Announcements

Industry News
Company Expanding Footprint, Opening First Int’l Office

The office in London will better serve clients across the U.K., Europe and Asia.

10.28.21
Industry News
Firm Appoints Regional Fiduciary Manager

Appointee began in the newly created position on Sept. 7 and is based in San Francisco.

10.28.21
Industry News
Firm Hires Merrill Lynch Wealth Mgr.

Hire will provide portfolio management, retirement planning and investment consulting to nonprofits and foundations.

10.27.21
Industry News
Firm Names Investment Advisor

Hire previously served as a portfolio manager at Lowell, Blake & Associates.

10.27.21
Asset Study/Review
Midwest Foundation Commits To Reduce Carbon Emissions Across Endowment

The foundation will look to reach net zero greenhouse gas emissions across its endowment by 2050.

10.21.21
Industry News
Firm Launches OCIO Business

Business will provide discretionary advisory services to endowments, foundations, family offices and other institutional clients.

10.21.21
Industry News
Firm Taps Abbot Downing Wealth Mgmt. Team

Hires will serve as managing directors and wealth managers.

10.21.21
Industry News
Asset Manager Bolsters Responsible Investment Team

Appointments bring firm’s responsible investment team to 17 specialists.

10.21.21
Industry News
Firm Names MD, Senior Advisor

Hire was most recently head of U.S. collaboration at HSBC.

10.21.21
Industry News
Midwest University Names Next Investment Head

A university based in the Midwest has hired a new v.p. and cio to oversee its endowment and investment team.

10.18.21