Announcements
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.
The firm has acquired a New England-based investment advisor and wealth management firm that has more than $500 million in assets.
The deputy cio will focus on portfolio construction, manager research and business development.
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.
The health system hired a new cfo in the first quarter to lead all financial operations and corporate finance strategies.
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.
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.
The global banking conglomerate has acquired most assets of San Francisco-based First Republic Bank following its collapse.
The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.
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.