Industry News
An investment consultant is adding approximately $2 billion in client assets through the acquisition of two registered investment advisors and wealth management firms.
The firm has expanded its executive leadership team by promoting three v.p.s to head of client development, head of human resources and office services and general counsel.
Domain Timber Advisors made a series of leadership changes effective Jan. 1.
He was appointed to the role in 2023 for the institutional outsourced cio practice of U.S. Bancorp Asset Management, housed within PFM.
The deal will see approximately $6 billion in assets transferred to MetLife Investment Management.
The firm has promoted two team members as managing directors on its healthcare and investor relations teams.
The firm has named a new president and ceo after hiring a senior managing director within its RIA-focused business.
A senior v.p. responsible for leading the consultant’s Denver office will retire in the first quarter as a fellow senior v.p. at the branch left the organization.
A hospital network in a Midwestern state has started a search for a principal, private capital to join its investment office.
The managing director of investments will oversee and manage the endowment with a focus on its alternative investments.