee its finances and endowment portfolio following a search from earlier this year as its finance head left to pursue other opportunities.
The firm has acquired a New England-based investment advisor and wealth management firm that has more than $500 million in assets.
The deputy cio will focus on portfolio construction, manager research and business development.
The firm hired an industry veteran to serve as senior v.p. to lead its outsourced cio practice, implement best practices and expand business development.
The health system hired a new cfo in the first quarter to lead all financial operations and corporate finance strategies.