Announcements

People Moves
Wealth Management Firm Names Next CEO

The firm’s current head will transition to serve as a board member to ensure continuity and a seamless transition.

02.19.25
People Moves
Southern University Appoints CFO

The university has promoted its v.p. of finance to cfo to oversee its financial strategy as its finance head left the institution to take over a nearby nonprofit organization as ceo.

02.19.25
MRI/Social Investments
Western Foundation Launching Impact Investment Fund

The foundation is launching an impact investment fund dedicated to driving growth and technological advancement in the region through venture capital.

02.19.25
Industry News
Climate Focused Firm Makes Strategic Investment In Private Markets Mgr.

An investment firm focused on climate-related investments has made a strategic investment in a private markets firm that is focused on environmental sustainability.

02.13.25
People Moves
Southern University Foundation Adds New Executive Director

The university has hired a v.p. for university advancement and executive director for its foundation to develop and execute its fundraising strategy.

02.13.25
People Moves
Global Manager Appoints Head of Institutional, Canada

The position is responsible for driving commercial development in the market and is the latest hire in the firm’s strategic growth plan to expand its footprint in the Americas.

02.12.25
Industry News
Another Congressman Introduces Bill To Raise Excise Tax On University Endowments

A new piece of legislation was introduced to raise the excise tax levied on annual private university endowment profits to ensure the portfolios are used to “benefit students and academic programs.”

02.12.25
People Moves
Wealth Manager Promotes Staff Members To Head of Banking & President of the East Region

A global wealth manager has named long-time employees to new positions within the firm – head of banking and specialized services and president of the East region.

02.12.25
People Moves
Investment Consultant Adds President & Head of Advisor and Intermediary Solutions Canada

The firm has hired a president of its Canadian business to help position the firm for long-term growth.

02.12.25
Multi-Asset/Investment Advisor
President Trump Signs Order To Create Sovereign Wealth Fund

President Donald Trump signed an executive order to establish a sovereign wealth fund on Feb. 3 to promote fiscal sustainability, lessen the burden of taxes on American families and small businesses and establish economic security for future generations.

02.06.25