Announcements

The company has created a new investment-related platform.

The company opened a new office in a southern state to help serve the investment and planning needs of clients.

The university is creating a sizeable endowment to support scholarships for disadvantaged students that also includes a venture fund for student and alumni entrepreneurs.

The foundation hired an investment operations manager in May following a search from last year.

The transaction is expected to close in the third quarter, subject to customary closing conditions. 

The purchased entity will operate under the buyer’s brand after the close, which is scheduled to occur by the end of June.