Industry News

People Moves
Northwest 529 Plan Seeks New Executive Director

The college savings program is searching for a new executive director as its previous head left the role earlier this month to join a municipal financial advisory firm.

11.18.22
People Moves
Millennium Trust Promotes CEO

He previously served as the firm’s cfo and coo.

11.17.22
People Moves
EverWest Hires Managing Director

The managing director is responsible for the firm’s acquisitions activity in the central U.S. market.

11.17.22
People Moves
Asset & Wealth Mgmt. Firm Adds Sr. Advisor To Foundation Practice

The firm recently added a senior investment advisor to support its foundation, endowment and institutional nonprofit clients.

11.17.22
Surveys/Studies
Plan Sponsors Admit Inflation, Interest Rates Are Biggest Concerns For Markets: Survey

Corporate and healthcare pension plan sponsors agree that combating inflation and rising interest rates are among the biggest risks to markets over the next year, according to a recent survey.

11.17.22
Industry News
Gallagher & Co. Acquires Wealth Mgmt. & Asset Mgmt. Platform

The firm has acquired a wealth management and asset management platform with over $1 billion in assets under advisement.

11.17.22
Surveys/Studies
VC Space Must Pivot Toward DEI Investments, Women & Minority Managers: Report

While diversity, equity and inclusion investments garner attention from the broader industry, U.S. venture capital firms have dedicated less than 2% of their assets to DEI investments, a new study finds.

11.17.22
People Moves
New England College Adds Investment Associates

The college recently added a pair of investment associates from an investment bank to focus on private equity and real assets.

11.17.22
People Moves
Mid-Atlantic Foundation Seeking CIO

The foundation is searching for a cio to lead all aspects of managing its endowment after its investment head recently stepped down from the role.

11.17.22
ESG
Global Private Credit Council Launches ESG Disclosure Template

The global group of alternative asset managers has spearheaded a new standard format for ESG-related disclosures for private companies or investors in partnership with top investment firms.

11.17.22