Announcements
The investment consulting firm’s president is leaving the firm at the end of the month for a global leadership role at a financial services firm.
The firm has hired for the newly created role of head of impact to lead comprehensive impact efforts at the firm level and across its portfolio.
Traditional asset managers looking to capture the growth of the endowment institutional channel will need to be highly targeted in their approach for winning mandates as new research finds large endowments with more than $1 billion in assets under management represent the best opportunity.
The firm has hired a senior managing director and head of capital markets to serve on its executive committee and help guide the next phase of strategic growth.
The firm expanded its Philadelphia multi-family office team with the appointment of a managing director to deepen relationships with private business owners, wealthy families, local endowments, foundations and nonprofit institutions in the region.
The firm has added two senior v.p.s of private market sales to focus on growing and diversifying its alternative solutions.
The firm has added investment vehicles from a leading global alternatives investment manager to its alternative investments access platform, which provides RIAs, broker-dealers and their clients access to private markets investments.
The university’s previous finance head left the role to join a leadership development consulting firm.
The firm has added a former partner of a prominent investment manager’s global private client business as a senior advisor to assist with relationships, resources and industry knowledge.
The university has elected seven members to its board of trustees, including two investment professionals, effective July 1.