Announcements
The firm recently hired a head of investments and senior director of client consulting as part of the next phase of growth following a management buyout.
The investment advisory firm, which serves foundation and endowment clients, has agreed to acquire a New England-based advisor with $1.5 billion in assets.
The firm hired a head of institutional equities within its equity capital markets group to oversee research, sales and trading, corporate access and corporate services.
The firm added a six-person team based in Los Angeles to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations, among other clients.
The firm hired a v.p. to provide consulting services to nonprofits and other investors.
The firm announced the expansion of its executive leadership team with the appointment of a chief data officer, who has held the role since 2019.
The firm announced the appointment of its next president to help lead its strategic direction and corporate growth following the planned departure of current president.
The foundation announced its next president and ceo to lead its operations and strategies as its previous head is set to retire after more than 14 years at the organization.
The fund made an undisclosed commitment to an impact fund focused on Black- or Latinx-owned entrepreneurs and businesses in the St. Louis-area.
The firm added a managing director in Chicago for its real estate team.