Announcements
The firm hired a consultant from another investment consulting firm to lead its investment management research efforts.
The institute has launched a foundation to promote diversity in the financial advisor profession through scholarships.
The strategy is firm’s first fund created specifically to serve the foundation and endowment investors.
The strategy will focus on investing in growth-stage businesses with proven technology and mission-driven management teams in the areas of planetary health, people health and financial inclusion.
The firm hired a senior wealth advisor in its North Palm Beach, Fla. Office.
The wealth management firm has named its next chief fiduciary officer to oversee all fiduciary administration for trust and estate services as its previous fiduciary head is set to retire.
A university based in California will invest in growth-stage startups affiliated with the institution.
An investment advisor in the mid-Atlantic region has launched a new outsourced cio business unit that offers offers research and educational content, investment construct and due diligence services and investment modeling and rebalancing.
The firm has also opened a sixth office in Lynnfield, Massachusetts.
Upcoming bill discourages private colleges and universities with endowments of over $1 billion from investing in entities that have been deemed an unacceptable national security risk.
