Announcements
The firm has hired a principal to oversee its new West Coast office and provide wealth management services, wealth strategy and portfolio analysis to clients.
The credit firm recently closed its inaugural fund, which provides capital for small business owner-operators, above its target fundraise.
New managing director and head of investments joins from a nearby endowment and bolsters firm’s investment research, analysis and due diligence capabilities.
The bill will help ensure colleges and universities are providing opportunities to women and minority asset managers by mandating transparency and standardizing data collection.
The executive chair of the outsourced cio recently died after joining the mid-Atlantic based firm in the role in the third quarter.
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.
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.
The West Coast-based outsourced cio’s DEI efforts have diversified its team and enhanced its engagement with diverse-owned managers.
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.
The woman- and- minority- owned firm added an operating partner as part of its approach to support profitable companies facing a transformational growth event.