Announcements

People Moves
Northeast University To Search For Next CFO As Finance Head Sets Retirement Date

The university will conduct a national search for an executive v.p. and cfo as its finance head is set to retire from the role on June 30.

10.13.22
Trends
Treasury Department Forms Racial Equality Advisory Committee

The 25-member committee will provide advice and recommendations to the Treasury Department on ways to advance racial equity in the economy.

10.13.22
Industry News
Wealth Manager Acquires Investment Advisor, Tax & Consulting Firms

The acquired firms add 37 new employees, including 13 member-owners.

10.13.22
People Moves
Consultant Promotes U.S. Investments & Retirement Head

The appointment comes as the previous head was recently named as the firm’s global defined benefit and defined contribution leader.

10.13.22
People Moves
Western University Hires New CFO; CIO Departs

The university hired an individual from an East Coast university to fill its newly created cfo position, while its cio left after almost a decade in the role.

10.13.22
Announcements
Asset Manager Promotes Global CIO

The new cio will oversee the firm’s fixed-income, equities, multi-asset solutions and alternative strategies, while retaining his current fixed-income portfolio management responsibilities.

10.06.22
Industry News
Global Alternatives Mgr. Adds Three New European Offices

The firm established new offices in Italy, Sweden and Switzerland earlier this year to better service clients locally.

10.06.22
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