Announcements
The firm expanded its employee ownership to include a senior v.p. and consultant, reflecting both their individual contributions and the firm’s sustained growth across the Southeast.
The wealth management and strategic advisory firm’s incumbent cio is transitioning to a new role as chair of the firm’s board of directors.
The firm has hired a senior director to work with nonprofits, institutions, individuals and families as well as a senior operations associate to support its operations and service.
Largest schools reported the strongest one-year returns on average, which followed two years of smaller institutions outperforming, according to new report.
The mid-Atlantic organization has launched an online portal for project applications for its reconstruction investment fund, which looks to invest in critical minerals, hydrocarbons and related infrastructure.
The college’s previous finance head left last year to join a public museum in a similar role.
The college’s current investment head is leaving to join a private investment office that manages the assets of a global multigenerational family.
The endowment promoted an internal team member as its permanent ceo to conclude a search from last year as its previous head stepped down to focus on personal priorities.
An investment advisory firm serving several nonprofit clients has agreed to merge with a wealth management firm.
The specialized investment manager has added the former chief investment strategist at two of the top 15 global asset owners as a senior advisor to support investment and portfolio construction efforts.
