Industry News

Trends
Treasury Department Forms Racial Equality Advisory Committee

The 25-member committee will provide advice and recommendations to the Treasury Department on ways to advance racial equity in the economy.

10.13.22
Industry News
Wealth Manager Acquires Investment Advisor, Tax & Consulting Firms

The acquired firms add 37 new employees, including 13 member-owners.

10.13.22
People Moves
Southern Investment Mgmt. Company Searching For Investment Officer

The investment management company is searching for an investment officer to source, evaluate, recommend and monitor investment managers.

10.13.22
People Moves
Consultant Promotes U.S. Investments & Retirement Head

The appointment comes as the previous head was recently named as the firm’s global defined benefit and defined contribution leader.

10.13.22
People Moves
West Coast Foundation Seeks Investment Officer

The foundation is conducting the search as its current investment officer is set to leave in spring 2023 to support other groups in the philanthropic space.

10.13.22
People Moves
Midwest University Seeks Investment Analyst

The university is searching for an investment analyst as a senior investment analyst left last month to join an insurance and financial services company.

10.13.22
People Moves
Western University Hires New CFO; CIO Departs

The university hired an individual from an East Coast university to fill its newly created cfo position, while its cio left after almost a decade in the role.

10.13.22
People Moves
Global Asset Manager Taps Thematic Equities CIO

The new cio began earlier this month and is based in Switzerland.

10.13.22
People Moves
New England University Launches Search For Next CIO

The university has launched its search for its next cio after its investment head left at the beginning of the year to join an investment and wealth management firm’s outsourced cio business.

10.13.22
People Moves
Northwest Fund Names PE Director

The director most recently worked at Grafine Partners.

10.12.22