Announcements

People Moves
Insurance Company Asset Mgmt. Arm Adds MD, Senior Relationship Manager

The firm hired a managing director and senior relationship manager to help clients address their strategic investment challenges and contribute their fiduciary expertise to the firm’s global growth plans and expansion of its institutional client base.

03.29.23
People Moves
Investment Manager Adds V.P. Of Sustainability

The firm hired a v.p. of sustainability global markets to oversee execution of sustainability and stewardship initiatives and serve as an advocate and spokesperson with clients, external organizations, policymakers, regulators and internal stakeholders.

03.23.23
People Moves
Pacific Northwest University Eyes Next CFO

The university’s v.p. and cfo is stepping down from the role later this spring to join a West Coast university as its next v.p. for finance and administration.

03.23.23
People Moves
Midwest University Adds Senior Investment Professional To Board Of Trustees

The university added a senior v.p. for investments and branch manager at a financial advisory firm to its board of trustees in the fourth quarter.

03.23.23
Venture Capital
Global Mgr. Closes Ocean Sustainability VC Fund Above Target

The firm has closed its latest fund, a venture capital strategy focused on rejuvenating the ecological health of the world’s oceans, above its initial target.

03.23.23
People Moves
Investment Advisor Names New Partner

The firm promoted an investments and planning team member to partner on Jan. 1 and they will continue to serve as an investment advisor and portfolio manager.

03.23.23
People Moves
National Association Names Next President

The association has named its next president and ceo to lead, direct and manage the organization following a search from last year as its previous head died after battling cancer.

03.23.23
Industry News
CAPTRUST Financial Advisors Acquires Monroe Vos

The firm acquired an advisory team that oversees more than $5.8 billion in client assets.

03.16.23
Industry News
NACUBO To Partner With Commonfund For 50th Annual Endowment Study

The National Association of College and University Business Officers has reentered a partnership with Commonfund for help in the development and publication of its annual study of college and university endowments.

03.15.23
Industry News
Investment Advisor Takes Equity Stake In Boutique Impact Mgr.

The firm has entered into an agreement to take an equity stake in a boutique impact investment manager and will provide operational support, marketing and distribution to investment consultants, institutional asset owners and wealth platforms.

03.15.23