Announcements

People Moves
New York College Names CFO From Nearby University

The college has hired a new v.p. for finance and cfo to lead all aspects of its financial operations, including budgeting, accounting and investment practices, from a nearby university.

08.03.23
People Moves
Western Foundation To Search For Next President

The foundation will conduct a search for its next president as its current head will leave at the end of the year to pursue a new opportunity.

08.03.23
Industry News
Mercer Advisors Adds RIAs Private Asset Management, Steward Wealth Management

The Denver-based wealth management firm has acquired another advisory firm based in San Diego and a wealth manager based in Texas.

08.03.23
Real Estate
Global Mgr. Closes First Real Estate Hospital Fund

The Northeast-based firm completed the final closing of its first real estate hospitality fund with more than $275 million in equity commitments.

08.03.23
People Moves
Mid-Atlantic University Elects New Board Members

The university has elected four new members to its board of trustees, including one investment professional, and named a new board chair effective July 1.

08.03.23
People Moves
Southern Institution Adds Seven Board Members

The university added seven new members to its board of trustees, including one former investment professional and an operating advisor for a private equity firm.

08.03.23
Industry News
New England Investment Advisor Acquires Maine-Based Advisory Firm

The firm has acquired a Maine-based investment advisor, which works with individuals, family offices and institutional investors, as part of its continued expansion in the state.

08.03.23
People Moves
Mid-Atlantic Manager Names Biz Development Head

The firm has hired a managing director and head of business development to expand its institutional business.

08.01.23
Industry News
Global Asset Manager Acquiring ETF Business

The global firm is acquiring the manager’s ETF business and infrastructure, which focuses on supply chain onshoring and energy transition.

07.27.23
ESG
West Coast University Divests Energy Assets

A university based on the West Coast has completed divesting its endowment from fossil fuels after five years.

07.27.23