Announcements
A wealth advisory team in the Houston area has joined a global financial advisory firm.
The investment advisory firm has purchased a women-led wealth management firm based in the Midwest.
The firm hired a head of ESG to develop an ESG strategy and standardize and enhance its ESG strategies.
The Midwest-based firm has promoted three principals to managing director and two directors to principals, while hiring a new principal to deploy a strategy that aims to partner with management leaders in sectors to identify, acquire and build market-leading companies.
The firm closed its inaugural special situations fund with over $85 million in commitments from new and existing institutional investors after beginning fundraising in late 2021.
The firm added a senior advisor to assist its full-time team with relationships, resources and industry knowledge to help optimize results for its portfolio investments.
The firm has partnered with a financial technology company to launch a blockchain option within its private assets fund.
The firm hired a new advisor to work with clients in the New Orleans area.
The firm has hired a portfolio manager within its multi-asset team to build out its sustainability investment offerings.
The university is an anchor investor in a Black-owned venture capital firm’s first strategy that closed last month with more than $60 million in commitments.