Announcements

People Moves
New England Health System Names CFO

The health system hired a new cfo to begin next month after its previous finance head left this summer to join a Midwestern medical center.

10.06.22
People Moves
Investment Consultant Appoints U.S. Central Market CEO

The ceo will retain previous responsibilities for the Illinois and Wisconsin markets until a successor is found.

10.06.22
People Moves
Private Bank Taps Merrill Lynch Wealth Mgmt. Team

The nine-member team will provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations.

10.06.22
People Moves
Investment Consultant Names Two Institutional V.P.s

The v.p.s joined the firm’s client solutions team and will focus on nonprofits and pension plans, respectively.

10.05.22
People Moves
Sustainability Consultant Launches New York Office

The real assets sustainability consultant’s new office will seek to tap demand for ESG consulting in North America.

09.29.22
People Moves
Midwest University Appoints New Trustees

The new trustees, which are responsible for general oversight and management of the institution, including protection and enhancement of assets, include two investment professionals.

09.29.22
People Moves
Venture Capital Firm Hires Principal

The principal will focus on domestic investments with a focus on early-stage companies.

09.29.22
People Moves
Wealth Mgmt. Firm Appoints Senior Portfolio Advisor

The advisor will provide investment advice to clients in the Greater New York area.

09.29.22
ESG
Midwest Foundation Transitions Endowment To MRIs

The foundation has transitioned its endowment to mission-related investments that promote environmental sustainability.

09.29.22
People Moves
Wealth Management Firm Names CFO

The new finance head will extend the firm’s budgeting, planning and reporting capabilities and evaluate growth opportunities.

09.27.22