Industry News
The wealth management firm recently hired a senior investment officer from a Southern pension system to serve as v.p. and work with clients on establishing investment guidelines and create strategic and tactical balanced portfolios to suit their needs.
The university is seeking a senior investment analyst to help oversee its portfolio and review endowment reports.
Patrick Lee has joined Vaughan Nelson Investment Management as v.p. of institutional business development.
The firm has $40.4 billion of $1.4 trillion in client assets invested with diverse managers.
The firm added an investment team member from Mutual of America Capital Management to focus investment research and portfolio management.
The 13 firms are said to either boycott fossil fuel companies or failed to reply to a questionnaire.
The Northeast-based firm has named a managing director of strategic partnerships to work on deepening its relationship with turnkey asset management platforms and broker-dealer/registered investment advisor platform distribution teams.
Most endowments are increasing risk and turning a blind eye to human rights violations and abuses related to labor, privacy.
The global banking conglomerate has acquired most assets of San Francisco-based First Republic Bank following its collapse.
