Announcements
An outsourced cio has hired a director in its diversifying strategies group.
A financial services provider has agreed to acquire a portfolio intelligence platform company to expand its capabilities for both its institutional investor and investment management markets.
An asset manager has appointed a chief sustainability officer to oversee firm-wide sustainability initiatives, including investment integration, advocacy and corporate transition to net-zero.
An outsourced cio has hired a director on its impact investment team to incorporate impact considerations into portfolio construction and integrate impact into how the firm communicates, supports and engages with clients.
An investment advisor has hired a cio and managing director of wealth management to oversee asset management and alternative investment strategies for both wealth management and retirement plans.
An alternative investment manager has agreed to make a minority investment in a Western investment advisor, which will provide the firm with growth capital to support key priorities and continue its strategy for national expansion through new office openings and acquisitions.
A community foundation in the Mid-Atlantic region has hired a new cfo and v.p. of administration as its current cfo plans to retire.
New head will also serve an operating partner within the portfolio performance solutions platform.
A public benefit corporation and ESG technology platform has closed its Series A investment round with $21 million.
