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