Announcements
Hires will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
Hire was formerly head of an outsourced cio provider’s Baltimore office.
Bard College has announced a $500 million pledge to its approximately $209 million endowment from a prominent investor and philanthropist.
The board of a Western endowment appointed a new chairman in February after its previous chair passed away due to complications arising from COVID-19.
The hires will join the firm’s expanding wealth management presence in Los Angeles’ Century City.
The appointee will oversee offices in New York, New Jersey and Connecticut.
Midwestern university foundation has promoted members of its investment staff.
A global investment firm has hired a senior director to establish a new office in Hong Kong and support its Asian client base.
