Announcements
The global investment manager and wealth management firm has acquired a Florida-based registered investment advisory firm as it looks to advance its footprint in Florida and the Southeast region.
The school hired a new cfo to oversee its financial and business matters, including its endowment, in the third quarter as its finance head left for a role at a nearby institution.
A trust fund based will start a search for a new cio to manage its trust fund later this year as its cio prepares to retire next year.
The firm has hired an investment analyst to support its investment team with analytical research to inform asset allocation and portfolio construction decisions.
The college added three new members, including two investment professionals, to its board of trustees to serve four-year terms beginning this summer.
The outsourced cio has hired a managing director and senior associate to serve on its impact investment team and support the firm in providing clients with impact investment solutions.
The firm has updated its investing leadership structure, forming a globally-focused investment management leadership team, in preparation for its next phase of growth.
The joint venture will provide flexible private credit solutions that support the needs of lower and middle market businesses.
The investment consulting firm’s president is leaving the firm at the end of the month for a global leadership role at a financial services firm.
The firm has hired for the newly created role of head of impact to lead comprehensive impact efforts at the firm level and across its portfolio.