Industry News

Multi-Asset/Investment Advisor
Wealth Manager Acquiring HNW Registered Investment Advisor

The multi-family office and wealth manager is acquiring an RIA with more than $21 billion in assets on behalf of individual, family and institutional clients.

08.06.26
People Moves
Midwest University Names CFO As Interim President Following Retirement

The university named its finance head as its interim president last month as its president retired on June 30 after 17 years of service in the role.

08.06.26
Emerging/Diverse Managers
Community Foundations Consider, Hire Fewer Diverse Firms: Survey

A survey found fewer community foundations are hiring or considering hiring diverse-owned managers, among other findings.

08.06.26
People Moves
Southern Foundation Names New CFO

The foundation appointed a new cfo and treasurer to help oversee its finances and approximately $2.6 billion in assets after its previous finance head left to join a nearby real estate development, management and investment firm in the same position.

08.05.26
People Moves
Mid-Atlantic Institution Eyes Investment Analyst

The investment analyst will work with senior management to research and evaluate investment opportunities.

08.05.26
People Moves
Mid-Atlantic University Hires Investment Staff

A university based in the Mid-Atlantic region has added two investment analysts to its New York-based investment team.

08.05.26
People Moves
Midwest Religious Order Seeks Director For Mission-Aligned Fund

The religious group is searching for a director to manage its fund targeting investments with social and environmental impacts as its current mission-aligned investment pool head is set to retire after more than decade of service.

08.05.26
Private Equity
Investment Manager Closes PE Fund At Hard Cap

The firm recently held the final close for its fifth private equity fund in an oversubscribed fundraise.

08.05.26
People Moves
Southern Foundation Seeks Next CEO

The foundation is looking to hire a new president and ceo as its current head is leaving to join a mid-Atlantic community development financial institution as president and ceo.

08.05.26
People Moves
Northeast University Foundation Seeks Investment Operations Manager

The foundation is searching for an investment operations manager to oversee the operational, reporting, treasury and administrative functions that support its endowment.

08.05.26