Daily Feed

People Moves
Wealth Management Firm Hires Investment Mgmt. Head

The firm has hired a head of investment management to lead the development of its first centralized investment management platform for individuals, foundations and family offices.

09.04.25
People Moves
Mid-Atlantic University Elects New Board Chair

The university has elected a new chair of its board of trustees after its former chair, the co-founder of an investment manager, retired after 11 years of service, including four as chair.

09.04.25
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