Announcements
The consultant is acquiring an alternatives investment firm that provides solutions including insurance-linked securities, private credit, hedge funds and impact investing.
The registered investment advisor has selected an investment consultant as a strategic investment research advisor to strengthen its research efforts within asset allocation modeling, manager due diligence/selection and portfolio implementation.
The wealth management and investment advisory firm has agreed to acquire an investment manager that serves foundations and high net-worth individuals.
An investment advisory firm has acquired three firms that grow their assets under management by more than $1 billion.
The firm has hired a head of capital formation and investor relations to accelerate the execution of its strategy to deploy creative financing solutions to the lower middle market.
The firm has added a senior relationship manager within its New York office to leverage its offerings to address client needs.
The institution is searching for its next executive director and ceo as its current head will leave to join a Midwestern company this fall.
The position will develop and manage customized portfolios for clients, conduct due diligence and portfolio reviews and publish market and asset allocation research.
The firm has added a principal to help lead new deals out of its latest fund and support its portfolio companies.
A community endowment fund based in a Southern state has selected a new president and ceo following its former executive’s resignation earlier this year.