Announcements

People Moves
Northwest University Foundation Hires New CFO

The foundation has hired a new cfo to oversee its finances and endowment portfolio following a search from earlier this year as its finance head left to pursue other opportunities.

05.18.23
People Moves
Investment Mgmt. Firm Adds Investment Advisor & Wealth Manager

The firm has acquired a New England-based investment advisor and wealth management firm that has more than $500 million in assets.

05.18.23
People Moves
Outsourced CIO Adds Deputy CIO

The deputy cio will focus on portfolio construction, manager research and business development.

05.16.23
People Moves
Investment Consultant Adds New Role To Lead Outsourced CIO Practice

The firm hired an industry veteran to serve as senior v.p. to lead its outsourced cio practice, implement best practices and expand business development.

05.16.23
People Moves
Midwest Healthcare System Names New CFO

The health system hired a new cfo in the first quarter to lead all financial operations and corporate finance strategies.

05.11.23
People Moves
Midwest University Adds New Finance Head

The university hired a new v.p. for finance and administration and treasurer in the first quarter following a search after its previous finance head left in late 2021.

05.11.23
People Moves
Investment Firm Hires Strategic Partnerships MD

The Northeast-based firm has named a managing director of strategic partnerships to work on deepening its relationship with turnkey asset management platforms and broker-dealer/registered investment advisor platform distribution teams.

05.04.23
Industry News
JPMorgan Assumes Most Assets, Investment Mgmt. Biz From First Republic

The global banking conglomerate has acquired most assets of San Francisco-based First Republic Bank following its collapse.

05.04.23
People Moves
Private Markets Manager Announces Promotions

The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.

05.04.23
People Moves
Western Foundation Adds Investments Principal From Nearby Nonprofit

The principal of investments joined in March after seven years at a nearby nonprofit, where they helped grow the institution’s assets to more than $1 billion from $250 million.

05.04.23