Consultant/OCIO/Discretionary

Searches And Hires Consultant/OCIO/Discretionary
California Plans Seeking General Investment Consultant

A California city is searching for a general investment consultant for its two pension plans.

01.14.20
Alternatives Consultant/OCIO/Discretionary
Mid-Atlantic Plan Slates Private Markets Consultant Interviews

A Mid-Atlantic pension plan will interview three finalists in its discretionary private markets consultant search this week.

01.14.20
Searches And Hires Consultant/OCIO/Discretionary
Southwest DC Plan Begins Investment Advisor Search

A Southwest defined contribution plan has begun a search for an investment advisor for its 401(a) and new 457(b) plans.

01.13.20
People Moves
Mid-Atlantic Firm Names Client Portfolio Strategist

A Mid-Atlantic-based firm named a chief portfolio strategist for its outsourced cio team.

01.10.20
Consultant/OCIO/Discretionary
Northeast Plan Concludes Investment Consultant Search

A Northeastern pension plan approved a hire in its investment consultant search in November.

01.09.20
Searches And Hires
Western 529 Plan Conducting Consultant Search

A Western 529 plan is searching for an investment consultant to oversee and advise on its assets.

01.09.20
Searches And Hires
New Foundation To Search For Investment Consultant

A new foundation will search for an investment advisor to oversee its endowment this year.

01.09.20
Industry News
Wealth Management Firm Acquires Investment Advisor

A wealth management firm agreed to acquire an investment advisor in a deal that is expected to close in the second quarter.

01.09.20
Searches And Hires
Western Foundation Issues Consultant RFI

A Western foundation has issued an RFI for investment consultants for its long-term and sustainable and responsible investment pools.

01.09.20
Searches And Hires Consultant/OCIO/Discretionary
Southern College To Interview Finalists In Consultant Search

A Southern college will interview four finalists in its search for an investment consultant.

01.09.20