Industry News

Industry News
Wells Fargo Advisors Exiting Some Gov't Clients

The firm informed a list of municipal government entity accounts in which the firm would be closing relationships.

10.24.25
People Moves
Marquette Hires Research Analyst

The research analyst also serves as a member of the firm’s alternative investment manager search committee.

10.24.25
Industry News
Medalist Partners Hires Capital Solutions V.P.

The firm’s newest v.p. joins from a Southeast-based consulting firm.

10.23.25
People Moves
Greenbelt Adds Senior Hires

The private equity firm recently added four members to its team.

10.23.25
Surveys/Studies
Evolving Discretionary Needs Call For Trusting Relationships, Great Communication: OCIO

Two leaders of the outsourced cio practice at an institutional advisory firm are seeing the importance of communicating and building trust in relationships with both clients and staff, particularly as their investment needs evolve.

10.23.25
People Moves
Southern University Eyes Quantitative Associate, Investment Analyst

The institution is searching for an investment analyst to assist in all stages of its investment process as well as a quantitative associate to join its data science and risk team.

10.23.25
People Moves
Southern University Lands Next Finance Head

The university’s previous finance head passed away in the second quarter.

10.22.25
People Moves
Midwest University Investment Team Experiencing Departures

The university has experienced staff departures within its investment office in recent months, including its managing director of private equity and an associate portfolio manager for inflation sensitive and diversifying assets.

10.22.25
People Moves
BTG Pactual Global Alts. Taps Credit Head

BTG Pactual Global Alternatives has hired Chris Allen as head of performing credit.

10.22.25
People Moves
Investment Bank Advisor Hires MD Focused On Ratings Advisory

The investment banking advisory firm hired a managing director to focus on ratings advisory for its private capital markets and debt advisory group.

10.22.25