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.
Upcoming bill discourages private colleges and universities with endowments of over $1 billion from investing in entities that have been deemed an unacceptable national security risk.
Firm will focus on infrastructure verticals of data and technology, industrial and environmental, decarbonization and energy transition targeting equity investments of $20 million to $80 million.
Staffer built the first crypto-blockchain portfolio for one of the firm’s client in 2018 and completed the firm’s first due diligence on a crypto fund in 2017.