Announcements

People Moves
Investment Firm Institutional Equities Head

The firm hired a head of institutional equities within its equity capital markets group to oversee research, sales and trading, corporate access and corporate services.

03.08.23
People Moves
Wealth Manager Adds Team From Morgan Stanley

The firm added a six-person team based in Los Angeles to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations, among other clients.

03.08.23
People Moves
Investment Advisor Hires New V.P.

The firm hired a v.p. to provide consulting services to nonprofits and other investors.

03.02.23
People Moves
Investment Firm Elevates Chief Data Officer To Executive Leadership Team

The firm announced the expansion of its executive leadership team with the appointment of a chief data officer, who has held the role since 2019.

03.02.23
People Moves
Socially Responsible Investment Manager Names New President

The firm announced the appointment of its next president to help lead its strategic direction and corporate growth following the planned departure of current president.

03.02.23
People Moves
New England Foundation Announces Next President

The foundation announced its next president and ceo to lead its operations and strategies as its previous head is set to retire after more than 14 years at the organization.

03.02.23
MRI/Social Investments
Midwest Healthcare System Commits To St. Louis Impact Fund

The fund made an undisclosed commitment to an impact fund focused on Black- or Latinx-owned entrepreneurs and businesses in the St. Louis-area.

03.01.23
People Moves
Pantheon Bolsters Real Estate Team

The firm added a managing director in Chicago for its real estate team.

03.01.23
People Moves
New England University Hires New CFO

The university hired a new cfo earlier this month after its previous finance head left to join a nearby community foundation at the beginning of the year.

02.23.23
People Moves
Investment Consultant Taps New Leaders As President & CEO Sets Retirement

The firm has named a co-cio and head of institutional services as its ceo and president, respectively, as its president and ceo is set to retire at the end of the year and become board chair.

02.23.23