Daily Feed

Industry News
Two RIAs Entering Strategic Partnership

The two firms, which will keep their names, will merge to expand their national presence and strengthen their position with ultra-high-net-worth individuals, families and institutions, including foundations and endowments.

09.04.25
People Moves
Venture Firm Adds Investment Partners

The firm hired two new investment partners to source tech investments with a focus on cybersecurity, artificial intelligence, software and healthcare.

09.03.25
People Moves
Southern Medical School Names New CFO

The medical school has hired a new senior v.p. and cfo to manage its finances and investments following a search from earlier this year.

09.03.25
Asset Study/Review
Great Plains Fund Weighs New A/A

The fund reviewed proposed changes to the target asset allocation for its trust funds portfolio last month, including increases to private equity, public equity and private infrastructure.

09.03.25
ESG
New England College Denies Weapon Manufacturer Divestment Request

The college decided against divesting its endowment from military weapon manufacturers earlier this year.

09.03.25
People Moves
Investment Manager Hires Consultant Relations MD

The firm hired a managing director to lead consultant relations efforts in the Western region of the U.S. as it looks to drive business growth.

09.03.25
People Moves
Global Manager Adds Institutional Head Focused On Northeast

The firm hired a head of institutional for the Northeast to oversee all aspects of its engagement with institutional asset owners and consultants in the region.

09.03.25
Multi-Asset/Investment Advisor
West Coast Foundation Launches Manager Search

The community college affiliated foundation is searching for an investment manager to oversee and provide discretionary management for its endowment.

09.03.25
People Moves
Tree Line Capital Hires Investor Relations Head

The newly created position was filled last month.

09.03.25
People Moves
Beach Point Names President & CIO

The multi-strategy manager has also named a global head of client partnerships and business development.

09.03.25