Announcements

ESG
Investment Manager Completes Acquisition Of ESG & Impact Firm

The firm has completed its acquisition of a specialist global ESG and impact fixed-income investment manager, adding approximately $1 billion to its total assets under management.

12.21.22
People Moves
Financial Services Firm Names New CEO As Board Chair

The firm appointed its president and ceo as board chair and hired a new executive director for enterprise and operational risk.

12.21.22
People Moves
Private Equity Firm Adds Two Operating Partners

The firm added two operating partners to work with management and investment teams to build value with its portfolio companies.

12.16.22
Asset Study/Review
Southern School Votes To Join University of Texas System

The university’s board of regents voted to join the system as a member institution last month in part because of its larger applicant pool and access to long-term investment funds.

12.15.22
Industry News
Registered Investment Advisor Acquires Another Firm

The firm has acquired another investment advisor to grow its client base throughout the Southeastern region.

12.15.22
People Moves
Northeast University Elects Names Investment Banking Pro as Board Chair

The university recently elected a new board of trustees chair to guide its educational mission and fiscal policies.

12.15.22
Venture Capital
U.S. Venture Partners Raises $400 Million For Early-Stage Venture Fund

The fund focuses on early-stage start-up companies in the U.S. or Israel.

12.15.22
People Moves
West Coast University Hires V.P. For Finance

The institution has appointed a new v.p. for finance and administration ten months after filling the position with a cfo from a mid-Atlantic college.

12.14.22
People Moves
Wealth Mgmt. Firm Adds Chief People Officer

The firm has hired a chief people officer to oversee its human resources department including its talent acquisition strategy and diversity, equity and inclusion initiatives.

12.14.22
People Moves
Wealth Mgr. Names Market President For Santa Barbara Region

The firm has appointed a market president for the Santa Barbara region, who will lead the team in client service and accelerate the growth of its wealth management platform.

12.14.22