Announcements

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
Announcements
Madison Investments Taps Inst’l Business Director

Hire will help the firm deliver investment strategies to institutional investors nationally.

02.10.22
ESG
Company Joins Climate Change Initiative As Part Of ESG Commitment

The initiative helps reduce carbon emissions from private equity-backed companies, through its members’ active engagement with portfolio companies.

02.10.22
Announcements
Firm Adds Two Wealth Mgrs. To Seattle Office

Manager hired senior staff for its Seattle office.

02.10.22
People Moves
Mid-Atlantic Trust Eyes Next CEO & CIO

A trust in the Mid-Atlantic region is looking to hire a new ceo and cio as its incumbent is set to retire at the end of the year.

02.03.22
Industry News
Private Equity Manager Invests In Investment Advisor

The advisor launched last year and works with endowments, foundations among other investors.

02.03.22
Industry News
Advisor Names Head Of Client Engagement

The hire will lead firm’s brand and build strategic relationships.

02.03.22
Industry News
Investment Managers Enter Strategic Partnership

A Louisville, Ky.-based manager acquired a majority interest in New York-based firm.

02.03.22