Industry News

5 Questions
5 Questions With Builders Initiative CIO Noelle Laing

Laing oversees an approximately $1 billion endowment for the Chicago-based Builder’s Initiative Foundation. She took the time to answer 5 questions with FIN News.

11.15.23
Asset Study/Review
Mid-Atlantic Pension Mulls A/A Changes; Discloses Commitments

The pension plan will consider tweaking its asset allocation for fiscal year 2024 at its board meeting tomorrow and disclosed commitments totaling $450 million at today’s investment advisory committee meeting.

11.15.23
People Moves
Spouting Rock Taps Chief Client Officer

He joins with over 30 years of industry experience and will strengthen the firm’s relationships with clients.

11.15.23
People Moves
Venture Capital Manager Adds Managing Director

The firm has added a managing director to oversee its pre-seed investment strategy and portfolio that focuses on sourcing, investing and scaling high-growth, early-stage tech startups.

11.15.23
People Moves
Mid-Atlantic Advisor Adds Wealth Planning Head, MD

The wealth planning and advisory firm has added a head of wealth planning and managing director to leads the firm’s strategic direction and oversight and enhancement of client financial planning services.

11.15.23
People Moves
Southern Foundation Names Seventh President

The foundation has named its next president, effective January 2024, after its current head announced in the first quarter of 2023 that they would retire following 18 years in the role.

11.15.23
People Moves
Western Trust Searching For CIO, Investment Staffers

The trust has launched its search for its next v.p. and cio due to the impending departure of its investment head, while also searching for a director of investment operations and investment analysts.

11.15.23
People Moves
Investment Manager Hires Wealth Solutions Head

The global investment manager has hired a leader for its U.S. wealth management team.

11.15.23
People Moves
Clarion Hires Managing Director

Real estate firm added a managing director from JPMorgan.

11.14.23
Industry News
U.S. Presidential Election Is Investors’ Top Concern Over Rising Rates, Inflation: Study

The 2024 U.S. presidential election is causing anxiety for many investors that are concerned about the impact it will have on their finances, a new study finds.

11.14.23