Announcements
An investment advisor has opened an office in the Pacific Northwest to expand its services in the Puget Sound region.
A university in the Northeast has promoted its associate treasurer to the treasurer role to oversee cash and debt management, investment and endowment accounting and student financial services.
A university in the South announced its next vice chancellor for finance and administration will take over on Jan. 1 to succeed its current vice chancellor, who is set to retire in January after 16 years of service.
Emerging Manager Monthly receives first place award, two honorable mentions.
Finomial Founder and CEO Meredith Moss will join firm with 42 engineers, developers, cloud specialists and client service personnel.
She is based in New York and reports to Managing Director and Co-COO Robin Shanahan.
Practice will help investment managers by drafting responsible investment policy and workflow.
The cfo of a foundation in the South is stepping down from the role to pursue new career opportunities and an interim cfo has been named.
strategy consists of 35 to 50 predominantly small- and mid-cap stocks in global developed markets.
Firm will have 19 offices nationally with over 300 team members after the transaction closes.