Announcements

People Moves
Southern University Adds Five To Board, Including One PE Investor

The university has added five new members to its board of trustees, including one private equity investor, to oversee and align its strategic direction, educational policy, finances and operations with its mission.

10.16.24
ESG
New England University Rejects Divestment Proposal

The university voted against a student-led proposal to divest its endowment from companies involved in the Israeli occupation of Palestinian territory.

10.16.24
People Moves
Midwest Foundation Hires Impact Investing Director

The foundation has hired a director of impact investing to oversee its program-related and mission-related investment portfolio totaling more than $120 million.

10.16.24
People Moves
Specialized Mgr. Promotes President, Names Senior Advisor

The firm has promoted a senior advisor to the fill-time role of president, while also appointing the founder of a financial and strategic advisory firm as a senior advisor.

10.10.24
Industry News
Investment Firm Acquires Southeastern RIA

The global investment manager and wealth management firm has acquired a Florida-based registered investment advisory firm as it looks to advance its footprint in Florida and the Southeast region.

10.09.24
People Moves
New England School Names New Finance Head

The school hired a new cfo to oversee its financial and business matters, including its endowment, in the third quarter as its finance head left for a role at a nearby institution.

10.09.24
People Moves
Western Trust Fund To Search For Investment Head As CIO Sets Retirement

A trust fund based will start a search for a new cio to manage its trust fund later this year as its cio prepares to retire next year.

10.03.24
People Moves
Outsourced CIO Adds Investment Analyst

The firm has hired an investment analyst to support its investment team with analytical research to inform asset allocation and portfolio construction decisions.

10.02.24
People Moves
New England College Adds Board Members

The college added three new members, including two investment professionals, to its board of trustees to serve four-year terms beginning this summer.

09.25.24
People Moves
Outsourced CIO Grows Impact Team

The outsourced cio has hired a managing director and senior associate to serve on its impact investment team and support the firm in providing clients with impact investment solutions.

09.25.24