Industry News

People Moves
Investment Consultant Managing Partner Retires

The managing partner retired from the firm after more than 30 years of service.

07.07.22
People Moves
New England College Hires Investment Officer

The college hired an investment officer from a nearby institution to help oversee and manage its endowment following a search from late 2021.

07.07.22
People Moves
Southern School Searching For CFO

The school is searching for a cfo as its finance head left to join a family office earlier this year.

07.07.22
Industry News
Financial Software Company Launches Investment Ops. Platform For Nonprofits

The company has created a new investment-related platform.

07.07.22
Industry News
Trust Company Opens New Office

The company opened a new office in a southern state to help serve the investment and planning needs of clients.

07.07.22
Mid-Cap
Firm Launches Mid-Cap Equity Fund

Fund will invest in a select portfolio of 20 to 40 primarily mid-cap companies.

07.07.22
People Moves
Western Foundation Adds Board Members

Foundation’s board is led by an assistant v.p. of risk and analytics at CarMax and includes a v.p. of investments and private client advisor with J.P. Morgan.

07.07.22
People Moves
West Coast Foundation Hires Investment Ops Mgr.

The foundation hired an investment operations manager in May following a search from last year.

07.07.22
People Moves
Asset Manager Hires Investment Solutions Head

Hire formerly served as head of structured product sales and development at Credit Suisse.

07.07.22
People Moves
California Plan Seeks Investment Analyst

The analyst will provide technical assistance in administering the plan’s long-term investment policy.

07.06.22