Announcements

Industry News
Wealth Manager Adds New England RIA

The wealth manager is merging with the registered investment advisor to deepen its offerings for private and corporate clientele in the region.

01.16.25
People Moves
Global Investment Manager Names Alternative Credit Head

The firm has hired a head of alternative credit to build upon its emerging market alternative credit platform and develop a broader set of investment solutions for clients.

01.16.25
People Moves
Outsourced CIO Promotes Seven Staffers; Opens Texas Office

The discretionary advisor has promoted two staff members as partners and five as managing directors as the firm opened its newest U.S. branch in Texas.

01.16.25
People Moves
Northeast Institution Seeks Managing Director To Lead VC Initiatives

The institution is seeking a managing director to spearhead investments in oncology-focused startups and source, evaluate and negotiate early-stage investment opportunities.

01.08.25
Industry News
Investment Consultant Absorbs Two RIAs

An investment consultant is adding approximately $2 billion in client assets through the acquisition of two registered investment advisors and wealth management firms.

01.08.25
Venture Capital
Nonprofits Commit To VC Firm’s First Fund

At least three nonprofit organizations have committed to a venture capital manager’s inaugural fund, which recently closed with more than $60 million in commitments.

01.08.25
People Moves
Growth-Oriented Equity Manager Appoints Two MDs

The firm has promoted two team members as managing directors on its healthcare and investor relations teams.

01.08.25
People Moves
Consultant Names New CEO, Hires RIA-Focused Senior MD

The firm has named a new president and ceo after hiring a senior managing director within its RIA-focused business.

01.08.25
People Moves
Southern College Seeks CFO

The new senior v.p. and cfo will oversee management of the college’s treasury, endowment, debt and retirement funds.

01.08.25
People Moves
Midwest Foundation Hires New CFO

The new cfo and v.p. of administration will lead, manage and oversee the foundation’s operational and administrative areas.

12.18.24