Announcements

People Moves
Asset & Wealth Mgmt. Firm Adds Sr. Advisor To Foundation Practice

The firm recently added a senior investment advisor to support its foundation, endowment and institutional nonprofit clients.

11.17.22
Asset Study/Review
Midwest College Boosting Endowment With Record-Breaking Gift

The college is preparing to significantly increase its endowment to $750 million with a matching gift from an anonymous donor.

11.17.22
Industry News
Gallagher & Co. Acquires Wealth Mgmt. & Asset Mgmt. Platform

The firm has acquired a wealth management and asset management platform with over $1 billion in assets under advisement.

11.17.22
ESG
Global Private Credit Council Launches ESG Disclosure Template

The global group of alternative asset managers has spearheaded a new standard format for ESG-related disclosures for private companies or investors in partnership with top investment firms.

11.17.22
People Moves
Western Real Estate Firm Names New CEO

The agricultural REIT has tabbed its president to become its next ceo in the first quarter of 2023 as part of executive succession plans.

11.17.22
People Moves
Financial Services Firm Hires MD For Equity Group

The firm hired a managing director for its equity capital markets team to focus on origination and execution in the financial institutions and financial technology industries.

11.17.22
People Moves
LCG Announces Senior V.P. Promotion

The investment consulting firm announced that Adam Laubacker has been promoted to senior v.p.

11.17.22
People Moves
Investment Advisory Firm Hires Sr. Investment Advisor

The firm hired a senior investment advisor to work with private clients, develop and execute long-term investment and wealth strategies and manage investment portfolios.

11.17.22
People Moves
Investment & Wealth Mgmt. Firm Announces CEO Succession Plans

The firm’s president and ceo will retire at the end of August 2023 and be succeeded by the firm’s director of investments.

11.10.22
ESG
Canadian Institution Achieves Fossil Fuel Divestment, Sets New Carbon Footprint Reduction Target

The university has divested its endowment from direct investments in fossil fuel companies and has set a more ambitious target for reducing its carbon footprint after reaching its initial target almost a decade ahead of schedule.

11.10.22