Announcements
The firm has announced executive transition plans as its current president and ceo is set to retire next year after 25 years at the firm, including the last eight as its head.
The firm has appointed a chief responsibility officer effective Jan. 9 to oversee its corporate responsibility and responsible investing efforts.
The foundation promoted a managing director to the role of cio after its investment head left to join an East Coast health system.
The firm has signed an agreement to purchase a registered investment advisor, which will increase the assets it oversees to approximately $17 billion and expand its West Coast presence.
The firm has selected four senior executives to serve as its Southwest Florida Wealth Leadership team as it looks to expand its reach and maximize its resources in the region.
The firm has named a new global head of responsible investment on the heels of new additions to its responsible investment team.
The foundation has named a ceo of its impact investing arm, which has more than $400 million in investments.
The registered investment advisor has agreed to enter a partnership with a group of independent, fiduciary wealth management firms.
The New York-based venture capital manager has closed its oversubscribed early-stage decarbonization strategy.
The firms plan to form a joint venture combining their cash equities and equity research businesses to provide investment insights into the American, European and Asia Pacific equity markets as well as liquidity access and leading global trading technology.
