Announcements

People Moves
California Director Joins Alternatives Manager As MD

The director has left the institution to join an alternatives firm as a managing director focused on investments across non-corporate debt and real assets.

01.12.23
Industry News
Commonfund Renaming Outsourced CIO, Private Equity Businesses

Commonfund will rename its two core businesses effective Feb. 1 to enhance clarity while supporting continued growth.

01.12.23
People Moves
First Republic Taps Wealth Managers From Morgan Stanley

The firm has added a four-person wealth management team to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.

01.11.23
People Moves
Northwest 529 Plan Hires New Director

The college savings plan hired a new executive director following a search after its previous head left in November to join a municipal financial advisory firm.

01.10.23
People Moves
Investment Firm Hires New Wealth Management Head

The wealth advisory and investment firm has hired a new executive v.p. and head of wealth management as its previous head stepped down from the role to head the firm’s private client group on Jan. 1.

01.10.23
People Moves
PineBridge Names New Leadership Team For Asia Fixed-Income

The firm has named co-heads of Asia ex-Japan fixed-income effective Jan. 3 as part of a measured transition ahead of the retirement of its co-head of emerging markets and head of Asia ex-Japan fixed-income in June 2023.

01.05.23
People Moves
Investment Management Software Firm Names New CEO

The global firm has removed the interim label from its ceo, who has been filing the position since August 2021 and has been an investor and board member for more than a decade.

01.05.23
People Moves
Midwest University Names Private Equity CEO As Board Chair

The university appointed the founder and ceo of a private equity firm as chair of its board of trustees on Jan. 1.

01.05.23
Industry News
Investment Advisor Acquires Wealth & Investment Mgmt. Firm

The investment advisor absorbed substantially all the wealth and investment management firm’s $1.75 billion in assets in a deal that closed earlier this month.

12.21.22
Industry News
Capital & Advisory Services Firm Makes Strategic Investment In Investment Advisor

The firm has made a strategic minority investment in an investment advisor that has $6 billion in assets under management and advisement.

12.21.22