Announcements

People Moves

A university in the Northeast hired a new cfo last month following a national search for the position initiated last year.

02.24.22

Industry News

Global Asset Manager Forms Healthcare Advisory Council

Council members include former Senate Majority Leader, former UnitedHealthcare Global ceo and more.

02.24.22

Asset Study/Review

Northeastern College Updates 403(b) Retirement Plan, Adds Investment Options

College consolidated existing contracts into one retirement plan account.

02.17.22

People Moves

Mercer Promotes West Market CEO

New West market ceo joined firm in 2007 and most recently led its wealth business in the West.

02.17.22

People Moves

Wealth Management Firm Adds Four Advisors To Western Region Team

The hires include senior wealth and investment advisors and senior private banker and managing director.

02.17.22

People Moves

Global Investment Manager Taps Responsible Investment Associate

Associate will support integration of ESG into firm’s investment process.

02.17.22

People Moves

Brown Advisory Adds PM To OCIO Team

Hire will manage investment portfolios for outsourced cio clients in newly established team.

02.17.22

People Moves

Rockefeller Capital Mgmt. Hires Morgan Stanley Emerging Markets Head

Hire will also form an investment company, Breakout Capital, according to the announcement, which notes that Rockefeller Capital Management will be a partner in the firm.

02.16.22

Multi-Asset/Investment Advisor

Western 529 Enhances Plan With New Partnership

A Western 529 plan has made several enhancements to one of its college savings plan, including new investment portfolios, enrollment year portfolios, ESG portfolio options as well as a multi-manager approach.

02.16.22

People Moves

Manager Hires Member Strategy Group Director

New hire focuses on outreach to current and prospective client relationships with nonprofits.

02.10.22

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