Announcements

People Moves
Mid-Atlantic University Elects New Board Chair

The university has elected a new chair of its board of trustees after its former chair, the co-founder of an investment manager, retired after 11 years of service, including four as chair.

09.04.25
Industry News
Two RIAs Entering Strategic Partnership

The two firms, which will keep their names, will merge to expand their national presence and strengthen their position with ultra-high-net-worth individuals, families and institutions, including foundations and endowments.

09.04.25
People Moves
Venture Firm Adds Investment Partners

The firm hired two new investment partners to source tech investments with a focus on cybersecurity, artificial intelligence, software and healthcare.

09.03.25
People Moves
Southern Medical School Names New CFO

The medical school has hired a new senior v.p. and cfo to manage its finances and investments following a search from earlier this year.

09.03.25
People Moves
Investment Manager Hires Consultant Relations MD

The firm hired a managing director to lead consultant relations efforts in the Western region of the U.S. as it looks to drive business growth.

09.03.25
People Moves
Global Manager Adds Institutional Head Focused On Northeast

The firm hired a head of institutional for the Northeast to oversee all aspects of its engagement with institutional asset owners and consultants in the region.

09.03.25
People Moves
Investment Advisor Appoints Senior MD To Wealth Mgmt. Team

The firm has hired a senior managing director to provide holistic wealth management services for clients, including financial planning, wealth transfer and family governance.

08.21.25
People Moves
Southern Foundation Adds Assistant Investment Director

The foundation hired an assistant investment director in the second quarter to focus on private market investments.

08.20.25
Announcements
Asset Manager Hires V.P. OF Business Development

The firm has hired a v.p. of institutional business development to lead sales and development as well as foster relationships with institutional investors, consultants and stakeholders.

08.13.25
Credit/Private Debt
Manager Selling Majority Stake In Private Credit Biz

The firm has signed a definitive agreement to sell a stake in its private credit business to another firm to create a stand-alone private credit asset management platform.

08.13.25