Announcements

Both wealth management firms’ teams will be joining Mercer, including ceos from each.

The hires provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits, private family foundations and other clients.

The acquired firm manages $1.7 billion in assets for endowments, foundations and other institutional clients.

The hire was formerly a v.p. of foreign exchange sales for Barclays Capital.

The hire will lead the diverse-owned manager’s client engagement and sustainable activities.

The senior consultant joined from PNC’s family wealth group.