The investment consulting firm has acquired a Virginia-based wealth and investment management firm, which has 25 to 30 nonprofit clients in addition to family office, individual and institutional investors as well as financial service firms.
Private equity and venture capital firms that have predominantly women or people of color in ownership can provide another source of diversification and unlock access to differentiated deal flow for their limited partners and other investors, according to new research.
Joe Aguilar is the cio for Illinois State Treasurer Michael W. Frerichs, a role in which he directs seven investment portfolios spanning across public and private market investments on behalf of the Illinois Treasury’s combined $56 billion investment portfolio.