Announcements
The mid-Atlantic outsourced cio has hired a managing director for its client portfolio management team from a large Northeastern university.
The firm has hired a v.p. and regional director to partner with financial intermediaries, including broker-dealer advisors, registered investment advisors and private wealth managers in the Southeast region.
The foundation strives to drive the global integration of impacts in financial analysis to promote effective resource allocation and achieve long-term financial stability.
The state treasurer will review Unilever before deciding to invest with the company again after divesting from the company last year due to a violation of state law.
The firm launched a new asset management and distribution platform for the 529 plan after being hired as its asset manager in the first quarter.
The university added four new trustees, two of which work at investment managers.
The foundation is broadening the scope of its impact investment fund as it aims to grow the portfolio to $125 million in total assets.
The firm added two new nonprofit organizations as clients in the first half of the year.
The institution has hired two portfolio managers and promoted a senior investment analyst to portfolio manager to help manage its endowment.
The firm named its head of impact and a principal on its investor services team as partners effective July 1.