Industry News
The firm also hired a head of global product and marketing.
The new cio and global head of multi-asset solutions has been with the firm for more than 30 years.
The lawsuit alleges fraudulent share sale and breach of fiduciary duty by the firm.
The firm is promoting a partner within its endowments and foundation practice to lead its investment strategy office, whose leader will leave at the end of the year to join a family office.
The firm’s direct lending business recently hired two managing directors.
An interview with Peter Ackerson of Audere Capital.
The new co-head of portfolio management joined the firm from Goldman Sachs Asset Management.
The firm closed the most recent vintage of its small business lending strategy with over $580 million.
The firm has promoted a senior advisor to the fill-time role of president, while also appointing the founder of a financial and strategic advisory firm as a senior advisor.
The global investment manager and wealth management firm has acquired a Florida-based registered investment advisory firm as it looks to advance its footprint in Florida and the Southeast region.