Announcements

People Moves
Outsourced CIO Executive Chair Dies

The executive chair of the outsourced cio recently died after joining the mid-Atlantic based firm in the role in the third quarter.

06.28.23
People Moves
Midwest Nonprofit Adding Deputy CIO To Succeed Investment Head Following 2024 Planned Retirement

The nonprofit has hired the executive director and cio of a nearby public defined benefit plan as deputy cio and they will succeed the nonprofit’s cio following their planned retirement in summer 2024.

06.28.23
People Moves
Mid-Atlantic Foundation Seeks Public Markets, Investment Ops. V.P.s

The foundation is searching for newly created roles of v.p. of public markets and a v.p. of investment operations following the appointment of a new ceo and cio in the first quarter.

06.28.23
Surveys/Studies
Outsourced CIO Provider Increases Firm Diversity, Diverse Manager Engagement: Report

The West Coast-based outsourced cio’s DEI efforts have diversified its team and enhanced its engagement with diverse-owned managers.

06.28.23
People Moves
Wealth Manager Acquires Private Advisory Groups; Hires Small Cap PM

The wealth management firm recently acquired three private advisory groups and has added an associate portfolio manager for its U.S. small and small- to mid-cap equity strategies.

06.22.23
People Moves
West Coast Private Firm Adds Operating Partner

The woman- and- minority- owned firm added an operating partner as part of its approach to support profitable companies facing a transformational growth event.

06.22.23
People Moves
Midwest Foundation Hires Sarah Lawrence College V.P. As CFO

The foundation has hired the former v.p. of finance and operations at Sarah Lawrence College to serve as its cfo and help oversee its finance and investments.

06.22.23
People Moves
Wealth Mgmt. & Investment Advisory Firm Names President

The firm recently filled the newly created role of president to oversee its strategy, offerings and firm-wide integration.

06.22.23
ESG
J.P. Morgan Launches Sustainable Investment Data Tool For Institutional Investors

The tool enables institutional investors to extract value from sustainable investment data supplied by providers through technology-enabled normalization, management, calculation and screening capabilities.

06.21.23
People Moves
Southern University Reelects Board Chair, Vice Chair

The university’s board of trustees recently reelected its board of trustees chair, a managing partner at a nearby private equity firm, and its vice chair, a managing director of a commercial real estate brokerage firm.

06.21.23