The wealth management firm has appointed a senior managing director and president of Western Michigan to lead its team in delivering holistic advice and client service to foundations and endowments.
The university is developing a new administrative structure to bolster the organization as its executive v.p. and cfo is set to leave the institution at the end of the month.
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 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.
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.