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Announcements

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
Announcements
Madison Investments Taps Inst’l Business Director

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

02.10.22
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Editor Picks
Florida Pension Makes Smid-Cap Growth Hire Southern City Pension Issues Investment Consultant RFP Northeast Deferred Comp Plan Seeking Advisor
Searches And Hires
Florida Pension Makes Smid-Cap Growth Hire Southern Teachers Pension To Begin Infrastructure, MAC Searches Southern City Pension Issues Investment Consultant RFP

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