Announcements
The firm has hired a head of client service to oversee the ongoing design and execution of the overall client service experience.
The firm added a 12-person team in the Boston area from Merrill Lynch to provide portfolio management, retirement planning, investment consulting and other wealth management services.
The foundation affiliated with the Lutheran church moved to an outsourced cio model from a traditional investment consultant model following a search from last year.
The college hired a new senior v.p. of finance and administration from a nearby institution in the third quarter after its previous finance head left for chief financial and operations officer role at a New England private day school.
The West Coast-based firm has entered a partnership with a digital asset platform to develop a range of single-coin, multi-coin and thematic indexes for institutional investors.
The university will fund 20 fellowships for its graduate students that are looking to become leaders in the finance industry and each fellow will have an individual mentor from the university’s investment staff.
The firm hired a head of impact to join its in-house team that supports management teams as they lead their portfolio companies.
The firm added two new members to its advisory board as one of its inaugural members is set to retire after five years of service.
The firm acquired an advisory team that oversees more than $2 billion on behalf of individuals, families, endowments and foundations, the majority of which are located in the middle Tennessee region.
The global investment firm has acquired a wealth advisory team based in Austin, Texas, which marks its first investment advisory team in the city.