Announcements
The firm added two new members to its advisory board as one of its inaugural members is set to retire after five years of service.
The firm acquired an advisory team that oversees more than $2 billion on behalf of individuals, families, endowments and foundations, the majority of which are located in the middle Tennessee region.
The global investment firm has acquired a wealth advisory team based in Austin, Texas, which marks its first investment advisory team in the city.
The value-add real estate manager has promoted an asset manager to v.p. of asset management to oversee its asset management team and take over responsibility for risk management.
The firm has added a green energy infrastructure investment team to its Asia business and the transaction is expected to be completed next month.
The philanthropic organization has tabbed a new president after its previous head left last year.
The firm opened two new offices in the Midwest and Southwest after hiring a seven-member team to lead them in 2021.
The firm has hired a director to help build its ESG initiatives and advise portfolio companies on their implementation of ESG best practices.
Firm’s new global head of real estate will lead the growth of its Canadian and U.K. real estate platforms in key markets.
The wealth management firm has hired a seven-person team led by four managing directors and wealth managers to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.